The move would be a change in strategy which might initially have only a small impact on its sales. Co-chief executive Jim Hagemann-Snabe said the change would generate more sales by 2017 particularly in markets like the US where there is a big push onto the cloud.
Talking to a Morgan Stanleyinvestor conference this morning, Hagemann-Snabe said that this would have impact on the 2015 level, I don't expect enormous impact but it would have some impact because you are delaying some revenues. In the long term however it makes a lot of sense, which is not the sort of thing people expect from SAP.