Investor & Financial Analyst Conference SAPPHIRENOW 2012
May 15, 2012 I Orlando, FL
SAPPHIRENOW Investor & Analyst Conference
- 1:05 1:10 EST Welcome & Introduction Stefan Gruber, Head of Investor Relations
- 1:10 1:30 EST SAP Business Suite: Customer-Driven Innovation in the Core Bernd Leukert, EVP Applications Continuous Innovation and Corporate Officer
- 1:30 1:55 EST Winning in Mobile, Analytics, and Database & Technology Sanjay Poonen, President and Corporate Officer, Global Solutions Steve Lucas, Global Executive Vice President and General Manager, Database & Technology
SAPPHIRENOW Investor & Analyst Conference
- 1:55 2:05 EST SAP's Winning Strategy for the Cloud Lars Dalgaard, Founder and CEO, SuccessFactors, and Member, SAP Executive Board
- 2:05 2:15 EST Break
- 2:15 2:30 EST HANA SAP's Flagship In-Memory Platform Vishal Sikka, Executive Board Member, Technology & Innovation
- 2:30 3:00 EST Executive Q&A Session Bill McDermott, Co-CEO and Executive Board Member Jim Hagemann Snabe, Co-CEO and Executive Board Member Werner Brandt, CFO and Executive Board Member Vishal Sikka, Executive Board Member, Technology & Innovation
Safe Harbor Statement
Any statements contained in this document that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. Words such as "believe," "estimate," "intend," "may," "will," "expect," and "project" and similar expressions as they relate to the Company are intended to identify such forward-looking statements. The Company undertakes no obligation to publicly update or revise any forwardlooking statements. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. The factors that could affect the Company's future financial results are discussed more fully in the Company's filings with the U.S. Securities and Exchange Commission (the "SEC"), including SAP's most recent Annual Report on Form 20-F filed with the Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates.
Investor & Financial Analyst Conference SAPPHIRENOW 2012
May 15, 2012 I Orlando, FL
SAP Business Suite: Customer-Driven Innovation in the Core
Bernd Leukert, EVP Applications Continuous Innovation and Corporate Officer
Market trends and customer requirements
Cloud
Business opportunities through cloud offerings
Consumerization
Business users driving corporate IT decisions
Big Data
Data volume for enterprise applications is doubling every 18 months
Mobility
Smart-phones outsell PCs By 2013, mobile devices will be the primary method of internet access worldwide
Social
Technology allows people to be more connected than ever
New Business Models
Big Data and mobility open opportunities for new business models that customer need to adopt
Cost efficiency
Customer have to manage TCO tightly
Simplification
Companies want simpler infrastructure Users expect intuitive software
Investment Security
Customers require investment security according to their planning horizons
Doubling SAP's addressable market – through innovation
Addressable Market
Winning in five markets
SAP Business Suite: The foundation of innovation
- SAP Business Suite innovating around a consistent, stable core, helping to drive growth of SAP's other solutions
- SAP is the only applications company market delivering innovations on a quarterly basis without disruption to the customer
- Long-term planning security for our customers is unrivaled in the software industry
- SAP continues to optimize its core for lower TCO and faster deployment, through rapid deployment solutions for example
- Long-term vision: SAP HANA to become foundation of SAP applications
- User experience innovations extending user base
More innovation leads to growth in the core
SAP addressable market
© 2012 SAP AG. All rights reserved. 10
Growth opportunities:
- Enhancements to existing apps
- New apps
- Pull through demand from mobile and cloud
- Leadership in analytics
- Regional growth in emerging markets
Mobile Strategy
Sanjay J. Poonen President & Corporate Officer, Product Go-to-Market & Mobile Division
SAP Analytics: Decision revolution
Market leader in BI, Performance Management and Analytic Applications according to Gartner and IDC
Roadmap execution with the delivery of BI4.0, EPM 10.0 and GRC 10.0
Continued innovation with SAP Visual Intelligence and SAP Predictive Analysis extending addressable market
Market leadership in mobility
- y #1 in vision
- y #1 in execution
SAP's mobile portfolio – build, buy and partner strategy Industry's most comprehensive enterprise mobile portfolio
SAP's mobile portfolio – build, buy and partner strategy 1 Platform, 1,000s of Applications, 1M+ Developers
SAP's mobile portfolio – also available in the cloud
Sample priority of mobile apps & suites
Announcing acquisition of Syclo:
The leader in mobile asset management and field service apps
- y Over 600 Customers in 39 countries
- y Analysts rate as Best-in-class for Mobile EAM & Field Services
- y Deep industry & business process knowledge in industries
- y Any ERP system, network, device (optimized for SAP, Maximo)
- y Elegant configuration and deployment approach
- y Support for Sybase Unwired Platform (SUP)
- y Unmatched integration expertise to complex systems
Winning in Database & Technology
Steve Lucas, EVP, SAP Database & Technology
170,000+ Customers
Customers
© 2012 SAP AG. All rights reserved. 20 ©2012 SAP AG. All rights reserved.
16,000+ BW 40,000+ ERP
SAP Data Management Portfolio
Why is the SAP Real-time Data Platform better? 5 dimensions of differentiation against competition
Database & Technology
Winning in Mobile, Analytics, and Database & Technology
Sanjay J. Poonen, President & Corporate Officer, Product Go-to-Market & Mobile Division
Steve Lucas, Global Executive Vice President and General Manager, Database & Technology
SAP's Winning Strategy For the Cloud
Lars Dalgaard, Founder and CEO, SuccessFactors, and Member, SAP Executive Board
Investor & Financial Analyst Conference SAPPHIRENOW 2012
May 15, 2012 I Orlando, FL
HANA – SAP's Flagship In-Memory Platform
Vishal Sikka, Executive Board Member, Technology & Innovation
Executive Q&A Session
Bill McDermott, Co-CEO and Executive Board Member Jim Hagemann Snabe, Co-CEO and Executive Board Member Werner Brandt, CFO and Executive Board Member Vishal Sikka, Executive Board Member, Technology & Innovation
Investor & Financial Analyst Conference SAPPHIRENOW 2012
May 15, 2012 I Orlando, FL