Showing posts with label Gartner. Show all posts
Showing posts with label Gartner. Show all posts

Wednesday, February 1, 2012

Big Four and the Battle of Sentiments - Oracle, IBM, Microsoft and SAP

In this battle of sentiments or opinions for the four software giants - Oracle, IBM, Microsoft and SAP, SAP is generating a lot of positive buzz with its message of "innovation without disruption" and leading the pack with a 95% sentiment score.



TagTweetsFetched+ve Tweets-ve TweetsAvg.ScoreTweetsSentiment
@IBM19849450.0819452%
@Microsoft893307780.48438580%
@Oracle29790170.31310784%
@SAP985530.6735895%


Few days ago, I published this blog "Updated Sentiment Analysis and a Word Cloud for Netflix" and the underlying R code.  I used the same R program to compare the sentiments for the four software giants.  Now, technically speaking, IBM and Oracle are not pure software companies anymore since they both package hardware (server and storage hardware) along with the software but the rivalry between these four companies persuaded me to put a comparative analysis  here.  I originally included HP in this analysis but then dropped it as I didn't consider HP in the same league as these fours in the software category.

What surprised me the most was the lowest score IBM received, lower than Oracle!  What went wrong here?  I am also surprised to see Oracle occupying the second spot with 84% sentiment score.  So besides all the negative publicity Oracle attracts, the sentiment is overwhelmingly positive.

The one improvement I would like to make to this analysis is to get more tweets.  Twitter API restricts the number of tweets that one can fetch and doesn't allow you to fetch older tweets.  I would love to run this analysis over a year worth of tweets and also show a time series of sentiment score.  That will be fantastic!

Here are the four histograms, one each for four candidates, showing the distribution of opinion scores:










SAP










IBM







Microsoft






Oracle








Happy Analyzing!


The underlying data can be downloaded here.



Tuesday, January 31, 2012

Agile BI, Simple BI, Self-Serve BI - Okay, What the Hell This Thing is?

In layman's terms, anyone, including my mom, who is suffering from information overload should be able to analyze any data using simple and easy to use data visualization tools, get insights (like growth in milk usage at our home) and then share the results with my dad who should cut feeding expensive organic milk to his two cats.

Wow, that sounds pretty simple, isn't it? Yes, and precisely for that reason IDC says that this phenomenon presents a big market opportunity:


“We are at the forefront of an evolutionary market that is fraught with opportunity for innovative tools and solutions that can help users handle the information overload plaguing every major organization around the globe.” IDC Market Analysis, Worldwide Interactive Data Visualization Tools Forecast


How big of a market opportunity? $1 Billion big by 2013 and $1.6 Billion by 2015 says Gartner. See this graphics:

So someone asked me few weeks ago, how would you define simple, self-serve BI and I gave him the following definition -

Agile BI is a simple yet power-packed solution which is easy-to-use, cost-effective and offers full 360 degree experience and above all my mom should be able to use it without bugging me...

And here is my definition of a power-packed solution:


There are ZERO products that fulfill this vision today.  Products like QlikTech, Spotfire and Tableau do a pretty good job and therefore enjoy more that 70% of the market share. Where are the big guys?

"Agile" and "Big" doesn't go together I guess!



Here is how I contrasted Qlik against a large enterprise BI player:



This story is universal and gives competitive advantage to younger more agile players over their older and aging brethren because they have offered one single self-serve BI tool that could serve to many personas!





Qlik and Tableau have seen pretty solid growth over the past few years as a result of keeping their strategy simple.  Here is an older blog on Qlik showing its amazing growth: http://goo.gl/cyV7a


The most recent evidence of double digit growth in the Agile BI market was seen in Tableau's 2011 earnings: (http://apandre.wordpress.com/)
  • sales doubled year over year to $72M in 2011
  •  104% growth in bookings in Q4’11 and 94% growth YoY,
  • WW customer base grew by 40% in 2011
  •  more than 7,000 organizations use its analytics product
  •  big growth with customers in Europe, where base grew by 67 percent

2011 was the year of Agile (Simple) BI and the momentum is gaining further strength. Do you know now what Agile BI a.k.a Simple BI a.k.a self-serve BI is defined as?

Happy Simplifying!

Monday, December 19, 2011

Mobile Analytics - A Game Changer!

