{"id":149447,"date":"2025-03-04T07:00:00","date_gmt":"2025-03-04T06:00:00","guid":{"rendered":"http:\/\/e3mag.com\/?p=149447"},"modified":"2025-03-11T14:43:46","modified_gmt":"2025-03-11T13:43:46","slug":"bravo-sap-cfo-dominik-asam","status":"publish","type":"post","link":"https:\/\/e3mag.com\/fr\/bravo-sap-cfo-dominik-asam\/","title":{"rendered":"Bravo, Dominik Asam, CFO de SAP"},"content":{"rendered":"<p>Au vu des derniers chiffres du bilan et du cours de l'action, SAP n'a jamais \u00e9t\u00e9 aussi prosp\u00e8re. Que font le patron de SAP, Christian Klein, et son directeur financier mieux que leurs pr\u00e9d\u00e9cesseurs ?<\/p>\n\n\n\n<p>SAP a toujours \u00e9t\u00e9 une entreprise prosp\u00e8re. Pendant de nombreuses ann\u00e9es, les employ\u00e9s \u00e9taient fiers de leur entreprise et les clients existants de SAP \u00e9taient satisfaits, voire heureux. Cependant, durant cet \u00e2ge d'or des utilisateurs, des partenaires et des employ\u00e9s, le cours de l'action n'a pas toujours \u00e9t\u00e9 \u00e0 la hauteur de ce que le directoire et le conseil de surveillance auraient souhait\u00e9 ou suppos\u00e9.<\/p>\n\n\n\n<p>Il appara\u00eet comme une caract\u00e9ristique des derni\u00e8res d\u00e9cennies que l'humeur de la communaut\u00e9 SAP et le cours de l'action ne sont que tr\u00e8s rarement corr\u00e9l\u00e9s. On peut dire que l'ambiance \u00e9tait bonne : Si le cours de l'action \u00e9tait \u00e9lev\u00e9, l'ambiance \u00e9tait mauvaise ; si les clients existants de SAP \u00e9taient satisfaits, l'action SAP \u00e9tait inf\u00e9rieure \u00e0 la moyenne.<\/p>\n\n\n\n<p>Actuellement, la communaut\u00e9 SAP vit \u00e0 nouveau une phase de disharmonie totale : les collaborateurs sont licenci\u00e9s ou acceptent un paquet de d\u00e9part ; les partenaires se battent pour leur comp\u00e9tence dans le cadre de la conversion S\/4 ; les clients SAP existants perdent leurs licences on-prem et se retrouvent dans un SAP-Vendor-Lock-in avec des abonnements cloud. La communaut\u00e9 SAP va mal !<\/p>\n\n\n\n<p>Le cours de l'action SAP, quant \u00e0 lui, vole d'un sommet historique \u00e0 l'autre. Certains analystes financiers s'attendent \u00e0 ce que le cours atteigne 300 euros. Aux yeux des actionnaires, le CEO Christian Klein et le CFO Dominik Asam font tout comme il faut. SAP est-il un village Potemkine ? Lorsque Christian Klein et Dominik Asam s'extasient sur le chiffre d'affaires du cloud et pr\u00e9sentent des chiffres comptables fantastiques, personne ne sait s'ils parlent de cloud hybride, priv\u00e9 ou public. Mais le narratif est le cloud public et les analystes financiers sont enchant\u00e9s.<\/p>\n\n\n\n<p>Le chef de SAP Klein aime philosopher sur l'IA et son utilisation g\u00e9n\u00e9ralis\u00e9e chez SAP, mais presque personne n'est en mesure de dire s'il s'agit de Machine Learning, de Hana et de PAL (Predictive Analysis Library) ou de GenAI, avec ou sans BTP (Business Technology Platform) ou simplement d'un service d'IA externe des hyperscalers. On ne le sait pas. Mais l'IA doit l'\u00eatre et le cours de l'action s'en trouve dop\u00e9.<\/p>\n\n\n\n<p>Christian Klein et Dominik Asam ma\u00eetrisent un excellent narratif du cloud et de l'IA : l'appellation \"village Potemkine\" remonte \u00e0 l'histoire non prouv\u00e9e selon laquelle le mar\u00e9chal Grigori Alexandrovitch Potjomkin aurait install\u00e9 des d\u00e9cors de villages et fait transporter les pr\u00e9tendus habitants d'un d\u00e9cor \u00e0 l'autre afin de tromper Catherine la Grande, lors d'un voyage en Russie, sur le d\u00e9veloppement ou la prosp\u00e9rit\u00e9 de la r\u00e9gion nouvellement colonis\u00e9e. Ce que Klein et Asam font exactement \u00e9chappe \u00e0 la connaissance de la SAP-<br>Communaut\u00e9.<\/p>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-d0cb192\" data-block-id=\"d0cb192\"><style>.stk-d0cb192 .stk-img-figcaption{text-align:center !important;}.stk-d0cb192 .stk-img-wrapper{width:70% !important;}<\/style><figure><span class=\"stk-img-wrapper stk-image--shape-stretch stk--has-lightbox\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-149450\" src=\"https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1.jpg\" width=\"842\" height=\"595\" srcset=\"https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1.jpg 842w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-400x283.jpg 400w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-768x543.jpg 768w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-100x71.jpg 100w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-480x339.jpg 480w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-640x452.jpg 640w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-720x509.jpg 720w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-18x12.jpg 18w, https:\/\/e3mag.com\/wp-content\/uploads\/2025\/02\/platzgummer_apr15_dltz-1-600x424.jpg 600w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \/><\/span><figcaption class=\"stk-img-figcaption\">La caricature de Robert Platzgummer (1975 \u00e0 2016) a \u00e9t\u00e9 publi\u00e9e pour la premi\u00e8re fois dans le num\u00e9ro de mai 2015 de l'E3. L'ex-CEO de SAP Bill McDermott a tromp\u00e9 les clients existants avec des solutions cloud coh\u00e9rentes et harmonis\u00e9es. Son successeur, Christian Klein, a d\u00fb nettoyer le d\u00e9sastre du cloud pendant des ann\u00e9es.