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Ovum comments: SAP to buy Ariba

(PresseBox) (Köln, ) SAP AG has announced plans to buy Ariba Inc in a deal valuing the business and commerce network company at $4.3 billion (2.73 billion pounds).

Carter Lusher, chief IT analyst at Ovum, has the following comments:

"This acquisition is less about Ariba's global trading network than a "talent grab" about the business issues of cloud computing and technical insights on developing applications for the cloud. However, per Ovum's MANTRA analysis [see attached] this acquisition has many other motivations as well. These include marketplace factors like acquiring customers and revenue stream and moving into adjacent markets in addition to building block factors like sales team headcount, technology R&D talent, and filling a product gap.

"This is a logical step for SAP as it needs to accelerate its move into the cloud. This acquisition is consistent with SAP's overall M&A strategy and complements the SuccessFactors acquisition in December - providing greater depth of products, executives, and tech talent for the cloud. For Ariba, it's unlikely the talent, technology and product will be cut. Instead, I expect SAP will invest heavily in Ariba's R&D. While there is no immediate impact on SAP's competitors, there could be a need for concern should SAP successfully accelerates its move into the cloud.

"For now, though, it should be business as usual. SAP has a relatively short track record of acquisitions, but those it has completed has resulted in investment for the acquired company. So there should be no concern over the viability of the product. Customers of SAP and Ariba should not see this as anything that impacts their installed base or procurement plans."


Ovum provides clients with independent and objective analysis that enables them to make better business and technology decisions. Our research draws upon over 400,000 interviews a year with business and technology, telecoms and sourcing decision-makers, giving Ovum and our clients unparalleled insight not only into business requirements but also the technology that organizations must support. Ovum is an Informa business.