Industry Newserpcloud revenuesapanalyst downgrade
SAP Faces Downgrade After Cloud Backlog Slowdown
6.1
SAP SE reported fourth-quarter results on January 30, with non‑IFRS EPS €1.62 and operating profit €2.83 billion beating estimates, while total revenue €9.68 billion and cloud revenue €5.61 billion narrowly missed consensus. Citizens analyst Patrick Walravens downgraded the stock to Market Perform after current cloud backlog growth slowed to 25% in constant currency, the weakest in nine quarters, pressuring the shares.
Key Points
- 1Reports show cloud revenue €5.61B and total revenue €9.68B, both narrowly missing consensus.
- 2Notes CRB growth slowed to 25% in constant currency, the weakest rate in nine quarters.
- 3Causes analyst downgrade to Market Perform on Jan 30, pressuring stock down roughly 18% year-to-date.
Scoring Rationale
Moderate investor-relevant news with official earnings support, limited novelty, and primarily sector-specific impact on enterprise software investors.
Sources
Public references used for this report.
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