@OP+1k4876rt2 Bumping this post forward...This post had it all right.
Just how bad is it for SAP? Well our stock price has plummeted 12 % in just the last month and shows no sign of a rebound. It is tracking straight down.
But go have a look at what Oracle is doing just today... Stock is on par to set a record - it is up since opening this morning 35%. All due to some very big scores on AI - and where is SAP while others are winning ?? Your guess is as good as mine. This kind of beat down would not have happened under previous leadership teams.
We are planning of dumping our Maintenance Biz, which was responsible for most of our stable revenue over the last several decades and no indication as to what platform will replace this significant revenue stream.
It's hard to watch.
As was stated in the referenced post, CK and DA had better get their act together real soon, or SAP will be lost for good against our competitors.