You might also like
SAP SE is a global leader in enterprise application software, headquartered in Walldorf, Germany. The company provides software solutions and services that enable businesses across 26 industries to operate as intelligent, sustainable enterprises. SAP's offerings include cloud solutions, on-premise software, and support services, with a strong focus on integrating advanced technologies like artificial intelligence and machine learning into its products.
- Cloud - Offers Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), and Infrastructure-as-a-Service (IaaS) solutions to support digital transformation and business agility.
- Software Licenses and Support - Provides traditional software licensing and recurring support services to ensure optimal performance and reliability of on-premise solutions.
- Services - Delivers consulting, training, and professional services to help businesses implement and optimize SAP solutions.
-
With the ongoing salesforce reorganization and approximately 10% of the workforce leaving during the year, how are you managing the risks to ensure these changes don't cause disruption, especially as you head into a crucial fourth quarter with significant business to close?
-
Given the strong free cash flow reported this quarter, can you elaborate on how much of this performance is due to structural changes and improvements that are sustainable versus one-off benefits from working capital that may not be repeatable in future years?
-
Despite your bullishness amidst macroeconomic challenges, how confident are you in achieving the 27% guidance for Current Cloud Backlog growth this year, and what dynamics could impact this target?
-
Can you provide specific details on the key drivers behind the significant acceleration in your Cloud ERP Suite, and whether this momentum is sustainable in the coming quarters?
-
Considering that large deals accounted for over 60% of cloud order entry this quarter compared to the usual 50%, can you comment on whether the total volume of deals is up year-over-year and how current volatile conditions might affect your pipeline heading into Q4?