{"id":63747,"date":"2020-02-19T08:00:56","date_gmt":"2020-02-19T07:00:56","guid":{"rendered":"http:\/\/e3mag.com\/?p=63747"},"modified":"2020-02-07T18:51:58","modified_gmt":"2020-02-07T17:51:58","slug":"sapphire-capital-markets","status":"publish","type":"post","link":"https:\/\/e3mag.com\/de\/sapphire-capital-markets\/","title":{"rendered":"Sapphire oder Capital Markets Day?"},"content":{"rendered":"<p>Am 12. November 2019 veranstaltete SAP einen speziellen Capital Markets Day, der Analysten und Aktion\u00e4re gleicherma\u00dfen nach New York City trieb. Dieser Kapitalmarkttag war nicht nur deshalb speziell, weil es bereits SAPs zweiter Capital Markets Day 2019 war, sondern auch, weil es die erste Chance f\u00fcr die neuen Co-CEOs Jennifer Morgan und Christian Klein war, bei den Investoren Eindruck zu schinden.<\/p>\n<h3>Customer First<\/h3>\n<p>Nachdem Bill McDermott im Oktober \u00fcberraschend seinen R\u00fccktritt bekannt gegeben hatte, \u00fcbernahmen Jennifer Morgan und Christian Klein das Ruder. Dieser F\u00fchrungswechsel \u00fcberraschte Kunden und Aktion\u00e4re gleicherma\u00dfen, da er mehr einer impulsiven Entscheidung als einer stringenten HR-Planung glich.<\/p><div class=\"great-fullsize-content-de\" style=\"float: left;\" id=\"great-4006004419\"><div id=\"great-2559166921\" style=\"margin-bottom: 20px;\"><a data-no-instant=\"1\" href=\"https:\/\/www.youtube.com\/watch?v=6yfv7eho3Gc\" rel=\"noopener\" class=\"a2t-link\" target=\"_blank\" aria-label=\"Fullsize\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150.jpg\" alt=\"Fullsize\"  srcset=\"https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150.jpg 1200w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-400x50.jpg 400w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-768x96.jpg 768w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-100x13.jpg 100w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-480x60.jpg 480w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-640x80.jpg 640w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-720x90.jpg 720w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-960x120.jpg 960w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-1168x146.jpg 1168w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-18x2.jpg 18w, https:\/\/e3mag.com\/wp-content\/uploads\/2026\/03\/banner_26_04_08_1200x150-600x75.jpg 600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" width=\"1200\" height=\"150\"  style=\" max-width: 100%; height: auto;\" \/><\/a><\/div><\/div>\n<p>Kein Wunder also, dass die Co-CEOs ihre ersten Wochen in der neuen Position genutzt haben, um Kunden von SAPs neuem Management zu \u00fcberzeugen \u2013 und auch der Capital Markets Day war da keine Ausnahme.<\/p>\n<p><em>\u201eWir haben den letzten Monat damit verbracht, zuzuh\u00f6ren\u201c<\/em><\/p>\n<p>sagte Jennifer Mor\u00adgan.<\/p>\n<p><em>\u201eWir h\u00f6ren euch. Wir h\u00f6ren, was wichtig ist. Unsere Kunden wollen eindeutig eine Strategie, die das Wachstum organisch vorantreibt und unsere Cloud-Akquisitionen der letzten Jahre integriert. Wir haben euch geh\u00f6rt.\u201c<\/em><\/p>\n<p><a href=\"https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-63748\" src=\"https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan.jpg\" alt=\"Jennifer Morgan\" width=\"800\" height=\"800\" srcset=\"https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan.jpg 800w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-150x150.jpg 150w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-768x768.jpg 768w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-100x100.jpg 100w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-480x480.jpg 480w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-640x640.jpg 640w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-720x720.jpg 720w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-24x24.jpg 24w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-48x48.jpg 48w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-96x96.jpg 96w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/Jennifer-Morgan-300x300.jpg 300w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p>Wenn man Morgan so zuh\u00f6rt, k\u00f6nnte man den Eindruck gewinnen, dass es sich hier um eine Kundenveranstaltung wie die Sapphire handelt und nicht um eine Konferenz, auf der mit Aktion\u00e4ren und Finanzanalysten kommuniziert wird.<\/p>\n<p>W\u00e4hrend der Kunde bei den beiden Co-CEOs im Mittelpunkt zu stehen schien, war das offizielle Thema eigentlich Wachstum und operative Exzellenz. Vor allem Finanzvorstand Luka Mucic sprach \u00fcber die wichtigsten Wachstumstreiber und die Ziele der SAP f\u00fcr 2023.