SAP: The World’s Largest Provider of Enterprise Application Software
SAP Global Communications (July 23, 2026)
SAP: Leading Provider of Enterprise Application
Software
© 2026 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. See Legal Notice for forward looking statements.
Customers
• SAP customers generate 84% of total global commerce
• 99 of the 100 largest companies in the world are SAP
customers
• 86 of the 100 largest companies in the world are SAP
S/4HANA customers
• Approximately 80% of SAP’s customers are SMEs
Financials
• Cloud ERP Suite grows fast and represents 88% of our total
cloud revenue: SAP S/4HANA Cloud, SAP Business
Technology Platform, and core solutions for People & Culture
and payroll, spend mgmt, commerce, customer data solutions,
business process transformation, and working capital mgmt
Strategy
• SAP is committed to help the world run better and improve
people’s lives, backed by our vision of bringing out the best in
every business by helping them become an Autonomous
Enterprise. Our goal is to be the #1 Business AI company,
powering the Autonomous Enterprise
• The Autonomous Enterprise: a business where AI assistants
and agents manage and execute many end-to-end processes,
leaving humans with control over critical decisions
o Joule: the new engagement layer, bringing together data,
workflows, and agents across SAP systems and beyond
o SAP Autonomous Suite: based on AI assistants and agents
executing work across all domains
o SAP Industry AI with built-in vertical process knowledge,
data models, and regulatory logic. Will cover 7 autonomous
industry domains, to be expanded across 26 industries
o SAP Business AI Platform, details see below
SAP Business AI Platform
• SAP Business AI Platform: Will combine deep process context,
unified business data, and purpose-built models with built-in
enterprise governance. Will be delivered in Q3/2026. Includes:
o SAP Joule Studio helps design, build, and extend AI agents,
applications, and workflows grounded in business context
o SAP Integration Suite connects AI agents, applications, data,
and systems across the enterprise
o SAP Business Data Cloud: unifies SAP and third-party data,
along with the context from business processes, policies,
and logic to make data meaningful
o SAP Knowledge Graph: semantic layer that encodes
business meaning, connecting data, processes, and
relationships so AI can reason accurately
o SAP Business Technology Platform (BTP) to build, integrate,
manage, and run enterprise AI agents, apps, and workflows
o Capabilities of acquisitions like Reltio, Dremio, Prior Labs
Innovation
• R&D expense ratio: 18.7% (Non-IFRS; R&D expense as % of
total revenue) for Q2/2026. R&D headcount (FTEs): 38,309 at
June 30, 2026, equaling 34.2% of total headcount
• Worldwide >100 development locations, 13 SAP Labs
• Sapphire Ventures: >200 company investments, operates
independently from SAP. >$10b in assets under management
Industry Position
Enterprise Application Software
• SAP is a leader in enterprise applications software, enterprise
resource management applications, supply chain
management applications, procurement applications
software, travel and expense management software, and ERP
software acc. to leading analyst firms
• Broad portfolio of modular and suite solutions
Top Cloud and AI Vendor
• Cloud user base: >350m users
• Cloud infrastructure: Choice across hyperscale cloud vendors
(Alibaba, Amazon, Google, Microsoft) and SAP
• 43 data centers in 24 locations in 15 countries
• >45,000 cloud customers use SAP Business AI
• >400 AI use cases avail., thereof 37 specialized Joule agents
• SAP Sovereign Cloud Portfolio to meet country-specific
sovereignty requirements on data, operational, legal +
technical levels. Deployment on SAP cloud infrastructure, on-
site and on hyperscaler infrastructure
• Partners in >140 countries: >3,000 partners with cloud
delivery, innovation and SAP solution expertise; >3,500 sell
partners servicing SAP midmarket customers; 420 partners
engage with AI Foundation on SAP BTP
• >3,000 partner solutions on SAP Store
SAP Autonomous Suite
Enterprise Resource Planning (ERP)
• SAP S/4HANA Cloud: Cloud ERP portfolio helping customers
run mission-critical operations, introduce new business
models and expand globally
