š¹ Adj. EPS: ā¬1.44 (Est: ā¬1.40) š¢; ā² +79% YoY
š¹ Revenue: ā¬9.01B (Est: ā¬9.55B) š“; ā² +12% YoY
š¹ Cloud Revenue: ā¬4.99B (Est: ā¬5.05B) š“; ā² +27% YoY
š¹ Cloud & Software Revenue: ā¬7.94B (Est: ā¬7.98B) š”; ā² +14% YoY
š¹ Operating Profit (Non-IFRS): ā¬2.46B; ā² +60% YoY
š¹ Free Cash Flow: ā¬3.58B; ā² +36% YoY
Cloud Performance
š¹ Cloud ERP Suite Revenue: ā¬4.25B; ā² +34% YoY
š¹ Current Cloud Backlog: ā¬18.2B; ā² +28% YoY
š¹ Cloud Gross Margin (Non-IFRS): 75.0%; ā² +2.5pp YoY
Operating Metrics
š¹ Operating Margin (Non-IFRS): 27.2%; ā² +8.2pp YoY
š¹ Share of More Predictable Revenue: 86%; ā² +2pp YoY
š¹ Operating Cash Flow: ā¬3.78B; ā² +31% YoY
Guidance FY 2025 (at Constant Currency)
š¹ Cloud Revenue: ā¬21.6B ā ā¬21.9B (ā² +26% to +28%)
š¹ Cloud & Software Revenue: ā¬33.1B ā ā¬33.6B (ā² +11% to +13%)
š¹ Operating Profit (Non-IFRS): ā¬10.3B ā ā¬10.6B (ā² +26% to +30%)
š¹ Free Cash Flow: ~ā¬8.0B (ā² +89% YoY)
CEO Commentary
šø āQ1 once again underlines that our success formula is working... our AI-powered portfolio enables companies to navigate supply chain disruptions in over 130 countries.ā ā Christian Klein, CEO
šø āQ1 marks a solid start to the year in a highly volatile environment... a testament to our cost discipline and focused execution.ā ā Dominik Asam, CFO