Happy customers and SAP? Really?
"extension of its support deadline for its Business Suite 7 (BS7) ERP suite, the iteration prior to S/4HANA – from 2025 to 2027 – was a tacit admission that customers were happy with their current implementations and SAP would need to grow revenue by selling around the core product."
No, it was a tacit admission from their customers that they did a huge and expensive implementation of BS7 that included a lot of customization. Said customizations are not portable to HANA, and without them their expensive SAP system is worthless, so they are not willing to pay again to redo all that work without having a clear business case, which HANA does not provide except perhaps in a few BI corner cases, and that only after adding a huge hardware capacity increase.
The level of separation from reality of these executives is sometimes mind boggling.