The WCM vendor landscape has shifted again, as global information management solution vendor SDL has announced that it will acquire Tridion. SDL and Tridion are touting the complementary functionality of SDL’s translation management capabilities and Tridion’s WCM product, and the inevitable tighter integration between the two. The acquision certainly provides Tridion more stability, and gives the soon-to-be-christened SDL Tridion a strong Web content globalization story. This should also give Tridion leg up in the US; Tridion has opened two US offices over the past year or so in an effort to target the North American market, but SDL already has a bigger field organization there.
My take: this isn't an earthshaking announcement, but Tridion and SDL are stronger together than they are apart. For Tridion customers, the good news is that Tridion and SDL don’t have overlapping technologies, so this acquisition shouldn’t lead to any forseeable pain for future upgrades. And the Tridion management team will be in place for the next two years, lending some stability to the acquisition.
SDL and Tridion will be announcing a technology roadmap and integration timeline sometime in the next six weeks. Stay tuned.
I'll admit. I had my money on Microsoft taking DC as a technology solution to their ad serving need. And I think if the deal were only about technology, Microsoft would have made a solid suitor. But DoubleClick brings Google much more than an ad serving solution. What's my take on this deal?
*Google wins. We've been watching Yahoo! and MSN chase Google since paid search marketing exploded as a marketing channel and major revenue source for the three portals. This deal ends the race. With its DoubleClick purchase Google extends its capabilities into online display advertising and completes its set of online services.
*Its not about the technology. Google already had ad serving. This deal gives Google access to publishers outside of its current AdSense network and to behavioral data that will help them with ad targeting.
*Now Google can move offline. I agree with Charlene Li on this one. With the online space locked up, Google can focus on maturing its current offline efforts and on defining its next moves into traditional channels.
Connie, Erica and I attended Adobe's analyst days this week in New York, and Connie and I had a chance to sit down with Bruce Chizen, Adobe's CEO, over lunch yesterday. Adobe is a major player in the Web 2.0 universe, with Flash (and the new Apollo technology) competing with Ajax-based technologies for creating rich internet apps (RIAs).
While Ajax is more open, Flash nonetheless can boast better cross-browser and cross-platform support, especially when moving into the realm of mobile devices. Ajax can run into problems just between Internet Explorer and Firefox, but the Flash player works in both browsers as well as in Safari — and on Linux too. In the mobile, world, Adobe showcased a first-of-its-kind tool for testing how a Flash movie looks on a variety of different cell phone models, with extremely rich metadata about each device. It was able to simulate things like the appearance of the screen outdoors vs. indoors, and the performance of a movie on different phones. We also saw a Sony PlayStation 3 running on Flash content.
One interesting question was about whether PDF was threatened by Microsoft's recent moves to create a replacement standard in its XML Paper Specification (XPS). Bruce's answer was, to paraphrase, "No." He believes — and I agree — that it's too late to displace PDF with any format, and especially not with one whose promoter has the goal of selling Windows and Office in mind. Adobe's recent submittal of PDF to the ISO will really help its adoption in government, too.
After we leave formal education settings, 80% of our learning is of the informal kind; yet only 20% of corporate education dollars are spent on what is most important to us as employees.Why are corporations spending 80% of their employee education dollars on that modest 20% of the learning we do?
So, what is informal learning? It’s that unplanned discussion with a colleague over an issue you don’t understand and glimpsing a new perspective on how to deal with an issue that has arisen. It’s sending an IM to a remote colleague to get information on how the company is implementing a procedure, and then setting up a 10-minute phone discussion to go deeper. It’s bouncing ideas for a new project off a colleague, then asking her to question your perspectives—like a kind of informal coach. These sound like things we do every day, right? Some corporate cultures actively encourage and support these informal ways of learning through trust, technology—IM, Expert Location, or good intranet search capability—and a supportive culture, while others frown on “taking time away from work” to talk to colleagues.
I recently spoke with an IT manager who came up with a great analogy for a problem I continue to see in the WCM space. He was telling me about how much customization his team has needed to do while implementing a WCM solution, and how he expected some features to be more out-of-the box, like advanced content authoring tools. He commented, “At Christmas time, the vendor sent us one of those gift baskets that vendors sometimes send. You know what those baskets are usually like - wine, cheese, candy. But you know what they sent us in this year’s basket? Brownie mix. We had to bake our own holiday gift. I wanted to call them up and tell them, ‘This is exactly what is wrong with your product!’"
Since Oracle really never competed toe to toe with IBM on applications and BI, the Hyperion acquisition is of a smaller significance for IBM than to other BI vendors. Watch for Oracle to acquire BEA, TIBCO or Informatica to leapfrog IBM in the EAI or middleware space.
It would be logical for IBM or SAP to pick up Cognos (not Business Objects, since it is still going through multiple product integration challenges) as the logical next large BI acquisition. SAP will probably make the first move, and once that happens, the IBM will look at Microstrategy or Information Builders as an alternative BI acquisition.
HP also clearly wants to be a BI player: they recently acquired a top boutique BI Systems Integrator, Knightsbridge, developed an integrated Data Warehousing platform – Neoview, and its NonStop database is used in some of the largest DW implementations. We would not be surprised if the next large BI acquisition comes from HP.
An orthogonal move could come from EMC or Sun, who have been Information Management players for years, with BI being a natural addition/extension. Notably absent from the rumors is Teradata, which in our opinion has to diversify into more layers of the BI “stack” beyond data warehousing to keep its competitive position.
A clear implication of this acquisition is for Oracle’s pureplay BI competitors: Cognos, Business Objects, Microstrategy, SAS and Information Builders, since a combined Oracle/Hyperion BI offering with best of breed components in every layer of the BI “stack” will become increasingly difficult to beat. While many of these vendors were quick to issue statements that they view this transaction as an "opportunity they intend to take advantage of" and that they remain "clear leaders" in the space, it is very clear that they are, as they should be, very concerned of Oracle's new position.
The transaction also has potentially huge implication for Microsoft, which has been giving away its OLAP product, Analysis Services, as part of SQLServer. While Oracle is also packaging OLAP (Express) with its relational database, it was always considered a lower end product to Microsoft. If Oracle decides to bundle Essbase as part of its overall database license, it could make significant cuts into Microsoft’s OLAP market share.
It is unclear whether Oracle will integrate, keep separate, or drop one of the clearly redundant products: multidimensional databases, Oracle Express (currently part of Oracle BI Server) and Essbase. However, if and when Oracle creates the same seamless integration they always had between its Express and relational databases with Essbase, it will truly become an awesome analytical database product hard to beat.
However, contrary to Oracle/Hyperion rosy statements of little if any product overlap, Oracle will face obvious and significant integration and product positioning challenges with multitude of overlapping and redundant products: Essbase vs. Express, Hyperion data integration and reporting tools (formerly Brio) vs. Oracle’s (including recently acquired Sunopsis), Hyperion Sales and Marketing Analytics vs. Siebel’s, plus some others.
For over a year we heard rumors that the dominos of the standalone, pureplay Business Intelligence vendors were about to start falling. We held our breath and took bets whether it was going to be Cognos, Business Objects or Hyperion. With the announcement of Hyperion acquisition Oracle did, again, what it does best — swiftly climed several notches higher on the BI food chain. It's important to note, though, that this acquisition goes a step further and actually repositions Oracle in two, not just one, market segments — performance management and business intelligence.