What’s next for SAP?

HANA is goner, too expensive, and in-memory is widely available at cheaper prices

S/4HANA is goner, it runs on HANA and there is little functional enhancements over ECC. ROI questionable. Most customers who hold the license do it due to license trade-in credits

Leonardo will exist in ghost form over the 3 HyperClouds and will tap on the HyperClouds services while charging customers a premium

The SAP Cloud SAASs will last, although they will as usual be grouped and branded under different marketing brand names / portfolios such as CX etc while integration will be questionable. More acquisitions of new SAAS to meet revenue numbers, but given the dearth of good revenue generating SAAS at non inflated prices, will be extremely hard to pivot for SAP as a company. For the internal circle has early knowledge of what SAP is going to acquire / do next, it may be a different story.

SAP’s integrated ERP story is dead.

Cost cutting likely to continue under different spins of organization transformations.

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agree with @Yt8j2Ur-wrz

all the mid to senior leadership are so busy monkeying the numbers and kissing each others’ backside

now Elliot is eyeing SAP

I attended a public SAP event recently and the top leader (T6 and above) publicly proclaim the future is multi cloud and multi SAAS

I hope Q2 numbers will be good. Otherwise it may be like playing Survivor game

S-x is good

Clearly, the explanations by SAP of the layoffs don't hold up. https://www.brightworkresearch.com/sap/2019/04/are-saps-layoffs-due-to-an-impressive-transformation/

Very good post, I agree 100 pct

What a bunch of nonsense.

SAP is indeed preparing for its final makeover, hopefully our customers do not find another lover first:

https://searchsap.techtarget.com/feature/SAP-layoffs-may-signal-trouble-for-ABAP-HANA

@scp: “Have no fear! All these comments on SAP failure is too depressing!

SAP can continue to tap on our loyal customer base for some time with our Account Executives who go to Hawaii for Winner Circle every year.”

First, I think many customers are slowly moving away. They are not daft.

Second, the reason why the same few AEs attend the Winner Circle is because the Strategic Sales Team that owns the top tier layer always eyeballs the pipeline at the beginning of the year and shift non strategic accounts with big pipeline into their sales bag, so they always hit their target. You don’t need a smart person to do anything to hit numbers this way, just need a tricky cunning salesman who is out for his own interest only.

Most of the new budget will have to go towards buying new SAAS and to Marketing to maintain our SAP Goodwill.

So I agree it is likely cost cutting will continue.

Have no fear! All these comments on SAP failure is too depressing!

SAP can continue to tap on our loyal customer base for some time with our Account Executives who go to Hawaii for Winner Circle every year.

Alas, it is true. Most customers who own the S/4 license have not implemented S/4.

Ask SAP what is their definition of “number of S/4 customers”

SAP will probably last a while since half of their revenues still come from on-prem maintenance, but smarter customers are shifting to third party maintenance providers.

Thread regarding SAP layoffs

What’s next for SAP?

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