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SAP SE at Goldman Sachs European Digital Economy Conference: Technology & Internet (Virtual) Transcript

Feb 23, 2022 / 03:30PM GMT
Release Date Price: €100.35 (+0.17%)
Mohammed Essaji Moawalla
Goldman Sachs Group, Inc., Research Division - Equity Analyst

We'll go straight into the conversation. I'd just like to remind everyone that this conversation is off the record and not intended for the media.So with that, Luka, you recently reported your fourth quarter results. We showed a pretty strong momentum, particularly around the topline. So we hear from a lot of software companies around a very robust IT spending environment post the pandemic, starting from a kind of cyclical rebound, which is becoming a much more strategic and structural. And obviously, technology companies are right at the center of this.

Questions & Answers

Mohammed Essaji Moawalla
Goldman Sachs Group, Inc., Research Division - Equity Analyst

So I'd be keen to get your perspective, from your vantage point, what are the key trends you're seeing? And what are the customer conversations you're having? And you were quite bullish in your outlook, particularly on the top line. So if you could give a sense of your pipeline, your coverage? What you're

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