Hey everyone, I’m from Germany and I’m curious what non-German investors think about SAP ahead of earnings tomorrow. The overall mood in software / AI stocks feels pretty shaky right now, kind of like what we’ve recently seen with IBM. Do you think SAP can still surprise to the upside, or is the market already pretty cautious here.
the numbers are really good but recently software has been in a rough spot
SAP is gearing up for its Q2 earnings report, expecting **$2.00 in EPS** and **$11.4 billion in revenue**. The global enterprise carbon management software market, where SAP is a key player, is projected to grow significantly, enhancing SAP's market position. \~ yahoo finance
SAP makes about 7% of DAX.
what is your take?