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SAP McDermott steps down, major integration challenges lie ahead episode artwork

Nov 17, 2019 15 min

SAP McDermott steps down, major integration challenges lie ahead

from Breaking Analysis with Dave Vellante Hosted by SiliconANGLE

SAP pre-announced earnings with a beat and a raise, which acted as a heat shield for the surprise news that long-time CEO Bill McDermott is not renewing his contract. SAP is moving back to a dual-CEO model with a separate customer-facing and product/ops focus for each exec. SAP is strong financially but we believe faces significant technical integration challenges over the next decade, which may have played into McDermott's and SAP's decisions. In this Breaking Analysis, Dave Vellante shares recent spending data from ETR and lays out some of the challenges SAP faces going forward.

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SAP McDermott steps down, major integration challenges lie ahead

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This episode was published on November 17, 2019.

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