Earnings Edge

Earnings Edge

What is this, a Cloud Backlog for Ants? $SAP 2Q'25 Consensus Earnings Recap

Consensus Media's avatar
Consensus Media
Jul 22, 2025
∙ Paid
1
Share

Modest revenue shortfalls, an in-line gross margin, and a relatively weak Cloud backlog. Constant currency guidance remains unchanged, however, but we likely needed upside to hold current valuation:

Keep reading with a 7-day free trial

Subscribe to Earnings Edge to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Consensus Media
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture