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.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

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