I was going to comment on that as well. They say it as if they're dictating terms for something their customers want and have been asking for in the first place.
Rather than something being pushed for *SAP's* benefit. Really, if "that's not how the cloud works" then maybe SAP's cloud offering isn't a good choice for them, huh?
Particularly since- as I understand it- SAP's benefits only really outweigh its awfulness if you can afford staff dedicated to those sorts of customisations.
Hope for their customers' sake SAP haven't locked them in to an extent they can hold them to ransom and force them onto the cloud anyway.