• RISE with SAP: helps customers modernize their on premise
ERP. Includes S/4HANA Cloud, SAP Signavio, SAP LeanIX,
WalkMe and more cloud solutions as well as acceleration
services and tools
• SAP GROW: entry point to AI for new customers. Built on SAP
Cloud ERP. Helps organizations get started across finance,
supply chain and HR, with embedded AI and industry best
practices
• Business One: ERP for SMEs, AI-enabled, led by partners
Finance and Spend Management
• SAP Ariba: connecting procurement from source to pay
• SAP Fieldglass: managed contingent work worth $26b in
Q2/2026
• SAP Concur: >104m end users
• SAP Taulia offers leading cash flow acceleration solutions and
processes >$980 billion p.a. for its customers and partners
Supply Chain Management
• SAP Supply Chain Management: AI-powered cloud software
and the business network orchestrate supply chain processes,
data, and trading partners enabling companies to become
more agile, autonomous, productive, and sustainable
• SAP Business Network with >$7.7 trillion in annual commerce
• >910 million B2B transactions, B2B transacting relationships
up 7.7% (trailing 12-month basis ending Q2/2026)
Human Capital Management
• SAP SuccessFactors solutions: Comprehensive and global HR
software, helping organizations manage, optimize and skill
their workforce
Customer Experience
• SAP CX: AI-powered platform unifying marketing, commerce,
sales, and service in a single autonomous system, running on
the live operational data of SAP ERP
Transformation Management
• SAP Signavio, SAP LeanIX and WalkMe solutions enable
integrated business transformation across processes, data,
applications, and people
Additional Solutions, Services and Support
• >1,200 local versions across SAP solutions
• SAP Sustainability solutions: ERP centric, AI-driven solutions
help companies manage their carbon footprint, reduce waste
• Services and Support: success plans ranging from mission-
critical support and self-guided resources to a personalized
partnership orchestrating innovation adoption and
transformation. Professional, development, and application
management services also available
General Facts
• Headquarters: Walldorf, Germany
• Founded: April 1, 1972. Listing: Frankfurt, New York
• 112,019 employees worldwide (June 30, 2026)
o 158 nationalities worldwide
o >77% of SAP employees are SAP shareholders
Ratings
• Credit ratings: Standard & Poor’s: A+; Moody’s: A1
• CDP Score (Carbon Disclosure Project): A- in climate
Useful Links:
SAP Profile Executives Supervisory Board SAP News Center
Financials Acquisitions Products SAP Business AI SAP
Business AI Platform RISE with SAP SAP GROW Industries+
Solutions Photos +Films Events
EMEA
9,082
47%
APJ
2,753
14%
Americas
7,597
39%
Revenue by region H1/2026
(€ m, non-IFRS at actual currencies
share of total rev. in %)
2,3932,565
2,796
2,9863,0783,178
3,316
3,472
3,6993,928
4,153
4,3514,7084,993
5,130
5,290
5,610
5,962
6,281
0
2,000
4,000
6,000
8,000
10,000
12,000
SAP's Cloud Growth
in € million @ actual currencies
Cloud Revenue Total Revenue
Revenue – FY2025, (non-IFRS, growth rates @cc)
Cloud revenue €21.02b (+26%)
Cloud ERP Suite revenue € 18.12b (+32%)
Cloud and software revenue € 32.54b (+12%)
Total revenue € 36.80b (+11%)
Share of more predictable revenue (total of cloud
revenue and software support rev.) 86% (+3pp)
Revenue – Q2/2026 (non-IFRS, growth rates @cc)
Cloud revenue € 6.28b (+24%)
Cloud and software revenue € 8.85b (+13%)
Total revenue € 9.88b (+11%)
Financial outlook 2026 (non-IFRS, growth rates @cc),
updated July 23, 2026, based on the assumption of a near-
term de-escalation of the conflict in the Middle East
Cloud rev. €25.8b to €26.2b, up 23%–25%
Cloud+software rev. €36.3b to €36.8b, up 12%–13%
Op profit €11.8b to €12.2b, up 13%–17%
Free cash flow Approx. €10b (2025: €8.24b)
Current Cloud
Backlog
Growth rate to decelerate slightly in
2026 (2025: 25%)
Non-financial outlook 2026
Employee Engagement Index 74%–78% (2025: 76%)
Cloud Customer Satisfaction 75%-76% (2025: 75%)
Carbon emissions Steadily decrease across relevant
value chain (2025: 6.3 Mt)
Business Health Culture Index 80%–82% (2025: 81%)
SAP: Leading Provider of Enterprise Application
Software
© 2026 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. See Legal Notice for forward looking statements.