Mobile Analytics (a.ka. Mobile BI) has been the hottest strategic topic and a top focus for many enterprise software organizations as customers, small and large, grapple with the big data onslaught and throw everything at it to become even more efficient, both on top-line growth and bottom-line optimization, in an economy struggling to grow and a continent unable to stop a contagion from spreading and once again threatening the global economy.  

Customer's perennial struggle and in-turn a cost-saving approach translates into big analytics opportunity for enterprise software companies to shift customers from traditional analytics solutions to Mobile and Cloud based analytics solutions.

On the premise explained above, I did a business case about 9 months ago to develop a FULL picture of Mobile Analytics market.  I used a ton of research and analyst reports and interviews and invested upwards of hundreds of hours to develop and present a complete story on Mobile Analytics including developing my own proprietary models related to assessing the size of this opportunity. 

I am summarizing my findings at a very high level in following bullet points and have made available the synthesis slides on slideshare (link is printed below).
  • Big Data - According to IDC, data is doubling every two years and is expected to reach 1.8 ZB (a trillion GB) in 2011.
  • Eight mobility related mega trends are locked in a virtuous cycle and will be the bedrock for growth and adoption of Mobile BI solutions and for  the overall Enterprise Mobility.
  • Mobile BI market could grow at 20% plus CAGR over the next 5 years and could likely become over a $2 billion market by 2015.
  • According to Gartner, more than 33% of Analytics will be consumed using mobile devices, a prediction well supported by the 8 mobility related mega trends discussed here.
  • Therefore, by 2015 more than 15% of Analytics revenues could come from Mobile Analytics solutions. This should be a serious strategic priority for every Analytics vendor if not already.
  • Advanced Analytics including geo-spatial for  Mobile Consumers is growing as computing power and form factor of mobile devices change rapidly. 
  • Shift to “active production model” from a “passive consumption model”  is expected to happen allowing mobile business users to assemble dashboards and produce/edit reports on the go.
Download slides from Slideshrae - Mobile Analytics (Mobile BI) - A Game Changer

Special thanks goes to Gartner, IDC, Boris Evelson of Forrester, Cindy Howson of BI Scorecard, and Howard Dresner of Dresner Advisory Services for producing excellent research on this topic and answering all my questions and to all my colleagues and friends across the world. 

Upcoming blog on Agile Analytics

Thursday, July 28, 2011

Google Maps - SAP - The press is humming...

Thanks to my friends in marketing...


SAP Now Allows Businesses To Layer Big Data With Google Maps And Earth

Leena Rao, TechCrunch
July 27, 2011
Also seen in: The Washington Post, The Wall Street Journal, NewsFactor, The Business Insider, 21st Century Networker, Maine Social Networking, Data Centers Canada

(385 tweets)


SAP Tying Analytics to Google Maps, Earth

Chris Kanaracus, IDG News
July 27, 2011
Also seen in: PCWorld, CIO, Network World, Wall Street Journal, Computerworld, PC Advisor, InfoWorld, Albuquerque Express, CFO World, ARNnet, ITworld, Good Gear Guide, Techworld, Computerworld Australia, Computerworld UK, ITBusiness.ca
(114 tweets)

Google Deal Lets SAP Customers Map Data
Doug Henschen, InformationWeek
July 27, 2011
(28 tweets)

 

Google and SAP Team-Up to Help You Visualize Big Data

Klint Finley, ReadWriteWeb
July 27, 2011
(128 tweets)

SAP, Google expand collaboration partnership, eye enterprise mashups
Larry Dignan, ZDNet
July 27, 2011
(39 tweets)

SAP and Google Maps Team Up to Visualize Corporate Data

Todd R. Weiss, CIO blog: Deciphering Enterprise Apps

July 27, 2011

(3 tweets)

 

SAP Geo-tagging Business Analytics Data with Google Maps

Clint Boulton, eWEEK

July 27, 2011

http://www.eweek.com/c/a/Enterprise-Applications/SAP-Geotagging-Business-Analytics-Data-with-Google-Maps-274375/

Also seen in: eWEEK Europe
(19 tweets)

SAP Invokes Google Maps to Put Data in Context

Mike Vizard, IT Business Edge

July 27, 2011

(2 tweets)

 

Google Plus SAP Deepen Ties, Deliver More Enterprise Integration

Courtney Bjorlin, ASUG News

July 27, 2011

(14 tweets)

