With Google’s announcement yesterday that it completed the acquisition of Looker – as covered by Tony Baer -, it is clear that we must consider at the time of consolidation in the Business Intelligence (BI) space, that the supplier now has the acquisition of the table. As mentioned earlier, there have recently been five BI acquisition agreements, all published in the area of in less than two and a half months.
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But while these offers have stolen the headlines (including ours), there are several different offers recently received. For example, in the data management space, DataRobot acquired self-service data preparation for the pioneer Paxata; The Dell Technologies Boomi unit was obtained in the preparation and in the data catalog of the supplier Unifi Softwarea less than a month ago, Hitachi Vantara – which includes and the data integration and BI Pentaho sets – announced that the data catalog has been acquired. is a player’s Water Dice.
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A decade of agreements
In fact, if we think that we can go back in the last ten years, many companies that looked like permanent devices in data analysis in the world will disappear. This includes Hadoop pioneers, Hortonworks and Folder; ParAccel, data warehouse (dw) player, whose technology is the basis of Amazon Redshift); big data analytics, pioneers, Platfora and ClearStory Data, Roambi mobile BI specialist, NoSQL Grand Theft Auto Cloudant; and a Data Capture Change Attunity.
In preparation for writing this post, I created a small CSV file to capture all special offers in less than ten years and that I could present in a structured way so that I could analyze it. Although it is probably not complete, the list is extensive, comprising 43 offers, from 2011 to the present day. I then uploaded the CSV file to Microsoft The BI-Power a series of simple data visualizations and to understand how acquisitions are in different classes of technology have increased over the past 10 years.
Business intelligence and data warehouse (dw)
Since I am a BI product of that, I have been in the acquisition of BI. I found that this is consistent with the transactions that take place every year, from 2014 to this year. 2019 and in the first two months of this year, five agreements have already been discussed there, while the other years have had only one or two deals per item. All of this comes on top of several major BI acquisitions in the previous year. In a short period of time between 2006 and 2008, IBM bought Cognos, Oracle took Hyperion, SAP took business objects and Microsoft took Obtain. B, business BI seems to be relatively constant over time, but they have distinct peaks.
The data warehouse (dw), for now, is much more widespread over the ten years, which saw the acquisition of ParAccel by Actian and Advance / Newhouse, in an agreement to buy the 1010data. As seen in the previous ten years (until 2010), Vertica, Netezza, Greenplum and DATAllegro are being devoured by HP, IBM, EMC and Microsoft, respectively, it can be, however, there is not much else to buy. In the meantime, the next decade may be just a few deals.
AI and Big Data …
Next, in our ‘Big Data’ acquisitions, in which there is a real harvest between 2014 and 2016, to be followed by a drought year in 2017 and 2018. The drought ended the year before, when there are some new deals concluded. The mid-decade of business involved what is a tactical purchase, including the acquisition of XA Secure by Hortonworks and Clouderaof Gazzang. The most recent activity that involved much more of the fundamental conventions, including those of Hortonworks-Cloudera-merger and HPE, may be more of an anti-climax portfolio, asset management and purchasing. One of the interesting subcategories here, with its own mini business series, is ‘Big Data’ storage and IT infrastructure. This race also took place between 2014-2016, as we saw with Rainstor, Cleversafe and Altiscale, being swallowed up by Teradata, IBM and SAP.
In the AI world, we’ve seen at least one deal a year after 2015, like Microsoft’s “pick-up-Revolution-Analytics”, Google’s acquisition of Kaggle and Tibco, Alpine Information on board Google. So many of the new AI companies that have recently emerged are that we have a lot of AI activities in the next decade.
No acquiring or acquired business will be a success, as customers will be able to capture, modify and control their personal data. Maybe that’s why we saw, at least Seven data management offerings in the past two years. In addition to the three data pipeline and data catalog of the offers mentioned above, we recently saw Talend buy a plug; Do the same with Attunity and the data stage; and Collibra the purchase of the data lineage, the vendor SQLdep.
And with so many new companies in space, on the one hand, for example, the data pipeline for Matillion, The rise and Equaluma players, the data catalog is a participant. The data is there. The world), as well as As the experience of AI and BI providers of data management capabilities on their platforms, you can bet that we will also see more offerings in this arena.
The data (for supplier), life cycle
The details of the ecosystem, the innovation to flourish, is that venture capital flows and more companies appear to produce it and bring the new technology to the market. In the end, the main players in corporate software are well-established companies, that is, public cloud providers are buying some of the companies and / or implementing competitive resources on their own, are turning to innovative technologies and materials. This leads to a consolidation of the waves, which can lead to crises of depression, where the giants rest on their laurels and stop innovating. Then the whole process is repeated.
Watching all this happen over and over again can be tiring. But it was really educational for me. Students in technology mergers and acquisitions cycles are best placed to assess and manage the platform at risk. Understanding the trends and trends in mergers and acquisitions helps to predict which suppliers are present, from product innovation to established platforms, which suppliers are resistant to remain independent and those who are eligible for adoption. Having a good merger and acquisition instinct will eventually help technology professionals to identify and exploit new innovations, on the one hand, and a forecast will be a platform for disruption, on the other. From there, it is the right investment in technology, personnel and training that can be carried out much more efficiently.