# Seven Customers Choose SAP AI and Data Solutions; No Separate AI Revenue By John Kim Canonical URL: https://www.tokenpost.com/news/business/38550 Published: 2026-10-23T01:24:30.000Z Updated: 2026-10-23T01:24:30.000Z Section: Business > SAP’s third-quarter revenue reached €10.27 billion as cloud revenue grew 26% and current cloud backlog rose 28% on a reported basis. SAP’s third-quarter results included seven customers selecting its AI and data solutions, but did not provide a separate revenue figure for AI or contract values for those customer selections. The results, released Oct. 21 for the quarter ended Sept. 30, showed total revenue of €10.27 billion, up 13% from a year earlier and 12% at constant currencies. Revenue topped €10 billion for the first time. Cloud revenue reached €6.668 billion, up 26% on a reported basis and 25% at constant currencies. Current cloud backlog totaled €24.144 billion, an increase of 28% as reported and 26% at constant currencies. Cloud ERP Suite revenue was €5.924 billion, up 29% as reported and 28% at constant currencies. Non-IFRS operating profit rose 18% to €3.03 billion. IFRS operating profit also increased 18%, to €2.93 billion, while non-IFRS basic earnings per share gained 19% to €1.89. Cloud growth included a multi-quarter catch-up as customers returned from financial distress. Acquisitions added €49 million to revenue and reduced IFRS operating profit by €59 million and non-IFRS operating profit by €39 million. “Q3 was an outstanding quarter,” SAP CEO Christian Klein said. For 2026, SAP projects cloud revenue of €25.8 billion to €26.2 billion and cloud-and-software revenue of €36.3 billion to €36.8 billion, with both expected near the top of their ranges at constant currencies. The non-IFRS operating profit outlook remains €11.8 billion to €12.2 billion, also at constant currencies. SAP expects current cloud backlog growth to ease slightly in 2026 at constant currencies. That outlook assumes a stable macroeconomic environment in the fourth quarter. The company also expects the decline in software support revenue to accelerate as customers move to cloud products. The [quarter’s revenue and cloud growth]() provide broader context for the seven AI and data selections, whose financial contribution was not separately quantified. ## Links in this article - [quarter’s revenue and cloud growth](https://www.tokenpost.com/news/business/37891)