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

SAP verdient mehr als gedacht und bestätigt Prognose 2024 - mehr Einsparung 2025 Montag, 22.07.24 22:22 WALLDORF (dpa-AFX) - Europas größter Softwarehersteller SAP hat im zweiten Quartal beim operativem Ergebnis trotz schwieriger Wirtschaftslage stärker zugelegt als gedacht. Das um Sondereffekte bereinigte Ergebnis vor Zinsen und Steuern wuchs im Jahresvergleich um 33 Prozent auf 1,94 Milliarden Euro, wie die Walldorfer am Montagabend nach US-Börsenschluss mitteilten. Der Umsatz zog um 10 Prozent auf 8,29 Milliarden Euro an. Vor allem das Cloudgeschäft mit einem Wachstum von 25 Prozent blieb der Taktgeber. Die Jahresprognose für 2024 bestätigte das Dax -Schwergewicht, das Unternehmen will aber sein Stellenabbauprogramm ausweiten und rechnet wegen der erhöhten Kostenersparnis 2025 mit 0,2 Milliarden Euro mehr operativem Ergebnis als bisher. Der Nettogewinn sank im zweiten Quartal um 69 Prozent auf 918 Millionen Euro. Das lag insbesondere am milliardenschweren Sonderertrag aus dem Verkauf der ehemaligen US-Tochter Qualtrics ein Jahr zuvor./men/he

Nein Jungs: am 23 h Conf Call. Arbeiten!!!

Gute Nacht Jungs 🛌

In USA + 4.41 % after hours

Free Cash Flow ist auch ganz schön

Ambition 2025 SAP is updating its financial ambition 2025, reflecting the anticipated incremental benefits from the transformation program. By 2025, SAP now expects: • Non-IFRS operating profit of approximately €10.2 billion (previously: approximately €10 billion). SAP continues to expect: • Cloud revenue of more than €21.5 billion. • Total revenue of more than €37.5 billion. • Non-IFRS cloud gross profit of approximately €16.2 billion. • Free cash flow of approximately €8.0 billion (now including an anticipated mid-triple-digit million Euro restructuring payout in 2025 associated with the 2024 transformation program). • A share of more predictable revenue of approximately 86%. The 2025 financial ambition is based on an exchange rate of 1.10 USD per EUR. Non-Financial Ambition 2025

After hours steigst

Cloud Rev ist gut gestiegendu rch EPS Suite.. Mal schauen ob das dem Markt reicht . Ich könnte mir glatt vorstellen dass morgen erstmal etwas abverkauft wird

~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?