SAP SE ADR (SAP) — the earnings record
As of the 2026-07-23 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -6.0% to +10.1% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$11.3B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Apr 26 | 2026-04-23 | ✓ beat | ✗ miss |
| Jan 26 | 2026-01-29 | ✓ beat | ✓ beat |
| Oct 25 | 2025-10-22 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-22 | ✓ beat | ✓ beat |
| Apr 25 | 2025-04-22 | ✓ beat | ✓ beat |
| Jan 25 | 2025-01-28 | ✗ miss | ✓ beat |
| Oct 24 | 2024-10-21 | ✓ beat | ✓ beat |
| Jul 24 | 2024-07-22 | ✓ beat | ✗ miss |
| Apr 24 | 2024-04-22 | ✗ miss | ✓ beat |
| Jan 24 | 2024-01-23 | ✗ miss | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full SAP print-record card — free registration.
FAQ · from the current data · as of 2026-07-23
Quick answers
How often does SAP SE ADR beat earnings estimates?
Across the last 10 covered prints (as of the 2026-07-23 card), SAP SE ADR beat EPS estimates 7 of 10 times and revenue estimates 8 of 10 times, with 5 double beats.
How does SAP stock react to earnings?
Measured close-of-print-day to the close three sessions later: 6 of the last 10 prints resolved up (beyond +3%), 3 flat, 1 down — reactions spanning -6.0% to +10.1%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was SAP's biggest earnings reaction?
+10.1% over the three sessions after the Apr 25 print (2025-04-22).
When does SAP SE ADR report earnings next?
2026-07-23 (est EPS $2.01 · est revenue ~$11.3B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where SAP appears in the diary — 22 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- The Agentic Winners 25
- The Software-Credit Nexus
- Agentic Application Software: The SaaSpocalypse Map
- Enterprise AI — The Control Point
- AI Capex — The Tell Fired Twice
- AI Trade — The Rotation Is Inevitable. The Date Is Not.
- Enterprise Software — The Agent Is Not the Product. The Orchestrator Is.
- Diversification — Diversified into the Losers · Closelook Heresy XIII
101 and glossary
Dailies
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
- Enterprise AI — Rent the Brain or Build It
- The day after the wire, the tape breaks — Korea's sidecar night, dollar-yen back under 159.5, and the sovereign tell reads equity-led
- The seller had a deadline — Hynix limit-up, KOSPI +16%, AWS accelerates to 37%
- AI Capex — Two Raises, One Rule
- The KOSPI Is a Semiconductor Index Now
- Kimi K3: The Gap Went Task-Specific
- Agentic AI: The Orchestration Knock Out
Related in the Closelook universe
- AAPL Apple Inc.
- CRM Salesforce.com Inc
- CRWD Crowdstrike Holdings Inc
- CSGP CoStar Group Inc
- DDOG Datadog Inc
- DOCN DigitalOcean Holdings Inc
- DUOL Duolingo Inc
- ESTC Elastic NV
- FSLY Fastly, Inc. Class A Common Stock
- GOOGL Alphabet Inc Class A
- INTU Intuit Inc
- IOT Samsara Inc
- MDB MongoDB
- MNDY Monday.Com Ltd
- MSFT Microsoft Corporation
- NET Cloudflare Inc
- NOW ServiceNow Inc
- OKTA Okta Inc
- PLTR Palantir Technologies Inc.
- PTC PTC Inc