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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
加入 March 2022
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$SAP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: €10,270M (Est. €10.13B) 🟢; +13% YoY 🔹 Adj. EPS: €1.89 (Est. €1.87) 🟢; +19% YoY 🔹 Current Cloud Backlog: €24.1B; +28%, +26% cc FY26 Guide: 🔹 Cloud Revenue (cc): €25.8B-€26.2B; upper end 🔹 Cloud & Software Rev (cc): €36.3B-€36.8B; upper end 🔹 Non-IFRS Oper Profit (cc): €11.8B-€12.2B 🔹 Free Cash Flow: ~€10B 🔹 Non-IFRS Tax Rate: ~29% Q3 Revenue Mix: 🔹 Cloud ERP Suite: €5,924M; +29% YoY 🔹 Cloud & Software: €9,249M; +15% YoY 🔹 Software Support: €2,434M; -5% YoY 🔹 Software Licenses: €147M; -9% YoY 🔹 Services: €1,021M; -4% YoY Other Q3 Metrics: 🔹 Non-IFRS Oper Margin: 29.5%; +1.2pp YoY 🔹 Non-IFRS Cloud Gross Margin: 74.3%; -0.8pp YoY 🔹 IFRS EPS: €1.96; +14% YoY 🔹 Free Cash Flow: €1,718M; +36% YoY Capital Return: 🔹 Share Repurchases: ~€4.2B under the program Key Updates: 🔹 Outlook: Cloud revenue and cloud & software revenue are expected toward the upper end of their ranges 🔹 Acquisition: SAP entered into an agreement to acquire TechWolf
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