ServiceNow CEO Bill McDermott sits in a chair onstage

ServiceNow CEO Bill McDermott Playing Dangerous Game w/ SAP, Oracle

August 16, 2021
Looking to sharply differentiate his cloud-native company from Oracle and SAP, ServiceNow CEO Bill McDermott is categorizing those traditional vendors as little more than sunk costs that ServiceNow can salvage, while ServiceNow itself is an investment in the future. On my weekly Cloud Wars Top 10 rankings, Service Now is #7, SAP is #5, and
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Cover image for Cloud Wars Live with SAP's Jan Gilg

SAP S/4HANA Product Chief Jan Gilg

August 11, 2021
As President of SAP S/4HANA, Jan Gilg oversees development of SAP's flagship ERP product, digital supply chain, and industry solutions. In this conversation, Jan discusses how the shift to a digital economy is driving unprecedented changes in how businesses operate, and the new types of software solutions businesses require to thrive in such an environment.
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SAP CEO Christian Klein speaks in a video presentation about Q2 numbers, Oracle and more

SAP Slaps Back at Larry Ellison: ‘Hundreds’ of Q2 Wins Over Oracle

August 9, 2021
If it’s true that the biggest winners in the Cloud Wars are the customers who benefit from all that savage competition, then businesses evaluating SAP and Oracle are grabbing the gold as SAP claims to have whipped its longtime rival for hundreds of Q2 competitive wins. On my weekly Cloud Wars Top 10 rankings, SAP
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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
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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
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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
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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.
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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
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Photos of SAP and Oracle leaders, who are locked in ERP battle

Oracle Vs. SAP: Like King Kong Vs. Godzilla, the ERP Battle Rages On

April 26, 2021
CEO Christian Klein said last week SAP’s cloud ERP revenue has an annualized revenue run rate of about $6 billion, which would make its cloud ERP revenue about 50% larger than Oracle’s cloud ERP business. In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6. That big lead for SAP
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SAP Industries lead Peter Maier talks industry networks

SAP Raises Stakes on Salesforce, Google, Oracle with Huge Bet on Industry Networks

April 19, 2021
Ten months after launching its Industry Cloud, SAP has dramatically ratcheted up its vertical-market vision by launching an “industry network” that will create open “data ecosystems” targeted at all stakeholders along the industry value chain. The move comes as Salesforce is expected to disclose its own industry-wide approach, and it’s highly likely that Google Cloud,
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