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Cognos racheté par IBM pour 5 milliards de dollars


Rédigé par le 12 Novembre 2007

Secret de polichinelle pour certains analystes, le rachat de Cognos par un des principaux éditeurs de « plate-forme » ne pouvait que suivre de quelques semaines ou mois celui de Business Objects par SAP. Nous l’avions écrit ici même ; cette première opération est le signal d’une nouvelle phase importante de concentration.



Cognos racheté par IBM pour 5 milliards de dollars
IBM vient donc d'annoncer avoir lancé une offre de rachat sur Cognos pour un montant global d'environ 5 milliards de dollars, à 58 dollars par action. Inutile de disserter longuement sur cette acquisition qui semble d'une part logique, d'autre part onéreuse mais en ligne avec la valorisation de Business Objects. Une acquisition dont tout le monde reconnaissait qu'elle était indispensable pour IBM qui semblait bien absent de ce marché du décisionnel.
C'est d'ailleurs le seul point sur lequel il sera intéressant de se pencher : IBM criait haut et fort il y a quelques semaines, même après l'annonce du rachat de Business Objects, encore souhaiter rester un simple éditeur de plate-forme et ne pas franchir le Rubicon du décisionnel et de l'applicatif. Une promesse malmenée par l'acquisition de Cognos dont l'évolution vers le Business Performance Management n'a pas du échapper à son acquéreur. D'ailleurs, si IBM n'hésite plus à renier son intérêt pour les solutions applicatives, cela pourrait être interprété comme un intérêt potentiel pour le marché de l'ERP. Après, il faudra quand même que IBM explique à ses « partenaires » devenus concurrents pourquoi leurs investissements récents sont à passer en pertes et profits et comment IBM a pu faire ainsi volte-face en quelques semaines.
Concernant le décisionnel, la question est bien entendu « who's next ? »... les paris sont ouverts... Avançons un « Microstrategy - Oracle » et un « Information Builders - Infor » Qu'en pensez-vous ?




Commentaires
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8.Posté par Stefan le 14/11/2007 00:21
et voilà , il ne reste plus qu'Actuate et Microstrategy pour innover dans la BI.

Triste pour certains, un avenir joyeux pour d'autres.

Tandis que certains feront TOUT mais moins bien ( étrange choix pour IBM vu les benchmarks performance pitoyables de Cognos, ou alors ils veulent vendre un max de CPU de leur serveurs IBM , lol ) , les acteurs spécialisés feront juste de la BI , mais.... BIEN.

Avec l'arrivée en trombe de la SOA et du Java partout dans les entreprises , réduisant sensiblement les coûts d'intégration, je suis prêt a parier que les éditeurs indépendants restants beneficieront un MAX de ces rachats.

C'est vraiment maintenant que les choses deviennent encore plus intéressantes...


7.Posté par Jean Michel le 13/11/2007 16:08
Voici le dernier communiqué officiel de Microstrategy:

