SAP Landscape 2014
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This document discusses SAP's strategy and market position. It notes that SAP has traditionally focused on European corporate workloads but is expanding into new areas like converged infrastructure, in-memory computing, and cloud services. The document analyzes SAP's financials, industry focus, major acquisitions, and growth areas like HANA and cloud. It argues that SAP's strategy of building HANA into an application and data platform while offering hybrid cloud services represents an idiosyncratic approach for the company to address the modern market.
SAP Landscape 2014
- 1. ITCandor 2014 Martin Hingley, CEO, ITCandor
- 2. ITCandor 2014 Agenda • SAP’s historical attributes – European – Corporate workloads for large companies – Traditional industry sectors • The new stuff – Converged Infrastructure and Integrated Systems – In-memory – Cloud • Why it’s important
- 3. ITCandor 2014 $0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Americas Asia Pacific EMEA SAP Revenues ($US b) by Quarter and Region 46% of revenues from EMEA in 2013
- 4. ITCandor 2014 Other 87.3% Microsoft4.9%Oracle3.1%IBM 2.8% SAP 0.7% Symantec 0.7% Activision 0.5% Software Market Share 2013 – Total: $914 Billion A large Enterprise player – like Oracle and IBM – in a massive market
- 5. ITCandor 2014 • Customer Relationship Management (CRM) • Enterprise Resource Planning (ERP) • Product Lifecycle Management (PLM) • Supply Chain Management (SCM) • Supplier Relationship Management (SRM) SAP provides Corporate Applications to Big Companies But it needs to expand to new apps, customers and delivery techniques
- 6. ITCandor 2014 $1 $2 $3 $4 $5 $6 $7 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Business Objects Sybase Success Factors Ariba HANA One Business Suite SAP Revenues ($US b) by Quarter with Major Acquisitions and Products A strong acquisition, SaaS and in-memory product strategy
- 7. ITCandor 2014 SAP 2013 Revenues by Industry Sector – Total: $22.4 Billion Financial Services 9.7%Public Services 10.1% Services 15.8% Discrete Manufacturing 17.8% Consumer 22.5% Energy & Natural Resources 24.2% The ERP Business makes Manufacturing, Retail/Wholesale strong
- 8. ITCandor 2014 $0 $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 2011 2012 2013 HANA Cloud subscriptions SAP 2013 HANA and Cloud Revenues ($US m) by Quarter Combined these were (just) 11% of SAP revenues in 2013
- 9. ITCandor 2014 Degree of integration Workloadspecificity Server, Storage Array, Networking 1. Converged Infrastructure 2. Managed Platform 3. Integrated System 4. Workload- Optimised System 5.SoftwareAppliance IBM PureSystems Oracle Exa… VCE vBlock SAP HANA NetApp FlexPod Cisco UCS Hitachi UCP Fujitsu DI Blocks Huawei FusionCube Dell Active System HP CI Teradata SAS PivotalNutanix VCP SimpliVity Omnicube Converged Infrastructure and Integrated Systems – The 5 layer model SAP intends HANA to become an application development and data platform
- 10. ITCandor 2014 Multiple dimensional database choice SAP stole a march, but IBM, Oracle, Microsoft have strong in- memory resources and strategies
- 11. ITCandor 2014 Network Storage Server Hypervisor Infrastructure Software Database Application Orchestration BYO IaaS PaaS SaaS Enterprises need to mix component sources in adopting Cloud Services Integrating on and off premise infrastructure, applications and data Is key to SAP’s success
- 12. ITCandor 2014 $0 $10 $20 $30 $40 $50 $60 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 SaaS IaaS PaaS Cloud Service Forecast by Type ($US billion) – 2003-2018 Lot’s of opportunity for SAP, partners and Customers here
- 13. ITCandor 2014 Some Conclusions • SAP is building beyond its traditional strengths to address the modern market • Has an idiosyncratic way to the new stuff: – Is turning HANA into an application development and data platform – Is balancing Cloud subscriptions with a hybrid services business model • Its new ambitions stretch its IHV relationships • A ‘let’s do it’ customer-focused approach