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Recent Developments

Cloud subscription revenues soared after acquiring Concur.

SAP Key Enterprise & Cloud Applications

Ariba, SAP Business One Cloud, SuccessFactors BizX Suite, SAP HANA Cloud, SAP Cloud for Human Resources, SAP Cloud for Finance, SAP Cloud for Sales, SAP Cloud for Service, SAP Cloud for Marketing, SAP Cloud for Procurement, SAP Business Suite powered by SAP HANA in the cloud, Concur

SCORES Analysis

SAP Strengths

With a mix of acquired assets and home-grown products, SAP has built one of the most extensive collections of Cloud applications. The latest one was the $8.3 billion purchase of Concur for travel and expense management. The 2014 deal underscores the ERP applications vendor’s desire to create a balanced portfolio of well-established Cloud properties, mitigating the erosion of its traditional way of selling on-premise software. That followed its earlier purchase of Fieldglass for contingent labor management applications.


In order to sustain its No. 1 position in the ERP market with an estimated 21% share, SAP has embarked on a number of initiatives to protect its franchise. Leading the charge is SAP S/4HANA Finance, formerly known as Simple Finance, an one-year-old product that is part of the latest rendition of its ERP package S/4HANA. S/4HANA Finance has become the focal point of more than 300 active projects (compared with 50 last year) among its key customers such as New York Life, Florida Crystals, and GE Energy. Twenty five of these projects have gone live. S/4HANA has been purchased in as many as 1,000 software license transactions.


With the purchase of Concur, SAP saw the number of Cloud applications users topping 50 million last year. About 30% of Concur’s 23,000 customers are running their travel and expense management applications along with their ERP systems from SAP. With the support of SAP, Concur appears to be taking on bigger risks. In September 2013, Concur had $546 million in annual revenues and 2,800 employees. By the time SAP announced a year later that it would buy Concur for a staggering price tag of $8.3 billion, the biggest purchase in SAP’s history, it had reached $703 million in annual revenues and 4,900 employees. Fifteen months after the completion of the acquisition, Concur has continued to add resources now topping 6,000 employees with plans to another 1,000 over the next 12 months. Today, Concur is considered one of SAP’s chief growth drivers behind its recent reported triple digit growth in cloud business, and it has been given plenty of autonomy to pursue new initiatives.


Despite Concur’s No. 1 position in the travel and expense management applications market, there are plenty of opportunities for SAP to extend its lead, leapfrogging best-of-breed TEM vendors like ExpenseOnDemand, KDS Expense, and Spendvision, not to mention ERP vendors like Oracle and Infor, which sell expense management applications as part of their ERP offerings. The combination of Ariba for automating the procurement of goods and services through its Ariba Network, and Concur’s TripIt for travel booking has created one of the largest business networks handling more than $600 billion in B2B and B2C transactions every year. SAP did not stop with these acquired products.


At the 2015 SAPPHIRENOW, SAP unveiled Digital for Customer Engagement, a suite of applications that target the SMB market with a base price of $29 per user per month. That's on top of the CRM applications that the vendor introduced in 2014 covering the omni-channel hybris platform, the SAP Cloud for Sales, SAP Cloud for Service, SAP Cloud for Marketing and SAP Cloud for Social Engagement. In the second quarter of 2015, the vendor reported 240 wins for these new Cloud CRM applications and SAP executives told us that some of these transactions were seven-figure deals. Altogether, SAP's Cloud strategy has matured considerably over the past few years and it's just a matter of time before some of its underlying strengths begin to manifest themselves with the help of the formidable SAP sales operations.


In 2015, SAP announced the SAP Cloud for Analytics, a all-in-one package that encompasses business intelligence, planning, budgeting and predictive capabilities via Cloud delivery. Already, SAP Cloud for Planning, which was announced last year, and SAP Lumira for visualization are key components readily available within SAP Cloud for Analytics. If S/4HANA Finance is not capable of winning a critical mass – anything approaching 3,000 customers – over the next few years, SAP Cloud for Analytics could be the near-term solution for its target audience that has seen an onslaught of Cloud tools for a range of tasks from BI to Enterprise Performance Management as well as budgeting, planning and consolidation across finance, HR, sales, and supply chain functions.

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SAP Revenues, $M:

Type/Year 2011 2012 2013 2014 2015 YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe
Enterprise Applications Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe
Cloud Applications Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe

* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

SAP Revenue Breakdown By Type, $M:

Type License Services Hardware Support & Maintenance SaaS
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe

SAP Revenues By Region, $M

Region % of Total Revenues 2015 Total Revenues, $M 2015 Enterprise Applications Revenues, $M 2015 Cloud Applications Revenues, $M
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EMEA Subscribe Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe Subscribe
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SAP 2015 Direct vs Indirect sales

Region Direct Sales Indirect Sales Total
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

SAP Customers

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No. of Enterprise Applications Customers: Subscribe

No. of Cloud Customers: Subscribe

No. of Cloud Subscribers: Subscribe

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SAP Opportunities

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SAP Risks

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SAP Ecosystem

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SAP Cloud Infrastructure Insights

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Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

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