SAP Accused of Inflating HANA Hardware Numbers - Arik Hesseldahl - News - AllThingsD

Big data doubts

"“If we take management at its word and believe that HANA’s two-year license growth [rate] through FY13 is about 120 percent, then this means that the other 90 percent of SAP’s license business, Apps and BI, is growing at … roughly 2 percent, materially below category growth rates,” Goldmacher wrote. “Our research and experience lead us to believe that SAP is allocating product revenue subjectively and that this is resulting in an inflated HANA growth rate. This could give the appearance of market momentum that doesn’t yet exist.”"

SAP Accused of Inflating HANA Hardware Numbers - Arik Hesseldahl - News - AllThingsD