SAP signed many large deals in the quarter for its core ERP (enterprise resource planning) software, a sign that customers are eager to standardize their operations on SAP technology, McDermott said.
In addition, adoption of SAP's Enterprise Support service now stands at 95 percent, according to CFO Werner Brandt. SAP sparked controversy several years ago when it announced that customers would be moved to its higher-priced support service. It later made a number of concessions, while maintaining that Enterprise Support provides more value to customers.
Overall, the quarter's results show that SAP's cloud, mobility and database strategies are clicking, co-CEO Jim Hagemann Snabe said during the conference call.
"SAP has become a major player in the cloud," he said. "We're competing with the cloud incumbents and winning."
It will also become the industry's first profitable cloud application vendor, according to Snabe.
"Nobody is profitable in the cloud today," he said. That's because new cloud vendors first have to invest heavily in building new applications, and don't have any customers once they're finished, he said. After that, such companies need to build out a sales force and devote large amounts of money to build a sizable customer base that it can serve profitably, Snabe said.
"This is where SAP is different," he said. "We already have the customers." To that end, most of the growth in SuccessFactors revenue is coming from the SAP installed base, according to Snabe. "We believe that will continue."
HANA, which SAP plans to use as a convergence point for all of its technologies, also got plenty of attention during the conference call.
At first, most HANA deals were for proof-of-concept and smaller projects, Snabe said. But now, "we're seeing the first kind of, enterprise decisions for HANA," he added.
"We are in a lot of [HANA] conversations right now which are non-SAP environments," McDermott said. "HANA is clearly the Trojan Horse into these accounts."
SAP's Business One software on HANA, which is aimed at smaller companies, will be a "category killer," particularly when delivered as a cloud service to emerging markets, McDermott said.
He portrayed SAP as well-equipped to do battle in the marketplace, with no "impending events" related to additional large acquisitions. "We feel like we have the assets we need."