2019 Capital Markets Day Presentation

SAP
arc beats above · slides in the middle · loops below · scroll → 8 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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5
coverage by narrative range · generated from this deck JSON

Slide inventory

41
every slide · same image gating as the playbook
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Slide 1
The central diagram represents SAP's 'Intelligent Enterprise' framework.front_matter
02
summarize
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front_matter
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front_matter
Open slide detailBeat · Situation & Context
05
The slide uses a combination of a timeline and a bar chart to illustrate the 'Structural Incline' of SAP's cloud business.summarize
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
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Uses bubble charts to compare growth vs revenue (left) and growth vs operating margin (right).compare_peers
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
07
The hand graphic serves as a mnemonic device for the five strategic initiatives.present_solution
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
08
The slide visualizes the 'X+O' strategy, a core concept for SAP/Qualtrics.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
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summarize
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
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transition
Open slide detailBeat · Solution & Approach
11
The diagram uses a hub-and-spoke style layout centered on the 'Seamless Customer Experience' concept.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The slide uses a hub-and-spoke style diagram to represent the integration of business processes under the SAP umbrella.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
13
The slide uses a layered architecture metaphor with technology at the base and business processes above.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
14
The slide uses a hub-and-spoke style layout to connect core business functions to a central steering capability.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
15
The diagram uses a hub-and-spoke layout with a central sphere representing the core platform and technologies, surrounded by six business domains.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
16
Includes logos of major clients and four key performance indicators.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
17
The diagram uses a hub-and-spoke model with a central sphere representing the Intelligent Suite, Technologies, and Platform.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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front_matter
Open slide detailBeat · Solution & Approach
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The slide uses three big numbers to establish the urgency and scale of the experience economy.establish_context
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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compare_options
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
21
The slide uses a hub-and-spoke style layout for the clouds and a linear process-like layout for the suite attributes.present_framework
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
22
The slide uses a grid of 9 small-multiple charts, each highlighting a specific market position with a red circle.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
23
The slide uses a dot-matrix visualization to compare SAP against Salesforce, Microsoft, Adobe, and ServiceNow across 11 functional categories.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
24
compare_peers
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
25
The slide uses a split layout: left side is a logo grid (client proof points), right side is a list of market opportunity metrics.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
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summarize
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
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front_matter
Open slide detailBeat · Evidence & ProofLoop · Voice Of Customer
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transition
Open slide detailBeat · Evidence & ProofLoop · Voice Of Customer
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illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Voice Of Customer
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transition
Open slide detailBeat · Evidence & Proof
31
The slide combines a historical timeline of product launches/acquisitions with a series of donut charts illustrating the shift in revenue composition towards mosummarize
Open slide detailBeat · Evidence & ProofLoop · Before After
32
The slide uses a 'promise vs. delivery' framing to demonstrate reliability in financial guidance.summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
33
The slide uses arrows to indicate the delta between the two sets of projections.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Before After
34
The slide uses a dual-line chart approach to show operating cash flow and SBC payouts over time, with annotations for drivers.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
35
The slide compares historical data (2016-2018) with 2019 estimates (2019e) to illustrate the impact of accounting changes.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
36
The slide uses a combination of bar charts and growth annotations to illustrate financial targets.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
37
The chart uses a line graph to illustrate revenue growth, with vertical lines marking specific years and phases.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
38
The slide uses two donut charts to represent revenue composition and gross margin performance for different cloud segments.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
39
The slide uses arrows to indicate future trends or targets for specific metrics.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
40
The slide uses a 2x2 grid layout to present four distinct financial KPIs.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
41
Uses a split-screen layout to contrast internal vs external viewpoints.summarize
Open slide detailBeat · Impact & Next Steps