{"id":157206,"date":"2025-10-24T11:29:46","date_gmt":"2025-10-24T09:29:46","guid":{"rendered":"http:\/\/e3mag.com\/?p=157206"},"modified":"2025-10-24T12:01:31","modified_gmt":"2025-10-24T10:01:31","slug":"q3-2025-sap-mise-sur-une-croissance-continue-du-cloud","status":"publish","type":"post","link":"https:\/\/e3mag.com\/fr\/q3-2025-sap-mise-sur-une-croissance-continue-du-cloud\/","title":{"rendered":"T3 2025 : SAP mise sur une croissance continue du Cloud"},"content":{"rendered":"<p>Le Current Cloud Backlog est pass\u00e9 \u00e0 18,8 milliards d'euros, soit une augmentation de 23 % par rapport \u00e0 l'ann\u00e9e pr\u00e9c\u00e9dente, et m\u00eame de 27 % apr\u00e8s correction des effets de change. Le chiffre d'affaires global du cloud computing a lui aussi fortement progress\u00e9 : plus 22 % en termes nominaux et plus 27 % apr\u00e8s correction des effets de change. La suite ERP dans le cloud a connu un d\u00e9veloppement particuli\u00e8rement fort avec une croissance de 26 % en termes nominaux et de 31 % hors effets de change. Le chiffre d'affaires total a augment\u00e9 de 7 pour cent pour atteindre 9,08 milliards d'euros, et de 11 pour cent apr\u00e8s ajustement des taux de change. Le r\u00e9sultat op\u00e9rationnel a augment\u00e9 de 12 pour cent selon les normes IFRS, de 14 pour cent selon les normes non-IFRS et de 19 pour cent apr\u00e8s correction des effets de change.<\/p>\n\n\n\n<p>Pour l'ensemble de l'ann\u00e9e 2025, SAP a l\u00e9g\u00e8rement adapt\u00e9 ses perspectives. La croissance du cloud est d\u00e9sormais attendue dans le bas de la fourchette initialement pr\u00e9vue de 21,6 \u00e0 21,9 milliards d'euros. Christof Kerkmann du Handelsblatt per\u00e7oit une certaine r\u00e9ticence de la part des clients dans certains segments. L'incertitude r\u00e8gne notamment dans le secteur public am\u00e9ricain, ce qui a entra\u00een\u00e9 des retards dans la conclusion de contrats.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Un conseil d'administration confiant<\/strong><\/h2>\n\n\n\n\n\n\n\n<p>La direction se montre confiante. \u201eSAP a r\u00e9alis\u00e9 un magnifique troisi\u00e8me trimestre avec une forte croissance de 27% des revenus du cloud. Nous gagnons des parts de march\u00e9 alors que nos clients optent de plus en plus pour des solutions issues de l'ensemble de SAP Business Suite, dont SAP Business Data Cloud et l'IA. Pour le quatri\u00e8me trimestre, nous pouvons compter sur un solide pipeline de commandes\u201c, a d\u00e9clar\u00e9 le CEO Christian Klein.<\/p>\n\n\n\n<p>Le directeur financier Dominik Asam a lui aussi soulign\u00e9 la r\u00e9sistance du groupe : \u201eLe fort r\u00e9sultat du troisi\u00e8me trimestre montre la force et la flexibilit\u00e9 de notre mod\u00e8le commercial. Gr\u00e2ce \u00e0 une mise en \u0153uvre disciplin\u00e9e de notre strat\u00e9gie et \u00e0 une focalisation claire sur la rentabilit\u00e9 et le cash-flow, nous avons poursuivi sur la voie du succ\u00e8s malgr\u00e9 un environnement \u00e9conomique incertain\u201c.\u201c<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Focalisation syst\u00e9matique sur le cloud<\/strong><\/h2>\n\n\n\n\n\n\n\n<p>Le groupe maintient r\u00e9solument son focus strat\u00e9gique sur le cloud. Ceux qui s'attendaient \u00e0 des taux de croissance tr\u00e8s \u00e9lev\u00e9s risquent d'\u00eatre d\u00e9\u00e7us. Mais ceux qui misent sur une transformation solide du cloud \u00e0 moyen terme y voient un potentiel positif. La concurrence pour les clients du cloud s'intensifie, les cycles de demande s'allongent et les effets de change freinent la croissance. Malgr\u00e9 ces d\u00e9fis, SAP repose sur des bases solides. L'adaptation prudente des perspectives indique que SAP \u00e9value l'environnement de march\u00e9 de mani\u00e8re r\u00e9aliste. Pour l'ann\u00e9e \u00e0 venir, il est essentiel de savoir si SAP pourra \u00e0 nouveau acc\u00e9l\u00e9rer le rythme de croissance de son activit\u00e9 cloud, notamment en ce qui concerne les nouvelles solutions bas\u00e9es sur l'IA.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"465\" height=\"356\" src=\"https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/christian-klein_800-edited.jpg\" alt=\"Christian Klein, SAP\" class=\"wp-image-157209\" srcset=\"https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/christian-klein_800-edited.jpg 465w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/christian-klein_800-edited-400x306.jpg 400w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/christian-klein_800-edited-100x77.jpg 100w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/christian-klein_800-edited-16x12.jpg 16w\" sizes=\"auto, (max-width: 465px) 100vw, 465px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>\u200e<\/p>\n\n\n\n<p>\u200e<\/p>\n\n\n\n<p><em>\u201eNous gagnons des parts de march\u00e9 alors que nos clients optent de plus en plus pour des solutions issues de l'ensemble de SAP Business Suite\u201c.