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From the Principal Analyst with Ovum

Tony Baer

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Top Stories by Tony Baer

When we last left Oracle’s big data plans, there was definitely a missing piece. Oracle’s Big Data Appliance as initially disclosed at last fall’s OpenWorld was a vague plan that appeared to be positioned primarily as an appliance that would accompany and feed data to Exadata. Oracle did specify some utilities, such as an enterprise version of the open source R statistical processing program that was designed for multithreaded execution, plus a distribution of a NoSQL database based on Oracle’s BerkeleyDB as an alternative to Apache Hive. But the emphasis appeared to be extraction and transformation of data for Exadata via Oracle’s own utilities that were optimized for its platform. With Oracle’s announcement of general availability of the big data appliance, it is filling in the blanks. As such, Oracle’s plan for Hadoop was competition, not for Cloudera (or Horto... (more)

SAP and Databases No Longer an Oxymoron

In its rise to leadership of the ERP market, SAP shrewdly placed bounds around its strategy: it would stick to its knitting on applications and rely on partnerships with systems integrators to get critical mass implementation across the Global 2000. When it came to architecture, SAP left no doubt of its ambitions to own the application tier, while leaving the data tier to the kindness of strangers (or in Oracle’s case, the estranged). Times change in more ways than one – and one of those ways is in the data tier. The headlines of SAP acquiring Sybase (for its mobile assets, prima... (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)

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)