Customers
• SAP customers generate 84% of total global commerce
• 99 of the 100 largest companies in the world are SAP
customers
• 86 of the 100 largest companies in the world are SAP
S/4HANA customers
• Approximately 80% of SAP’s customers are SMEs
Financials
• Cloud ERP Suite grows fast and represents 88% of our total
cloud revenue: SAP S/4HANA Cloud, SAP Business
Technology Platform, and core solutions for People & Culture
and payroll, spend mgmt, commerce, customer data solutions,
business process transformation, and working capital mgmt
Strategy
• SAP is committed to help the world run better and improve
people’s lives, backed by our vision of bringing out the best in
every business by helping them become an Autonomous
Enterprise. Our goal is to be the #1 Business AI company,
powering the Autonomous Enterprise
• The Autonomous Enterprise: a business where AI assistants
and agents manage and execute many end-to-end processes,
leaving humans with control over critical decisions
o Joule: the new engagement layer, bringing together data,
workflows, and agents across SAP systems and beyond
o SAP Autonomous Suite: based on AI assistants and agents
executing work across all domains
o SAP Industry AI with built-in vertical process knowledge,
data models, and regulatory logic. Will cover 7 autonomous
industry domains, to be expanded across 26 industries
o SAP Business AI Platform, details see below
SAP Business AI Platform
• SAP Business AI Platform: Will combine deep process context,
unified business data, and purpose-built models with built-in
enterprise governance. Will be delivered in Q3/2026. Includes:
o SAP Joule Studio helps design, build, and extend AI agents,
applications, and workflows grounded in business context
o SAP Integration Suite connects AI agents, applications, data,
and systems across the enterprise
o SAP Business Data Cloud: unifies SAP and third-party data,
along with the context from business processes, policies,
and logic to make data meaningful
o SAP Knowledge Graph: semantic layer that encodes
business meaning, connecting data, processes, and
relationships so AI can reason accurately
o SAP Business Technology Platform (BTP) to build, integrate,
manage, and run enterprise AI agents, apps, and workflows
o Capabilities of acquisitions like Reltio, Dremio, Prior Labs
Innovation
• R&D expense ratio: 18.7% (Non-IFRS; R&D expense as % of
total revenue) for Q2/2026. R&D headcount (FTEs): 38,309 at
June 30, 2026, equaling 34.2% of total headcount
• Worldwide >100 development locations, 13 SAP Labs
• Sapphire Ventures: >200 company investments, operates
independently from SAP. >$10b in assets under management
Industry Position
Enterprise Application Software
• SAP is a leader in enterprise applications software, enterprise
resource management applications, supply chain
management applications, procurement applications
software, travel and expense management software, and ERP
software acc. to leading analyst firms
• Broad portfolio of modular and suite solutions
Top Cloud and AI Vendor
• Cloud user base: >350m users
• Cloud infrastructure: Choice across hyperscale cloud vendors
(Alibaba, Amazon, Google, Microsoft) and SAP
• 43 data centers in 24 locations in 15 countries
• >45,000 cloud customers use SAP Business AI
• >400 AI use cases avail., thereof 37 specialized Joule agents
• SAP Sovereign Cloud Portfolio to meet country-specific
sovereignty requirements on data, operational, legal +
technical levels. Deployment on SAP cloud infrastructure, on-
site and on hyperscaler infrastructure
• Partners in >140 countries: >3,000 partners with cloud
delivery, innovation and SAP solution expertise; >3,500 sell
partners servicing SAP midmarket customers; 420 partners
engage with AI Foundation on SAP BTP
• >3,000 partner solutions on SAP Store
SAP Autonomous Suite
Enterprise Resource Planning (ERP)
• SAP S/4HANA Cloud: Cloud ERP portfolio helping customers
run mission-critical operations, introduce new business
models and expand globally
• RISE with SAP: helps customers modernize their on premise
