Oracle was founded in 2007 is the first in 30 years. Beginning of this year, the company's 30-year-old on their own to send a birthday gift, and this gift will make the whole business intelligence (BI) area of sudden and devastating waves.
March 1, the world's leading performance management software provider Hyperion Solutions Corporation (Hyperion, Nasq: HYSL) is Oracle's 52 dollars per share totaling about 3.3 billion cash tender offer price. Despite this acquisition, Oracle's competitors in the BI market, one of Business Objects (BO) made a statement the company said: "Today (BI market) ranked No. 7 in the company (Oracle) M & A market companies ranked 4 (Hyperion) did not change the leadership of Business Objects. "However, not all people think so.
"This pattern of acquisition of the entire BI industry will cause a certain extent. But we can see a trend. Current BI market is slowly moving to an oligopoly situation." Zhang Xi, a senior analyst at CCID Consulting, told reporters .
SAP further checks and balances
"I think the impact of this acquisition is a comprehensive, not only affect the industry, will impact on users. And check the Oracle acquisition of SAP program is a continuation." Zhang Xi said.
In many people's eyes, SAP field in which strong, Oracle would increase investment in this area, even at the huge amount of cash or other means for the acquisition of the convertible. This kind of constantly improve their overall strength merger deal with rival Oracle pressure method can improve the company's operating costs, but it seems do not care. Oracle acquired last year, medium and small companies to spend huge sums of money, including 5.85 billion U.S. dollars after the acquisition of Siebel CRM pioneer founders of the company, as well as a cost of 10.3 billion U.S. dollars, "mandatory offer" to the PeopleSoft. The two companies and further enriches the Oracle product line, but analysts say the main purpose of the acquisition is to compete with SAP.
Oracle does not own it does not seem taboo. Oracle president Charles Phillips addressed the media in an open letter publicly, said: "The acquisition of Oracle's Hyperion is developing more products for SAP customers the latest move. At present, thousands of SAP customers use Hyperion's product as its financial data integration, analysis and reporting system of record. Now Oracle's Hyperion software will be the SAP ERP data, the most important customers view and analysis tools. "which, according to Analysys International forecasts Zhou Lei, a senior analyst, Oracle's acquisition strategy in the future will continue.
BI market will enter the era of oligopoly
"BI market in recent years many mergers and acquisitions took place. I think the future of this market is likely to form stronger and more confrontational." Zhang Xi said, "I think the future is likely to occur IBM, Microsoft, Oracle, BO Quartet . "
Since 2003, BI market have indeed been many mergers and acquisitions, both Cognos acquisition of Frango, IBM acquired Ascential Software, or the Business Objects acquisition of SRC Software, Microsoft acquired ProClarity. BI field in the products of a whole long line, coming to the fore of the SMEs have always seemed inevitable fate of a takeover, or even the world's highest-ranked Hyperion can not be avoided. This company even in July 2005 to acquire the identity or the emergence of rival completed its acquisition of Brio.
In 2006, Gartner CIO interviews of 1,400 results statistics, CIO are most concerned about the topic of business intelligence. The IDC survey shows that, from a global point of view, an independent business intelligence technology market annual growth of 9%, 15% in the Asia Pacific region, China 18%.
Under such momentum, it is no wonder that the major BI companies will spend money like water in company mergers and acquisitions to enrich its product line. "In addition, according to my analysis, SAP, Microsoft may also buy the same route to go." Weeks, senior analyst at Analysys International, said Lei.
2004-2006 BI acquisition of Events
● 2004 年 9 月 Cognos acquisition of Frango
● 2005 年 1 月 IBM acquired SRD
● 2005 年 3 月 IBM acquisition of Ascential Software
● 2005 年 8 月 BO acquisition of SRC
● 2006 年 3 月 BO acquisition of Firstlogic
● 2006 年 4 month, Microsoft acquired ProClarity
● 2006 年 9 月 Oracle acquisition of Siebel
● 2006 年 12 月 Oracle acquisition of PeopleSoft