SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion

~EPS: €0.76 vs €0.97 est ~SALES: €8.29B vs €8.23B est

Du sollst non-IFRS nehmen: EPS € 1,10 gegenüber € 1,06 erwartet.

Die Zahlen sind mässig, vor allem wenn man den Kursanstieg davor sieht. Das kgv ist ohnehin hoch

Also Umsatz Beat und EPS ist ein Miss..

EPS ist aber ein Miss oder sehe ich das falsch?

Da passiert nichts weil die deutschen Banker alle schon schlafen

Financial Highlights Second Quarter 2024 In the second quarter, SAP’s strong cloud momentum continued. Current cloud backlog grew by 28% to €14.81 billion and again was up 28% at constant currencies. Cloud revenue was up 25% to €4.15 billion and up 25% at constant currencies, mainly driven by Cloud ERP Suite revenue, which was up 33% to €3.41 billion and up 33% at constant currencies.   Software licenses revenue decreased by 28% to €0.2 billion and was down 27% at constant currencies. Cloud and software revenue was up 10% to €7.17 billion and up 10% at constant currencies. Services revenue was up 6% to €1.11 billion and up 6% at constant currencies. Total revenue was up 10% to €8.29 billion and up 10% at constant currencies.   The share of more predictable revenue increased by 2 percentage points to 84% in the second quarter.   Cloud gross profit was up 29% (IFRS) to €3.03 billion, up 28% to €3.04 billion (non-IFRS), and up 29% (non-IFRS at constant currencies).   IFRS operating profit in the second quarter was down 11% to €1.22 billion. The decrease was driven by restructuring expenses of €0.6 billion associated with the 2024 transformation program. Non-IFRS operating profit was up 33% to €1.94 billion and was up 35% at constant currencies. Non-IFRS operating profit growth was supported by strong revenue growth as well as disciplined execution of the 2024 transformation program.   IFRS earnings per share (basic) increased 22% to €0.76. Non-IFRS earnings per share (basic) increased 59% to €1.10. The effective tax rate (IFRS) was 33.8% (Q2/2023: 33.8%) and the effective tax rate (non-IFRS) was 33.6% (Q2/2023: 33.0%). For non-IFRS, the year-over-year increase mainly resulted from a temporary inability to offset withholding taxes in Germany due to tax losses in 2024 resulting from restructuring. For IFRS, the negative effects from withholding taxes were compensated mainly by changes in tax-exempt income and valuation allowances on deferred tax assets.   Free cash flow in the second quarter increased by 114% to €1.3 billion. While around €0.5 billion was paid out for restructuring, the positive development was primarily attributable to increased profitability and enhanced working capital management. For the first six months, free cash flow was up 48% to €3.8 billion.

Das klingt hervorragend. Liegt es auch im Rahmen der Erwartungen?

Zahlen einwandfrei 🔥

Der Umsatz den ich oben gepostet habe ist glaube ich nicht richtig.. Moment

Geht so

Current cloud backlog of €14.8 billion, up 28%, both at nominal and constant currencies Cloud revenue up 25%, underpinned by 33% Cloud ERP Suite revenue growth, all at nominal and constant currencies Total revenue up 10%, both at nominal and constant currencies IFRS cloud gross profit up 29%, non-IFRS cloud gross profit up 28% and up 29% at constant currencies IFRS operating profit down 11% due to restructuring expenses of €0.6 billion. Non-IFRS operating profit up 33% and up 35% at constant currencies 2024 financial outlook reiterated. 2025 operating profit ambition increased to reflect anticipated incremental efficiency gains from expanded transformation program

cloud backlog of €14.8 billion

War keine Absicht- hab meine Meinung tatsächlich kurzfristig geändert

Umsatz 16.329

Nix draussen