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SAP Capital Markets Day 2018

Tuesday, March 6, 2018
New York

SAP will host a Capital Markets Day at SAP's Hudson Yards office in New York City. A detailed agenda will be provided soon. The event will be live webcast and a replay will be available after the event.

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Watch the webcast (from 1:00 pm until 4:30 pm ET)

 

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“We promised fast cloud growth – we delivered! Only SAP continues this trifecta of growth at scale: cloud, software, operating income. The record setting adoption of S/4HANA has ignited the entire SAP cloud. Customers worldwide are inventing industry next practices for the Intelligent Enterprise with SAP Leonardo. SAP’s future is rock solid!”
Bill McDermott, CEO
Q4 and FY 2017 Results, January 30, 2018

 


 
Bill McDermott, CEO
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SAP at a Glance

Company Profile

SAP today is the global leader in business applications and analytics software as well as market leader in digital commerce, with over 378,000 customers in more than 180 countries. With more than 150 million cloud users, SAP is the world’s largest enterprise cloud company. 76% of all worldwide business transactions touch an SAP system. Our continued growth is attributable to relentless innovation, a diverse portfolio, our ability to anticipate ever-changing customer requirements, and a broad ecosystem of partners.
 
Find more company information here.

Vision

Our enduring vision is to help the world run better and improve people’s lives. As companies are faced with a changing, complex world, we enable organizations to tackle complexity by unlocking their ability to Run Simple. This principle guides everything we do and powers our customers’ transformation into digital businesses.

Learn more about our vision and purpose here.

Product Offering and Market

Today companies are faced with the question of how they transform into a digital business. To support our customers’ transformation to become true digital enterprises, we offer end-to-end solutions across 25 industries and 12 lines of business, localized by country and for companies of any size, both on-premise and in the Cloud. SAP S/4HANA is the next-generation business suite and nucleus around which businesses can operate all their processes in real time to enable successful business outcomes. SAP S/4HANA works seamlessly in combination with our business network offering and can be implemented in the Cloud, locally, or in a hybrid model. Since market introduction in February 2015, over 7,900 customers have chosen SAP S4/HANA to transform their business. 

Find a full list of our products and solutions here.

Successful Transition of Business Model

We have a powerful combination of a fast-growing cloud business and a growing core. SAP anticipates that the fast-growing cloud business along with growth in support revenue will drive a higher share of more predictable revenue. SAP expects the total of cloud subscriptions & support revenue and software support revenue to be in a range of 70% – 75% of total revenue in 2020. 
 
See the most recent quarterly results presentation (PDF).

Find more details in the Investor Relations fact sheet (PDF).

 

Most Frequent Questions

What are the IFRS 15 implications on SAP's 2018 financials?

As of January 1, 2018, SAP changed several of its accounting policies to adopt IFRS 15 ‘Revenue from Contracts with Customers’. Under the IFRS 15 adoption method chosen by SAP prior years are not restated to conform to the new policies. Consequently, the year-over-year growth of revenue and profit in 2018 will be impacted by the new policies.

The Company expects the impact of the policy change* on revenue, operating expenses and profit to be as follows:

  • Revenues are expected to experience a benefit of substantially less than €0.1 billion with most of the difference resulting from exercises of customer software purchase options granted in prior years which result in software revenue.
  • Operating expenses are expected to benefit, in cost of sales and marketing, in the amount of approximately €0.2 billion from higher capitalization of sales commissions. Other policy changes will weigh on operating expenses with an additional cost of revenue of substantially less than €0.1 billion.
  • The above-mentioned effects will result in a net positive impact on operating profit of approximately €0.2 billion.

For more details on the implications of IFRS 15 SAP’s 2018 financials please refer to the video with Dr. Christoph Huetten, SAP’s Chief Accounting Officer.

SAP will announce its 2018 outlook together with the preliminary Q4 and full year 2017 results on January 30th before the opening of the Frankfurt Stock Exchange.

*) “Impact of the accounting policy change” means the difference between a revenue and profit measure determined under SAP’s new IFRS 15-based policies and the respective measure as it would stand had our previous accounting policies continued to apply.

View the explanatory video

View the detailed presentation

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What is your outlook 2018?

The Company is providing the following 2018 outlook:

  • Based on the continued strong momentum in SAP's cloud business the Company expects full year 2018 non-IFRS cloud subscriptions and support revenue to be in a range of €4.8 billion − €5.0 billion at constant currencies (2017: €3.77 billion). This range represents a growth rate of 27% - 33% at constant currencies.
  • The Company expects full year 2018 non-IFRS cloud and software revenue to be in a range of €20.7 - €21.1 billion at constant currencies (2017: €19.55 billion). This range represents a growth rate of 6% - 8% at constant currencies.
  • The Company expects full year 2018 non-IFRS total revenue to be in a range of €24.6 billion − €25.1 billion at constant currencies (2017: €23.46 billion). This range represents a growth rate of 5% - 7% at constant currencies.
  • The Company expects full-year 2018 non-IFRS operating profit to be in a range of €7.3 billion − €7.5 billion at constant currencies (2017: €6.77 billion). This range represents a growth rate of 8% - 11% at constant currencies.

