SAP Assembles Powerful Cloud Portfolio with Ariba, SuccesFactors Acquisitions
Emphasis on “assemble”, as opposed to develop. For years SAP and Oracle fought a religious war of acquire/assemble vs develop in-house. SAP’s view was (even under the current Co-CEOs) that you can only get to a coherent, seamlessly integrated suite by development. Apparently they have changed religion, borrowing a chapter or two from Larry Ellison’s [...]
SAP, Ariba, and SuccessFactors — By the Numbers
Please excuse our back-of-the-napkin math, but while we’re waiting on hold to join the SAP/Ariba analyst call, we thought we’d share some quick arithmetic on SAP’s recent cloud transactions.
SuccessFactors
2011: 1,578 employees, sal…
SAP to Acquire Ariba at a 20% premium ($45/Share)
Moments ago, SAP announced it would acquire Ariba. According to the news, “SAP AG and Ariba announced that SAP’s subsidiary, SAP America, Inc., has entered into an agreement to acquire Ariba for $45.00 per share, representing an enterp…
NetSuite SuiteWorld Part 1: The Big Points
So what were the big takeaways from the NetSuite SuiteWorld conference last week? In the first of a three part assessment, see how the new commerce engine may be creating a new for new analytic capabilities within NetSuite’s product line.
Cloud dancing: CIO perspective on SAP’s cloud strategy
SAP has made important strides in building a cloud strategy. Here’s what you need to know.
The idiot guide to multi book accounting
Is SuccessFactors operating multi book accounting across its parallel NetSuite and ByDesign instances? Or is it just pantomime?
Sapphire 2012
I have been in Orlando for the Sapphire event and while I missed day 1 I did take in the full experience yesterday. With no particular narrative here is a summary of thoughts I collected. Sapphire is huge, the main pavilion is easily 3-4x the size of Dreamforce and the energy is studious and focused. [...]
SAP runs NetSuite! (?)
Zach Nelson, CEO of NetSuite, in his keynote this morning at SuiteWorld welcomed SAP as a customer. SuccessFactors is a NetSuite customer, ergo with the SAP acquisition, he is right. Meanwhile, 2444 miles away (actually 2521 on my Virgin America flight last night), at SapphireNow in Orlando, SAP was saying “Wasting no time, SuccessFactors implemented [...]
NetSuite Welcomes SAP as Customer, even while SAP Swaps it for ByD
NetSuite History, Wayne’s World style NetSuite is no stranger to aggressive marketing, and SAP has clearly been their #1 target for a while starting from pranks like the SAP for the Rest of Us Party during SAPPHIRE 2006 to staging a shootout at the anti-SAP Conference or releasing edgy videos a’la Mac vs Windows and [...]
SuccessFactors swaps NetSuite for ByDesign
There was a great piece of theatre on stage at SuiteWorld in San Francisco this morning when NetSuite CEO Zach Nelson revealed that the company had signed an important new customer from the computing world: its archrival SAP. The software behemoth’s newly acquired subsidiary, SuccessFactors, remains a NetSuite customer, Nelson revealed: “They just renewed their [...]