<\/figcaption><\/figure><\/div>","protected":false},"excerpt":{"rendered":"<p>Le cours de l'action SAP cr\u00e8ve le plafond. Les analystes de la Deutsche Bank voient<br \/>\nlui \u00e0 300 euros. Le CEO et le CFO font un excellent travail. Mais comment ?<\/p>","protected":false},"author":2,"featured_media":135737,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"pmpro_default_level":"","footnotes":""},"categories":[7,44088,25],"tags":[],"coauthors":[27825],"class_list":["post-149447","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-meinung","category-mag-25-03","category-satire-das-letzte","pmpro-has-access"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"thumbnail":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-150x150.jpg",150,150,true],"medium":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-400x180.jpg",400,180,true],"medium_large":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-768x346.jpg",768,346,true],"large":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"image-100":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-100x45.jpg",100,45,true],"image-480":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-480x216.jpg",480,216,true],"image-640":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-640x288.jpg",640,288,true],"image-720":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-720x324.jpg",720,324,true],"image-960":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-960x432.jpg",960,432,true],"image-1168":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"image-1440":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"image-1920":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"1536x1536":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"2048x2048":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"trp-custom-language-flag":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-18x8.jpg",18,8,true],"bricks_large_16x9":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"bricks_large":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"bricks_large_square":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450.jpg",1000,450,false],"bricks_medium":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-600x270.jpg",600,270,true],"bricks_medium_square":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-600x450.jpg",600,450,true],"profile_24":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-24x24.jpg",24,24,true],"profile_48":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-48x48.jpg",48,48,true],"profile_96":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-96x96.jpg",96,96,true],"profile_150":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-150x150.jpg",150,150,true],"profile_300":["https:\/\/e3mag.com\/wp-content\/uploads\/2023\/12\/Das-Letzte-Satire_1000x450-300x300.jpg",300,300,true]},"post_excerpt_stackable_v2":"<p>Der SAP-Aktienkurs geht durch die Decke. Die Analysten der Deutschen Bank sehen<br \/>\nihn bei 300 Euro. CEO und CFO machen einen hervorragenden Job. Aber wie?<\/p>\n","category_list_v2":"<a href=\"https:\/\/e3mag.com\/fr\/category\/meinung\/\" rel=\"category tag\">Die Meinung der SAP-Community<\/a>, <a href=\"https:\/\/e3mag.com\/fr\/category\/mag-25-03\/\" rel=\"category tag\">MAG 25-03<\/a>, <a href=\"https:\/\/e3mag.com\/fr\/category\/meinung\/satire-das-letzte\/\" rel=\"category tag\">Satire: Das Letzte<\/a>","author_info_v2":{"name":"Peter M. F\u00e4rbinger, E3 Magazine","url":"https:\/\/e3mag.com\/fr\/author\/peter-m-faerbinger-e-3-magazin\/"},"comments_num_v2":"0 commentaire","_links":{"self":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts\/149447","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/comments?post=149447"}],"version-history":[{"count":2,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts\/149447\/revisions"}],"predecessor-version":[{"id":149618,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/posts\/149447\/revisions\/149618"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/media\/135737"}],"wp:attachment":[{"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/media?parent=149447"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/categories?post=149447"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/tags?post=149447"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/e3mag.com\/fr\/wp-json\/wp\/v2\/coauthors?post=149447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}