SAP to Kick Off Software Earnings Season Today. What to Expect. -- Barrons.com

Dow Jones
2025/07/22

By Angela Palumbo

Analysts expect SAP to report double-digit earnings growth and strong revenue gains for its second-quarter tonight, as the German software company remains focused on artificial intelligence and transitioning clients to the cloud.

SAP is scheduled to report financial results after the stock market closes on Tuesday. Analysts surveyed by FactSet expect the enterprise software giant will report earnings of EUR1.42 a share, which is a 29% increase from the EUR1.10 a share reported in the same period last year.

Revenue for the quarter is expected to be EUR9.02 billion, an 8.8% increase from last year's EUR8.29 billion.

American depositary receipts of SAP have jumped 25% this year, outperforming the S&P 500's 7.5% gain. Investors have confidence in the company's ability to grow revenue as it uses its AI and cloud offerings to businesses to improve efficiency and productivity in a time of economic uncertainty.

There is concern that President Donald Trump's tariffs will cause enterprises to cut back on IT spending as costs rise. That would hurt software companies like SAP. Investors will want to know if there's any signs of a spending pull back, especially as SAP kicks off software earnings season.

Alphabet and ServiceNow second-quarter earnings are on deck for July 23, while Microsoft is scheduled to report fourth-quarter financials on July 30.

Write to Angela Palumbo at angela.palumbo@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

(END) Dow Jones Newswires

July 22, 2025 02:00 ET (06:00 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10