SAP SE — Investor Presentation 2010

May 28, 2010

Dr. Werner Brandt

CFO and Member of the Executive Board, SAP AG

Deutsche Bank German and Austrian Corporate Conference Frankfurt, May 21, 2010

Safe Harbor 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 forward-looking 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 Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates.

Agenda

The Market Leader in Business Applications

Innovation Drives Growth

Summary

The World's Leading Provider of Business Application Software

Undisputed market leader with >97,000 customers in 120 countries

• Undisputed market leader in business applications
• Most comprehensive and consistent suite of business applications in the industry
• Leading innovation power with ~15,000 developers
• Robust business model with an ever increasing share of recurring revenues and strong economies of scale
• Strong sales opportunity into installed base business with existing customers accounts for ~80% of order entry
• Recognized global brand (27th most valuable in the world according to BusinessWeek*)
• Strong focus on ecosystem to foster coinnovation

*Source: Interbrand / BusinessWeek 2009

SAP's Business Model Strong Defensive Characteristics Coupled With Growth Potential

SAP Delivers Significant Value. . .

…by supporting mission critical processes in more than 24

Source: Forbes, SAP

SAP's Solutions Offerings

Tailored Solutions for Each Customer Segment

Customer Segment	Addressable Market	Deployment Models	Primary Solution Offering
Large Accounts ~70% of order entry >22,500 customers	Large Enterprises (> 2,500 employees) ~\$30bn market	On-premise suite  On-demand extensions  Upfront licensing  Subscription licensing 	SAP Business Suite 7 SAP BusinessObjects LE product portfolio Expansion of industry solutions portfolio
Small and Mid-sized	Upper Midsize (500 to 2,500 employees) ~\$15bn market	On-premise suite  Upfront licensing 
Enterprises ~30% of order entry	Lower Midsize (100 to 500 employees) ~\$15bn market	On-demand suite  Subscription licensing 
>73,000 customers	Small Businesses (<100 employees) ~\$10bn market	On-premise suite  Upfront licensing 

Recurring Revenues & Spending Discipline Allowed for a Strong Performance During the Downturn...

• Software revenue impacted most from the challenging environment (-28%)
• Support and Subscription revenue grew by 11% and 19%, respectively
• SAP cut its operating expenses by 8%

Note: based on Non-IFRS *impact from FY 2009 restructuring charges

...While a Recovering Environment Demonstrates SAP's Growth Potential

• In Q1 2010, SAP returned to double-digit SSRS revenue growth
• Revenue growth is accompanied by an expanding profitability

Note: based on Non-IFRS *impact from Q1 2009 restructuring charges

Agenda

The Market Leader in Business Applications

Innovation Drives Growth

Summary

SAP is Undisputed Market Leader... ...in the Most Important Segment of the Software Stack

Source: SAP, IDC Megamodel

* Software and Software Related Service revenue (SSRS)

Expand Beyond Our Core Business Cloud Computing / On-Demand

Line of Business Solutions for Large Enterprises

• Aimed at areas most suitable for ondemand extensions
• Customer Relationship Management
• Expense Management
• Talent Management
• Carbon Management
• Seamless integration with on-premise SAP Business Suite

Integrated On-demand Suite for Small and Midsized Enterprises

• SAP Business ByDesign 2.5
• Complete suite based on industryleading architecture
• Core to SAP's on-demand strategy

Expand Beyond Our Core Business In-Memory Computing

Exponential potential for change

• Ground-breaking innovation next generation database
• Data is stored in memory rather than on hard-disk
• 100x-1000x faster than traditional databases
• Potential to revolutionize business intelligence
• Paves the way for a new breed of applications

Expand Beyond Our Core Business Mobile Solutions / On Device

• Make SAP solutions available on a broad number of devices
• Access SAP anytime and anywhere
• ~60% of world's population on Mobile already, more than 1 billion mobile workers globally as of today
• Corporate applications accessed from mobile devices growing at >40% p.a.

Our Product Strategy Extend from the Core to the People

"Networked Solutions"

Agenda

The Market Leader in Business Applications

Innovation Drives Growth

Summary

Summary

Robust business model providing a rare combination of defensive strength and growth potential

Diversified revenue streams across

• Geographies
• Industries
• Customer Segments
• Strongest and broadest solution portfolio in the industry
• Highly skilled workforce
• Excellent reputation and brand
• Unique ecosystem of partners
• Driven by innovation

Note: FY2009, based on IFRS

Global market leader in Business Application Software