First Quarter 2023 Results Presentation | April 21, 2023

First Quarter 2023

Results

Christian Klein, CEO

Dominik Asam, CFO

2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

First Quarter 2023 Results Presentation | April 21, 2023

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 information regarding these risks and uncertainties may be found in our filings with the Securities and Exchange Commission, including but not limited to the risk factors section of SAP's 2022 Annual Report on Form 20-F.

2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

First Quarter 2023 Results Presentation | April 21, 2023

Christian Klein

CEO

2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

First Quarter 2023 Results Presentation | April 21, 2023

Q1 2023

Strategy Update

Customer Momentum

Strong Cloud Performance in Q1 2023

Cloud momentum continues at a fast pace

Current Cloud

Cloud Revenue

Thereof S/4HANA

Backlog

3,178

716

+24% (+22% @cc)

+77% (+75% @cc)

11,148

SaaS Revenue

+25% (+25% @cc)

2,496

+24% (+22% @cc)

Thereof S/4HANA

PaaS Revenue

3,418

482

+78% (+79% @cc)

+47% (+45% @cc)

2,986

3,078

(+21%)

2,796

(+23%)

(+23%)

2,565

(+23%)

2,164

2,113

1,990

(+27%)

(+29%)

1,767

(+28%)

(+24%)

Cloud Gross Profit in €millions (yoy @cc)

Cloud Revenue in €millions (yoy @cc)

Q1 '22

Q2 '22

Q3 '22

Q4 '22

3,178

(+22%)

2,269

(+27%)

Q1 '23

All numbers are in € millions, non-IFRS unless otherwise stated, SAP continuing operations excl. Qualtrics

2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

First Quarter 2023 Results Presentation | April 21, 2023

Q1 2023

Strategy Update

Customer Momentum

We accelerate our pace of innovation

Unlocking the potential

Unleashing the power

in the mid-market

of business data

SAP Datasphere

Dedicated offering for

Connect SAP & non-SAP data

net-new ERP customers

seamlessly as foundation for AI

Embedding AI across our portfolio

130+ AI innovations & features

Exemplary

HXM

Learning

recommendations

CX

Sales & Services

content

Automation

recommendations

2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

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SAP SE published this content on 21 April 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 April 2023 05:09:03 UTC.