Informatica Re-Factors the Value Chain for the Cloud

Informatica’s cloud ambitions continue and deepen with each new release. In the years since its 2006 launch, Informatica Cloud, the strategic initiative launched to bring Informatica’s data integration assets to the cloud,  has won salesforce.com’s Best of AppExchange award for 2008 and 2009, added other cloud-based applications as targets, and most significant, signed up 650 clients. Customers like Qualcomm and Toshiba are syncing their SaaS apps with on-premise data, enhancing compliance, and extending their BI capabilities.  In a recent conversation, Darren Cunningham, Vice President, Cloud Marketing told me that Informatica is processing over 30,000 jobs per day, involving over 6.5B rows of data per month. Read more of this post

Sybase Database Value to SAP – Long Term and Short

It’s not what you think – the hidden jewel for the near term may just be SQL Anywhere. Read on. Disclosure: I worked at Sybase in the last millennium, when it hit the wall at $1B the first time and bounced. Over the next few years, Oracle dramatically outdistanced itself, in large part, as it turned out, because of the massive opportunity presented by SAP. Thousands of huge installs atop the Oracle DBMS, and not one with Sybase. Why? Because of a technology disagreement. SAP wanted row-level locking. Sybase’s answer: “Let us tell you why you’re wrong to want it.” Leaving aside the lesson to be learned from that one, let’s talk about how much the newly acquired Sybase database portfolio does for SAP. I’m leaving the best for last, because all the chatter has been about ASE and IQ, but read to the end.

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SAP – Sybase: Synergies? Suspect So.

SAP announced today that it will acquire Sybase for $65.00 per share, representing an enterprise value of approximately $5.8 billion. The announcement says that “customers will be able to better harness today’s explosion of data and deliver information and insight in real time to business consumers wherever they work so they can make faster, more informed decisions.” But the vision goes beyond that: the combined companies will be able to deliver the ability to act on those decisions, anywhere. The combination of SAP’s substantial share of its customers’ transactional systems with Sybase’s mobile expertise in messaging and application development tools for mobile devices affords extraordinary opportunities that are not lost on management. Following the public press event, I chatted with Vishal Sikka, SAP’s CTO, and Dr. Raj Nathan, EVP and CMO of Sybase. We covered some of the opportunities on the table and SAP’s plans for its new assets. Read more of this post

Does Informatica get a place at the head table?

From  Judith Hurwitz, president, Hurwitz & Associates (http://jshurwitz.wordpress.com).

Informatica might be thought of as the last independent data management company standing. In fact, that used to be Informatica’s main positioning in the market. That has begun to change over the last few years as Informatica can continued to make strategic acquisitions. Over the past two years Informatica has purchased five companies  — the most recent was Siperian, a significant player in Master Data Management solutions. These acquisitions have paid off. Today Informatica has past the $500 million revenue mark with about 4,000 customers. It has deepened its strategic partnerships with HP, Ascenture, salesforce.com, and MicroStrategy.  In a nutshell, Informatica has made the transition from a focus on ETL (Extract, Transform, Load) tools to support data warehouses to a company focused broadly on managing information. Merv Adrian did a great job of providing context for Informatica’s strategy and acquisitions. To transition itself in the market, Informatica has set its sights on data service management — a culmination of data integration, master data management and data transformation, predictive analytics in a holistic manner across departments, divisions, and business partners. Read more of this post

Informatica Passes Half-Billion Mark, Buys Siperian, Targets Cloud

Informatica has announced another, long-rumored acquisition: Siperian, thus continuing a steady march toward a comprehensive portfolio play. In 2009, its strong growth path made it the clear independent leader in data integration.  With Release 9, its vision of a data integration platform grew to providing a comprehensive approach to everything from data discovery services to data quality. While growth slowed during a tough year for the economy overall, Informatica grew revenue in every quarter, and made key acquisitions in 3 successive quarters (Applimation, AddressDoctor and Agent Logic) and began to make significant moves into the cloud via partnerships with Amazon, salesforce.com and others. Agent Logic added event detection and processing to support real-time alerting and response. As 2010 begins, this latest move is synergistic from the outset; Rob Karel points out in his excellent blog post that “Siperian MDM technology…already is deeply integrated with Informatica’s identity resolution and postal address technology. In addition…Siperian MDM customers [are] using Informatica for data integration and data quality, meaning there is a lot of existing experience and know-how on integrating Informatica’s portfolio with Siperian.” Read more of this post

SAP Promises Acceleration on a “Clear Path” – Will it Be Enough?

