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,
primarily) and subsequent emergence of HANA, its new in-memory data platform,
placed SAP in the database market. And so it was that at an analyst meeting
last December, SAP made the audacious declaration that it wanted to become
the #2 database player by 2015.
Times change in more ways than one – ... (more)
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)
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)
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)
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
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)