SAP exec speaks onstage about ERP and competition with Oracle

SAP Loses Ground to Oracle in Cloud ERP Despite S/4HANA Cloud Up 39%

July 23, 2021
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, Oracle’s competing product grew even faster at 46% for the quarter ended May 31. While the revenue figures involved here are currently not that large relative to some of the whopping numbers generated in more-mature categories for the Cloud Wars
SAP Chief Partners Officer Karl Fahrbach talks cloud IP

The New SAP: Cloud Partners’ Top Priority Becomes IP

July 14, 2021
While SAP’s recent technology and product advances have drawn major headlines, parallel innovations within its partner ecosystem have also become force-multipliers for much-needed expansions of cloud-based IP solutions. On my weekly Cloud Wars Top 10 rankings, SAP is #5, and it holds the same spot on my Industry Cloud Top 10.  In a recent Teams
Headshot of Adaire Fox-Martin, now EMEA president at Google Cloud

Google Cloud Owes Huge Debt to SAP and Oracle

July 7, 2021
Since Google Cloud is among the prototypical “cloud native” companies on the planet, it’s surely a sign of how crazy the Cloud Wars have become that the company’s headed by a 22-year veteran of “legacy” vendor Oracle, CEO Thomas Kurian, and a 27-year-veteran of “legacy” vendor SAP, president of global sales Rob Enslin. And that
Cover image for Cloud Wars Live podcast with Howard Boville of IBM

IBM + SAP: Experience = Speed | Howard Boville, IBM Hybrid Cloud SVP

June 9, 2021
Howard Boville left his job as CTO at Bank of America about a year ago to join IBM as senior VP of hybrid cloud. Boville sat down with Cloud Wars Live to discuss the big changes he’s been driving at IBM Cloud, the booming market for industry clouds that he’s been aggressively championing within IBM
Screenshot of a video of Julia White of SAP, talking about Modular Cloud ERP

SAP Buries the Past: Calls Out Legacy ERP, Welcomes Modular Cloud ERP

June 9, 2021
Boldly proclaiming that legacy ERP “has failed to satisfy the appetite for real-time information” and “is not keeping up with today’s business and technological demands,” SAP has bullishly committed to a new future of modular cloud ERP. While much-needed and inevitable, it is still a jarring admission from SAP, which sits at #5 on my
SAP and IBM logos side by side

As SAP Downgrades Microsoft Relationship, IBM Rushes In

June 4, 2021
With the SAP-Microsoft romance cooling way off as Microsoft has become a significant direct competitor to SAP, a newly assertive and re-energized IBM is moving in to extend and enrich its 50-year strategic relationship with SAP. On my weekly Cloud Wars Top 10 rankings, Microsoft is the longtime #1, SAP is #5 and IBM is
Marc Benioff, Salesforce CEO, outlined plans to overtake SAP

Salesforce Vs. SAP: Can Marc Benioff Overtake SAP as #1 in Enterprise Apps?

June 1, 2021
Pushing Salesforce to achieve things no other software company ever has, Salesforce CEO Marc Benioff has proclaimed his company’s got SAP in its sights and will soon overtake it as the world’s #1 provider of enterprise applications. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and SAP is #5. Benioff used the
Cloud Wars logo, representing the competition between SAP, Google Cloud and Microsoft

Microsoft, SAP, and Google Cloud: the Bizarre Love Triangle

May 24, 2021
SAP has downgraded longtime strategic ally Microsoft from being its preferred cloud-infrastructure partner, and I’ve seen some speculation that Google Cloud will be the big winner as it swoops in to become SAP’s main squeeze for the tens of billions of dollars in enterprise migrations to the cloud in the coming few years. Okay, maybe.
SAP CEO Christian Klein who recently shared a statement on its new FinTech venture

SAP Goes FinTech with Bold New Approach to Industry Cloud

May 20, 2021
Continuing to prove that the SAP of the R3 past is most definitely not the SAP of the digital future, SAP is revving up its Financial Services industry cloud by partnering with an investment firm that will pump more than $600 million into the joint venture. A few months ago, we saw SAP spin out