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From the Principal Analyst with Ovum

Tony Baer

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Top Stories by Tony Baer

Informatica is within a year or two of becoming a $1 billion company, and the CEO’s stretch goal is to get to $3b. Informatica has been on a decent tear. It’s had a string of roughly 30 consecutive growth quarters, growth over the last 6 years averaging 20%, and 2011 revenues nearing $800 million. Abbasi took charge back in 2004, lifting Informatica out of its midlife crisis by ditching an abortive foray into analytic applications, instead expanding from the company’s data transformation roots to data integration. Getting the company to its current level came largely through a series of acquisitions that then expanded the category of data integration itself. While master data management (MDM) has been the headliner, other recent acquisitions have targeted information lifecycle management (ILM), complex event processing (CEP), low latency messaging (ultra messaging), a... (more)

Big Data Brings Big Changes

It’s no secret that rocket .. err … data scientists are in short supply. The explosion of data and the corresponding explosion of tools, and the knock-on impacts of Moore’s and Metcalfe’s laws, is that there is more data, more connections, and more technology to process it than ever. At last year’s Hadoop World, there was a feeding frenzy for data scientists, which only barely dwarfed demand for the more technically oriented data architects. In English, that means: Potential MacArthur Grant recipients who have a passion and insight for data, the mathematical and statistical prow... (more)

Arrival of Big Data Opens Up a New Range of Analytics

With Strata, IBM IOD, and Teradata Partners conferences all occurring this week, it’s not surprising that this is a big week for Hadoop-related announcements. The common thread of announcements is essentially, “We know that Hadoop is not known for performance, but we’re getting better at it, and we’re going to make it look more like SQL.” In essence, Hadoop and SQL worlds are converging, and you’re going to be able to perform interactive BI analytics on it. The opportunity and challenge of Big Data from new platforms such as Hadoop is that it opens a new range of analytics. On o... (more)

Big Data Consolidation Enters Home Stretch as Teradata Buys Aster Data

At this point, probably at least 90 percent or more of analytic systems/data warehouses are easily contained within the SQL-based technologies that are commercially available today. We’ll take that argument a step further: Most enterprise data warehouses are less than 5 terabytes. So why then all the excitement about big data, and why are acquisitions in this field becoming almost a biweekly thing? To refresh the memory, barely a couple weeks back, HP announced its intention to buy Vertica. And this morning came the news that Teradata is buying the other 89 percent of Aster Data ... (more)

The Other Shoe Drops: SAP Puts ERP on HANA

This guest post comes courtesy of Tony Baer's OnStrategies blog. Tony is senior analyst at Ovum. By Tony Baer It was never a question of whether SAP would bring it flagship product, Business Suite to HANA, but when. And when I saw this while parking the car at my physical therapist over the holidays, I should’ve suspected that something was up: SAP at long last was about to announce … this. From the start, SAP has made clear that its vision for HANA was not a technical curiosity, positioned as some high-end niche product or sideshow. In the long run, SAP was going to take HANA ... (more)