SAP is growing strongly: Cloud sales blow up all expectations!

SAP is growing strongly: Cloud sales blow up all expectations!

On April 23, 2025, SAP SE released the results for the first quarter of 2025, which ran from 1st January to March 31st. The numbers show strong growth in the company's cloud segment. The Current Cloud Backlog rose by 28 % to 18.2 billion euros, which even means an increase in 29 %. Clover revenues climbed by 27 %, consolidated currency by 26 %. Particularly noteworthy are the proceeds for the Cloud ERP Suite, which increase by 34 % or currency adjusted by 33 %. The overall sales also increased by 12 %, which was adjusted to currency. The operating result according to IFRS is EUR 2.3 billion, while the Non-IFRS operating result increase to 2.5 billion euros, which corresponds to an increase of 60 %

Christian Klein, spokesman for the board of SAP, emphasizes the resilience of the business model in a challenging economic environment. Dominik Asam, CFO of the company, highlights the cost discipline and strategic implementation, while SAP continues to be careful about the global market conditions.

cloud growth in detail

In the first quarter, numerous customers decided on the SAP solutions to convert their company processes. The Federal Employment Agency and Hugo Boss include the prominent companies that choose "Rise with SAP". International companies such as Hyundai Motor Company and the East Japan Railway are also among the new customers. The cloud platform recorded strong revenues, especially in the regions of Asia-Pacific Japan and Europe, the Middle East, Africa. Brazil, Germany, Spain and India showed excellent results, while particularly strong results were achieved in Canada, France and the USA.

The growth in the cloud segment is particularly impressive in view of the numbers from the second quarter of 2024, where the Current Cloud Backlog had also increased by 28 % with 14.8 billion euros. Here the growth of the clay revenue was 25 %, supported by 33 % growth in the revenue of the Cloud ERP Suite. In addition, sales increases by 10 %, while the operating result (IFRS) dropped by 11 %, but this was due to restructuring expenses. In comparison, the first quarter of 2025 shows a significant increase in profitability, which indicates the successful implementation of the strategic measures.

outlook and dividend offer

for 2024 SAP confirms his financial outlook and raises the objective for the 2025 operating result based on the expected efficiency increases from the extended transformation program. However, the restructuring payments that are in a medium three -digit million range will also also affect the next year. SAP also proposed a dividend of 2.35 euros per share for 2024 on February 20, which corresponds to an increase of 6.8 % compared to the previous dividend. This decision will come to the vote on May 13, 2025.

Overall, the current results illustrate the dynamic position of SAP in the cloud market and the potential for future growth. The comprehensive data strategy, including the introduction of the SAP Business Data Cloud, and the choice of renowned companies for SAP solutions underpin confidence in the innovative strength and the value of the products offered.