Decoding BI Market Share Numbers – Play Sudoku With Analysts

In a recent post I discussed Oracle’s market share in BI, based on a press-published chart taken from IDC data – showing Oracle coming in second. As often happens in such discussions, I got quite a few direct emails and twitter messages – some in no uncertain terms – about why the particular metric I chose was not sufficiently nuanced or representative of the true picture. I freely admit: that’s true. In general, market observers know Oracle is not typically placed second overall – but the picture is more complex than a single ranking. My point was, and is, that it’s too easy to slip into a “who’s on top” mentality that obscures true market dynamics. In this post, I’ll dig a bit deeper, and describe what different approaches or categorizations show us – and what they don’t. Finally I’ll talk about how much this matters – and to whom. Read more of this post

Oracle, Sleeves Rolled Up, Flexes EPM Muscles

It’s been a while since Oracle made the series of acquisitions that redrew the map on applications software, and they have been fairly successful there. The broadening of the portfolio created considerable challenges for the rationalization of Oracle’s BI strategy, and I recently had the opportunity to sit down with Paul Rodwick and Bill Guilmart, VPs of Product Management, to catch up on the Enterprise Performance Management (EPM) story so far. We analysts are quick to criticize the pace of integration, the level of detail, and the timing of the roadmap from companies with enormous portfolios like Oracle’s. Personally, I’m glad I don’t have to live every day with the consequences of my brilliant ideas about how to rationalize all those moving parts. (Remember those ads? “We don’t do. We just advise.”) Paul and Bill must live with theirs, and I was impressed with the clarity and consistency of the model they described to me. It’s a good story, with emerging successes in abundance, and the best may be yet to come. Read more of this post