SAP SE (NYSE: SAP) beats the Q2-2026 adjusted EPS consensus of approx. USD 2.04 per share (July 23, 2026)
Miss
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 23. July 2026
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Based on: Statistical Pattern
SAP reports Q2 results on July 23, 2026 pre-market. Analyst consensus stands at approx. USD 2.04 adjusted EPS per MarketBeat. SAP's AI assistant Joule and Business AI suite are driving sustained cloud revenue growth (>30% YoY in recent quarters). The growing cloud backlog and rising on-premise-to-cloud conversion rates support a beat; SAP has exceeded EPS consensus in 7 of the last 8 quarters. No direct Polymarket market for SAP Q2 2026 found.
Data basis for this prediction
- MarketBeat: SAP Q2 2026 EPS-Konsens ~$2.04 bereinigt, 17.07.2026
- SAP Investor Relations: Q2 2026 Ergebnisdatum 23. Juli 2026 bestätigt
- SAP Q1 2026 IR-Bericht: Cloud-Umsatzwachstum >30% YoY – anhaltendes Momentum
- AlphaStreet: SAP Earnings Calendar Q2 2026, 17.07.2026
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
SAPs Q2-2026-Ergebnisse vom 23. Juli 2026 zeigten einen non-IFRS bereinigten EPS von €1,59, klar unter dem FactSet-Konsens von €1,75 (Quellen: MarketScreener, finanzen.net). Bei EUR/USD ~1,1411 entspricht das ~$1,81 USD – deutlich unter dem genannten Konsens von ~$2,04. Die Vorhersage verfehlte ihr spezifisches Ziel (bereinigter EPS-Beat). Einige US-Quellen (Zacks, GuruFocus) meldeten irreleitend ein 'EPS Beat' mit $2,15 – das ist der GAAP/IFRS-EPS (€1,89), nicht der bereinigte non-IFRS-EPS.
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.