\u201c<\/em><\/p>\n\n\n\n<p><em><strong>Christian Klein, <\/strong><br>PDG, <br>SAP<\/em><\/p>\n<\/div>\n<\/div>\n\n\n\n<p>Source : SAP<\/p>","protected":false},"excerpt":{"rendered":"<p>SAP a publi\u00e9 ses r\u00e9sultats pour le troisi\u00e8me trimestre 2025 et pr\u00e9sente une image mitig\u00e9e, mais globalement solide. L'activit\u00e9 cloud reste le principal moteur de croissance, tandis que le chiffre d'affaires global et les perspectives sont un peu plus mod\u00e9r\u00e9s.<\/p>","protected":false},"author":2368,"featured_media":157208,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"pmpro_default_level":"","footnotes":""},"categories":[2],"tags":[],"coauthors":[39720],"class_list":["post-157206","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sap-nachrichten","pmpro-has-access"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"thumbnail":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-150x150.jpg",150,150,true],"medium":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-400x180.jpg",400,180,true],"medium_large":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-768x346.jpg",768,346,true],"large":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"image-100":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-100x45.jpg",100,45,true],"image-480":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-480x216.jpg",480,216,true],"image-640":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-640x288.jpg",640,288,true],"image-720":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-720x324.jpg",720,324,true],"image-960":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-960x432.jpg",960,432,true],"image-1168":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"image-1440":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"image-1920":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"1536x1536":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"2048x2048":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"trp-custom-language-flag":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-18x8.jpg",18,8,true],"bricks_large_16x9":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"bricks_large":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"bricks_large_square":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450.jpg",1000,450,false],"bricks_medium":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-600x270.jpg",600,270,true],"bricks_medium_square":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-600x450.jpg",600,450,true],"profile_24":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-24x24.jpg",24,24,true],"profile_48":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-48x48.jpg",48,48,true],"profile_96":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-96x96.jpg",96,96,true],"profile_150":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-150x150.jpg",150,150,true],"profile_300":["https:\/\/e3mag.com\/wp-content\/uploads\/2025\/10\/SAP_Locations_Walldorf_1000x450-300x300.jpg",300,300,true]},"post_excerpt_stackable_v2":"<p>SAP hat die Ergebnisse f\u00fcr das dritte Quartal 2025 ver\u00f6ffentlicht und pr\u00e4sentiert ein gemischtes, aber insgesamt solides Bild. Das Cloud-Gesch\u00e4ft bleibt der zentrale Wachstumstreiber, w\u00e4hrend Gesamtumsatz und Ausblick etwas verhaltener ausfallen.<\/p>\n","category_list_v2":"<a href=\"https:\/\/e3mag.com\/fr\/categorie\/sap-nouvelles\/\" rel=\"category tag\">Community Nachrichten<\/a>","author_info_v2":{"name":"E3 Magazine","url":"https:\/\/e3mag.com\/fr\/author\/e3_magazin\/"},"comments_num_v2":"0 commentaire","_links":{"self":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts\/157206","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/users\/2368"}],"replies":[{"embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/comments?post=157206"}],"version-history":[{"count":6,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts\/157206\/revisions"}],"predecessor-version":[{"id":157217,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts\/157206\/revisions\/157217"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/media\/157208"}],"wp:attachment":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/media?parent=157206"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/categories?post=157206"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/tags?post=157206"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/coauthors?post=157206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}