The economic slowdown was not kind to SAP in 2009, and as it launched the annual Influencer Summit on December 8th, change was in the air. Messages were shifting. “Sustainability” got a big push, and there was a ringing commitment to substantial, dramatic product change to be delivered in 2010. Different faces were on display: there was no Leo Apotheker or Bill McDermott on the stage, although Board members Jim Hagemann Snabe and John Schwarz held down the fort with new Marketing EVP Jonathan Becher and CTO Vishal Sikka in key speaking slots. Like the dances I went to in high school, the event was mostly date-free, but direct questions elicited some specific, though uncommitted, statements about deliveries in 2010, especially from Marge Breya. Read more of this post

Xkoto’s Database Virtualization Expands Cloud Opportunities

Xkoto, the database virtualization pioneer, has generated substantial interest since its first deployments in 2006. Still privately held and in investment mode, Xkoto sees profitability on the horizon, but offers no target date, and appears in no hurry. Its progress has been steady: in early 2008, a B round of financing led by GrandBanks Capital allowed a step up to 50 employees as the company crossed the 50 customer mark. 2008 also saw Xkoto adding support for Microsoft SQL Server to its IBM DB2 base. Charlie Ungashick, VP of marketing for Xkoto, says that 2009 has been going well, and the third quarter was quite strong. And at the end of September 2009, Xkoto announced GRIDSCALE version 5.1, which adds new cluster management capabilities to its active-active configuration model, as well as Amazon EC2 availability. Read more of this post

Will AEP Replace RDBMS? A Dialogue With Charles Brett

Analytic Event Processing (AEP) is hot. But does it mean RDBMS begins to decline in importance? Charles Brett of C3B Consulting and I recently had a quick dialogue about it and came up with different conclusions. That conversation is reproduced here. It’s only the beginning – l hope you will weigh in with your thoughts. Read more of this post

What To Expect at Sapphire? Breya Hints At BO-BWA Connection

IT Market Strategy recently sat down with Marge Breya, Executive Vice President & GM Intelligence Platform & NetWeaver of SAP BusinessObjects, to discuss the first full year of life within SAP after being acquired at the beginning of 2008. Breya oversees full product line responsibility for BI and information management  solutions, as well as the company’s OnDemand business. In addition, Breya is responsible for solution management of SAP NetWeaver within the Technology Group at SAP AG. Prior to joining SAP via the Business Objects acquisition, Breya served in a number of executive roles at BEA Systems, where she was senior vice president (SVP), CMO, and chief strategy officer (CSO); and Sun Microsystems, where she served in various executive management roles. In this excerpt form our conversation, the discussion turned to how the BO portfolio and the SAP portfolio would combine for greater leverage.

You’re busy right now thinking about the developmental opportunities for how [your] portfolios work together. Read more of this post

IBM Acquires Exeros – Information Agenda Gets A Boost

IBM has taken another key step in its Information Agenda strategy, improving customers’ ability to analyze, understand and remediate existing data by acquiring Exeros. There is a fundamental business problem that grows with data volume: an understanding gap. As new development, acquisition and integration of multiple systems takes place, meaning and process understanding are often obscured or lost entirely. At the edge, this is manifested when new BI efforts attempt to find data and its meaning. Exeros Discovery is a leading solution to that problem. My good friend Jim Kobielus of Forrester has provided some excellent background in his blog here. Some other firms are also pursuing this kind of BI-related analysis; Balanced Insight comes to mind, and I’ll blog about them soon. IBM’s ambition is broader than that, and acquiring Exeros is a key enabler of its vision. Read more of this post