This outlook does not include any contributions from Callidus Software Inc. The Company will provide an update on its outlook subsequent to the closing of the contemplated acquisition.

While the Company's full-year 2018 business outlook is at constant currencies, actual currency reported figures are expected to be impacted by currency exchange rate fluctuations as we progress through the year. If exchange rates remain at the early January level for the rest of the year, we expect non-IFRS cloud and software revenue to experience a currency headwind in a range of -7 to

-9pp in Q1 18 and -3 to -5pp for the full year 2018 and non-IFRS operating profit to experience a currency headwind in a range of -6 to -8pp in Q1 18 and -4 to -6pp for the full year 2018.

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What is your vision and mission?

The world is experiencing unprecedented change. Experts across industries know that in the new digital economy, only the most adaptive businesses will prevail. SAP provides what is needed to become a digital business. Our enduring vision is to help the world run better and improve people’s lives.

Complexity has become a problem of staggering proportions and stands in the way of digital transformation and innovation. We enable organizations to tackle complexity by unlocking their ability to Run Simple. This principle guides everything we do and powers our customers’ transformation into digital businesses. We offer what is required to support this transformation – our deep experience as a leader in enterprise software for more than 44 years; our solutions and services; and our global reach, which includes a base of 320,000 customers across 25 industries; and an ecosystem of thousands of partners. 

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Why does SAP report Non-IFRS financial results?

SAP reports its financial results in accordance with IFRS and additionally discloses certain financial results on a non-IFRS basis. Certain non-IFRS measures (for example non-IFRS revenue, non-IFRS operating profit and non-IFRS operating margin) are provided both, on a nominal currency basis (as reported basis) and on a constant currency basis.

Read more (PDF)

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When does SAP pay out dividends?

 

SAP pays a dividend once a year. The SAP Executive and Supervisory Boards jointly recommend the dividend amount. It is based on the SAP SE financial statements. The amount of dividend requires the shareholders’ approval and is officially decided upon at the SAP Annual General Meeting of Shareholders. Payout usually occurs on the third business day following our Annual General Meeting of Shareholders. For information about SAP's dividends policy, access the Dividends section on the stock page.

Note to holders of SAP ADRs (American Depositary Receipts): One SAP ADR represents one SAP share. The final dividend is dependent upon the Euro/US-Dollar exchange rate. SAP pays cash dividends on the ordinary shares in Euro, so exchange rate fluctuations will affect the US-Dollar amounts received by holders of ADRs, depending on the foreign exchange rate at the time of the conversion of the dividend cash from Euro to US-Dollar. The final dividend payment by SAP to the depositary bank is usually scheduled for the third day after the Annual General Meeting of Shareholders. The depositary bank will then convert the dividend payment from Euro into US-Dollar as promptly as practicable.

ADR investors can invest all or a portion of the cash dividends paid on SAP ADRs through our Dividend Reinvestment Program, operated in cooperation with the Deutsche Bank Trust Company Americas. Visit www.adr.db.com and click on the "DB-Direct" icon for more information about this program.

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What is SAP S/4HANA?

SAP S/4HANA, our next-generation business suite, allows our customers to embrace the digital economy. The digital core is the foundation for running a Live Business: 

  • Immediate – Empowering business users with insights to act in the moment
  • Intelligent – Going beyond automation to provide predictive suggestions
  • Integrated – Connecting not only customer functions but also people, things, and businesses

Based on SAP HANA, SAP S/4HANA software can store and process huge amounts of data while significantly reducing an organization’s data footprint. This means our customers can save time and cost.

Available in the cloud, on premise, or as a hybrid deployment, in 2016, SAP S/4HANA evolved from a finance-focused offering into a full digital-age ERP system. It enables insight and understanding so businesses can predict outcomes and use that data to make decisions live, which helps companies stay competitive in the digital economy. SAP S/4HANA can replace a traditional ERP solution across all lines of business (LoBs), such as finance, human resources, sales, service, procurement, manufacturing, asset management, supply chain, and research and development (R&D).

Customers recognize the benefits and power of SAP S/4HANA and, at the end of December 2017, more than 7,900 customers had chosen the suite to support their digital transformation. 

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Main acquisitions

Organic growth remains the primary driver of SAP’s strategy. We will continue to invest in our own product development and technology innovation, improving the speed, number of projects, and innovations brought to market. Our ecosystem strategy enables us to better leverage our innovation by extending it to our partners to drive additional customer value, based on their own domain expertise. We will also continue to acquire targeted, strategic, and “fill-in” technology to add to our broad solution offerings and improve our coverage in key strategic markets to best support our customers’ needs.

