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02 Jun 2021
SAPPHIRE to highlight Cloud migration momentum
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SAPPHIRE to highlight Cloud migration momentum
SAP SE (SAP:ETR) | 0 0 0.0%
- Published:
02 Jun 2021 -
Author:
Slowinski Stefan SS | Castillo-Bernaus Ben BC -
Pages:
10
SAPPHIRE Conference to focus on Cloud. What else?
SAP will kick off its annual SAPPHIRE Conference with a keynote from SAP CEO Christian Klein at 16h CET on Wednesday, along with Founder/Chairman Hasso Plattner, and new Chief Marketing and Solutions Officer Julia White, among others. This year''s SAPPHIRE event will take place in a 100% virtual format, and will therefore be spread over a two week period, with the main regional tracks taking place next week, and a Financial Analyst Conference eventually on the 15th.
We see several likely themes this year, including integration and industries
We see the conference focussing on: 1) Industry Cloud, along with new industry partnerships, 2) SAP RISE, as partners continue to get up to speed with the new cloud migration offering, 3) a new ''PartnerEdge Cloud Choice'' revenue sharing model to nudge partners toward getting more customer adoption of SAP technologies, 4) the completion of the integration of SAP''s cloud apps, leading to more SAP RISE bundles, such as ''SAP Rise + SuccessFactors'', 5) ''SAP runs SAP'', showing how SAP itself is driving value by using all of its own cloud products, and 6), more customer announcements and testimonials from customers running S4/Hana Cloud, along with a growing list of integrated SAP Cloud apps which SAP is cross selling as customers upgrade.
Growing evidence of customers moving SAP to hyperscale platforms
We continue to see an acceleration in the shift of workloads to the Cloud in order to benefit from advanced analytics capabilities, with the hyperscalers (AWS, Azure, GCP) as the primary destination. As the only ERP / Supply Chain offering that is architected to run on all main hyperscalers, SAP is benefiting from this shift. While Azure has been the primary destination, there have been several high profile moves recently to Google Cloud Platform, namely Vodafone, but others as well (see Google blog: link). While this is not yet related to RISE, the strong Cloud...