 This is out there that manufacture things and run anything around the world has either SAP running on. I think what's the stat, one in every five companies has SAP, something like that. I'm John Furrier, the founder of SiliconANGLE.com, that's the reference point for tech innovation and I'm joined with my co-host. I'm Dave Vellante of Wikibon.org and we're here with Fawad Zakaria and we're talking mobility, a theme, John, of the show. I mean, we've been talking on SiliconANGLE.com about cloud mobile and social for a few years now. Mobile, it's the obvious, home run, everyone's on mobile, gaming's moving to mobile. Mobile is the preferred platform. So talk about the trends that you're seeing here around some of the developments and some of the business changes around mobility. Thanks John and Dave, thanks for having me. Mobility of course is an exciting area for us. So lots and lots of activity here at Sapphire around mobility. We've got our platforms, we've got folks developing applications on them. As most of you know, mobility is just everywhere. Consumer mobility is really what's driving a lot of our activity but lots of what's going on in the consumer world is being adopted by the enterprise and so the mobility products increasingly are in demand in the enterprise. People are coming and asking the IT departments for mobile stuff and we're really helping transform the way businesses function by moving a lot of applications that people were using on laptops, other kinds of devices on newer and fancier mobile devices with user experiences that are really transforming user experience. So you're seeing lots and lots of stuff in Sapphire, lots of customer interest, lots of customers really doing both security which is really changing dramatically but also all kinds of new use cases that mobility is enabling for the first time. The folks out there that are watching, everything's on Facebook this week with the IPO coming, huge valuation, more billionaires being minted around the world, mostly in Palo Alto where I live in, which is good for real estate prices that schools will be overcrowded soon when they start having Facebook children as we say. But the point is that that's the social network in the consumer space and with Apple with mobility with the iPhone, the App Store concept, iTunes, everyone understands that and developers have made huge strides and dollars and made a lot of wealth, Instagram and today in a few. Your CEO, Jim Schnabe said that the next wave of innovation is going to be around business social networking, connecting people with people, people with businesses with businesses. You guys run an App Store, huge opportunity, can you talk about that opportunity and why it's such an innovation priority for you? John, not surprisingly, I couldn't agree more with Jim on this. Obviously, mobile is really enabling a whole new set of connections and social is a part of that revolution as well. So, App Store for us is a dramatic way to get the community involved to really help them gain access to over 200,000 of SAP's customers. Everybody is familiar now with the store concept, everybody goes to the various favorite stores, download their apps, their Facebooks, their games, all the various distractions of modern life, but increasingly it's being used for productivity in the businesses and so at SAP we have created a really cool experience for the enterprises around the store where we are getting all the entrepreneurs who want to innovate for the enterprise, for any application in the enterprise to gain access to that enterprise customer and in that instance the app is a wonderful channel where all our customers will go, will drive traffic to those and so the best ideas will get adopted by our customers in a totally new environment which of course is very unusual for SAP customers to realize but the App Store creates a completely new environment for us. So, Fawad, what are the metrics you're looking for that are success maybe number of apps, obviously, right? Absolutely. That's a big one, but talk about some of those shares. So number of apps is certainly one of them, but of course the number of apps itself doesn't mean much if those apps are not being engaged. So what we're really looking forward to is how many downloads do those apps get, which of these are most popular, which are the ones highly rated by the community, how much does the community engage in building newer stuff but creating value on top of stuff. So I would say that ultimately our measure is going to be the amount of money our partners make and SAP makes from those particular applications but that's going to be determined by how many apps there are, what kind of value they're creating, how many people are using them. So you've heard us articulate a billion users, that's really what we want to get to. We know that mobile is the path to a billion users and mobile, if we get to the billion users, is going to make our partner ecosystem tremendous amounts of money and ask a lot of money. You know, they say go big or go home. I guess you guys are going big. You know, one of the metrics that I love that we hear whenever we do VMworld is they say for every dollar spent on a VMworld license, $15 is spent within the ecosystem. You don't hear that a lot from other suppliers but you're not using that specific metric but you alluded to something similar just then. Is that something we're going to hear more of? You're going to hear a lot of that from us. In our traditional environments, people heard the number one to eight or one to seven or one to ten all the time where the service providers were making that amount of revenue for every dollar of license we were generating. They're very confined though. Very confined and frankly that's the model that we're changing. We're fundamentally altering that model because customers like fast time to value, they want instant gratification. That's what mobile is. That's what all the newer applications are like. And in this instance, our success is going to be measured by how many of our partners build businesses on top of our platform. So the more of them that put applications that we can make successful into our channel, not just today's SAP customers but tomorrow's SAP customers. You're going to hear lots and lots from us about that and we're going to do whatever it takes to make that ecosystem successful. You guys are actually a great technical DNA. We're going to have our founder on. We're going to get the legal system juiced up a little bit. Right? It was born on this day when a million were developers. We had to create incentives, right? So there's a huge opportunity in the enterprise. We had it so early. Now, what are you guys doing to get the word out? How do you attract those developers? How do you educate developers out there that we're talking to right now? Young guys out there saying, hey, it's sexy to develop on Facebook. We've got its money on the enterprise. How do you convey that? So John, great point and I would make two points to it. So there is not only money to be made here but we're also to those developers who might be listening out there making it easy for developers to develop the way they want to develop. As long as they develop cool applications we just announced three partnerships with Centra, Accelerator, and Adobe PhoneGap which allows developers to write on any platform they choose to develop against the SAP platform and make money through SAP customers but develop the way they want to develop it. Developers care about two things. Distribution and monetization. What do you offer them? What assurances can you share with folks out there that you will take care of them? You don't need to talk charity but if they develop a good app they want to have comfort with distribution and cash. And we really want to make them as much money as they can. We only take a small referral but we're going to encourage. We're going to go market. We're going to send them off to as many SAP customers as we can and that's where the app store comes in. So that's going to be our primary channel. You're going to see us promoting that a lot and you're going to see partner apps that have demand and that customers want to rise to the top. And where can they go real quick in the URL or websites or interesting instances? So right now on the top of my head I don't have one but we just launched the Jumpstart program this Sunday and we have a landing page for developers where they can go and learn all about our mobile as well as our store and how the process works for them to develop an application and put them up in a store. So just search the web. We had the venture guys on earlier. We used to have heard about the industry. The venture guys are actually writing checks for investment and you also have the startup incubator for us to go on and call them off. Absolutely. Both great news for developers and for entrepreneurs if you have the success of LinkedIn I say I'm bullish on the industry. So we'll plug here. The success of LinkedIn to me is that it's a free text to what I see on the left-hand side of a tsunami of innovation and money making is going to come into the business side and expect their app store and price to price. Absolutely. You've got one iTunes, right? You've got a, you've got a, it looks like you've got a place to place all their iTunes. That's exactly. And there's store.sap.com I believe is that that's you guys right there. But you need a, you need a Silverlight download and I didn't do it. No, no, no, this is now an HTML5 so there's a new app already out. Yeah, okay. Which is a, which is a fantastic user experience. Coming soon. Yeah, I'm excited to see the HTML5. Thank you very much. It's wonderful. We've got this TIL coming on and Oliver Busman coming on. Thank you very much. Thank you very much. Thanks Sean. Thank you this guest. I hope it's great.