Financial Analyst Conference
June 5, 2024
Public
Agenda
Opening Remarks
Anthony Coletta, Chief Investor Relations Officer
Vision & Strategy
Christian Klein, Chief Executive Officer
Technology Update
Muhammad Alam, SAP Product Engineering
Go-To-Market Strategy
Scott Russell, Chief Revenue Officer, Customer Success
Commercial Update
Julia White, Chief Marketing and Solutions Officer
Financial Update
Dominik Asam, Chief Financial Officer
Break
Executive Board Q&A
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 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 Annual Report on Form 20-F for 2023.
Public
We are at a watershed moment for Enterprise Applications
Execute transactions | Run smart processes | Deliver AI-driven outcomes |
Embedded AI | Customized |
AI |
AI infused
BTP | AI Foundation on BTP |
Cloud | Cloud |
Public
~90% | 75% | 34% |
Faster ERP upgrades | Increase in on-time planning | Decrease in carbon emission per product |
Public
Our success formula for sustained, rapid growth at scale
Focus | Scalability | Innovation | Accelerating |
#1 Enterprise application | Land with RISE/GROW & | Accelerating the pace | revenue |
and Business | expand to our LoB | of innovation across | growth |
AI company | portfolio | our portfolio | |
through 2027 |
Public
FOCUS x SCALABILITY x INNOVATION = ACCELERATING REVENUE GROWTH
Our goal
Public
FOCUS x SCALABILITY x INNOVATION = ACCELERATING REVENUE GROWTH
Our goal: #1 Enterprise application company
by focusing on Cloud ERP Suite
Extension Suite
Growth of Cloud ERP Suite every quarter since Q1/2022
Enterprise Application
company according to IDC1
Total Addressable Market of Cloud ERP Suite alone by 2027
Public 1. IDC Semiannual Software Tracker 2023 H2 Final Historical, April 2024; Analysis based on IDC standard view in USD constant currency
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Disclaimer
SAP SE published this content on 06 June 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 June 2024 07:37:02 UTC.