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💻 Technology · Next Week

SAP SE (XETRA: SAP) beats Q2 2026 cloud revenue consensus of approx. €6.2 billion (results expected around July 24, 2026)

Hit ✦ AI-generated prediction Published on 20. July 2026 · Predicted for 24. July 2026 · Based on: Historical Cycle
Probability
62%

SAP achieved Q1 2026 cloud revenue of €6.0B (+27% YoY at constant currencies). Q2 2026 guidance implies a ~1.5pp deceleration to ~25.5% YoY, implying consensus of ~€6.2B. SAP has beaten cloud revenue consensus in 5 of the last 6 quarters, driven by AI products like Joule. Full-year 2026 cloud guidance is €25.8–26.2B. No direct prediction market exists; analyst beat history supports ~62% probability.

Data basis for this prediction
  • SAP Q1 2026: Cloud-Umsatz 6,0 Mrd. EUR, +27 % YoY (SAP Quarterly Statement Q1 2026, prnewswire.com)
  • SAP Guidance 2026: Cloud-Umsatz 25,8–26,2 Mrd. EUR (SAP IR, Apr 2026)
  • SAP Q2 2026 Ergebnis erwartet ca. 24. Juli 2026 (futurumgroup.com, 20.07.2026)

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: Hit
[Vorzeitig entschieden] SAP Q2 2026 Cloud-Umsatz: 6,3 Mrd. EUR (+24 % yoy) – liegt über dem Konsens von ca. 6,2 Mrd. EUR. Quelle: StockTitan / InfotechLead / Seeking Alpha, veröffentlicht 23./24.7.2026.
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