SAP
SAP SE243.66
-0.83-0.34%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
CCB details: large deals, sovereign delays
Q&A unpacked the current cloud backlog's 25% growth—below expectations due to back-loaded large deals (71% over €5M), defense procurement clauses, and sovereign cloud ramps—adding color to prepared remarks' nod to deal mix and geopolitics. Management affirmed US public sector strength despite tensions, with no tariff impacts. They baked 2025's geopolitical headwinds into 2026 guidance as the new normal. SaaS/PaaS hit 30% USD growth, outpacing peers. Buybacks double for employee stock, preserving M&A flexibility in AI/data. Answers largely reaffirm AI momentum. Confident execution rules; watch backlog conversion.
Key Stats
Market Cap
284.30BP/E (TTM)
34.46Basic EPS (TTM)
7.07Dividend Yield
0.01%IPO
Website
Employees
Sector
Industry
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Adobe Inc.
347.89-3.26
APPN
Appian Corporation
36.43-0.47
CRM
Salesforce, Inc.
254.91+0.33
NOW
ServiceNow, Inc.
781.12+15.92
RMNI
Rimini Street, Inc.
4.06-0.03
SNOW
Snowflake Inc.
220.60+5.32
SPNS
Sapiens International Corporati
43.45+0.01
SPSC
SPS Commerce, Inc.
88.15+1.91
SPT
Sprout Social, Inc
11.03+0.51
WDAY
Workday, Inc.
216.11+1.21