Sign in

    Johannes Schaller • Deutsche Bank

    Johannes Schaller's questions to SAP SE (SAP) leadership

    Johannes Schaller's questions to SAP SE (SAP) leadership • Q2 2025

    Question

    Johannes Schaller of Deutsche Bank asked about the 'Made for Germany' initiative, inquiring about SAP's planned contributions and what it hopes to gain from the program, both financially and non-financially.

    Answer

    CEO Christian Klein described the initiative as a way to foster optimism and highlight Germany as an investment area. For SAP, the goals are to advocate against over-regulation in Europe and to drive momentum for its sovereign cloud offerings, particularly with defense and public sector customers who are increasing their digital spending.

    Ask Fintool Equity Research AI

    Johannes Schaller's questions to SAP SE (SAP) leadership • Q2 2024

    Question

    Johannes Schaller asked about the medium-term view on efficiency, questioning if the program is now complete or if there is scope for more as skill needs evolve and internal AI tools are adopted.

    Answer

    CEO Christian Klein responded that SAP is 'never running out of ideas' on efficiency. Beyond the current program, he pointed to future gains from centralizing operations and infusing AI into internal processes like coding, support, and contracting. He noted that 30 internal AI use cases are already being rolled out, and harmonizing cloud management processes will also drive ongoing savings.

    Ask Fintool Equity Research AI