General Consultant Discussion

SAP Cloud Spin from Q3 Financial Disclosure ""SAP is clearly leading the transition to cloud and in-memory. SAP HANA is the market's most advanced in-memory database and we are well on our way to reach 1 billion in HANA software revenue since market launch. The strong customer adoption of SAP Business Suite on HANA demonstrates our leadership in innovating the future platform for business,"" said Bill McDermott and Jim Hagemann Snabe, Co-CEOs of SAP. ""We now are the second largest enterprise cloud company with an annual cloud revenue run rate exceeding 1 billion. We continue to gain market share and grow significantly faster than our primary competitor in all regions."" ""SAP had a very strong performance in the third quarter, considering the mixed macroeconomic environment and the strong currency headwinds. Our ongoing focus on operating discipline while successfully scaling our cloud business is paying off. We continued our double-digit growth momentum and increased our Non-IFRS operating margin by 180 basis points at constant currencies,"" said Werner Brandt, CFO of SAP. Third quarter non-IFRS software and cloud subscriptions revenue increased 13% at constant currencies year-over-year (6% at actual currencies to 1.17 billion). SAP's third quarter non-IFRS cloud subscription and support revenue is growing faster than most cloud competitors. SAP closed another significant contract in the cloud: EMC, a US-headquartered Fortune 500 company, selected SAP's Cloud solutions including Employee Central to attract and better retain and reward employees, and achieve better visibility and collaboration with its suppliers. The annual cloud revenue run rate now exceeds 1 billion1). With approximately 33 million cloud users, SAP has the largest subscriber base in the cloud market. Non-IFRS deferred cloud subscription and support revenue2) was 382 million as of September 30, 2013, a year-over-year increase of 79%. The Ariba business is showing accelerated synergies with new and upsell application billings growing high double digits. The trailing twelve month Ariba network spend volume3) was approximately $500 billion. Today Ariba is the world's largest Web-based business trading community with 1.2 million connected companies. ______________ All of the successful cloud solutions were acquired. Success Factors for HR, ARIBA for procurement and HANA as part of the Sybase acquisition. Even Business One was an acquisition from Top Manage in Israel. With billions in annual profit, they can make investments in the products post acquisition, but based upon the failure of ByD, they are not as good at creating.

And to the 700 customers who bought ByDesign? Oh well buy Hanna.

Slip ERPX3 I'm for Hanna and you have some parallels to Sage. A new technology with so few base subscribers you can report very high growth numbers.

Just replace the word ""SQL Server"" for HANA any time you see it and you'll see its all spin. HANA is merely a database. One that happens to reside in memory, like QlikView invented a decade ago. Other than that, its a SQL database, nothing more or less. That release looks like it was written by a fresh out of school SEO consultant trying to fudge the rankings in 2002 for the word ""Cloud"". To me, it reminds me of the curve just before bubbles burst. You know, like how you heard ""own gold"" commercials every 2 minutes right before gold plummeted, or ""buy houses for investments with no money down, we'll handle everything"" before the housing bubble crashed

@MarkChinsky is correct, HANA is a database. For me a fast database that will break my 100% reliance on Microsoft if and when SAP comes out with the browser based client for B1.

Yea, but unlike something like MySQL, it's likely to cost the same or more than SQL. HANA is fast (although SQL Server on SSD's is no slouch). But the kind of ram a decent database takes, is still pretty expensive. Have you priced out 256gigs of ECC server ram? Plus, I don't think it likes being virtualized so the hardware costs will probably neutralize or outweigh any license costs. B1's issues are architectural. Yes its somewhat faster on HANA (as of last year, only about 15% for core transaction processing, but maybe that's changed). But that's like saying Windows Vista runs better on 32gigs of RAM than 8 gigs of RAM. Yet Windows 7 & 8 run vastly faster than Vista on the same amount of RAM so SAP really needs to open the hood of B1 and make some major changes if they want to address scalability concerns, not throw more RAM and database at it. Same problem epicor had for 3 years. Recommended $50k worth of servers and no virtualization when the root cause was sloppy coding and a dependency on a Progress middle layer. Now they are closing the gap but it took 2-3 years of serious development and dedication. MAS500 had the same issue in its early years. It was sloppily written so they had to wait for the hardware to catch up. I remember having to prelaunch the key screens and minimize them so it didn't look horrifically slow during a demo. On that note, we all know that Norton was the fattest, slowest, most intrusive pig on the planet (hey maybe I could be talking about Roseanne :) ) but I just installed 2014 based on some reviews and its an amazingly different experience. Knocked out a bunch of issues on a machine that had the free Microsoft Security Essentials on it and did so quickly with a very simple sexy user interface. So there is always hope when a company is willing to admit they have a problem and re-invest in code instead of marketing & advertising

Funny. This article exactly explains what SAP Did... http://www.infoworld.com/d/cloud-computing/if-ibm-cloud-washed-its-earnings-results-its-likely-not-alone-225192