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PUBLIC
Bill McDermott, CEOMay 15, 2019
Annual General Meeting of Shareholders
2PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP: A Rarity in the IT Industry
Total revenue(since 2009)
Operating profit(non-IFRS)
Market value
Business Network commerce volume
à àà à
>2.4x>2.3x >3.3x >$3 trillion
3PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ All numbers non-IFRS
2018: Innovation and Growth
Cloudrevenue
Cloud andsoftware revenue
Total revenue
€5.03bn €20.66bn €24.74bn
New could bookings
+28%Operating
profit
€7.16bn
4PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ All numbers non-IFRS, percentages non-IFRS as reported
Q1 2019: Strong Momentum in 2019
Cloudrevenue
Cloud and software
revenue
+48% +16%Operating
profit
+19%€1.58bn €1.47bn€5.07bn
5PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP is Germany’s Most Valuable Company
All-time high:€115.04 April 25, 2019
70
80
90
100
110
120
130
12/17 01/18 02/18 03/18 04/18 05/18 06/18 07/18 08/18 09/18 10/18 11/18 12/18 01/19 02/19 03/19 04/19
SAP Germany DAX
6PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
594 594 594713
1310
1013
11941315
13781498
16711790
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
special dividend
Total Amount of Distributed Dividends
in € million*pending approval of the Annual General Meeting of Shareholders
7PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Agenda Topics for Voting (abbreviated)
2. Appropriation of retained earnings for fiscal year 20183. Approval of acts of Executive Board4. Approval of acts of Supervisory Board5. Appointment of auditors for financial statements and group annual financial statements 6. Elections of Supervisory Board members
(a) Prof Dr h. c. mult. Hasso Plattner(b) Dr h. c. mult. Pekka Ala-Pietilä(c) Aicha Evans (d) Diane Greene(e) Prof Dr Gesche Joost (f) Bernard Liautaud(g) Gerhard Oswald(h) Dr Friederike Rotsch(i) Dr Gunnar Wiedenfels
8PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Sustainable SAP: 10 Years of Progress
84%employee
engagement(2018)
26%women in
management(Q1 2019)
-5%carbon
emission(2018)
>1m hours
volunteered(2018)
9PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Brand
Employee
Product
Customer
Evolution of Portfoliofor the Experience Economy
DigitalPlatform
ExperienceManagement O
DATAX
DATA
IntelligentSuite
Network & Spend Management
People Engagement
Digital Core
Customer Experience
Manufacturing & Supply Chain
10PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Innovation and Value CreationA “Best-Run SAP”
“Customer First”
Operational Excellence
Integrity & Compliance
11PUBLIC© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