SAP SE — Investor Presentation 2015

May 5, 2015

Investor Relations Conference

May 5, 2015 – SAPPHIRE NOW, Orlando, Florida

Welcome

Stefan Gruber, Head of Investor Relations May 5, 2015 – SAPPHIRE NOW, Orlando, Florida

Agenda

The Perfect Enterprise

	1:30 p.m.	Welcome and Introduction	Stefan Gruber Head of Investor Relations
	1:35 –1:50 p.m.	Q1 Recap / Strategy Update	Luka Mucic CFO and COO, Member of the SAP Executive Board
	1:50 –2:10 p.m.	Business Network	Steve Singh CEO Concur, Member of the SAP Global Managing Board
	2:10 –2:30 p.m.	Technology Update	Quentin Clark CTO, SAP
	2:30 –3:00 p.m.	Executive Q&A Session	Bill McDermott, Rob Enslin, Bernd Leukert, Luka Mucic, Steve Singh, Quentin Clark
© 2015 SAP SE or an SAP affiliate company. All rights reserved.

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The Perfect Enterprise

Luka Mucic, CFO, COO, Member of the Executive Board

Strategy is ever consistent since 2010

Platform Cloud Applications Business Network #1 by revenue SAP Business Suite Core Applications Tripled addressable market from \$110B to over \$350bn #1 in Analytics, fastest growing DB SAP HANA #1 by users #2 by revenue #1 in indirect materials #1 in travel #1 in contingent labor

^© 2015 SAP SE or an SAP affiliate company. All rights reserved. 6 © 2015 SAP SE or an SAP affiliate company. All rights reserved. 6

Levers for increased effectiveness & efficiency across the different business models in SAP's organization

Good start in 2015

Fast Growth in Cloud

• § Cloud revenue: +131% yoy to €509m (+95% @cc)1)
• § New cloud bookings: +121% to €120m2)
• § Cloud applications total subscribers: ~80 million
• § SAP Business Network:
• § Total segment revenue +207% @cc to €368m
• § ~1.8m connected companies trade >\$750bn of frictionless commerce3) on this network.

Rock Solid Core

• § Stable core business: Software & support revenue: +16% (+5% @cc)
• § SW revenue: +12% (+1% @cc)
• § Resilient support revenue: +17% (+7% @cc)

Cloud & Software +24% yoy (+12% @cc)

• 1) For Q1/15, Fieldglass contributed €19m and Concur contributed €128m to SAP's Non-IFRS cloud subscriptions and support revenue at constant currencies.
• 2) New cloud bookings consist of all order entry of a given period that is expected to be classified as cloud subscription and support revenue and results from purchases by new customers and from incremental purchases by existing customers. The order amount must be contractually committed (i.e. variable amounts from pay-per-use and similar arrangements are not included). Consequently, due to their uncommitted pay-per-use nature Aribaand Fieldglass network transaction fees are not reflected in the new cloud bookings metric. Amounts included in the measure are annualized. Concur contributed €35 million to SAP's new cloud bookings in the first quarter.
• © 2015 SAP SE or an SAP affiliate company. All rights reserved. 9 3) Network spend volume is the total value of purchase orders transacted on the Ariba, Concur and Fieldglass Networks in the trailing 12 months.

© 2015 SAP SE or an SAP affiliate company. All rights reserved. 10

The Business Network Group

Steve Singh, CEO, Concur, Member of the SAP Global Managing Board

First 100 days update

Organization

• Combined 3 businesses ≈9,000 employees
• Established management structure
• Set common vision
• Integrated P&L €368m revenue in Q1

Product

• Focus on FY15 goals Don't disrupt; customer satisfaction is #1
• Identify near term integration/alignment
• Evaluate HANA opportunities

Go to market

• Affirmed FY15 goals
• Update SAP teams on Business Network vision
• Focus on execution; leverage global SAP GCO
• Share opportunities; understand overlap

Opportunity for business networks technology disruption

Technology Update

Quentin Clark, CTO

The world is now digital

1 ScienceDaily. ScienceDaily, 22 May 2013

3 Internet of Things (IoT) 2013 to 2020 Market Analysis: Billions of Things, Trillions of Dollars, IDC, 2013

2 Technology Adoption Report: Business Networks, Ardent Partners, 2014

4 Statista, 2014

© 2015 SAP SE or an SAP affiliate company. All rights reserved. 17

SAP HANA, the most advanced in-memory platform

SAP HANA, our great simplifier for enterprise applications

SAP S/4HANA, the next generation business suite

SAP's platform opportunity

Be the platform for business applications

© 2015 SAP SE or an SAP affiliate company. All rights reserved. 21

Q & A

Investor Relations Conference

May 5, 2015 – SAPPHIRE NOW, Orlando, Florida

SAP's PLATFORM OPPORTUNITY BE THE PLATFORM FOR BUSINESS APPLICATIONS

HANA Cloud Platform

• EASY Partners, Developers, Analytics, Users

• COMPREHENSIVE Data, Runtimes, Mobility

• OPEN New and old standards

• INTEGRATED With SAP, outside SAP

• FOR BUSINESS Data Models, Business Actions