SAP SE

Investor Presentation • Sep 9, 2014

SAP – The World's Leading Business Software Company

Rainer Zinow, Senior Vice President SAP Cloud, SAP SE Frankfurt am Main, September 9, 2014

Safe Harbor Statement

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Industry Trends and SAP's Mid Term Strategy

Transformational technologies offer significant potential to drive business innovation in the enterprise software space

Foundation of a winning strategy

© 2014 SAP SE or an SAP affiliate company. All rights reserved. 5

Value-enhancing innovation strategy has consistently kept SAP at the forefront of technology

SAP offers broad choice to the customer

Suite on HANA has great momentum in the market SAP HANA – A differentiating platform

Market Momentum Since Launch in Jan 2013*

• First to bring transactions and analytics onto single platform
• SAP Business Suite on SAP HANA next generation platform
• Open architecture – customer choice and eco-system friendly
• Innovation without disruption

Our cloud vision – SAP Cloud powered by SAP HANA

Strategy for simplification Simplify everything, so we can do anything.

Simplified deployment model

• Move the 'core' to the cloud with SAP Cloud powered by HANA
• Acceleration in the public cloud in LoB
• ONE Cloud "Suite of best of breed" Cloud
• Simplified On Premise

Simplified products

• SAP HANA Platform for all SAP products
• HANA as a platform for partners and innovation
• Mobile-first User Experience based on SAP Fiori

Simplified engagement

• Consistent digital experience across marketing assets
• Aligned GTM coverage model across Cloud and On Premise
• ONE face to every customer
• Streamlined best-in-class support model

Summary

Market leader in applications and analytics, part of the largest and fastest growing IT market segment

2 3 Sticky business model with high proportion of predictable, visible and highly profitable revenues

Track record of strong organic growth and valueenhancing innovation strategy

Strong and stable operating margins and free cash flow generation 5 6

Solid balance sheet with conservative approach to leverage

Experienced and highly skilled management team