SAP SE — Investor Presentation 2016

Mar 29, 2016

Financial Analyst and Investor Program

March 15, 2016 – CeBIT Trade Show, Hannover, Germany

Welcome

Astrid Stroemer, Director Investor Relations

Agenda

12:00p.m.	Welcome Astrid Stroemer, Director Investor Relations	ConventionCenter Room108-110
12:10 – 01:00 p.m.	SAP's Digital Transformation Framework Rolf Schumann, Chief Technology Officer and Head of Innovation, MEE & EMEARegion	ConventionCenter Room108-110
01:00 – 01:30p.m.	LunchBreak
01:30 – 02:30p.m.	SAP Cloud for Analytics and the Digital Boardroom Dr. Stefan Sigg, Senior Vice President and Head of SAPAnalytics	ConventionCenter Room108-110
02:30 – 03:30p.m.	SAP's Digital Platform Strategy Irfan Khan, Chief Technology Officer, Global Customer Operations	ConventionCenter Room108-110
04:15p.m.	GuidedTour We will offer a guided tour to experience our exhibition and see a product demonstration by the experts. The tour will take a good hour.	SAP Stand, Hall4

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 forwardlooking 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.

SAP's Digital Transformation Framework

Rolf Schumann, Chief Technology Officer and Head of Innovation, MEE & EMEA Region

Megatrends

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

Hyperconnectivity Super Computing Cloud Computing Smarter World Cyber Security

Re-imagine work

Machine to Machine

Transactional Data

Consumer Data

Social Media

Structured and Unstructured

© 2015 SAP SE or an SAP affiliate company. All rights reserved. 7

Big Data Smart Data Business Processes

Re-imagine processes

Re-imagine business models

Monitor assets and send alerts

Connect everything with intelligence

Transform Business Operations

Innovate Business Models

SAP HANA Platform

Let's Take Responsibility – Together!

SAP Cloud for Analytics and the Digital Boardroom

Dr. Stefan Sigg, Senior Vice President and Head of SAP Analytics

Innovate and Deliver Business-Aware Analytics

Alignment on Desirability, Feasibility, & Viability

Silos vs. workflows

Niche & homegrown analytics tools

Patchwork landscape

Disparate data sources Disconnected systems and processes

SAP Analytics – Closed loop portfolio

A scalable strategy for data lakes / warehouses

SAP Analytics product strategy

Lead the Cloud

SAP Cloud for Analytics ALL ANALYTICS. ALL USERS. ONE PRODUCT.

SAP Digital Boardroom

Powered by SAP Cloud for Analytics

Total transparency

• 360° view of your business
• One source of truth (KPI definition and data)
• Always up to date ("real time")
• Any detail available

Agile decisions

• Less "adjournments" due to missing information
• No discussion of data quality and KPI consistency
• Instant simulation of alternative scenarios e.g. along value driver trees

Simplified execution

• No tedious alignment on presentation documents beforehand
• Full history available including decisions and comments
• Consistent tracking of follow-up's

Thank you!

SAP's Digital Platform Strategy

Irfan Khan Chief Technology Officer, Global Customer Operations

New macro technology trends are enabling digitization

Digitalization will impact existing environments

Abstraction of Common Requirements

Adopting a digital platform is key

It all starts with a digital core

Simplified Model

One data set OLTP & OLAP No duplication

Any Data

Enterprise data Contextual / external data IoT sensor data

powered by SAP HANA Platform

Responsive & Scalable

Scale up Scale out Multi-core parallelism

In Memory Services

Application processing Data processing Integration Services Security services

SAP HANA Platform ranked as leading in-memory database

• "SAP's razor-sharp focus on in-memory technology is paying off."
• SAP HANA Platform earned the highest score of any vendor in strategy and current offering
• SAP is the only company to earn a 5/5 score for vision
• SAP is the only company to receive a 5/5 score for data management features and transaction capabilities
• SAP also earned a 5/5 for execution, market presence, customers, partners, revenue, performance and scale and analytics support

Source: The Forrester WaveTM: In-Memory Database Platforms, Q3 '15 by Noel Yuhanna, Forrester, August 2015

^"The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave™ are trademarks of Forrester Research, Inc. The Forrester Wave™ is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change."

SAP's data platform reduces TCO through simplification

37% overall TCO savings estimated*

* Based on Forrester Total Economic Impact study on SAP HANA Platform, April 2014 (link)

Built in economies of scale for all data requirements

SAP HANA Platform

Information Management | Text | Search | Graph | Geospatial | Predictive

One Data Platform

• for distributed data computing

• with built in economies of scale

• eliminating data complexity & duplication

With a distributed computing framework

Distributed Computing Framework at Enterprise Scale

SAP VORA

Business Coherency across enterprise data

and big data

HANA-Spark Adapter for improved performance between distributed systems

Familiar OLAP experience on Hadoop to derive business insights from big data such as drill-down into HDFS data

A Cloud Services (PaaS) approach enables incremental growth

Extension Environment

for SAP Applications in the Cloud

SAP HANA CLOUD PLATFORM

Business Application Dev Platform

in the Cloud

Micro services

SAP Core

Applications Internet of Things Business Networks Workforce Engagement (SuccessFactors)

(Ariba)

Customer Engagement (Hybris, Salesforce)

Predictive Analytics

SAP and SAP ecosystem can enable the full IoT stack

IoT Analytics and Apps

IoT back-bone (Cloud/ Platform)

Connected Things

Connectivity management Data aggregation and storage Application enablement IoT Analytics IoT Applications Sensors and semiconductors IoT related embedded software

Connected machinery

Pre-packaged IoT applications offerings (part of SAP IoT Suite)

Analytics to enable to close the loop from "thing-to-insight-to-action"

IoT platform based on the HANA Cloud Platform

Partnerships to ensure customers needs are met

SAP blueprint for the digital enterprise

REIMAGINE THE FUTURE RUN SIMPLE | GO DIGITAL

Thank you

Contact information:

Irfan Khan CTO, SAP Global Customer Operations @i_kHANA

Financial Analyst and Investor Program

March 15, 2016 – CeBIT Trade Show, Hannover, Germany