Sap 2012 May15 Sapphire Ir Symposium

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Investor & Financial Analyst ConferenceSAPPHIRENOW 2012May 15, 2012 I Orlando, FL


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2012 SAP AG. All rights reserved. 2

1:05 1:10 EST Welcome & IntroductionStefan 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 andCorporate Officer

1:30 1:55 EST Winning in Mobile, Analytics, and Database & TechnologySanjay Poonen, President and Corporate Officer, Global Solutions

Steve Lucas, Global Executive Vice President and General

Manager, Database & Technology

SAPPHIRENOW Investor & Analyst Conference


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1:55 2:05 EST SAPs Winning Strategy for the CloudLars Dalgaard, Founder and CEO, SuccessFactors, and

Member, SAP Executive Board

2:05 2:15 EST Break

2:15 2:30 EST HANA SAPs Flagship In-Memory PlatformVishal Sikka, Executive Board Member, Technology & Innovation

2:30 3:00 EST Executive Q&A SessionBill McDermott, Co-CEO and Executive Board Member

Jim Hagemann Snabe, Co-CEO and Executive Board Member

Werner Brandt, CFO and Executive Board MemberVishal Sikka, Executive Board Member, Technology & Innovation

SAPPHIRENOW Investor & Analyst Conference


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Bernd Leukert, EVP Applications Continuous Innovation and Corporate Officer

SAP Business Suite:Customer-Driven Innovation in the Core


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Market trends and customer requirements

MobilitySmart-phones outsell PCs

By 2013, mobile devices will be the primary

method of internet access worldwide

Big DataData volume for enterprise applications isdoubling every 18 months

CloudBusiness opportunities through cloud offerings

New Business ModelsBig Data and mobili ty open opportunities for new

business models that customer need to adopt

Cost efficiencyCustomer have to manage TCO tightly

Investment SecurityCustomers require investment security

according to their planning horizons

ConsumerizationBusiness users drivingcorporate IT decisions

SimplificationCompanies want simpler infrastructure

Users expect intuitive software

SocialTechnology allows people to be more connected

than ever


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Doubling SAPs addressable market through innovation

Winning in five markets

Cloud

Mobile

Database

BI/Analytics

Middleware

Core ERP +

Suite

BI/Analytics

Middleware

Core ERP +Suite

$110B

$230B

2010 2015 Powered by SAPHANA

Database & Technology

Cloud

Mobile

AnalyticsApplications

Addressable Market


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SAP Business Suite: The foundation of innovation

Breakthrough

Evolution

More Innovation Less Disruption Long-Term Predictability

December

20202015

SAP Business Suite innovating around a consistent, stable core, helping to drive growth of SAPs other solutions

SAP is the only appl ications 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 applicat ions

User experience innovations extending user base


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More innovation leads to growth in the core

Functionalscope

Number of users / customer

Analytics

2012 2015

SAP addressable market

New HANA Appsand Database

Mobile AppsCloud Innovation

User Experience

Existing Business Suite

Growth opportunities:

Enhancements to existing apps New apps

Pull through demand from mobile and cloud

Leadership in analytics

Regional growth in emerging markets


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Mobile StrategySanjay J. PoonenPresident & Corporate Officer, Product Go-to-Market & Mobile Division


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SAP Analytics: Decision revolution

$10.66Market leader in BI,Performance Management andAnalytic Applicationsaccording to Gartner and IDC

Roadmap execution with thedelivery of BI4.0, EPM 10.0 andGRC 10.0

Continued innovation with SAPVisual Intelligence and SAPPredictive Analysis extendingaddressable market

HANA

GRC EPM

BI

Predictive

MobilityCloud

Collaboration

Predictive


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Market leadership in mobility

#1 in vision

#1 in execution


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B2E Apps

SAPs mobile portfolio build, buy and partner strategyIndustrys most comprehensive enterprise mobile portfolio

SAP/Sybase Build Ecosystem

B2C Apps

Partner

Banking Retail

Travel & Hosp Media & Ent

Telco

Automotive

Afaria Mobile Device Management

Sybase 365 Messaging Infrastructure

SAP Mobility PlatformUnified B2E + B2C Platform + Mobile Device Mgmt + Related Services

Industry LoB Analytics Partner Custom


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B2E Apps B2C Apps

Partner

Banking Retail

Travel & Hosp Media & Ent

Telco

Automotive

Industry LoB Analytics Partner Custom

Afaria Mobile Device Management

Sybase 365 Messaging Infrastructure

SAP Mobility PlatformUnified B2E + B2C Platform + Mobile Device Mgmt + Related Services

SAP/Sybase Build Ecosystem

SAPs mobile portfolio build, buy and partner strategy1 Platform, 1,000s of Applications, 1M+ Developers

Mobility Development Tools/SDK


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Sample priority of mobile apps & suites

Mobile Field Service & Asset Management

Mobile Retail Execution & Direct Store

Delivery

Mobile Consumer Solutions

Banking / Telco / Utilities / CP / Retail

CRM Mobile Suite

Content Mobile Suite

Healthcare Mobile Suite

Procurement Mobile Suite

Mobile Travel and ExpenseManagement

Productivity Mobile Suite

Configurable / Extensible

Workflow

HCM / FIN / SCM

Mobile BI/Analytics


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Announcing acquisition of Syclo:

The leader in mobile asset management and field service apps

Over 600 Customers in 39 countries

Analysts rate as Best-in-class for Mobile EAM & Field

Services

Deep industry & business process knowledge in

industries Any ERP system, network, device (optimized for SAP,

Maximo)

Elegant configuration and deployment approach

Support for Sybase Unwired Platform (SUP)

Unmatched integration expertise to complex systems


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Steve Lucas, EVP, SAP Database & Technology

.

Winning in Database & Technology


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2012 SAP AG. All rights reserved. 202012 SAP AG. All rights reserved.

Apps Drive Demand for DBs.

170,000+Customers

16,000+ BWCustomers

40,000+ ERPCustomers


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SAP Data Management Portfolio

Embedded

Mobile andEmbeddedDatabase

SQL Anywhere

TransactionalDatabase,Best TCO

Transactions

Sybase ASE

Open EDW

Open AnalyticalDatabase,Best TCO

Sybase IQ

ContinuousIntelligence

Insight intoStreaming

Data

Sybase ESP

Next-Gen Platformfor Real-time

Business

Real-timeBusiness

SAP HANA


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Why is the SAP Real-time Data Platform better?

5 dimensions of differentiation against competition

Broad High-Speed

Deep

Real-Time Simple

Complex and interactive

questions on granular data

Big data, manydata types

Fast response-time,interactivity

No data preparation, no

pre-aggregates, no tuning

Recent data,

preferably real-time

Competition SAP


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LowestTCO

BestInnovation

FastestGrowing


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Winning in Mobile, Analytics, andDatabase & TechnologySanjay J. Poonen, President & Corporate Officer, Product Go-to-Market & Mobile

Division

Steve Lucas, Global Executive Vice President and General Manager,


Q&A


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SAPs Winning Strategy For the CloudLars Dalgaard, Founder and CEO, SuccessFactors, and Member,SAP Executive Board


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HANA SAPs Flagship In-MemoryPlatform

Vishal Sikka, Executive Board Member, Technology & Innovation


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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

Executive Q&A SessionExecutive Q&A Session


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Documents

Sap 2012 May15 Sapphire Ir Symposium