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
Read More
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.
Read More
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
Read More
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
Read More
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,
Read More
Raven Intel logo alongside photo of CEO Bonnie Tinder

SAP, Oracle, and Workday Reviewed by Customers: Who’s #1?

March 29, 2021
Customer evaluations of 400 cloud-software implementations compiled by peer-review research firm Raven Intel show that while SAP, Oracle and Workday all have certain strengths, the question remains open: who’s #1 in customers’ minds? In my weekly Cloud Wars Top 10 rankings, SAP is #5, Oracle is #6, and Workday is #8.  Raven Intel has compiled
Read More
SAP President DJ Panoni

SAP Rejects Larry Ellison Claims of Customer Turmoil: ‘Demand Is Exploding’

March 17, 2021
Citing “exploding demand” for SAP cloud products and RISE program, North America president DJ Paoni brushed aside the intense criticism leveled recently by Oracle’s Larry Ellison and said customer momentum is stronger than at any point in his 25-year career.   (In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6.)
Read More