Let me start by saying it’s been fascinating to read some of the posts here, especially from the R&D folks. Thanks for your perspective. I thought I’d add mine from the perspective of a customer facing technical pre-sales consultant at SAS for 15 years, demoing and selling the SAS products.
I joined in 2004, shortly after SAS9 was launched. But already there were warning signs that all was not well. The strategy around SAS9 (focusing on data integration and business intelligence use cases) was solid as these were much bigger markets than advanced statistical analysis, but the execution was poor and SAS was playing catch up. The flagship products, Enterprise Business Intelligence (EBI) Server, and Enterprise Data Integration (EDI) Server were late to their respective markets and were coming up against Cognos and Business Objects on one hand, and Informatica and Datastage on the other…all of which were more mature, superior products. Nevertheless, the tools demoed ok and I managed to sell a fair bit of EDI Server and EBI Server, albeit primarily to the existing SAS user base who thought these tools would expand their power base and make them more relevant. However, their hopes were dashed when they realised how poor these products really were for DI and BI use cases, and the vast majority of the EDI Server and EBI Server implementations ended up being used as old-school Base SAS Servers for executing old-school SAS code, despite attempts by SAS to improve them over time.
However, in the 10 years since launch, SAS’s revenues more than doubled. So on paper that might look like success, but it wasn’t. The SAS9 products fell further and further behind as upstarts like Tableau and Qlik emerged in the BI space, and the massive strategic blunder that SAS made in stopping it’s free use of SAS for education purposes, resulted in R and later Python, emerging as the go-to advanced analytics language for university graduates. Other attempts to expand revenue streams such as in the Customer Intelligence space, similarly failed against superior competitors such as Adobe.
By 2012, SAS was clearly in trouble. It had lost the race in DI and BI, and open source was eating it’s lunch in the advanced analytics / ML space. So a certain individual bets the company on competing in the “big data” space…up against…open source, doh! Spark, Hadoop, etc. Now let’s release a big data BI product….enter SAS Visual Analytics. It demoed quite well to SAS users who had never seen Tableau or Qlik (anyone who had, quickly poked holes in it’s weaknesses). But in practice, it ran like a 3 legged dog and cost an arm and a leg in hardware. Who on earth thought it was a good idea to have to load all the data into memory before doing anything? Oh yes, we all know who! He then doubled down on that strategy with the release of SAS Viya. It was an appalling product from the outset. Demoing SAS Viya was the art of weaving your way through a minefield of bugs and design flaws. We sold it as SAS in the Cloud. It wasn’t - that was so disingenuous it was unethical. Just because we could host it on Azure or AWS, did not make it Cloud. It still took months of effort and 6 figure $ sums to just install it.
I left SAS in 2019, because I got sick of having to apologise to my customers because SAS, both in terms of its products, and in terms of its customer support, was failing to meet their expectations. Having said that, for the first 10 years I had a fantastic time, great memories, and a lot of success - I got to go to Club 5 times. The SAS culture in the country where I was based, was superb!
However, SAS is now dying and that’s easy for everyone to see. If SAS had gone public, 20 years ago things could have been very different. I now work for Salesforce and now appreciate the accountability that comes with being a publicly listed company. Recently our slowing revenue growth resulted in active investors forcing us to layoff 10% of the staff and go through major restructuring. Yes, some very good people got swept up in that and you feel for them, but ultimately these upheavals are necessary and make the company stronger. If SAS had had that level of outside scrutiny, I’m sure many of the stupid decisions SAS has made over the years would never have happened. Too late now. The cancellations will start coming thick and fast over the coming years, as those loyal users and their managers retire. It’ll be grim, so if you’re still at SAS and want to work beyond the next 5 years…get out now. Good luck.