COVID-19

SAP: Big Spike in Use of Sourcing App Offered Free During COVID-19

March 30, 2020
(The latest in our series examining the tech industry’s response to COVID-19.)   Since making its Ariba Discovery sourcing software temporarily available at no charge to help businesses cope with supply-chain disruptions, SAP said buyer postings have increased by 51% and supplier responses have jumped by 177%. On March 10, as the world began to
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The SAP co-CEOs led a recent Q4 earnings call

SAP Hits Back at Larry Ellison’s Claim that Oracle’s Snatching ERP Customers

February 11, 2020
Dismissing Larry Ellison’s claim that Oracle is about to start ripping and replacing traditional SAP ERP systems, SAP co-CEO Christian Klein recently said SAP’s market share is more than twice that of any competitor, is growing rapidly in all phases, and is adding corporate customers that have never used SAP before. There’s much more here
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SAP co-CEO Jen Morgan speaks on the Q4 earnings call about Qualtrics and more

SAP Blockbusters: Bets Future on Qualtrics, Hedges on 2025 Deadline

January 29, 2020
Committing to a disruptive future while protecting its powerful past, SAP said Qualtrics and experience management are its growth engines for the future and that it will probably scuttle plans for terminating ECC support in 2025. On yesterday’s Q4 earnings call, SAP co-CEOs Christian Klein and Jennifer Morgan offered a range of compelling comments about
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Cloud Wars analyzes SAP's biggest 2020 challenge

SAP’s New Co-CEOs Bet the Company on ‘Experience Management’

January 7, 2020
(Fourth in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Speaking to financial analysts in mid-November very shortly after becoming co-CEO of SAP, Jennifer Morgan opened her remarks about SAP’s product strategy by saying, “Let me start with Qualtrics.” That commitment to Qualtrics and
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Disney+: 10 Million in 24 Hours | Ammirati on Innovation

Disney+: 10 Million in 24 Hours | Ammirati on Innovation

December 12, 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 8 In this episode, Sean and I discuss the blockbuster
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SAP co-CEO Jen Morgan explained Qualtrics and HXM on a recent analyst call

SAP Says HCM Is Dead—Can Qualtrics Transform it to HXM?

November 21, 2019
Fulfilling promises from a year ago when it acquired Qualtrics for $8 billion, SAP says its infusion of Qualtrics experience-management capabilities into its SuccessFactors HR suite marks the end of the HCM category and the rise of HXM. “The days of transactional HCM are over,” said SAP co-CEO Jennifer Morgan at the company’s meeting last
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Is SAP or Oracle #1 in ERP?

SAP and Oracle’s Larry Ellison Just Can’t Agree: Who’s #1?

November 14, 2019
In case you thought one of the tech industry’s most bitterly contested rivalries was slowing down, both SAP and Oracle are making it perfectly clear that they’re just getting warmed up in their mutual quests to be the world’s #1 apps provider. At SAP’s Capital Markets Day with financial analysts earlier this week, newly named
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SAP's executive board speaks during SAP Capital Markets Day

SAP after Bill McDermott: Crush Product Silos, Focus on Customer Success

November 13, 2019
In a 4-hour coming-out party with the financial-analyst community, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond, while vowing to make customer success SAP’s #1 priority and to exterminate product silos and low-growth vestiges of the company’s past. Speaking proudly of SAP’s heritage and the huge legacy of
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Co-CEO Jen Morgan talks SAP CX Revenue and Qualtrics

Attention Salesforce: SAP CX Revenue Surges 75%, Key Exec Jumps Ship

October 22, 2019
While Salesforce’s CRM revenue is almost 10x that of SAP’s, newly named co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that SAP’s Qualtrics and CX business have become the primary growth drivers for the company. With long-time CEO Bill McDermott set to step down Dec. 31, Morgan and co-CEO Christian Klein
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