SAP retires SuccessFactors. Sana takes over.
SAP pays 11x your 2026 market cap. The agent's first act inside SAP: it schedules SuccessFactors' retirement party.
The Buyer: We bought it to win HR. It won. Our HR product lost. Both are true.
The Buyer: The team that built SuccessFactors reports to your agent now. It's very fair to them.
Outcome: Won the relationship
Incumbents can't build what makes their own product redundant, so they buy it. SAP paid for the replacement it couldn't build.
One path that gets here
A · We'll sell our agents on Flex CreditsB · Stop fighting Oracle. Open Workday to every agentB · Every pay change teaches our agent. Use itA · Then Sana is the one agent at workA · Take SAP's offer