Microsoft posts more strong financials and 62% Azure growth – with differentiation key to success

Microsoft saw its Azure business grow 62% in its most recent quarter after posting total revenues of $36.9 billion (£28.2bn) – yet chief executive Satya Nadella was keen to note the breadth of Azure’s stack as well as the bottom line.

The company’s Q220 figures, as ever divided into three primary revenue buckets, saw its ‘intelligent cloud’ stream increase 26% year over year to $11.8bn....

By James Bourne, 30 January 2020, 0 comments. Categories: Economy, Hybrid, Infrastructure, Microsoft, Salesforce, SAP, Software.

SAP announces solid Q419 revenues – but decline in new cloud bookings causes concern

SAP announced solid cloud revenues for its most recent quarter and noted it hit all of its revenue targets in 2019 – yet a quarterly downturn in new cloud customers caused some concern.

For Q4 2019, cloud revenue was at €1.90bn, up 35% from this time last year. Combined cloud and software revenues were €6.85bn, up 8% from Q418, while total revenues, of €8.04bn, also rose 8% year on year.

By James Bourne, 29 January 2020, 0 comments. Categories: Economy, SAP, Software.

How CRM remains the fastest growing enterprise software market – and how Salesforce still dominates

  • Salesforce dominated the worldwide CRM market with a 19.5% market share in 2018, over double its nearest rival, SAP, at 8.3% share
  • Worldwide spending on customer experience and relationship management (CRM) software grew 15.6% to reach $48.2B in 2018
  • 72.9% of CRM spending was on software as a service (SaaS) in 2018, which is expected to grow to 75% of total CRM software spending in 2019
  • Worldwide enterprise application software revenue totalled more than $193.6B in 2018, a 12.5% increase from 2017 revenue of $172.1B. CRM made up nearly 25% of the entire enterprise software revenue...

By Louis Columbus, 09 July 2019, 0 comments. Categories: CRM, Research, SaaS , Salesforce, SAP, Software.

SAP embraces AWS, Microsoft and Google for clearer cloudy customer journeys

For vendors who aren’t at the very top tier of the cloud industry, it can sometimes be a case of Muhammad and the mountain. You can use their migration path to the cloud, or you can just get Amazon, Microsoft, or Google to do it for you. SAP appears to understand this, if its newest launch, Embrace, is anything to go by.

The company announced at its SAPPHIRE NOW event a collaboration with Amazon Web Services (AWS),...

By James Bourne, 10 May 2019, 0 comments. Categories: Amazon, Google, Infrastructure, Microsoft, Migration, SAP, Vendors.

SAP bets big after breaking €20bn in 2018 cloud and software revenues

SAP broke €20 billion in yearly cloud and software revenues in 2018, hitting or exceeding its raised outlook metrics in the process – and the company wants more, targeting €35bn in total revenue by 2023.

The Q4 2018 financial results saw total cloud and software revenues hit €6.3 billion (£5.5bn), representing 85% of total revenues that quarter. Naturally this statistic is somewhat obfuscatory...

By James Bourne, 30 January 2019, 0 comments. Categories: Economy, SAP, Software, Vendors.

SAP acquires Qualtrics in $8bn deal to deliver stronger brand and customer experiences

SAP has announced the acquisition of research management software provider Qualtrics for $8 billion (£6.2bn) with the aim to ‘deliver the transformative potential of experience and operational data.’

Qualtrics, based in Utah and Washington, offers a platform which enables organisations to conduct internal and external surveys, gauging customer experience, employee expectations and brand advocacy. With SAP...

By James Bourne, 12 November 2018, 0 comments. Categories: Applications, M&A, SaaS , SAP, Software.

SAP breaks €5bn in quarterly cloud and software revenue – but profits see slight dip

SAP has claimed it is the ‘fastest growing cloud company at scale’ in enterprise software applications after breaking the €5 billion barrier for quarterly cloud and software revenues.

The figure of €5.01bn (£4.4bn) represents an increase of 7.5% on this time last year, and an increase of 1.3% on the previous quarter. Total revenues for the company were at €6.02bn, meaning cloud and software was at 83%...

By James Bourne, 19 October 2018, 0 comments. Categories: Economy, Enterprise, SAP.

Five key elements to a successful connected enterprise

Consumers are using technology to their advantage. With it, they are less tolerant, less loyal and more promiscuous. They have learned how to exercise control over brands.

In this kind of environment, it’s important to remember that the success of any customer-facing organisation depends on the experience they deliver. Consumers want meaningful, timely, and personalised engagements, and to gain this, businesses need a...

By Thomas Vetter, 28 September 2018, 0 comments. Categories: Applications, Enterprise, Infrastructure, SAP, Software.

IBM and SAP’s cloud financials continue to impress – but bigger hitters still to come

IBM has delivered its third consecutive quarter of growth – with cloud revenue up 20% and now representing almost a quarter of the company’s total revenue.

The company posted total revenues of $20 billion (£15.4bn) for the most recent quarter, up from $19.3bn this time last year, with six month revenues of $39.1bn, compared with $37.4bn from the year before.

Alongside cloud – which has hit $18.5bn in revenue over the past 12 months – IBM cited AI, analytics, blockchain and...

By James Bourne, 19 July 2018, 0 comments. Categories: Economy, Europe, Infrastructure, SAP.

SAP offers manufacturers further route into the cloud with new release

German software giant SAP has announced the launch of its Digital Manufacturing Cloud, which will enable manufacturing providers to deploy Industry 4.0 technologies in the cloud.

