[SAP 26년 3분기] 실적 브리핑

2026년 10월 22일 오전 08:0112분

핵심 요약

SAP reported its first-ever quarterly revenue exceeding 10 billion euros, reaching 10.3 billion euros, up 12% year-over-year in constant currencies.
Current Cloud Backlog (CCB) grew by 26% to reach 24.1 billion euros, driven by strong enterprise demand for cloud migration and business AI.
Cloud revenue increased 25% to 6.7 billion euros, with the Cloud ERP suite accounting for 89% of total cloud revenue.
Operating profit grew 18% to surpass 3 billion euros on a non-IFRS basis, reflecting disciplined cost management and ongoing AI-driven productivity gains.
SAP updated its 2026 outlook, expecting performance to land toward the upper end of previously guided ranges for cloud and cloud/software revenue.