Spoken Alpha
SAP
SAP SE
Overview
SAP SE is a Technology company operating in Software - Application with a $178.08B market cap.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
History
Earnings history
Reported quarters with consensus, surprise, and 1-day reaction context.
Track Record
SampleSpoken Alpha tracks SAP's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.81 | $3.33 | -15.6% | +5.9% | +7.6% |
| Q4 FY2026 | $2.94 | $3.37 | -12.8% | +0.4% | -1.3% |
| Q3 FY2026 | $2.89 | $3.45 | -16.1% | -1.9% | -2.2% |
| Q2 FY2026 | $2.94 | $3.56 | -17.3% | +4.0% | +2.6% |
| Q1 FY2025 | $2.97 | $3.40 | -12.7% | +1.3% | +3.9% |
| Q4 FY2025 | $3.14 | $3.62 | -13.2% | +8.0% | +5.7% |
| Q3 FY2025 | $2.85 | $3.46 | -17.7% | +6.3% | +3.8% |
| Q2 FY2025 | $2.86 | $3.67 | -22.1% | +6.9% | +8.4% |
| Q1 FY2024 | $2.76 | $3.59 | -23.2% | +4.6% | +3.0% |
| Q4 FY2024 | $2.71 | $3.55 | -23.6% | +6.3% | +7.8% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for SAP.
$ curl https://api.spokenalpha.com/v1/companies/SAPFAQ
Frequently asked about SAP
Where can I find SAP SE's (SAP) earnings call transcripts?
Spoken Alpha indexes SAP's earnings call transcripts at https://spokenalpha.com/companies/SAP. Each call links to attributed speakers and parsed analyst Q&A. SAP SE's own investor relations page is at https://www.sap.com/investors/en.html.
What sector is SAP in?
SAP SE (SAP) operates in the Technology sector (Software - Application industry).