by Thomas Otter | May 5, 2011 | 4 Comments
I’m heading down to South Africa for the Gartner on SAP event, at Sun City 1 and 2 of June. This is the third time I’ve been to the event. We have 4 analysts attending, and I’m really looking forward to it. We will be going through what we think of SAP’s strategy and we [...]
Category: Africa ERP Events SAP Tags: Gartner, SAP, Sooth Africa
by Thomas Otter | April 28, 2011 | Comments Off
We had a couple of meetings today with SAP execs and internally to discuss the SAP results and Donald Feinberg (SAP lead) John Rizzuto (Gartner Invest) and I figured we’d continue the vague tradition of commenting on the results. This isn’t a formal Gartner position, nor is it investment advice. John had this to say. [...]
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Category: ERP SAP software industry Tags: financials, results, SAP
by Thomas Otter | February 28, 2011 | 1 Comment
At Gartner, we have a regular cycle of changing the lead analyst role every 2 –3 years, so it is time for me to hand the SAP lead baton. It has been fun and challenging, I have learnt a tremendous amount about SAP, even though I’d worked there for ages. It has given me insight [...]
by Thomas Otter | January 26, 2011 | 5 Comments
This is almost a tradition, John Rizzuto and I commenting on SAP’s results. John does the hard stuff with the numbers, and I get to write a couple of paragraphs. I listened to SAP’s press conference this morning, and John and I also spoke with SAP executives. I spoke with a number of journalists this [...]
by Thomas Otter | November 25, 2010 | 3 Comments
Shylock: Most learned judge, a sentence! Come prepare! Portia: Tarry a little, there is something else. This bond doth give thee here no jot of blood; The words expressly are "a pound of flesh." (painting by Alexandre Canbanel. The Merchant of Venice) The jury has decided. SAP owes Oracle 1.3 Billion dollars. I’ll leave others [...]
by Thomas Otter | October 27, 2010 | Comments Off
Here are some quick thoughts on SAP’s Q3 performance. It was was okay. It wasn’t awesome, but it wasn’t grim either. Have a look here for what the FT says. The headline number of 20% revenue growth seems impressive but strip out the Sybase numbers and it is very similar to Q2. You can read [...]
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Category: SAP Tags: John Rizzuto, q3, SAP
by Thomas Otter | October 10, 2010 | Comments Off
I’m off to Berlin tomorrow evening, to spend two days at SAP Teched. photo via cc of Svenwerk. Thanks. Earlier this year, SAP did a good job at Sapphire in laying out more compelling vision. I expect Teched to be about adding some details to that vision, and I’m looking of evidence of execution: These [...]
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Category: Events SAP software industry Tags: Berlin, SAP, SAP teched
by Thomas Otter | July 29, 2010 | 4 Comments
I spent some time this week looking at SAP’s results, so I thought I’d share some thoughts here too. Thanks to my colleague john Rizzuto for his input. SAP is showing modest acceleration off the bottom. The worst is seemingly behind it, but isn’t roaring back just yet. No reason not to be constructive, but [...]
Category: SAP finance software industry Tags: SAP
by Thomas Otter | February 8, 2010 | 7 Comments
Over the last 24 hours or so I have been busy with SAP’s management changes, lots of press, SAP and client calls and discussion with Gartner colleagues. Expect a formal Gartner position and client guidance to come out shortly. In the meantime, I’ll give you my personal take. I listened to Hasso Platter’s conference call, [...]
by Thomas Otter | June 16, 2009 | 1 Comment
Jim and I published a first take on the SuccessFactors deal with Siemens. Gartner clients see Siemens to Provide Important SaaS Talent Management Test Case (G00168920), 15-JUN-2009. Last week I suddenly felt like one of those people you meet in IT who keep telling you that computing hasn’t really changed since punchcards or Fortran, and [...]
Category: HR SAP SaaS history software industry Tags: back to the future, SaaS, SAP, SuccessFactors
