Cloudera-Informatica Deal Opens Broader Horizons for Both

Cloudera‘s continuing focus on the implications of explosive data growth has led it to another key partnership, this time with Informatica. Connecting to the dominant player in data integration and data quality expands the opportunity for Cloudera dramatically; it enables the de facto commercial Hadoop leader to find new ways to empower the “silent majority” of data. The majority of data is outside; not just outside enterprise data warehouses, but outside RDBMS instances entirely. Why? Because it doesn’t need all the management features database management software provides – it doesn’t get updated regularly, for example. In fact, it may not be used very often at all, though it does need to be persisted for a variety of reasons. I recently mentioned Cloudera’s success of late; it’s going to be challenged by some big players in 2011, notably IBM, whose recent focus on Hadoop has been remarkably nimble. So these deals matter. A lot. The Data Management function is being refactored before our eyes; both these vendors will play in its future. Read more of this post

Microsoft Plays Where’s Waldo? With BI – Good Idea

In April, I was critical of the BI messaging I heard from Microsoft – as told, it was long on benefit adjectives and short on architectural clarity. But things have changed since then, and the Combined Tech Ed/Business Intelligence Conference made that very clear. Do I see more clarity because I now know more of the detail, and have internalized my own narrative? Likely. But it would be outrageously self-centered of me to think that was all. The fact is, the story is being told better, and there is much to tell. It needs to be told well because it’s complex behind the “simple” descriptions that underlie Microsoft’s ultimate value proposition: BI should be an easily consumed, context-aware service available to everyone, not a separate offering. Microsoft is tackling the continuing grand challenge of BI – expanding usage beyond the 20% of potential users that are BI consumers today. Read more of this post

It’s On: IBM To Acquire SPSS

With one stroke, IBM has signalled that it believes itself ready to redraw the BI map. After a multi-year, multi-billion dollar spending spree, IBM has assembled the product portfolio, marketing and sales organization, and a 4000-person services army to launch a full-scale assault. It’s a lucrative opportunity: Mary Weier at InfoWeek quotes IDC to the effect that in 2008, the total BI market grew 10.6% to $7.8 billion. But although IBM’s acquisition of Cognos made it a formidable presence, with around 10% of the total market, until now it seems to largely have been in a holding pattern. IDC says IBM’s 2008 BI revenues were $800 million, up 5% since the previous year. But key competitors  SAP and SAS, who are ahead of IBM in share, and Oracle, nipping at its heels, grew at  double-digit rates. It is time to for IBM up that ante; as strong as Cognos was, it ought to have benefited more from IBM’s muscle. And now, it’s on. Read more of this post