在股东回报方面，非IFRS基本每股收益达到1.62欧元，同比增长16%，显著高于分析师平均预期的1.51欧元;基于此优异表现，SAP宣布启动一项总额高达100亿欧元的新的两年期股票回购计划，预计将于2026年2月开始执行并持续至2027年底。

对于2026年，SAP公司预计云收入将达到258亿-262亿欧元，增长23-25%，非国际财务报告准则营业利润将达到119亿-123亿欧元，增长14-18%。自由现金流预计约为100亿欧元。

SAP公司近日公布了2025年财报，全年收入达到368亿欧元，同比增长8%。尽管CEO克里斯蒂安·克莱因(Christian Klein)承认年初因特朗普担任美国总统引发的地缘政治关税动荡带来了"艰难开局"，但公司仍然实现了可观增长。

SAP云转型迎爆发：四季度调整后营业利润暴增27%，AI应用成最强引擎，三分之二云订单含AI产品。公司上调2026年云收入增长预期至23%，目标260亿欧元，同步启动百亿欧元回购计划。2027年停止本地产品支持将加速客户上云迁移。

But didn’t SAP report strong revenue and profit figures? Definitely. Q4 revenue reached €9.7 billion compared to €9.4 billion ...

SAP shares plunged after the German business-software group’s cloud backlog and sales guidance disappointed investors.

消息面上，SAP周四表示，作为衡量未来已签约销售的重要指标，其云业务订单积压（cloud backlog）的增长率今年将“小幅放缓”，低于2025年实现的25%。公司指出，近期签署的一些大型合同，其收入爬坡速度将慢于此前预期。

A central element of the announcement is a new Retail Intelligence component of the SAP Business Data Cloud. SAP said the offering is designed to unify data from sales, inventory, customers and ...

SAP SE (SAP) reports robust cloud revenue growth and unveils a significant share repurchase program, despite facing geopolitical and market challenges.

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses ...

SAP, the $192 billion German enterprise tech company, will pay more than $230 million to settle investigations into worldwide "recidivist" foreign bribery practices, U.S. authorities announced ...

At the recent SAP Sapphire conference in Orlando, SAP made several announcements showcasing its responsible AI, sustainability and “empowering customers to navigate complex challenges and ...