SAP shares drop as German software maker flags "elevated uncertainty" in outlook

Published 22/07/2025, 21:36
Updated 23/07/2025, 10:40
© Reuters.

Investing.com -- Germany-listed shares in SAP fell by more than 3% on Wednesday after the information technology group posted better-than-anticipated quarterly profit and sales, but underwhelmed investors by opting not to lift its full-year outlook.

For the three months ended June 30, the German software manufacturer reported adjusted earnings of 1.50 euros per share on revenue of 9.03 billion euros, above consensus estimates of 1.43 euros and 9.09 billion euros, respectively. 

Cloud revenue jumped 24% versus a year ago to 5.13 billion euros in the second quarter, slowing from a 27% uptick in the prior quarter and 25% in the corresponding period in 2024.

Looking ahead, SAP said it expects 2025 outlook adjusted operating profit to between 10.3 billion euros and 10.6 billion euros, unchanged from the prior guidance. A year earlier it stood at 8.15 billion euros.

Some analysts interpreted the reiterated forecast as a sign of caution, particularly as SAP grapples with a potential pullback in spending by customers wary of the economic impact of sweeping U.S. tariffs. In a note, strategists at Deutsche Bank (ETR:DBKGn) warned that the guidance "leave quite some margin for error."

SAP said it was facing "elevated levels of uncertainty and reduced visibility," with CFO Dominik Asam flagging that the business was keeping close tabs on "geopolitical developments and public sector trends."

(Yasin Ebrahim contributed reporting.)

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