SAP Sees Payoff In Cloud, Hana Bets - InformationWeek
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SAP Sees Payoff In Cloud, Hana Bets
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D. Henschen
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D. Henschen,
User Rank: Author
10/23/2013 | 1:26:42 PM
re: SAP Sees Payoff In Cloud, Hana Bets
I reported the +5% on SSRS and the -5% on software revenue above. You neglect to list the +146% on cloud in your comment. I'd say Wall Street is more interested in full year profit than an incremental tweak to Q4 earnings projections. Given that Cloud and Hana weren't even on the balance sheet in 2009, I'd say that 9% in 2013 and cloud at 30% of U.S. software revenue reflects fast growth (though they did pay dearly for SuccessFactors and Ariba).

What I see missing from SAP is solid case examples and details on how Hana is leading to "dramatic simplification" and "incredible performance improvements" in the real world. We hear these claims and they name drop companies choosing Hana, but after three years of preaching, there are very few, real-world details from customers testifying to the ROI, the "dramatic" performance gains and the "dramatic" simplification. Time to hear from customers, not more techno talk from Vishal Sikka and Hasso Plattner.
PhilHD
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PhilHD,
User Rank: Strategist
10/23/2013 | 9:58:46 AM
re: SAP Sees Payoff In Cloud, Hana Bets
But the reality of the numbers is that SAP missed 3Q13 revenue expectations, guided 4Q13 revenues down and did not make it clear to the crowds that Cloud and HANA represent only 9% of SAPGs total sales.

3Q13 Highlights
-+ Total revenue: G4.06B (+2%)
-+ SSRS (software and software related services) revenue was G3.36B (+5%)
-+ Software revenue: G977M (-5%)
-+ Cloud revenue: G197M
-+ HANA revenue: G149M (+79%)
-+ Earnings: G0.78 (+12%)


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