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cover of episode SAP CEO Christian Klein Talks Strong Results Amid Tariff Uncertainty

SAP CEO Christian Klein Talks Strong Results Amid Tariff Uncertainty

2025/4/23
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Bloomberg Talks
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Christian Klein: SAP公司在今年第一季度取得了非常强劲的业绩，这体现了公司强大的韧性。尽管面临着关税和宏观经济环境的挑战，但我们的云计算业务增长强劲，经常性收入占比高，这使得我们对未来的收入具有较高的可预测性。此外，我们的运营利润也大幅增长，这得益于我们在人工智能领域的转型。 我们在美国市场保持强劲的势头，客户并没有减少对SAP软件的支出，反而更关注提高生产效率和自动化办公。我们与美国政府机构合作良好，并积极帮助他们提高效率。 虽然难以预测未来的经济形势，但我相信SAP拥有能够帮助客户应对不确定性的相关技术，我们对未来充满信心。 在人工智能领域，我认为欧洲正在积极寻求合作，并努力简化法规，促进创新。欧洲企业正在积极转型，利用AI提高生产力，未来12到24个月有望缩小与其他地区的差距。我们需要将AI应用于现有优势产业，从而增强竞争力。

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SAP's Q1 profits exceeded expectations, showing resilience despite global economic challenges. The company attributes this to strong cloud backlog, high recurring revenue, and internal transformations. Despite tariff uncertainty and potential US recession, SAP is not currently seeing a pullback in US spending.
  • Q1 profits topped estimates
  • 29% increase in cloud backlog
  • 86% recurring revenue share
  • Operating profit up 58%
  • No significant pullback in US spending observed

Shownotes Transcript

SAP CEO Christian Klein discusses earnings that beat estimates, proving resilience in a time of market uncertainty as businesses and customers navigate the new tariff environment. Indeed, there has been absolutely 'no' pullback in US spending says Christian Klein, SAP's CEO. He spoke to Bloomberg's Tom Mackenzie.

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