Comments on: SAP Earnings

By: Venture Chronicles

Venture Chronicles — Fri, 28 Apr 2006 15:41:56 +0000

[...] One of my very good friends was a bag carrying guy there last year when Jeremy Coote was still the president of the company. Some of you will recall that Jeremy was the CEO of SAP America after Paul Wahl left (and 6 months later ended up at Siebel where the current CEO of SAP America, Bill McDermott, reported to him… it’s a small industry). Anyway, Coote ran SAP America up to the edge of the cliff and then resigned; the CFO at the time, Kevin McKay was appointed CEO and he promptly drove it off the cliff and didn’t even leave any skid marks. Thank God for McDermott and for the wisdom of our Executive Board for hiring him, whatever we are paying him he is worth it. [...]

By: Venture Chronicles

Venture Chronicles — Tue, 25 Apr 2006 19:07:37 +0000

[...] In the interests of being “fair and balanced” I wanted to give you some links to posts that comment on our Q1 earnings announcement: [...]

By: Jeff

Jeff — Mon, 24 Apr 2006 19:17:28 +0000

Jeff, I’ll see what I can dig up on the breakdown of the Safe Passage statistics.

Jason, I think you are right about SAPPHIRE and saving a little. The change in focus from market share is a good observation. I’m not a big fan of market share numbers just because they can be manipulated in so many ways, I can tell you that we have been performing to expectations in most all markets, with some markets getting more complicated because of consolidation (like telecom). Our competitive peer group has also changed.

By: Jeff Clavier

Jeff Clavier — Sat, 22 Apr 2006 02:35:42 +0000

Any comment as to what the 24 customers have been upgrading from: Oracle applications, Siebel, Peoplesoft, JDE, and Retek ?

By: Jason Wood

Jason Wood — Sat, 22 Apr 2006 02:07:15 +0000

Jeff,

Agreed that McDermott is on fire, but what’s most interesting to me is the massive Latin America deal. This is the first Q that L.A. is under McDermott’s watch…he’s a true big game hunter.

I was somewhat disappoined in the level of detail on Mendocino and OnDemand; although I’d imagine that was purposely limited to leave some “juice” for SAPPHIRE.

About the only thing I have a major problem with from the Q was the change in focus on market share. It’s been my experience that companies only change the way they segment market share when they’re either losing it, or (in SAP’s case) no longer believe they can grow their already dominant share much more.

As a shareholder I hope I’m overreacting, curious to get your thoughts.

By: » Wither Oracle, SAP, et al? (Pt 1) | Software as services | ZDNet.com

Fri, 21 Apr 2006 11:18:02 +0000

[...] Licenses or maintenance/services? SAP’s pre-eminent blogger Jeff Nolan took a riff through SAP’s latest quarterly financials yesterday, showing off how favorably the company’s license sales compare to those of its largest rival. SAP outperforms Oracle in each of the three major global regions and is winning accounts from Oracle while losing none, he says. Meanwhile Oracle’s total license revenue has declined a third compared to the combined total for Oralce, PeopleSoft, Retek and Siebel two years ago. Nolan concludes with this killer punch: "With Q3 2006 world-wide application license revenue of $269 million, Oracle sold roughly as much software as SAP sold in the Americas alone in our Q1 2006." [...]