Second Quarter 2022 Results Presentation | July 21, 2022

Second Quarter 2022

Results

Christian Klein, CEO

Luka Mucic, CFO

2022 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

Second Quarter 2022 Results Presentation | July 21, 2022

Safe Harbor Statement

During this presentation we will make forward-looking statements which are predictions, projections, or other statements about future events. These statements are based on current expectations, forecasts, and assumptions that are subject to risks and uncertainties that could cause actual results and outcomes to materially differ. Additional information regarding these risks and uncertainties may be found in our filings with the Securities and Exchange Commission, including but not limited to the risk factors section of SAP's 2021 Annual Report on Form 20-F.

2022 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

Second Quarter 2022 Results Presentation | July 21, 2022

Christian Klein

CEO

2022 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

Second Quarter 2022 Results Presentation | July 21, 2022

Cloud Momentum

Our Strategy

Customer Highlights

Strong Cloud Performance in Q2 2022

continuing cloud acceleration

Current Cloud

Cloud Revenue

Thereof S/4HANA

3,056

Backlog

472

+34% (+24% @cc)

+84% (+72% @cc)

10,403

SaaS Revenue

10,403

9,731 +25%

9,447 (+23%)

(+26%)

8,171

7,766 (+22%)3,056

(+20%)

+24%

+34%

2,409

(+25% @cc)

+35% (+24% @cc)

2,386

2,820

2,611 (+25%)

(+24%)

Thereof S/4HANA

PaaS Revenue

2,258389

  • +100% (+87% @cc)
  • +49% (+40% @cc)

2,276 (+20%)

(+17%)

Current Cloud Backlog in €millions (yoy @cc)

Cloud Revenue in €millions (yoy @cc)

Q2 21

Q3 21

Q4 21

Q1 22

Q2 22

All numbers are in € millions, non-IFRS unless otherwise stated.

2022 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC

Second Quarter 2022 Results Presentation | July 21, 2022

Cloud Momentum

Our Strategy

Customer Highlights

On track to execute our strategy

Initiated ERP

transition

to the cloud

S/4HANA Current Cloud Backlog

in €millions (YoY @cc)

2,258

+87%

1,925

+79%

1,283

+58%

1,036

801 43%

Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2

20 20 21 21 21 21 22 22

Scaling as

  1. platform company

>1.3bn

PaaS revenue

(R4Q, Q2 2022)

~40%

PaaS revenue growth

(YoY @cc, Q2 2022)

Delivering

growth across

cloud LoBs

Double digit

revenue growth across all SaaS & PaaS LoBs

(YoY @cc, Q2 2022)

Competitive

wins

Entered new

innovative

growth fields

SIGNAVIO

BUSINESS

NETWORK

CLOUD FOR

SUSTAINABLE

ENTERPRISES

Reaccelerated cloud revenue growth

Cloud revenue

in €millions (YoY @cc)

3,056

+24%

2,820

+25%

2,386

+20%

2,145

1,984 +13%

+14%

Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2

20 20 21 21 21 21 22 22

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SAP SE published this content on 21 July 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 July 2022 10:13:10 UTC.