Earnings call briefThird-quarter 2026
SAP says it is confident of up to €3 billion in efficiency gains
CFO Dominik Asam said, in answer to a question, that guidance toward the upper end of its range implies fourth-quarter cloud revenue growth of around 23%, not a point value.
GetSignal SAP SE SAP
CEO Christian Klein said on the third-quarter call that SAP is confident it can gain up to €3 billion in efficiency gains over the next 2 years.
Klein also said the company is very confident that the impact of AI will be visible on all cost items in its P&L.
Quotes from the call
“...we are confident to really also gain up to €3 billion efficiency gains over the course of the next 2 years.”
Key facts from the call
- Expected efficiency gains
- Up to €3 billion over the next 2 years
- Expected implied fourth-quarter cloud revenue growth
- Around 23%, implied by guidance toward the upper end of a range, not a point value
Source: SAP's third-quarter 2026 earnings call, October 21, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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