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Source document· July 23, 2026

SAP Quarterly Statement Q2 2026

View original at finance.yahoo.com
SAP Quarterly Statement Q2 2026 WALLDORF, Germany, July 23, 2026 /PRNewswire/ -- SAP SE (NYSE: SAP) announced today its financial results for the second quarter ended June 30, 2026.SAP Logo Current cloud backlog of €22.9 billion, up 27% and up 26% at constant currencies Cloud revenue up 22% and up 24% at constant curre…
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  • SAP delivered another quarter of strong current cloud backlog growth, up 26% at constant currencies, underpinned by the Autonomous Enterprise strategy, the Autonomous Suite, and the Business AI Platform, with customers choosing SAP for accurate and compliant AI outcomes grounded in critical business processes and data.

    60% confidence
  • Q2 2026 was a strong quarter highlighted by sustained current cloud backlog and free cash flow growth against a volatile macroeconomic backdrop, reflecting disciplined execution and SAP's own transformation into an Autonomous Enterprise leveraging AI.

    60% confidence

Data points we hold from this source

SAP SE · operating profit non ifrs2743 USD
SAP SE · backlog growth yoy constant currency26 percent
SAP SE · cloud erp suite revenue5525 USD
SAP SE · cloud and software revenue8851 USD
SAP SE · backlog22929 USD
SAP SE · gross profit7228 USD
SAP SE · software support revenue2439 USD
SAP SE · free cash flow3002 USD
SAP SE · services revenue1027 USD
SAP SE · cash3153 USD
SAP SE · backlog growth yoy27 percent
SAP SE · free cash flow growth yoy27 percent
SAP SE · eps1.89 EUR
SAP SE · cloud gross profit4664 USD
SAP SE · cloud revenue6281 USD
SAP SE · margin26.8 percent
SAP SE · net income2209 USD
SAP SE · iaas revenue65 USD
SAP SE · net income non ifrs1828 USD
SAP SE · cloud gross margin74.3 percent
SAP SE · operating profit ifrs2643 USD
SAP SE · software licenses revenue131 USD
SAP SE · saas paas revenue6216 USD
SAP SE · revenue9878 USD
SAP SE · extension suite revenue692 USD
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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SAP Quarterly Statement Q2 2026 — Source | Via News | ViaNews EU