My thoughts on SAP Q2 revenue miss, and how Bill McDermott will get them back on track.

Relax, SAP Skeptics: China Will Be Fine, and Cloud and XM Are Booming

July 22, 2019
While quarterly revenue misses should be taken very seriously, SAP’s Q2 stumble last week was a short-term aberration. I’m betting Bill McDermott and company will get back on the high-growth track when Q3 numbers come out in October. Clearly, the uneasy trade climate in China was a significant factor in last quarter’s miss. But McDermott
SAP CTO Juergen Mueller and COO Christian Klein spoke with Cloud Wars Live

SAP in the Cloud: CTO Juergen Mueller and COO Christian Klein Lay Out Strategy

June 4, 2019
With Q1 cloud-revenue growth of 41%, SAP says it’s fully on track to be generating half of its total revenue from the cloud by 2023. To gain some deeper understanding of SAP’s cloud strategy as part of our Cloud Wars Top 10 Executive Insights series, I spoke with SAP CTO Juergen Mueller and COO Christian
In episode 7 of Cloud Wars Executive Insights, we hear about SAP's cloud strategy

SAP’s Cloud Strategy | Cloud Wars Top 10 Executive Insights

June 3, 2019
Here’s my conversation with two execs from SAP, CTO Juergen Mueller and COO Christian Klein, and episode 7 of “Cloud Wars Top 10 Executive Insights.” As the tech companies in our Cloud Wars Top 10 rankings drive transformation not just in individual corporations but also in entire global industries, it’s essential for business executives to understand
On the ground for the Cloud Wars interview with Qualtrics CEO Ryan Smith

SAP Qualtrics CEO Ryan Smith: ‘I Was Alone for 17 Years—I Know What That’s Like’

May 21, 2019
Six months ago, SAP announced its plan to spend $8 billion to acquire experience-management unicorn Qualtrics, a company whose revenue was 1/50th of SAP’s. Today, SAP has rebranded itself as “the experience company powered by the Intelligent Enterprise.” This is a remarkable adjustment from its traditional “intelligent enterprise” promise—and an unmistakable sign of just how
Bob talks with Qualtrics CEO Ryan Smith at SAP Sapphire Now 2019

Qualtrics CEO Ryan Smith | Q&A at SAP Sapphire Now 2019

May 17, 2019
Cloud Wars caught up with Qualtrics CEO Ryan Smith during SAP's big Sapphire 2019 event in Orlando. About 6 months after agreeing to an acquisition by SAP and about 3 months after the deal was completed, the Qualtrics co-founder and Chief Executive had some compelling insights and stories to share. We discussed how SAP's global

SAP CEO Bill McDermott | Exclusive Q&A at Sapphire Now 2019

May 16, 2019
In an exclusive interview during SAP’s big Sapphire 2019 event in Orlando, SAP CEO Bill McDermott sat down with Cloud Wars to talk the past, present, and future of his company. On the heels of his second main-stage keynote of the conference, McDermott described SAP’s sweeping transformation, its breakthrough acquisition of Qualtrics, the strategic significance
SAP founder Hasso Plattner and Qualtrics co-founder Jared Smith at Sapphire Now 2019

SAP Founder Hasso Plattner Vows New “Empathy for Users”: The Qualtrics Effect

May 9, 2019

The Qualtrics Effect, which in the past few months has driven massive change not only among customers but also within parent company SAP, was underscored with great clarity yesterday by none other than SAP founder, chairman and icon Hasso Plattner. The significance of Plattner’s ringing endorsement for the new phenomenon of experience management—constant feedback with

Ryan Smith of Qualtrics speaks about SAP's New positioning: "Experience Company"

SAP Unleashes Experience Economy (with Plug from Apple’s Tim Cook)

May 8, 2019
Unveiling its new position as “the Experience Company powered by the Intelligent Enterprise,” SAP opened its annual Sapphire event customer with an unmistakable commitment to making Qualtrics and experience management the centerpiece of the world’s largest enterprise-applications company. So why does this matter? Or is this “experience” thing just a frilly fad? A couple of
My Sapphire 2019 preview: questions SAP needs to answer

SAP Must Address 5 Big Questions At Sapphire Next Week

May 3, 2019
As SAP prepares to host 22,000 of its nearest and dearest next week in at its annual Sapphire event in Orlando, the #4 company on the Cloud Wars Top 10 needs to address several key questions for customers, employees, partners and other stakeholders.   Sapphire Now 2018 The good thing is that none of those
Sean Ammirati speaks on Qualtrics and Moonshots for Cloud Wars Live

Disney+/Netflix, Qualtrics, and Moonshots | Ammirati on Innovation

May 1, 2019
Each month, "Ammirati on Innovation" episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 2 In this episode, Sean and I celebrate big, legacy