By Leo Marchandon and Danilo Masoni Jan 29 - German software company SAP's 2026 cloud revenue forecast failed to meet market ...

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。

软件公司SAP SE股价创下逾五年最大跌幅，因第四季度云业务订单积压量下滑至首席执行官Christian Klein此前所称的“令人失望”水平，加剧了市场对人工智能将颠覆软件行业的担忧。

SAP SE shares fell the most in more than five years as current cloud backlog in 4Q slipped to a level that chief executive ...

But didn’t SAP report strong revenue and profit figures? Definitely. Q4 revenue reached €9.7 billion compared to €9.4 billion last year. Operating profit surged to €2.6 billion from €2 billion.

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。

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 ...

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, 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 ...

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