Personally, I would be impressed if indeed SAP is as Peter Goldmacher of Cowen suggests "offering draconian discounts on other products sold along with HANA in order to make it appear as if HANA is growing at such a rapid pace."
Wish SAP had done that with BYD starting 4 years ago. Instead of artificially retstricting "club membership", it would be a susbtantial cloud player today. Cloud revenues were only 3% of the 2012 total.
If SAP had done that with HANA starting 3 years ago, its advanced analytics revenues would be more than 2% of revenues.
Besides, SAP would not have to tell journalists to ignore its sizable maintenance revenues to make the new product ratios look somewhat better. They risk legacy customers telling them "hear you are giving away maintenance for zero"
Steve Lucas of SAP retorts "half of HANA sales are stand-alone" so Peter's assertions cannot be valid.
To which my question is why even try to sell? It should have given away HANA when it had the early thought leadership. It could have been associated with so many of the advanced analytics early adopters I have been cataloging in my Data Heroes series.
