)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
SAP
SAP (SAP) investor relations material
SAP Q4 2025 (Media) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 (Media) earnings summary29 Jan, 2026
Executive summary
Achieved and exceeded outlook for operating profit and free cash flow in 2025, with robust cloud growth and a record cloud backlog of up to EUR 77.3 billion, up 30% year-over-year at constant currencies.
Cloud ERP Suite and AI adoption were key growth drivers, with AI included in two-thirds of Q4 cloud order entry.
Transformation strategies (RISE and GROW) and Business Data Cloud drove significant cloud adoption, especially in the mid-market.
Announced a new EUR 10 billion share repurchase program to be executed from February 2026 through 2027.
Financial highlights
Cloud revenue increased 26% year-over-year in 2025 to EUR 21 billion, with Cloud ERP Suite up 32% at constant currencies.
Total revenue for the year approached EUR 37 billion, up 11% at constant currencies.
IFRS operating profit for the year was EUR 9.8 billion; non-IFRS operating profit EUR 10.4 billion, up 28%.
Free cash flow reached EUR 8.24 billion, at the high end of guidance, up 95% year-over-year.
Non-IFRS basic EPS increased 36% to EUR 6.15.
Outlook and guidance
FY2026 guidance: cloud revenue EUR 25.8–26.2 billion (+23–25% at constant currencies), non-IFRS operating profit EUR 11.9–12.3 billion (+14–18%), free cash flow ~EUR 10 billion.
Current cloud backlog growth expected to decelerate moderately in 2026, but less than in 2025.
Total revenue growth anticipated to accelerate through 2027.
Midterm non-IFRS effective tax rate guided to 28%-30%.
Reconcile backlog deceleration with 2027 revenue acceleration.
Quantify Business AI's impact on cloud revenue growth.
What is the strategy for IaaS revenue decline?
AI's impact on future job profiles?
Explain 2025 CCB growth moderation.
How does SAP monetize its AI investments?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m release, and resumed dividends by FY 2028. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed. - 8303
Profit and comprehensive income surged, with public funds fully repaid and TSE Prime listing completed. - EMR
Q1 2026 saw 4% sales growth, 6% EPS growth, and raised guidance, driven by automation demand. - ENPH
Q4 2025 revenue was $343.3M, down sequentially, with Q1 2026 guidance at $270–$300M. - CMG
2025 revenue up 5.4% to $11.9B, net income $1.54B, with new growth strategy launched. - SMCI
Q2 revenue up 123% year-over-year to $12.7B; FY26 guidance raised to at least $40B. - PNI
Record inflows and global expansion drive growth, with major international acquisitions completed.
Next SAP earnings date
Q1 202623 Apr, 2026
SAP
Next SAP earnings date
Q1 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
A Software Titan
SAP SE, most commonly referred to as SAP, is a German multinational company with customers and operations in all corners of the world. The company is headquartered in Germany but trades on both the NYSE and the FWB. SAP provides businesses with software to manage operations and customer relations and its products aid in organizing financial records, human resources, and supply chain tasks, streamlining businesses' everyday activities.
Founded by Engineers
SAP was founded in 1972 by five former IBM engineers with an entrepreneurial spirit. From humble beginnings in Germany, the company started out with only one customer and just a handful of employees and one customer. The idea behind the company was to build software that integrated business processes and enabled data processing in real time. Just a few years after the company was founded, SAP started rolling out its first software programs and started its journey toward the global powerhouse that it is today.
The Practical Application of SAP’s Products
SAP's software solutions are used across various business operations. Their Enterprise Resource Planning (ERP) system, for instance, consolidates business processes like procurement, manufacturing, sales, and accounting into a unified, interactive platform. This simplifies data management and decision-making, increasing operational efficiency.
SAP's Customer Relationship Management (CRM) software, meanwhile, aids companies in managing and analyzing customer interactions, helping to improve business relationships and drive sales growth. Furthermore, with tools like SAP SuccessFactors, companies can effectively manage their human resources, from talent acquisition to performance reviews.
Heavy-Hitting Customers
SAP's customer base is as diverse as its product portfolio, spanning various sectors including manufacturing, retail, healthcare, and financial services, among others. From small businesses to Fortune 500 companies, SAP's robust and scalable solutions are trusted by organizations of all sizes. Some notable companies using their products include names like Apple and Amazon. Simply having two such influential companies as customers, it becomes clear what type of impact SAP has in the modern corporate landscape.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage