First Quarter 2025 Results Christian Klein, CEO Dominik Asam, CFO April 22, 2025 Public First Quarter 2025 Results Presentation | April 22, 2025 Safe Harbor Statement During this presentation we will make forward-looking statements which are predictions, projections, or other statements about future events. These statements are based on current expectations, forecasts, and assumptions that are subject to risks and uncertainties that could cause actual results and outcomes to materially differ. Additional in ...

Core Insights - SAP's Q1 2025 results demonstrate strong financial performance, with total revenue increasing by 12% to €9.01 billion, driven by a 27% rise in cloud revenue [4][5][8] - The current cloud backlog reached €18.2 billion, reflecting a growth of 28% year-over-year, indicating robust demand for SAP's cloud solutions [5][7] - The company maintains a resilient business model with 86% of revenue being more predictable, showcasing stability in uncertain market conditions [2][8] Financial Performance - SaaS/PaaS revenue grew by 30% to €4.89 billion, with Cloud ERP Suite revenue up 34% to €4.25 billion [4][5] - Operating profit surged to €2.33 billion, a significant increase from a loss of €787 million in Q1 2024, highlighting effective cost management and operational efficiencies [4][10] - Basic earnings per share rose to €1.52, compared to a loss of €0.71 in the previous year, reflecting improved profitability [11] Cash Flow and Share Repurchase - Operating cash flow increased by 31% to €3.78 billion, while free cash flow rose by 36% to €3.58 billion, driven by higher profitability [12] - As of March 31, 2025, SAP repurchased shares worth approximately €3.1 billion under its €5 billion share repurchase program [13] Strategic Initiatives - The 2024 Transformation Program aimed at enhancing operational scalability and strategic growth areas concluded successfully, with total expenses of approximately €3.2 billion [14] - SAP's "RISE with SAP" initiative continues to attract global customers, indicating strong market acceptance of its cloud solutions [15][18] Market Outlook - SAP anticipates a slight deceleration in current cloud backlog growth for 2025, reflecting the dynamic and uncertain market environment [21] - The company projects cloud revenue growth at constant currencies to be between 26% to 28% for 2025, indicating continued optimism despite market challenges [23]

SAP SE (SAP) is scheduled to post results for the first quarter of 2025 on April 22.The Zacks Consensus Estimate for first-quarter 2025 earnings has moved south 1 cent in the past 60 days and is pegged at $1.38 per share. The consensus mark implies a 56.8% increase from the year-ago reported actuals. The Zacks Consensus Estimate for first-quarter 2025 revenues is currently pegged at $9.68 billion, indicating a 10.87% uptick from the year-ago figure.SAP's earnings surpassed the Zacks Consensus Estimate in th ...

Group 1 - The article discusses a long-term, contrarian approach to equities investing, with a focus on the Tech, Commodities, and Energy sectors as the world undergoes an energy transition [1] Group 2 - No specific company or stock positions are disclosed, indicating a neutral stance on investment recommendations [2][3]

Market Overview - The global Customer Information System (CIS) market is projected to grow at a compound annual growth rate (CAGR) of 12.8%, increasing from approximately USD 1.79 billion in 2025 to USD 3.26 billion by 2030 [1][2] Drivers of Growth - Rising digital transformation initiatives are driving the growth of the CIS market, with utilities and service providers utilizing AI-driven analytics and automation to improve customer engagement and operational efficiency [2][5] - The demand for real-time billing, predictive maintenance, and personalized service delivery is accelerating the adoption of cloud-based CIS solutions [2][10] - Regulatory compliance requirements and the need for robust data security are further propelling investments in advanced CIS platforms [2][5] Technological Advancements - The integration of Artificial Intelligence (AI) and Machine Learning (ML) is reshaping the CIS market by enabling predictive analytics and hyper-personalization [4][10] - Cloud deployment is identified as the fastest-growing mode in the CIS market due to its scalability, cost efficiency, and quick implementation [8][10] Regional Insights - North America holds a dominant position in the CIS market, attributed to its advanced technological infrastructure and strong digital transformation initiatives [6][7] - The presence of major industry players like Oracle, IBM, and SAP in North America contributes to continuous innovation and investment in customer data management solutions [6][7] Market Segmentation - Demand response analytics is the fastest-growing segment within the CIS market, driven by the need for energy efficiency and grid modernization [9][10] - Growth opportunities include AI-driven forecasting, personalized energy management, and IoT-smart grid integration [9][10] Strategic Opportunities - Market players can capitalize on the growing demand for modular, AI-powered solutions, ensuring cybersecurity, and forming cloud partnerships [8][10] - Investing in API-driven integrations with IoT and fintech, along with flexible pricing models, will enhance competitiveness in the CIS market [8][10]

