Sap Se Stock Price, News & Analysis

At its annual Sapphire conference, SAP SE (NYSE: SAP) unveiled major AI innovations centered around its Joule AI assistant, projecting potential productivity gains of up to 30%. The company announced key partnerships with Perplexity and Palantir to enhance its Business AI capabilities. Key developments include: • An expanded Joule AI assistant that works across systems with new ubiquitous presence • Enhanced Joule Agents for autonomous business process management • New AI Foundation operating system for enterprise AI development • Introduction of SAP Business Data Cloud with intelligent applications • New SAP Business Suite packages for simplified cloud adoption • A cloud transition solution promising up to 35% faster time to value The Perplexity partnership enhances Joule's data analysis capabilities, while Palantir collaboration aims to streamline cloud migration and data harmonization for enterprise customers.

Accenture (NYSE: ACN) and SAP SE (NYSE: SAP) have announced ADVANCE, a strategic expansion of their partnership targeting high-growth companies with annual revenues up to $5 billion. The initiative combines SAP Business Suite's enterprise applications, data, and AI capabilities with Accenture's industry expertise to help organizations accelerate their business transformation.

The ADVANCE offerings provide preconfigured services for streamlined finance, procurement, supply chain, and workforce management, implementable in 6 to 12 months. The solution focuses on four key principles: simple (streamlined processes), secure (reliable operations), fast (quick implementation), and future-ready (AI-powered innovation). Accenture will establish a dedicated practice of SAP-certified SaaS professionals to deliver these industry-tailored packages.

SAP reported strong Q1 2025 financial results with significant growth across key metrics. Cloud revenue increased 27% to €4.99 billion, while total revenue grew 12% to €9.01 billion. The company's current cloud backlog reached €18.2 billion, up 28%.

Notable performance indicators include a 34% increase in Cloud ERP Suite revenue to €4.25 billion and an IFRS operating profit of €2.3 billion. The share of predictable revenue improved by 2 percentage points to 86%. Operating cash flow rose 31% to €3.78 billion, while free cash flow increased 36% to €3.58 billion.

Under its share repurchase program, SAP has repurchased 18,985,135 shares at an average price of €164.79, totaling approximately €3.1 billion. The company maintains its 2025 outlook, expecting cloud revenue of €21.6-21.9 billion and non-IFRS operating profit of €10.3-10.6 billion at constant currencies.

SAP's HR AI tools are delivering measurable benefits beyond simple time savings, according to a new Josh Bersin Company analysis. The study reveals significant improvements in workplace efficiency and employee experience:

• 95% acceleration in employee search speeds through AI copilots
• 25% boost in employee satisfaction with career opportunities
• 30% improvement in skill-to-assignment alignment
• 25% reduction in candidate selection bias
• 25% increase in overall employee performance through AI-driven skill inference

The research demonstrates that AI implementation is creating 'superworkers' rather than replacing employees. For organizations with 10,000 employees, even a 0.25% productivity increase per employee results in 5.2 additional productive hours annually per person. The study highlights various AI applications, including informational search assistants, HR support, conversational AI for core transactions, and personalized career guidance.

SAP SE (NYSE: SAP) has announced the filing of its Annual Report on Form 20-F for the year ended December 31, 2024, with the U.S. Securities and Exchange Commission (SEC). The company has also released its Integrated Report 2024, which includes sustainability information prepared according to the Corporate Sustainability Reporting Directive (CSRD) and European Sustainability Reporting Standards (ESRS) requirements for the first time.

Both reports are accessible online through SAP's Investor Relations website, and hard copies of the audited consolidated financial statements can be requested free of charge via email or phone.

SAP has partnered with PortSwigger, a leading application security software provider, to enhance web application security across its global enterprise solutions. The collaboration will integrate Burp Suite Enterprise Edition, PortSwigger's Dynamic Application Security Testing (DAST) platform, into SAP's Sovereign Cloud Services (SCS).

The partnership will secure various SAP applications, from multi-tenant Platform-as-a-Service to single-tenant Software-as-a-Service solutions, including ARIBA, Business Technology Platform, Fieldglass, HANA Cloud, and S/4HANA Private Cloud Edition. The implementation aims to satisfy regional security requirements across Australia, Canada, United States, and United Kingdom.

Through automated scans and CI pipeline integration, SAP will ensure comprehensive security coverage across its global application portfolio, enabling improved security posture monitoring across different regions while maintaining low false positives.

SAP SE (NYSE: SAP) has announced its executive participation in an upcoming investor event. Muhammad Alam, SAP Product Engineering member and Executive Board member, will participate in a Fireside Chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, California.

The event is scheduled for March 4, 2025, from 3:20 PM to 3:55 PM PST (6:20 PM - 6:55 PM EST / 11:20 PM - 11:55 PM GMT / 12:20 AM - 12:55 AM CET on March 5). The session will be webcast, with a replay available afterward on the SAP Investor Relations website.

SAP SE has proposed a dividend of €2.35 per share for fiscal year 2024, representing a 6.8% increase from the previous year's €2.20. The total dividend distribution would amount to approximately €2.741 billion, with a pay-out ratio of 51.9%, up from 43.0% in 2023.

The dividend payment schedule includes a record date of May 13, 2025, an ex-dividend date of May 14, 2025, and a payment date of May 16, 2025. For ADR holders, the final dividend amount will depend on the euro/US dollar exchange rate at the time of conversion by the depositary bank.

The company maintains a dividend policy of distributing at least 40% of non-IFRS profit after tax from continuing operations to shareholders.

SAP SE (NYSE: SAP) has announced SAP Business Data Cloud, a revolutionary solution that unifies SAP and third-party data across organizations, created in partnership with Databricks. The solution integrates Databricks' technology for data engineering, machine learning, and AI workloads.

The platform introduces a data product economy, delivering fully-managed SAP data products across business processes from SAP S/4HANA, SAP Ariba, and SAP SuccessFactors. It will enhance Joule, SAP's generative AI copilot, by enabling AI agents to understand end-to-end processes and collaborate across functions.

SAP also unveiled ready-to-use Joule agents for finance, service, and sales, along with a new agent builder capability for customers to develop custom AI agents. The solution maintains data context and semantics, providing immediate access to high-quality data without costly extraction processes.