From the Principal Analyst with Ovum

Tony Baer

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Top Stories by Tony Baer

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 that it doesn’t already own. Given Teradata’s 11 percent stake, the acquisition was hardly a surprise. Maybe what was surprising was the mere $263-million price tag, which Neil Raden wondered facetiously in his tweet, “That seems like a real bargain. I should have bought them myself!!! Or as... (more)

Informatica's Stretch Goal

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 seri... (more)

Another Vote for the Apache Hadoop Stack

As we’ve noted previously, the measure of success of an open source stack is the degree to which the target remains intact. That either comes as part of a captive open source project, where a vendor unilaterally open sources their code (typically hosting the project) to promote adoption, or a community model where a neutral industry body hosts the project and gains support from a diverse cross section of vendors and advanced developers. In that case, the goal is getting the formal standard to also become the de facto standard. The most successful open source projects are those t... (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)

Progress Scoops Up Savvion in BPM Race

Is it more than coincidence that IT acquisitions tend to come in waves? Just weeks after IBM's announcement to snap up Lombardi, Progress Software today responds with an agreement to put Savvion out of its misery? In such a small space that is undergoing active consolidation, it is hard not to know who's in play. Nonetheless, Progress's acquisition confirms that Business Process Management (BPM)'s pure play days are numbered, if you expect executable BPM. The traditional appeal of BPM was that it was a business stakeholder-friendly approach to developing solutions that didn't rely... (more)