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.
SAP SE (Systeme Anwendungen Produkte) is the world's leader in the development and marketing of integrated software packages. Net sales break down by activity as follows:
- sale of software packages (85.9%): software for financial management, human resource management, customer relations, purchasing, etc. The group also provides maintenance services;
- consulting (14.1%): mainly consulting and training services.
Net sales are distributed geographically as follows: Germany (14.6%), Europe-Middle East-Africa (27.8%), the United States (35%), Americas (8%), Japan (4%) and Asia/Pacific (10.6%).