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Source document· July 23, 2026

SAP Quarterly Statement Q2 2026

View original at finance.yahoo.com
SAP Quarterly Statement Q2 2026 WALLDORF, Germany, July 23, 2026 /PRNewswire/ -- SAP SE (NYSE: SAP) announced today its financial results for the second quarter ended June 30, 2026.SAP Logo Current cloud backlog of €22.9 billion, up 27% and up 26% at constant currencies Cloud revenue up 22% and up 24% at constant curre…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Q2 2026 was a strong quarter highlighted by sustained current cloud backlog and free cash flow growth against a volatile macroeconomic backdrop, reflecting disciplined execution and SAP's own transformation into an Autonomous Enterprise leveraging AI.

    60% confidence
  • SAP delivered another quarter of strong current cloud backlog growth, up 26% at constant currencies, underpinned by the Autonomous Enterprise strategy, the Autonomous Suite, and the Business AI Platform, with customers choosing SAP for accurate and compliant AI outcomes grounded in critical business processes and data.

    60% confidence

Data points we hold from this source

SAP SE · operating profit non ifrs2743 USD
SAP SE · backlog growth yoy constant currency26 percent
SAP SE · cloud erp suite revenue5525 USD
SAP SE · cloud and software revenue8851 USD
SAP SE · backlog22929 USD
SAP SE · gross profit7228 USD
SAP SE · software support revenue2439 USD
SAP SE · free cash flow3002 USD
SAP SE · services revenue1027 USD
SAP SE · cash3153 USD
SAP SE · backlog growth yoy27 percent
SAP SE · free cash flow growth yoy27 percent
SAP SE · eps1.89 EUR
SAP SE · cloud gross profit4664 USD
SAP SE · cloud revenue6281 USD
SAP SE · margin26.8 percent
SAP SE · net income2209 USD
SAP SE · iaas revenue65 USD
SAP SE · net income non ifrs1828 USD
SAP SE · cloud gross margin74.3 percent
SAP SE · operating profit ifrs2643 USD
SAP SE · software licenses revenue131 USD
SAP SE · saas paas revenue6216 USD
SAP SE · revenue9878 USD
SAP SE · extension suite revenue692 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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