SAP Capital Markets Day 2019 Presentation

Welcome to SAP Capital Markets Day 2019

Luka Mucic

Chief Financial Officer Executive Board Member

Rob Enslin

President, Cloud Business Group Executive Board Member

Jennifer Morgan

President, Global Customer Operations Americas & Asia Pacific Japan Executive Board Member

Alex Atzberger

President, SAP Customer Experience

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

Bill McDermott

Chief Executive Officer

Christian Klein

Chief Operating Officer Executive Board Member

Juergen Mueller

Chief Technology Officer Executive Board Member

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Agenda

09:30 ? 09:35 am

09:35 ? 10:05 am

10:05 ? 10:30 am

10:30 ? 10:45 am 10:45 ? 11:15 am

11:15 ? 11:45 am

11:45 am ? 12:10 pm

12:10 ? 12:55 pm 12:55 ? 2:00 pm 02:15 ? 03:45 pm 03:45 ? 04:30 pm

Welcome Stefan Gruber, Head of Investor Relations Strategy and Vision: Opportunity in Time of Disruption Bill McDermott, CEO Delivering the Intelligent Enterprise Christian Klein and Juergen Mueller, Executive Board Members

Break

SAP C/4HANA Shaking up CRM Alex Atzberger, President SAP Customer Experience Customer Perspective Hosted by Jennifer Morgan, Executive Board Member Charting the Course for 2023 Luka Mucic, CFO and Executive Board Member

Q&A

Buffet Lunch Reception

Breakout Sessions

Coffee and Networking

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

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Safe Harbour Statement

Any statements contained in this document that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. Words such as "anticipate," "believe," "estimate," "expect," "forecast," "intend," "may," "plan," "project," "predict," "should" and "will" and similar expressions as they relate to SAP are intended to identify such forward-looking statements. SAP undertakes no obligation to publicly update or revise any forwardlooking statements. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. The factors that could affect SAP's future financial results are discussed more fully in SAP's filings with the U.S. Securities and Exchange Commission ("SEC"), including SAP's most recent Annual Report on Form 20-F filed with the SEC. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates.

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

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Opportunity in Time of Disruption

Bill McDermott, CEO

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

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SAP: "Structural Incline"

Doubled Addressable Market

Be the most innovative cloud company powered by SAP HANA

Intelligent Enterprise

SAP Business Suite powered by SAP HANA

Launched

Sybase 0.0bn UNTIL 2010

0.0bn 2011

0.3bn 2012

0.8bn 2013

1.1bn 2014

Public Cloud

SAP Analytics Cloud SAP HANA Enterprise Cloud

2.3bn

3.0bn

3.8bn

5.0bn

Cloud Revenue

2015

2016

2017

2018

? Integrated Intelligent Suite

? Revolutionizing Customer Experience with C/4HANA

? Leading the Experience Management category

? Innovation with Intelligent Systems (Leonardo)

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

All figures based on non-IFRS.

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The fastest growing cloud at scale in business software

40%

Top line Growth

Cloud Peer Group

Cloud

10% $1 B

Cloud Revenue

Fastest Growing Cloud

Growing faster than large scale peer group

Highly profitable (~30% Op. Margin)

$15 B

10%

Large Scale Peer Group

15%

Top line Growth

Operating Margin

0% 50%

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

Sources: Company filings, Factset, Morgan Stanley, Deutsche Bank, Credit Suisse estimates

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Driving sustainable operating profit growth

Hyperscaler leverage

Hiring discipline

Higher margin Services

Ecosystem

Increased Cloud Gross Margin

Keeping the "Meet or Exceed" Promise

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

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Winning the experience economy

X

experience

DATA

EXPERIENCE MANAGEMENT

CX

Customer Experience

EX

Employee Experience

PX

Product Experience

BX

Brand Experience

DATA MANAGEMENT Cloud Platform | Data Management | AI

Customer Experience

Supply Chain Management

ERP

O

operational

DATA

? 2019 SAP SE or an SAP affiliate company. All rights reserved. PUBLIC

HCM

Spend Management

1.8B

experience touchpoints run

on Qualtrics

77%

Of the world`s transactions across 25 industries touch

SAP systems

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