<\/p>\n<p>Es \u00fcberrascht nicht, dass die Cloud ein wichtiger Umsatztreiber f\u00fcr SAP bleiben wird. Im Rahmen der Ziele f\u00fcr 2023 strebt SAP einen Umsatz von 35 Milliarden Euro an, zu dem auch die Verdreifachung des Cloud-Umsatzes geh\u00f6rt.<\/p>\n<p>Dar\u00fcber hinaus strebt SAP eine Verbesserung der Profitabilit\u00e4t durch Kostensenkungen an, insbesondere in den Bereichen Marketing und Vertrieb (Straffung der Betriebsmodelle) sowie im Produktportfolio (Optimierung der \u00d6kosystemhebelwirkung).<\/p>\n<figure id=\"attachment_63750\" aria-describedby=\"caption-attachment-63750\" style=\"width: 1000px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-63750\" src=\"https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi.jpg\" alt=\"SAP Wi\" width=\"1000\" height=\"527\" srcset=\"https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi.jpg 1000w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi-768x405.jpg 768w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi-100x53.jpg 100w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi-480x253.jpg 480w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi-640x337.jpg 640w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi-720x379.jpg 720w, https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/SAP_wi-960x506.jpg 960w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><figcaption id=\"caption-attachment-63750\" class=\"wp-caption-text\">Wie sich SAPs Cashflow 2020 durch Kostensenkungen und neuen Cloud-Umsatz entwickeln soll. Quelle: SAP.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Obwohl SAPs Kapitalmarkttag unter dem Motto \u201eWachstum und operative Exzellenz\u201c stand, waren die Kunden ganz klar im Fokus.<\/p>\n","protected":false},"author":38,"featured_media":63749,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"pmpro_default_level":"","footnotes":""},"categories":[37003,6],"tags":[187,30367,39,36969,6389],"coauthors":[19920],"class_list":["post-63747","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mag-1912","category-wirtschaft","tag-bill-mcdermott","tag-capital-markets-day","tag-cloud","tag-jennifer-morgan","tag-luka-mucic","pmpro-has-access"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"thumbnail":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-150x150.jpg",150,150,true],"medium":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",400,180,false],"medium_large":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-768x346.jpg",768,346,true],"large":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"image-100":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-100x45.jpg",100,45,true],"image-480":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-480x216.jpg",480,216,true],"image-640":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-640x288.jpg",640,288,true],"image-720":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-720x324.jpg",720,324,true],"image-960":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-960x432.jpg",960,432,true],"image-1168":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"image-1440":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"image-1920":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"1536x1536":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"2048x2048":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"trp-custom-language-flag":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",18,8,false],"bricks_large_16x9":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"bricks_large":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"bricks_large_square":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",1000,450,false],"bricks_medium":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",600,270,false],"bricks_medium_square":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515.jpg",600,270,false],"profile_24":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-24x24.jpg",24,24,true],"profile_48":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-48x48.jpg",48,48,true],"profile_96":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-96x96.jpg",96,96,true],"profile_150":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-150x150.jpg",150,150,true],"profile_300":["https:\/\/e3mag.com\/wp-content\/uploads\/2019\/11\/shutterstock_1570685515-300x300.jpg",300,300,true]},"post_excerpt_stackable_v2":"<p>Obwohl SAPs Kapitalmarkttag unter dem Motto \u201eWachstum und operative Exzellenz\u201c stand, waren die Kunden ganz klar im Fokus.<\/p>\n","category_list_v2":"<a href=\"https:\/\/e3mag.com\/de\/category\/mag-1912\/\" rel=\"category tag\">MAG 19-12<\/a>, <a href=\"https:\/\/e3mag.com\/de\/category\/wirtschaft\/\" rel=\"category tag\">Wirtschaft<\/a>","author_info_v2":{"name":"E-3 Magazin","url":"https:\/\/e3mag.com\/de\/author\/e-3-magazin\/"},"comments_num_v2":"0 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