Sap Se Stock Price, News & Analysis

SAP SE (NYSE: SAP) has announced an expanded digital sovereignty offering through its SAP Sovereign Cloud portfolio, backed by a €20 billion investment. The initiative introduces new deployment options including SAP Cloud Infrastructure, SAP Sovereign Cloud On-Site, and Delos Cloud in Germany.

The enhanced offering enables European customers to access comprehensive cloud technology while maintaining data sovereignty and regulatory compliance. The solution provides organizations with infrastructure control while unlocking SAP's full cloud capabilities, including SAP Business Technology Platform (SAP BTP) and embedded Business AI capabilities.

Available across multiple countries, SAP Sovereign Cloud ensures full-stack sovereignty across data, operational, technical, and legal dimensions, particularly benefiting public sector and regulated industries.

SAP SE (NYSE: SAP) announced upcoming investor events featuring executive participation in Q3 2025. CFO Dominik Asam will participate in two key events:

1. A fireside chat at the Goldman Sachs Communacopia + Technology Conference in San Francisco on September 9, 2025, from 11:50 am to 12:25 pm EDT.

2. A virtual fireside chat at the Jefferies Structural Winners Series on September 16, 2025, from 11:00 am to 11:45 am EDT.

Both events will be webcast and available for replay on SAP's Investor Relations website.

SAP (NYSE: SAP) has announced plans to acquire SmartRecruiters, a leading talent acquisition software provider, with the transaction expected to close in Q4 2025. The acquisition aims to enhance SAP's SuccessFactors human capital management suite by integrating SmartRecruiters' expertise in high-volume recruiting, recruitment automation, and AI-enabled candidate experience.

SmartRecruiters currently serves over 4,000 organizations globally with its SaaS solutions. The integration will provide customers with enhanced capabilities for managing the entire candidate lifecycle in a single system, featuring AI-enabled recruiting tools, data-driven hiring analytics, and streamlined workflows. SmartRecruiters' standalone portfolio will remain available post-acquisition.

SAP (NYSE: SAP) reported strong Q2 2025 financial results, with significant growth in cloud business and profitability. The company's current cloud backlog reached €18.1 billion, up 22% (28% at constant currencies). Cloud revenue increased 24% to €5.13 billion, while Cloud ERP Suite revenue grew 30% to €4.42 billion.

Key financial highlights include total revenue growth of 9% to €9.03 billion, IFRS operating profit of €2.46 billion, and non-IFRS operating profit up 32% to €2.57 billion. The company maintained its 2025 outlook, expecting cloud revenue of €21.6-21.9 billion and non-IFRS operating profit of €10.3-10.6 billion at constant currencies.

SAP's share repurchase program has acquired 24.7 million shares at an average price of €185.51, totaling approximately €4.6 billion of the €5 billion program.

SAP SE (NYSE: SAP) has announced that CEO Christian Klein will participate in a Fireside Chat at the BNP Paribas Exane CEO Conference in Paris. The event is scheduled for June 3, 2025, from 11:45 AM to 12:25 PM CEST. The session will be available via webcast, with a replay accessible on the SAP Investor Relations website. Investors can direct questions about the event to SAP's Investor Relations team via email or phone during CET office hours.

At its annual Sapphire conference, SAP SE (NYSE: SAP) unveiled major AI innovations centered around its Joule AI assistant, projecting potential productivity gains of up to 30%. The company announced key partnerships with Perplexity and Palantir to enhance its Business AI capabilities. Key developments include: • An expanded Joule AI assistant that works across systems with new ubiquitous presence • Enhanced Joule Agents for autonomous business process management • New AI Foundation operating system for enterprise AI development • Introduction of SAP Business Data Cloud with intelligent applications • New SAP Business Suite packages for simplified cloud adoption • A cloud transition solution promising up to 35% faster time to value The Perplexity partnership enhances Joule's data analysis capabilities, while Palantir collaboration aims to streamline cloud migration and data harmonization for enterprise customers.

Accenture (NYSE: ACN) and SAP SE (NYSE: SAP) have announced ADVANCE, a strategic expansion of their partnership targeting high-growth companies with annual revenues up to $5 billion. The initiative combines SAP Business Suite's enterprise applications, data, and AI capabilities with Accenture's industry expertise to help organizations accelerate their business transformation.

The ADVANCE offerings provide preconfigured services for streamlined finance, procurement, supply chain, and workforce management, implementable in 6 to 12 months. The solution focuses on four key principles: simple (streamlined processes), secure (reliable operations), fast (quick implementation), and future-ready (AI-powered innovation). Accenture will establish a dedicated practice of SAP-certified SaaS professionals to deliver these industry-tailored packages.

SAP reported strong Q1 2025 financial results with significant growth across key metrics. Cloud revenue increased 27% to €4.99 billion, while total revenue grew 12% to €9.01 billion. The company's current cloud backlog reached €18.2 billion, up 28%.

Notable performance indicators include a 34% increase in Cloud ERP Suite revenue to €4.25 billion and an IFRS operating profit of €2.3 billion. The share of predictable revenue improved by 2 percentage points to 86%. Operating cash flow rose 31% to €3.78 billion, while free cash flow increased 36% to €3.58 billion.

Under its share repurchase program, SAP has repurchased 18,985,135 shares at an average price of €164.79, totaling approximately €3.1 billion. The company maintains its 2025 outlook, expecting cloud revenue of €21.6-21.9 billion and non-IFRS operating profit of €10.3-10.6 billion at constant currencies.

SAP's HR AI tools are delivering measurable benefits beyond simple time savings, according to a new Josh Bersin Company analysis. The study reveals significant improvements in workplace efficiency and employee experience:

• 95% acceleration in employee search speeds through AI copilots
• 25% boost in employee satisfaction with career opportunities
• 30% improvement in skill-to-assignment alignment
• 25% reduction in candidate selection bias
• 25% increase in overall employee performance through AI-driven skill inference

The research demonstrates that AI implementation is creating 'superworkers' rather than replacing employees. For organizations with 10,000 employees, even a 0.25% productivity increase per employee results in 5.2 additional productive hours annually per person. The study highlights various AI applications, including informational search assistants, HR support, conversational AI for core transactions, and personalized career guidance.