The numbers are in
SAP’s Total 2012 Non-IFRS Revenue EU 16.3 billion
Revenue from “New” products introduced in last 5 years
| HANA | 392 | |
| Mobile | 222 | |
| Cloud | 456 | (incl Ariba) |
| NEW | 1070 |
So, roughly 6.5% of revenues from “new” products. Compare this to over 60% in case of Apple.
For all the noise that has been coming out of SAP, and particularly its fan base, for the last few years, that is tiny, wouldn’t you say?
Don’t even bother arguing whether Ariba should be classified as cloud revenue.
I am glad I have myself an iPhone 5
