Thread regarding SAP layoffs

Is it getting too late?

SAP needs to step up its game big time before it gets left behind. We pretty much divested on the ERP market ( was it smart move? ) to focus supposedly on Cloud and AI.

Meanwhile Oracle has just posted a explosive 32% monthly gain vs SAP -3% loss. Oracle's performance comes behind a 43% one yar gain and 285% 5 year surge.

This performance comes via Oracles strong performance in both AI and Cloud buildup. The market sees a very positive signal on what Oracle is doing.

What is SAP doing to counterbalance this dominance?

Yes.... I know our omnipresent favorite poster will very shortly write that "SAP Board is doing a great job"

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| 2082 views | | 11 replies (last June 23) | Reply
Post ID: @OP+1jy6ynmaf

11 replies (most recent on top)

@gv

I think that you have left the “OC” out of your “name on here”’

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Post ID: @qb+1jy6ynmaf

Stay calm and carry on. The superb board will fix all of this really really soon.

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Post ID: @gv+1jy6ynmaf

@ed+1jy6ynmaf That is because SAP is becoming a top-down hierarchical company when most tech companies are going the opposite. Read any MBA textbook and you will know that this approach is done to give the board greater control over layoffs at the expense of greater innovations. Meanwhile, you don't hear this sentiment from Oracle, who have a healthily distributed leadership team, are muscling through their revenue bottom lines and they are winning the US market while we are getting slammed with price gouging lawsuits by the US government.

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Post ID: @gh+1jy6ynmaf

The board should be reading these posts. Better insight than McKinsey provides.

Our fave CK-summer student chasing poster … any thoughts on what the board does next to regain 30+ year No 1 ERP position?

Yeah thought so.

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Post ID: @ef+1jy6ynmaf

I agree to what has been said and to the disparity now getting larger and larger between SAP and its competitors and it should be an alarm to Hasso and the major investment community.

One thing that cannot be overlooked is the make up of SAP's leadership team compared to others. Take Oracle for example, theirs is a very deep team at least 5 to 6 times the size of SAP. They are individuals having experience in very specific areas which are important to Oracle's business. This gives the ability to dig deep into the details of the areas they are responsible for with the knowledge of how to make these areas successful .

SAP has 6 individuals we identify as our "leadership team" - almost all have very little "real domain" knowledge of the areas they are running outside of their stint with SAP.

How can it be that a $346 Billion Dollar Market cap company with +100,000 employees that operates in 180 countries be led by just 6 individuals ???? Yes, these are Hasso's favorites but maybe we won't see real change until there is a wholesale shift in Leadership team including past founders of the company.

Hopefully it's not too late.

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Post ID: @ed+1jy6ynmaf

@ba+1jy6ynmaf Must be a planted Joule SAP bot.

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Post ID: @dd+1jy6ynmaf

Yeah, that is because Oracle isn't bogged down by acquisitions it has failed to absorb into the organization and doesn't try to force customers into long-term contracts with very little ease to exit so they can make the excuse to slow down on innovations and milk customers dry. Customers aren't stupid and know that being stuck to an expensive SAP cloud contract that is now lagging hard will prove financially detrimental to their bottom line in the long run.

Oracle are a remote-first company and many competitors in the space are to, yet, they and dozens of other companies like UKG/ServiceNow are decimating SAP's solution offerings. Workforce engagement and energy levels are down and people want OUT of these quarterly forever layoffs.

This combined neglect for acquired solutions, AI/Suite/ERP First approach, poor workforce morale and this shift to replace workers with lower quality and lower cost ones will eventually come back to bite the board. SAP's future will be like that of IBM and Intel.

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Post ID: @dc+1jy6ynmaf

The fantastic board will fix all of that. Trust the board!

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Post ID: @ch+1jy6ynmaf

CK-fan, are you there? Must be dr__k and chasing new Walldorf interns.

So many 2027 eol customers are going RFP in NA and LAD. Tough times ahead.

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Post ID: @ba+1jy6ynmaf

Wow, I did not know all this info. Are they hiring SEs?

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Post ID: @b9+1jy6ynmaf

SAP Board is doing a great job

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Post ID: @ay+1jy6ynmaf

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