Photos: Google Maps gives SAP's business intelligence a new direction
Tim Ferguson, Silicon.com
July 27, 2011
(6 tweets)

SAP and Google Put Business Analytics on the Map

Justin Kern, Information Management

July 27, 2011

http://www.information-management.com/news/business_intelligence_analytics_data_geospatial-10020840-1.html

Also seen in: Insurance Networking News
(10 tweets)

SAP and Google Partner for Geospatial Business Intelligence
Paul Shread, EnterpriseAppsToday
July 27, 2011
(7 tweets)

SAP, Google and geospatial analytics
Todd Morrison, SearchSAP
July 27, 2011
(3 tweets)

 

SAP and Google team up to mash up analytics and maps
Matt Hartley, Financial Post
July 27, 2011

http://business.financialpost.com/2011/07/27/sap-and-google-team-up-to-mash-up-analytics-and-maps/

(4 tweets)

 

The “Where” Dimension of Business Intelligence

Adrian Gonzalez, Logistics Viewpoints
July 27, 2011
(15 tweets)

SAP, Google team up to tie-in business analytics to Google Map

Brad Lemaire, Proactive Investors USA & Canada
July 27, 2011
(4 tweets)

Google and SAP Partner on Geo-Mapping

Chris Crum, WebProNews
July 27, 2011
(23 tweets)

Google and SAP Team Up for Geovisualization of Business Analytics

Matt Ball, Spatial Sustain
July 27, 2011
(5 tweets)

SAP Partnership With Google Allows Data Mapping on Google Maps
TechGadgetsWeb.com
July 27, 2011
(5 tweets)

Street Fight Daily: 07.27.11
David Hirschman, Street Fight Daily: Inside the Business of Hyperlocal
July 27, 2011
(0 tweets)

Media and Blogger Coverage – Headlines & Links Select Global Coverage

EMEA
Germany
Geo-Dienste: SAP verbündet sich mit Google
Sibylle Gassner, Silicon.de
July 27, 2011
(4 tweets)

SAP und Google wollen gemeinsam Geodaten sammeln
Jens Hartmann, Silicon.de
July 27, 2011
(10 tweets)

SAP und Google rücken zusammen
Corrina Visser, Der Tagesspiegel
July 27, 2011
(1 tweet)

Netherlands
SAP, Google team up to pair enterprise apps with LBS tools
Telecompaper
July 27, 2011                 
(2 tweets)

Switzerland
Big Data: SAP married with Google Maps and Google Earth/ Big Data: SAP verheiratet sich mit Google Maps und Google Eart
Inside-it.ch
July 27, 2011
(0 tweets)

UK

SAP's Google partnership adds mapping data to business intelligence

Phil Muncaster, V3.co.uk
July 27, 2011
(0 tweets)

SAP and Google plan ‘big data’ Maps
Tom Brewster, ITPro
July 27, 2011
(13 tweets)

SAP & Google Partner For Enhanced Location-Based Analytics
ITProPortal
July 27, 2011
(5 tweets)

SAP sees double-digit growth in software sales

Computing.co.uk
July 27, 2011
(1 tweets)

APJ 
India
SAP teams-up with Google to manage big data
CIOL India
July 27, 2011
(0 tweets)

Wednesday, May 25, 2011

Does your company have a BI implementation plan? Consider this statistics:

  • According to market research firm IDC, annual data generation will reach 35 zettabytes or about 35 million petabytes by 2020. 
  • That is enough data to fill a stack of DVDs reaching halfway to Mars, or 17.5 million times the entire collections of all the academic libraries in the United States. 
  • As a result, business intelligence has become an eight billion dollar industry and continues to increase each year. Global Industry Analysts released a report in July projecting the BI software market will reach $12.4 billion by 2015.
  •  In May, Forrester came out with a report on the state of the BI industry, finding 49 percent of companies are planning a BI project in 2010 or soon after.
I think that the BI market is expected to be bigger than what IDC is projecting based on my own experience, analysis, research trends and continuous work with BI think-tanks. There are lot of other trends like location analytics and predictive which will make BI even more pervasive in next 2-3 years. 

Now, this ties pretty neatly into my earlier blogs on Big Data and huge amount of innovation happening in this space. Keep blogging... (See my blog entry from February 2010)