| Invested through |
|
|---|---|
| Asset Classes | Corporate bonds |
| Impact strategy | Impact Equities and Bonds |
| Bloomberg ticker | SAP GR |
| ISIN code | DE0007164600 |
| Industry group | Software & Services |
| Aligned with SDGs |
SAP is the global leader in business applications and analytics software as well as market leader in digital commerce, with over 345,000 customers in more than 180 countries. With more than 125 million cloud users, SAP is the world’s largest enterprise cloud company. 76% of all worldwide business transactions touch an SAP system.
SAP segments its revenue between: Cloud subscriptions and support (14%/56%), Services (16%/15.1%) and Software Licenses and Support (70%/85.9%) (revenue share and gross margin between brackets). Another way of segmeting the revenue is between Applications, Technology & Services (90%) and the SAP business network (10%). The company employs over 84,000 people worldwide.
Investment rationale
SAP offers a wide range of different enterprise applications to corporate customers from various industries. The different products contribute positively to several global challenges. Part of its product range contributes to economic empowerment, though enabling customers to innovate and protect the privacy of individuals and organizations. This includes SAP's IT security solutions and products for sustainable supply chain management, enabling enterprises to better comply with product safety regulations (e.g. REACH, RoHS).
Other parts of its products contribute to energy efficiency, and drive more sustainable supply chains around the world. SAP offers carbon-neutral green cloud services and enables its customers to reduce their carbon footprint by managing their SAP systems through these services. Other offers, such as system virtualisation and business application consolidation, help businesses to optimize on-premise operations in terms of energy use.
The company's products and services also address challenges around disease prevention and detection as well as provide solutions for smarter government and smarter cities. This includes patient engagement solutions for the healthcare sector.