A little late? And what about existing customers?
SAP customers are among the the most locked in the history of computing. Anything SAP does can do it a little more than expected and nobody will really complain. Because, well, there is no other alternative than SAP.
An missing part of the story is how customers are going to move from the current version to the new one, if at all. Because the thing as described is radically different from its predecessor at all levels. New hardware for HANA means existing one can't be repurposed, new database model means the existing data in relational databases has to somehow move to one data model that has way less places to store all that. All custom coding has also to be reworked. Not to mention training, certification and such.
I can feel a disturbance in the force, as if thousands of consultans were starting to salivate over the prospect of a migration. I predict another disturbance in the force when existing SAP customers realize that they can't move to the new version without spending about the same as what they had to pay in the first place.