The announcement was made at the 2018 Hannover Messe, the yearly technological jamboree for all things industrial. The product includes business system integration, meaning greater visibility for the shop floor, as well as predictive analytics and a cloud-based collaboration system connecting customers with manufacturing service...

By James Bourne, 24 April 2018, 0 comments. Categories: Enterprise, SaaS , SAP, Software.

SAP praises ‘stellar cloud bookings’, reiterates 2020 vision and acquires Callidus Software

Updated SAP has praised ‘stellar cloud bookings’ in its Q417 financial results, with total revenue across all segments at €6.805 billion (£6bn) and cloud and software revenues comprising 85% of that figure.

New cloud bookings were at €591 million for the quarter ended December 31 2017, up 22% from the previous year. The figures show a steady continuation of a long-term trend. Cloud subscriptions and support went up 21% to €997m year over year, while the more traditional software...

By James Bourne, 30 January 2018, 0 comments. Categories: Economy, SAP, Software.

Microsoft and SAP partnership aims to ‘drive more business innovation in the cloud’

Amazon won’t have the cloudy news agenda all its own way this week: Microsoft has announced a partnership with SAP which aims to ‘provide enterprise customers with a clear roadmap to confidently drive more business innovation in the cloud’, as the companies put it.

The move will enable organisations to run SAP’s private managed cloud service, SAP HANA Enterprise Cloud, on Microsoft Azure, as well as some internal use cases; Microsoft will deploy SAP S/4HANA on Azure for its internal...

By James Bourne, 28 November 2017, 0 comments. Categories: Adoption, Microsoft, SAP.

IBM and SAP’s financial results analysed: Strong cloud focus but contrasting outlooks

IBM and SAP have both declared their most recent financials with cloud growth continuing on both sides, but still questions to be answered overall.

For IBM, overall revenues were again on the slide – $19.15 million (£14.5m) for the most recent quarter compared with $19.23m for this time last year – but cloud revenue was up 20% and overall results beat analyst expectations, seeing IBM’s shares surge as a result.

By James Bourne, 20 October 2017, 0 comments. Categories: Economy, Infrastructure, SAP, Vendors.

SAP continues cloud shift with new cloud bookings up 49% year on year

SAP has announced its cloud subscriptions and support hit €905 million (£768.7m) in the first quarter of 2017, up 34% from the previous year, with new cloud bookings up 49% to €215m.

It’s the continuation of a long-running theme for the German software giant, with the company trying to shift its revenue base over from traditional software to cloud for the past few years. Software licenses and support remains strong however, up to €3.42bn from €3.17bn this time last year at an...

By James Bourne, 25 April 2017, 0 comments. Categories: Economy, SAP, Software.

Google gets Colgate, Verizon, HSBC on board – a customer step up for enterprise cloud

“Cloud is just an incredibly cool place to be working right now – it’s where a lot of the digital revolution for every industry is going on.”

So began Diane Greene, Google’s cloud SVP to launch the company’s Next conference in San Francisco. But aside from the hype, industry commentators have argued that this was the week in which Google’s enterprise cloud offering came of age. With new customers including Colgate-Palmolive, eBay and Verizon, and existing customers...

By James Bourne, 13 March 2017, 0 comments. Categories: Google, Infrastructure, Platform, SAP.

SAP aims to succeed in the cloud – but can it be the next IoT giant?

Picture credit: SAP

Opinion Industry leaders in each sector are carving out their share of the IoT market. The latest to stake a claim is SAP, the world’s largest inter-enterprise software company and the world’s fourth-largest independent software supplier, overall.

When the company was founded by five former IBM employees in 1972, the original premise was to provide customers with a way of interacting with common corporate databases. Now, the most common application of SAP software is to run internal...

By Alex Vilner, 18 October 2016, 0 comments. Categories: Applications, Enterprise, SAP, Software.

Microsoft and SAP expand partnership, running SAP HANA on Azure

(c)iStock.com/zoranm

Tech giants Microsoft and SAP have announced a partnership enabling in-memory database platform SAP HANA to run on the Microsoft Azure cloud, as well as other integrations with SAP’s cloud and Office 365.

The announcement, made at SAP’s SAPPHIRE NOW conference with SAP CEO Bill McDermott and Microsoft CEO Satya Nadella onstage together, also includes management and security of custom SAP Fiori apps. Developing custom mobile hybrid apps on SAP HANA will also include support...

By James Bourne, 18 May 2016, 0 comments. Categories: Microsoft, SAP, Software.

IBM and SAP update partnership for greater cloud and on-prem capabilities

(c)iStock.com/zoranm

IBM and SAP have announced their latest strategic partnership, building on a deal struck in 2014 between Big Blue and SAP HANA Enterprise Cloud.

Described at the time as “SAP’s biggest news sitting on one of IBM’s biggest investments”, the latest announcement offers cloud-based solutions, with IBM and SAP collaborating on industry-specific cloud operations, as well...

By James Bourne, 06 April 2016, 0 comments. Categories: Platform, SAP.

SAP’s Q215 financial results: Strong cloud growth alongside profit warnings

Picture credit: SAP

It’s that time of year again. Companies are issuing their latest quarterly financial figures, and SAP’s Q215 numbers see continued growth in cloud services, but overall profits remaining relatively stagnant.

Cloud subscriptions and support for the German software giant stood at €552 million for the second quarter of 2015, a more than 100% change from the previous year. Other software licenses and support saw a 13% change at €3.51 billion. Total revenue hit...

By James Bourne, 21 July 2015, 0 comments. Categories: Economy, SaaS , SAP, Software.