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    Johannes Schaller

    Director and Equity Research Analyst at Deutsche Bank

    Johannes Schaller is a Director and Equity Research Analyst at Deutsche Bank, specializing in technology and semiconductor sector coverage, with a significant focus on European players. He covers companies such as Infineon Technologies and is recognized for his in-depth analysis, recently raising the price target on Infineon while maintaining a Buy rating based on performance metrics. Schaller's career has been rooted at Deutsche Bank, where he has built a reputation for incisive equity research in his field since joining the firm, though details on prior experience are limited. He holds key industry credentials, including professional securities licenses, underpinning his expertise in financial analysis and investment recommendations.

    Johannes Schaller's questions to SAP (SAP) leadership

    Johannes Schaller's questions to SAP (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.

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    Johannes Schaller's questions to SAP (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.

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