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SKU: SAP Category:


SAP SE delivered a disappointing set of results as the company could not meet the revenue and earnings expectations of Wall Street. In Q3, SAP achieved impressive cloud growth. The growth in cloud revenue stands at an impressive 23%, with SaaS and PaaS surging by 26%. At the core of SAP’s success lies the Business Technology Platform (BTP), which underpins both RISE and GROW offerings. Furthermore, RISE with SAP eliminates data silos, fostering comprehensive, real-time data management for holistic business steering. It represents a significant opportunity for SAP, resulting in net new customers and a maintenance conversion rate exceeding 2x. Recent enhancements, such as the introduction of a new Premium Plus package for RISE, underpin SAP’s commitment to customer success. This package offers AI, sustainability, and advanced finance capabilities, simplifying AI consumption through a novel licensing model. The acquisition of Signavio and the intent to acquire LeanIX reflect SAP’s commitment to providing end-to-end business transformation solutions. Key partnerships with Accenture and Deloitte underscore SAP’s central role in the evolving business landscape. The transformative potential of business AI, driven by SAP, is just beginning and promises to reshape the business world.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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