ERP. Includes S/4HANA Cloud, SAP Signavio, SAP LeanIX,
WalkMe and more cloud solutions as well as acceleration
services and tools
• SAP GROW: entry point to AI for new customers. Built on SAP
Cloud ERP. Helps organizations get started across finance,
supply chain and HR, with embedded AI and industry best
practices
• Business One: ERP for SMEs, AI-enabled, led by partners
Finance and Spend Management
• SAP Ariba: connecting procurement from source to pay
• SAP Fieldglass: managed contingent work worth $26b in
Q2/2026
• SAP Concur: >104m end users
• SAP Taulia offers leading cash flow acceleration solutions and
processes >$980 billion p.a. for its customers and partners
Supply Chain Management
• SAP Supply Chain Management: AI-powered cloud software
and the business network orchestrate supply chain processes,
data, and trading partners enabling companies to become
more agile, autonomous, productive, and sustainable
• SAP Business Network with >$7.7 trillion in annual commerce
• >910 million B2B transactions, B2B transacting relationships
up 7.7% (trailing 12-month basis ending Q2/2026)
Human Capital Management
• SAP SuccessFactors solutions: Comprehensive and global HR
software, helping organizations manage, optimize and skill
their workforce
Customer Experience
• SAP CX: AI-powered platform unifying marketing, commerce,
sales, and service in a single autonomous system, running on
the live operational data of SAP ERP
Transformation Management
• SAP Signavio, SAP LeanIX and WalkMe solutions enable
integrated business transformation across processes, data,
applications, and people
Additional Solutions, Services and Support
• >1,200 local versions across SAP solutions
• SAP Sustainability solutions: ERP centric, AI-driven solutions
help companies manage their carbon footprint, reduce waste
• Services and Support: success plans ranging from mission-
critical support and self-guided resources to a personalized
partnership orchestrating innovation adoption and
transformation. Professional, development, and application
management services also available
General Facts
• Headquarters: Walldorf, Germany
• Founded: April 1, 1972. Listing: Frankfurt, New York
• 112,019 employees worldwide (June 30, 2026)
o 158 nationalities worldwide
o >77% of SAP employees are SAP shareholders
Ratings
• Credit ratings: Standard & Poor’s: A+; Moody’s: A1
• CDP Score (Carbon Disclosure Project): A- in climate
Useful Links:
SAP Profile Executives Supervisory Board SAP News Center
Financials Acquisitions Products SAP Business AI SAP
Business AI Platform RISE with SAP SAP GROW Industries+
Solutions Photos +Films Events
EMEA
9,082
47%
APJ
2,753
14%
Americas
7,597
39%
Revenue by region H1/2026
(€ m, non-IFRS at actual currencies
share of total rev. in %)
2,3932,565
2,796
2,9863,0783,178
3,316
3,472
3,6993,928
4,153
4,3514,7084,993
5,130
5,290
5,610
5,962
6,281
0
2,000
4,000
6,000
8,000
10,000
12,000
SAP's Cloud Growth
in € million @ actual currencies
Cloud Revenue Total Revenue
Revenue – FY2025, (non-IFRS, growth rates @cc)
Cloud revenue €21.02b (+26%)
Cloud ERP Suite revenue € 18.12b (+32%)
Cloud and software revenue € 32.54b (+12%)
Total revenue € 36.80b (+11%)
Share of more predictable revenue (total of cloud
revenue and software support rev.) 86% (+3pp)
Revenue – Q2/2026 (non-IFRS, growth rates @cc)
Cloud revenue € 6.28b (+24%)
Cloud and software revenue € 8.85b (+13%)
Total revenue € 9.88b (+11%)
Financial outlook 2026 (non-IFRS, growth rates @cc),
updated July 23, 2026, based on the assumption of a near-
term de-escalation of the conflict in the Middle East
Cloud rev. €25.8b to €26.2b, up 23%–25%
Cloud+software rev. €36.3b to €36.8b, up 12%–13%
Op profit €11.8b to €12.2b, up 13%–17%
Free cash flow Approx. €10b (2025: €8.24b)
Current Cloud
Backlog
Growth rate to decelerate slightly in
2026 (2025: 25%)
Non-financial outlook 2026
Employee Engagement Index 74%–78% (2025: 76%)
Cloud Customer Satisfaction 75%-76% (2025: 75%)
Carbon emissions Steadily decrease across relevant
value chain (2025: 6.3 Mt)
Business Health Culture Index 80%–82% (2025: 81%)