Core Insights - Nagarro has announced the strategic transfer of Notion Edge France, an SAP gold partner, enhancing its Customer Experience (CX) offerings in key sectors such as retail, CPG, and manufacturing in France [1][2] - The acquisition allows Nagarro to expand its market presence in Africa while reinforcing its position in Europe [1][2] Company Overview - Notion Edge France specializes in delivering end-to-end SAP-enabled solutions for digital transformation, with successful projects across Europe, the USA, and Africa [2][4] - Founded in 2017 by SAP alumni, Notion Edge focuses on SAP CX, FSM, and BTP implementation, providing integrated digital transformation services [4] Strategic Benefits - The collaboration between Nagarro and Notion Edge is expected to create synergies, combining Notion Edge's expertise in SAP CX with Nagarro's capabilities in SAP S/4HANA ERP [3] - This partnership aims to enhance the delivery of intelligent customer experiences across various sectors, including digital commerce and customer service [3][5] Market Positioning - The integration of Notion Edge's services will allow Nagarro to address a broader range of customer needs and strengthen its global market position [3] - Nagarro employs nearly 18,000 people across 39 countries, emphasizing its global reach and entrepreneurial approach [5]

Core Insights - SAP has become Europe's most valuable company with a market capitalization of approximately $342.4 billion, driven by enthusiasm for artificial intelligence and gains in the German stock market [1] - The company reported a significant increase in cloud revenue, up 25% year-on-year in 2024, indicating strong growth potential [3] Group 1: Company Performance - SAP's shares increased by 1.16% on a recent trading day and have risen over 40% in the past year [1] - The company's cloud backlog reached €63.3 billion ($68.5 billion) in 2024, marking a record for the company [4] Group 2: Market Position and Strategy - Analysts from Bank of America have identified SAP as their top large-cap software pick for 2025, citing potential for further upside driven by AI and ongoing cloud migration [3] - SAP is leveraging its extensive customer base and rich business data to create new opportunities in AI, which is expected to enhance revenue generation [2][4]

Core Points - Saputo Inc. will have a presentation by Mr. Carl Colizza, President and CEO, at the CIBC Retail and Consumer Conference on March 26, 2025 [1] - The presentation will be accessible via a live webcast on the company's website [1] Company Overview - Saputo is one of the top ten dairy processors globally, producing a wide range of high-quality dairy products including cheese, fluid milk, and cultured products [2] - The company is a leading cheese manufacturer in Canada and ranks among the top three cheese producers in the USA [2] - In Australia, Saputo is a leading dairy processor, while in Argentina, it is the top dairy processor [2] - In the UK, Saputo is the leading manufacturer of branded cheese and dairy spreads [2] - The company also produces dairy alternative products and sells under market-leading and private label brands [2] - Saputo Inc. is publicly traded on the Toronto Stock Exchange under the symbol "SAP" [2]

Core Insights - The Josh Bersin Company reveals the significant impact of Artificial Intelligence (AI) in HR, emphasizing that AI enhances productivity and employee experience rather than merely providing time-saving benefits [1][2][11] Group 1: AI Impact on Workforce - The study confirms that AI-driven achievements extend beyond efficiency, positively affecting employee experience, effectiveness, and overall productivity [2][3] - The emergence of the AI-empowered "superworker" is highlighted, showing that AI is used to enhance HR services without workforce reductions [3][4] - AI tools are enabling employees to become more productive, addressing real business challenges and driving better outcomes [8][10] Group 2: Beneficiaries of AI in HR - Key groups benefiting from AI include employees, candidates, managers, HR professionals, and L&D specialists, with employees experiencing the most significant impact [4][5] - AI applications such as career assistants and project matching are improving employee satisfaction and skill alignment [6][7] Group 3: Quantifiable Benefits of AI - AI copilots for HR inquiries accelerate employee search speeds by 95% and AI-driven career assistants boost employee satisfaction with career opportunities by 25% [6] - AI-powered project and role matching improves skill-to-assignment alignment by 30% and reduces bias in candidate selection by 25% [6] - A modest 0.25% increase in productivity per employee for an organization with 10,000 employees translates to an additional 5.2 hours of productivity per year per person [9]

Core Viewpoint - SAP SE has launched SAP Sovereign Cloud capabilities to assist Canadian businesses in securely utilizing cloud technologies while ensuring data control and compliance with local regulations [1][3]. Group 1: SAP Sovereign Cloud Features - SAP Sovereign Cloud is designed to help organizations manage risks related to data security, residency, and digital sovereignty, particularly in regulated sectors like public services and defense [1][3]. - The cloud services ensure that customer and operational data are stored and managed within Canada, adhering to data sovereignty laws such as the Privacy Act, PIPEDA, and GDPR [3]. - Enhanced cybersecurity measures are integrated into the SAP Sovereign Cloud, including software hardening and supply chain hardening, to protect against cyber threats [4]. Group 2: Initial Offerings and Future Plans - The initial rollout includes key solutions like SAP S/4HANA Private Cloud Edition, SAP Business Technology Platform, and SAP Analytics Cloud, enabling secure management of critical business processes [5]. - Additional offerings, such as SAP SuccessFactors HCM and SAP Fieldglass, are expected to be introduced in 2025, highlighting SAP's commitment to innovation through Canadian R&D [6]. Group 3: Stock Performance - Following the announcement of SAP Sovereign Cloud, SAP's shares increased by 2%, closing at $280.65 on March 3, 2025 [2]. - Over the past year, SAP's shares have risen by 49.8%, significantly outperforming the industry growth of 1.3% [7].