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SAP SE (US) (SAP)
:SAP
Earnings Data
Report Date
Jan 29, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.78Last Year’s EPS
1.46Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a generally positive outlook with significant cloud revenue growth, strong operating profits, and strategic customer wins. However, it also highlights challenges such as delayed bookings and a significant decline in software licenses revenue.Company Guidance
Strong Cloud Revenue Growth
Cloud revenue rose by 27% in Q3, marking the fifth consecutive quarter of over 25% growth and a solid cloud gross margin of about 75%.
Increase in Operating Profit
Operating profit increased by 19%, despite a negative impact of around EUR 200 million from tax litigation provisions and workforce transformation costs.
Major Contracts and Customer Wins
SAP secured contracts with major companies such as Alphabet, Ericsson, Lufthansa, and the United States Army. These contracts included cloud ERP and AI solutions.
Positive AI Integration and Adoption
AI is becoming a key growth enabler, with companies like Wärtsilä and CHS leveraging SAP's AI for significant efficiency gains.
Successful U.S. Public Sector Engagement
SAP NS2 secured a major framework contract with the U.S. government, which includes orders from the United States Army.
SAP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 22, 2025 | $276.22 | $278.53 | +0.84% |
Jul 22, 2025 | $306.29 | $290.63 | -5.11% |
Apr 22, 2025 | $250.82 | $269.78 | +7.56% |
Jan 28, 2025 | $273.87 | $272.07 | -0.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SAP SE (US) (SAP) report earnings?
SAP SE (US) (SAP) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
What is SAP SE (US) (SAP) earnings time?
SAP SE (US) (SAP) earnings time is at Jan 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SAP EPS forecast?
SAP EPS forecast for the fiscal quarter 2025 (Q4) is 1.78.
