Thread regarding SAP layoffs

If numbers continue to drop, what happens?

Thoughts?

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Post ID: @OP+15A24rTD

14 replies (most recent on top)

According to Bloomberg, today’s 21% intraday stock plunge is largest since 1999
Stocks, Futures Retreat; Treasuries Edge Higher: Markets Wrap

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Post ID: @22nhm+15A24rTD

https://www.computerweekly.com/news/252435884/Chances-of-success-with-SAP-are-only-50-50

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Post ID: @1Vkeh+15A24rTD

What are you talking about? It’s listed on their homepage as one of the most visited forums here.
A lot of discussion there, go to /oracle or www.thelayoff.com/oracle

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Post ID: @1Etcw+15A24rTD

Did anyone notice Oracle is not featured on "thelayoff" but SAP is? Why is that?

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Post ID: @1Etwx+15A24rTD

https://www.handelsblatt.com/technik/it-tk/personalwechsel-eine-ungewoehnliche-personalchefin-sap-wirbt-sabine-bendiek-von-microsoft-ab/26150260.html

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Post ID: @1aghr+15A24rTD

You could argue that the numbers are not relevant as long as SAP keeps buying up the competition. Face it, when their own product development is not quick enough/good enough to provide a solution (e.g. SRM) then buying a competitive solution (e.g. SAP Network) is the alternative strategy. This strategy will give results as long as the anti-competitive agencies do not block this. The result of this approach is a system with many flavors or a quilted blanket of a system, but a dominant market position, and no real competition to take off the revenue stream.

The introduction of "cloud" makes this even more interesting. Now a company like SAP can even further control their eco-system by blocking previous partners from accessing/developing on their system, but rather do it in house. This can be seen by the massive expansion into low cost-high skilled locations where software factories support their strategy of dominance. This strategy allows quick expansion to gain market share, at the expense of a perfect "german made" technology.

I have no doubt that most senior developers working in Germany and leaving SAP are fed-up with this approach, just as the original SAP founders initially left IBM.

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Post ID: @Kott+15A24rTD

Current PE ratio is close to 40. This is expensive for single digit Revenue growth company.

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Post ID: @kbsz+15A24rTD

Truth is, we at Oracle had a bad quarter...so the only thing we can think of to do is to attack SAP using typical nonsense...

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Post ID: @4pxp+15A24rTD

If numbers drop, do more delayering. We are a tech company with tech savvy workers communicating with tech, not a factory with line workers, we don’t need so many managers.

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Post ID: @3hnk+15A24rTD

Why would all of these products have a single code line? That does not make any sense and would just break the company. You don't build from scratch for no reason. Native integration and innovative business models enabled by our solutions are key.

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Post ID: @1dhw+15A24rTD

Why would all of these products have a single code line? That does not make any sense and would just break the company. You don't build from scratch for no reason. Native integration and innovative business models enabled by our solutions are key.

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Post ID: @1yjp+15A24rTD

When will all of SAP’s acquired products—from the likes of Ariba, Fieldglass, SuccessFactors, Hybris, and CalidusCloud—have a single code line, a single product architecture, and a single data model?

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Post ID: @ztc+15A24rTD

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