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SAP SE Investor Presentation 2008

May 6, 2008

365_ip_2008-05-06_637cb7f1-d8e2-4501-a3cd-6ab82789e4d2.pdf

Investor Presentation

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SAPPHIRE OrlandoInvestor Conference

Léo Apotheker Co-CEO, SAP AG

May 6, 2008

17th Consecutive Quarter of Double-Digit Growth

  • +24%* Non-GAAP software and software related service revenue growth
  • +12%* SAP stand-alone Non-GAAP software and software related service revenue growth
  • High win rate: +80% against next largest competitor
  • Strong market momentum continues in SME, with +1,500 customers added, up 28%

A Truly Global Company – Growing across all regions…

EMEA

Non-GAAP software and software related service revenues Q1 +27%*

  • Market environment remained strong no change since Q4 '07
  • Germany: Non-GAAP software and software related service revenues for Q1 +12%
  • In non-Germany EMEA: Outstanding performances in Russia, U.K., Netherlands, South Africa

Select Customer Wins

  • Î Russia: Lukoil-Inform OOO, Sibirskaya Ugolnaya
  • Î U.K.: Barclays Bank Plc, Burberry Limited
  • Î Germany: Deutsche Wohnen AG, Kabel Baden-Württemberg

A Truly Global Company – Growing across all regions…

Asia Pacific Japan

Non-GAAP software and software related service revenues Q1 +36%*

  • Another outstanding quarter remains a growth engine for SAP
  • Market environment is strong
  • Japan continued to perform very well: Non-GAAP software and software related service revenue +42%*
  • Another quarter good quarter for China and India

Select Customer Wins

  • Î China: China National Petroleum Corporation, Fujian Electric Power
  • ÎJP: KOMATSU Ltd., Astellas Pharma
  • Î India: Bharat Earth Movers Ltd, Greaves Cotton Ltd

A Truly Global Company – Growing across all regions…

Americas

Non-GAAP software and software related service revenues Q1 +16%*

  • Solid double-digit growth with a mixed performance
  • Canada and Latin America strong despite tough comparison in Latin America due to large Q1 '07 contract
  • U.S experienced a tougher than expected environment
  • Tough comparison to a strong Q1 '07
  • Increased scrutiny on deals
  • Average deal size lower – lower volume in "bread and butter deals"(€3 mil - €5 mil)
  • U.S. and all of Americas pipeline remains strong: continue to expect double-digit SSRS growth* for 2008
  • Continued to outperform competitors and gain share

Select Customer Wins

  • Î NA: Bank of America, N.A., Lexmark International, Inc., LensCrafters, ATB (Canada)
  • Î LA: Sigdo Koppers S.A., Entel PCS Telecomunicaciones S.A.

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