ITCandor 2014
Martin Hingley, CEO, ITCandor
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
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
ITCandor 2014
Other87.3%
Mic
roso
ft 4
.9%
Ora
cle 3
.1%
IBM
2.8
%
SAP0.7%
Symantec 0.7%
Activision 0.5%
Software Market Share 2013 – Total: $914 Billion
A large Enterprise player – like Oracle and IBM – in a massive market
ITCandor 2014
• Customer Relationship Management (CRM)• Enterprise Resource Planning (ERP)• Product Lifecycle Management (PLM)• Supply Chain Management (SCM)• Supplier Relationship Management (SRM)
SAP provides Corporate Applications to Big Companies
But it needs to expand to new apps, customers and delivery techniques
ITCandor 2014
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2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Business Objects
Sybase
SuccessFactors
Ariba
HANA One
BusinessSuite
SAP Revenues ($US b) by Quarter with Major Acquisitions and Products
A strong acquisition, SaaS and in-memory product strategy
ITCandor 2014
SAP 2013 Revenues by Industry Sector – Total: $22.4 Billion
FinancialServices
9.7%PublicServices10.1%
Services15.8%
DiscreteManufacturing
17.8%
Consumer22.5%
Energy & NaturalResources
24.2%
The ERP Business makes Manufacturing, Retail/Wholesale strong
ITCandor 2014
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$50
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$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
ITCandor 2014
Degree of integration
Wor
kloa
d sp
ecifi
city
Server, Storage Array, Networking
1. Converged Infrastructure
2. Managed Platform
3. IntegratedSystem
4. Workload-Optimised
System
5. S
oftw
are
Appl
ianc
e
IBM PureSystemsOracle Exa…
VCE vBlock
SAP HANA
NetApp FlexPod
Cisco UCSHitachi UCP
Fujitsu DI BlocksHuawei FusionCube
Dell Active System
HP CI
TeradataSASPivotalNutanix VCP
SimpliVity Omnicube
Converged Infrastructure and Integrated Systems – The 5 layer model
SAP intends HANA to become an application development and data platform
ITCandor 2014
Multiple dimensional database choice
SAP stole a march, but IBM, Oracle, Microsoft have strong in-memory resources and strategies
ITCandor 2014
Network
Storage
Server
Hypervisor
InfrastructureSoftware
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
ITCandor 2014
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2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
SaaS
IaaSPaaS
Cloud Service Forecast by Type ($US billion) – 2003-2018
Lot’s of opportunity for SAP, partners and Customers here
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
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