2018

Callidus Software Inc.
SAP SE (NYSE: SAP) and Callidus Software Inc. (doing business as CallidusCloud®) (Nasdaq: CALD) announced that SAP America, Inc. has entered into an agreement to acquire CallidusCloud, the leader in cloud-based Lead to Money (Quote-to-Cash) solutions. 

Read the press release of January 30, 2018

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2014

Fieldglass
On March 26, 2014, SAP AG (NYSE: SAP) announced plans to acquire Fieldglass, the leading technology provider for procuring and managing contingent labor and services. The addition of Fieldglass’ cloud-based Vendor Management System (VMS) solution meets the growing demand among employers to manage flexible workforces that can be quickly engaged and on-boarded to support rapidly changing business and customer needs. The acquisition was closed on May 2, 2014.

Read the press release of March 26, 2014


Concur
SAP SE and Concur Technologies, Inc. ('Concur') announced on September 18, 2014 that SAP SE's subsidiary, SAP America, Inc., has entered into an agreement to acquire Concur. On December 4, 2014, the acquisition has been successfully completed.

Read the Announcement Press Release
Read the Closing Press Release
Read the legal documents and SEC-filings of the Concur merger

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2013

hybris
On June 5, 2013,- SAP AG and hybris announced that SAP plans to acquire hybris, a rapidly growing and widely recognized leader in e-commerce technology. The acquisition positions SAP to deliver the next-generation e-commerce platform, with the choice of on-premise or cloud deployment, as enterprises around the world seek to optimize the customer experience for businesses and consumers across an ever-growing number of delivery channels, devices and touch points.

Read the press release of June 5, 2013 (announcement of acquisition)
Read the press release of August 1, 2013 (completion of acquisition)

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2012

Ariba
On May 22, 2012, SAP AG and Ariba, Inc. announced that SAP's subsidiary, SAP America, Inc., has entered into an agreement to acquire Ariba, the leading cloud-based business commerce network, for $45.00 per share, representing an enterprise value of approximately $4.3 billion. The acquisition was completed on October 1, 2012, and combines Ariba's successful buyer-seller collaboration network with SAP's broad customer base and deep business process expertise to create new models for business-to-business collaboration in the cloud.

Read the Announcement Press Release
Read the Closing Press Release  

Shareholders who still hold Ariba shares or have any other questions regarding their Ariba shares should call Computershare in the US at +1 201-680-3708.


Syclo

In June 2012, we acquired Syclo, a leading provider of solutions for asset management, for the field service and inventory management. The addition of Syclo's expertise in building and selling mobile solutions in industries such as utilities, oil and gas, life sciences, and manufacturing will enhance SAP mobile solutions.

Read the press release of April 10, 2012

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2011

SuccessFactors
SAP and SuccessFactors announced on December 3, 2011, that SAP's subsidiary, SAP America has entered into a definitive merger agreement with SuccessFactors, the market-leading provider of cloud-based human capital management (HCM) solutions. Following the successful closing of SAP's cash tender offer for all issued and outstanding shares of SuccessFactors, Inc. (NYSE: SFSF) ("SuccessFactors"), SAP and SuccessFactors announced on February 23, 2012, that SAP has completed the acquisition of SuccessFactors.

Read the Announcement Press Release
Read the Closing Press Release

Shareholders who still hold SuccessFactors shares or have any other questions regarding their SuccessFactors shares should call Georgeson at US +1 877 507 1756

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2010

Sybase
On May 12, 2010 SAP and Sybase, Inc., Dublin, California (USA) announced that SAP's subsidiary, SAP America, Inc., has signed a definitive merger agreement to acquire Sybase, Inc., in a transaction that will bring the two information technology (IT) leaders together to enable companies to become better-run "unwired enterprises."

As a result of this transaction, customers will be able to better harness today's explosion of data and deliver information and insight in real time to business consumers wherever they work so that they can make faster, more informed decisions. Companies will benefit from greater productivity, speed and agility to help their businesses grow.

On July 27, 2010 - SAP AG announced the completion of the cash tender offer for all outstanding shares of common stock of Sybase, Inc., by Sheffield Acquisition Corp., a wholly-owned subsidiary of SAP,

Read the Announcement Press Release
Read the Closing Press Release

For holders of Sybase shares, please call American Stock Transfer (AST) at +1 800 937 5449

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2007

BusinessObjects
On October 7, 2007, SAP AG and Business Objects S.A. announced that the companies have reached an agreement that will bring together two of the information technology industry's leaders, resulting in an unmatched offering for Business Users, enabling timely and accurate decision-making.

On January 15, 2008, SAP France S.A. ("SAP France"), SAP AG and Business Objects S.A. announced today that SAP France's all-cash tender offers for Business Objects securities were successful.

Read the Announcement Press Release
Read the Closing Press Release

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Events and Calendar

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28

February 28, 2018
Publication of SAP Integrated Report 2017

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6

March 6, 2018
SAP Capital Markets Day 2018

New York

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30

April 24, 2018
Q1 Financial Results

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