SAP第三季度業績超預期 上調全年盈利及自由現金流指引
格隆匯10月22日|歐洲最大軟件公司SAP公佈第三季度業績,營收爲84.7億歐元,同比增長9.4%,市場預期84.5億歐元;經調整每股盈利1.23歐元,市場預期1.06歐元。其中,雲服務營收爲43.51億歐元,同比增長約25%,市場預期43.6億歐元。雲業務積壓訂單達153.8億歐元,同比增長25%。
指引方面,該公司目前預計年度經調整營運利潤將介乎78億至80億歐元之間,原先爲76億至79億歐元,主要是反映AI熱潮帶動旗下雲服務與軟件服務收入增長;預計年度自由現金流爲35億至40億歐元,高於之前的35億歐元。
今年1月,SAP公佈將執行重組計劃。本次財報中,SAP披露了重組計劃的進展。SAP首席財務官Dominik Asam稱,轉型計劃已經開始提高公司效率,讓公司錄得強勁的營業利潤和自由現金流。SAP預計,重組計劃將影響9000至1萬個公司職位。今年前九個月的重組計劃相關費用總計28億歐元,而該計劃相關的總費用估計約爲30億歐元。(格隆匯)
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