01. John Furrier & Peter Burris Wrap Up Day 1 With #theCUBE!. (00:19) 02. What Are You Seeing Around Partnering At This Conference. (00:57) 03. Is The Technology Now The Power Train Engine For Innovation. (02:37) 04. Are New Inventions Being Discovered By Start Ups. (05:33) 05. SAP Is Going To Scale Their Organization In Partnering. (06:02) 06. What Is The Value Of Hana Cloud. (08:06) 07. Critical Analysis Of SAP. (10:12) 08. Every Event Is A Cloud Data Event. (12:11) 09. Favorite Interview Was Reggie Jackson. (14:31) Track List created with http://www.vinjavideo.com. --- --- Analysts advise SAP to be cautious in its expansion | #SAPPHIRENOW by Gabriel Pesek | May 182016 At the end of the first day at the SAP Sapphire event in OrlandoFloridathe initial round of presentations and interviews were due for examination to highlight the most notable facets and draw out some of the underexamined aspects. John Furrier (@furrier) and Peter Burris (@plburris)cohosts of theCUBEfrom the SiliconANGLE Media teamsat down to discuss and analyze the turnout at the conferencewith special excitement surrounding having had the opportunity to talk with sports star Reggie Jackson. Growing the right assets Summing up the main focus of the first day as he saw itFurrier said“Integration around a core in the cloudon-premis the key thought that I’m seeing.” Burris agreedand added“Certainlywhat we heard today a lot more isnumber onethat SAP does not think it’s going to go it alone; that partners are as important as they ever have been and are likely to be even more important.” Burris also noted that SAP was showing significant growth but would do well to be cautious in its expansion. “SAP is one of the few tech companiesIBM being another onethat has a track record of acquisitions success. And when you start getting successfulthere’s always a tendency to say‘Ohmaybe we can do it all ourselves.’” Customers and capabilities Moving on to address ways in which the market is being grownBurris pointed out a shift from the “known processunknown technology” paradigm to “unknown processknown technology.” He explained: “Now we’re trying to bring technology to engagementand how we go to marketand how we engage with our customersand how we create.” He continued: “We used to focus on taking cost out of the business. Now … we’re focused more on the top line; how do we generate new revenue? Burris also pointed out: “It used to be that we would spend all of our time worrying about veryvery complex contracts and getting it right because we had to protect ourselves from future opportunistic behaviors on the part of our suppliers. Now we’re talking about speedand getting it done fastand trying to ensure that we can respond and have a right set of relationships with our customers.” Furrier gave his own take on how this shift was altering the opportunities for new enterprisessaying“New capabilities are emergingso unstructured dataIoTBig Datanew thingsnew inventionsare being discovered by startups.” Data and cloud On the more technical side of the discussionFurrier and Burris picked through some of the strengths and weaknesses of SAP’s offerings. Furrier was reserved on this frontsaying“I think SAP has not done a good job promoting and articulating the value proposition. I think they’re still … feeling their way through to the market.” Furrier didhoweversee big chances for the HANA cloudwhich SAP has been showcasing. “The HANA cloud has an opportunityin my opinionto be the galvanized center of gravity around an ecosystem of integrationand I think the integration equation is something that I believe is going to be the new barrier to entry for start-ups” he said. “… but to scale at the level of enterprisewith uniquekind of weird requirements for compliance to innovationhas a little bit of nuance to it.” Burris agreednoting“HANA makes it possible for SAP to have a greater influence over how its own data gets integrated in its ecosystemand they didn’t have that before.”