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Summary:

The action in the data warehouse/analytic database space has been hot and heavy over the past couple weeks, with new funding, acquisitions and partnerships announced seemingly every day, and this trend is unlikely to slow. I predict a few more acquisitions coming down the pike.

The action in the data warehouse/analytic database space has been hot and heavy over the past couple weeks, with new funding, acquisitions and partnerships announced seemingly every day. I don’t think it will slow down any time soon. In fact, as I detail in my weekly column at GigaOM Pro, I predict a few more big acquisitions coming down the pike.

In the past week alone: IBM bought Netezza; Cloudera partnered first with Teradata, then with EMC Greenplum; NetApp and ParAccel announced a partnership; Aster Data Systems announced another $30 million in funding; and Oracle rolled out its latest and greatest Exadata system. Add to this EMC’s purchase of Greenplum in July and SAP’s purchase of Sybase in May, and you see a market in perpetual motion.

From my perspective, remaining acquisition targets are Aster Data, ParAccel, Teradata and Vertica, but they might have precious little say in who comes courting. It’s a little easier to predict who might be doing the shopping: Dell and HP are the obvious candidates, as they need data stories to tell, lest they risk letting IBM and Oracle run away with the market for vertically integrated systems. Less likely buyers might be Oracle, which is always looking to expand its database empire; Microsoft, which remains a database leader despite being focused elsewhere right now; and Cisco, which could use some key software  enterprise software assets to stave off competition for its newly launched server business.

Of course, data warehousing is just a fraction of the burgeoning Big Data market, albeit the most-proven segment in terms of customer adoption and knowledge. Hadoop is gaining popularity for storing and analyzing unstructured data — and is increasingly integrated with existing data warehousing and BI tools — so commercial Hadoop startups could get hot. I think partner-friendly Cloudera will be the first to get bought, but Datameer could be a target because of its spreadsheet-based, Hadoop-powered analytics solution.

The bottom line is that data of all types is piling up; customers want to not only manage it, but to derive as much insight as possible from it. Vendors like IBM and Oracle have known this for years; now the rest of the IT space is catching on. If you’re into watching markets evolve and making predictions as to who’ll end up where, this is a great space to follow.

Read the full post, including my thoughts on who might buy whom, here.

Photo courtesy of Flicker user aresauburn.

  1. What kind of synergy do you see between Dell and these companies? IBM and Oracle are understandable but Dell!!

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  2. Don’t forget the new generation – Tableau Software and Tibco Spotfire. Growing aggressively also.

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  3. [...] What Comes Next in the Red-Hot Analytics Market?: Cloud « What Comes Next in the Red-Hot Analytics Market?: Cloud @om missed out on @gooddata [...]

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  4. You’ve left off 1010data; the company with the fastest, most scalable data warehouse/analytics platform in existence … blows all of those others away.

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  5. Yes, Big Data is a hot topic in the industry these days, however the growth of data marts in the sub 10TB range is gaining momentum due to the frustration users experience in waiting very long times for enterprise level data warehouses to get up and running, taking sometimes well over a year. Business units need information fast and they will want an analytic database that requires less administration, fast queries, self-managed and certainly at a much lower cost than these large, complex and expenses appliances that sometime require a forklift to get them into the data center. Open source is clearly mainstream and Infobright is a clear choice for meeting these requirements. While the big players like Oracle, EMC, IBM (now with Netezza) and Vertica fight it out at the high end, they will struggle to meet the needs of the mid-market due to their complexity, price and lack of understanding of that market. Infobright also has the advantage of being MySQL compatible so the vast army of smart and skilled MySQL users can easily take advantage of Infobright for their data mart/ analytic requirements.

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  6. [...] smaller competitors — including Netezza, Greenplum, Sybase and Vertica — have been acquired lately in the name of capitalizing on customers’ data woes, and Hadoop is getting attention from a [...]

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