MicroStrategy Now the Leading Independent Provider of Open
Systems Business Intelligence Software
Open Systems BI Software Preferred by Many Organizations
McLean, Va., November 13, 2007 – MicroStrategy® Incorporated (Nasdaq: MSTR), a leading worldwide
provider of business intelligence (BI) software, today announced that it is now the leading independent
provider of open systems BI software, following the recent announcements of the acquisitions of
Cognos by IBM and Business Objects by SAP.
MicroStrategy issued the following statement of its views regarding the consolidation in the BI
industry:
Business intelligence consumers require financially strong, independent BI software providers. The
acquisition of independent BI vendors by conglomerate software vendors will have the effect of
creating "closed stacks" of proprietary software that work best only when used together. In contrast,
independent vendors work with one another to create an “open systems stack” of software that has
several important advantages for BI consumers.
1. CIOs Prefer Open Systems Solutions that Provide Freedom of Choice
Historically, CIOs have enjoyed and exploited their ability to freely choose software platforms that do
not lock them into working with other specific hardware or software platforms. For example,
operating systems have been chosen independently from hardware; ERP systems have been chosen
independently from operating systems; database management systems have been chosen
independently from operating systems and ERP systems; and BI platforms have been chosen
independently from all of these.
This independence of choice gives CIOs the leverage to get the best prices from their vendors and
the flexibility to change the software at any layer, as their needs change. Freedom of choice forces
software vendors to be highly responsive and innovative, because they know they can be replaced at
any time in the stack.
Open systems BI vendors provide BI software that is optimized to work in conjunction with a wide
range of potential complementary DBMS, ETL, Operating Systems, Directory Services, ERP, and Web
software. Unlike proprietary or closed stack BI software, such as Oracle Discoverer or SAP’s Business
Explorer, open systems BI software provides CIOs the flexibility to change hardware, databases, or
ERP systems as their needs change.
2. Only Open Systems Solutions Can Be Optimized for Heterogeneous Technology Stacks
Independent open systems vendors have the advantage of being able to optimize their technology
for interoperation with other component vendors’ technology, often through the synchronization of
development priorities. Conglomerate software vendors are necessarily prevented from working
closely with each other because they compete with each other in one or more areas, ultimately
resulting in more proprietary closed stacks of technology. It would be unrealistic for a database
vendor to share its development plans with another database vendor for the purpose of optimizing
their BI tools.
3. Independent Open Systems BI Software Vendors Can Innovate Quickly
As BI vendors are absorbed into conglomerate software companies, they must necessarily participate
in many more decision loops with the many new stakeholders in the new parent company, with the
result that innovation may slow down while decision-making cycles simultaneously increase.
Some industry observers have suggested that BI technology is now a commodity, making it ripe for
acquisition and relaxing the requirements for innovation. MicroStrategy believes that many more
years of hard technical innovation are required before the full vision of pervasive enterprise BI is
realized, including:
• Delivering sub-second query performance for all common queries
• Instant access by thousands of users
• New visualization techniques that go beyond tables and graphs, helping business decisionmakers
to understand their data
• New user interface paradigms that allow users to freely explore the entire data warehouse,
like surfing the Web
• New user interface paradigms that replace report design with Internet-style search
• Lights out operation providing 24-7 fault-tolerant operation
• Delivering information to all mobile and stationary user interfaces
• Delivering relevant alerts information automatically and proactively
• Embedding intelligence automatically in every operational application
• Making advanced analytics easily accessible by all business users
MicroStrategy believes that innovation comes from nimble independent vendors, whose singular
focus and narrow mission drive clarity and purpose to technical and business decisions.
4. Independent Vendors of Open Systems Solutions Provide Superior Service and Predictable
Stability to Their Customers
Finally, MicroStrategy believes that the independent vendors of open systems solutions deliver
superior service to their customers because they only survive based on superior quality of
technology and superiority of their customer service.
MicroStrategy understands that some instability and uncertainty will be created by the consolidation
in the industry. In the case of the IBM acquisition of Cognos, Cognos’ customers and prospects
should watch for:
• Changes in technical direction: IBM may focus Cognos’ engineers on integration with existing
IBM products (WebSphere & DB2) rather than driving an innovation agenda
• Changes in product focus: Adaytum and Applix do not fit well with IBM’s historic focus on the
software infrastructure business
• Changes in Cognos’ management and defections as the two companies merge their
personnel
• Changes in Cognos’ relationships with other DBMS vendors with whom Cognos had been
working as an independent vendor
• Changes in Cognos’ commercial policies, pricing, licensing, and terms and conditions
• Changes in account management and consulting relationships as the Cognos sales and
consulting forces are merged with IBM’s
• Changes in industry alliances: Many of Cognos’ systems integration partners will likely alter
allegiances as many compete directly with IBM Business Consulting Services (BCS). For
example, large systems integrators might be reluctant to bring Cognos into accounts for fear
that Cognos will introduce IBM BCS.
“At MicroStrategy, our goal is the relentless pursuit of the perfect BI platform and the realization of
pervasive enterprise BI,” said Sanju Bansal, MicroStrategy COO. “We are fortunate to have many
customers who have implemented very demanding and extensive BI solutions. They are teaching us
what the perfect BI platform must do. We listen. Our leading BI platform has been developed entirely
organically, without acquisition and without compromise, so we have the foundation needed to take
our customers and their open systems solutions well into the future.”
About MicroStrategy
Founded in 1989, MicroStrategy is a global leader in business intelligence (BI) technology.
MicroStrategy provides integrated reporting, analysis, and monitoring software that helps leading
organizations worldwide make better business decisions every day. Companies choose
MicroStrategy for its advanced technical capabilities, sophisticated analytics, and superior data and
user scalability. More information about MicroStrategy (Nasdaq: MSTR) is available at
www.microstrategy.com.
MicroStrategy and MicroStrategy Business Intelligence Platform are either trademarks or registered
trademarks of MicroStrategy Incorporated in the United States and certain other countries. Other
product and company names mentioned herein may be the trademarks of their respective owners.
###
CONTACT MICROSTRATEGY PR
Wende Cover
Telephone: (703) 770-1646
Email: wcover@microstrategy.com




6.Posté par scognet le 13/11/2007 13:01
Et RedHat acheterai Pentaho et les bases des prochaines annees seraient etablies !

5.Posté par Fabien le 13/11/2007 11:28
Bien que des clients US commeWal'mart (client historique HP et Informatica) viennent de choisir la plateforme de datawarehouse HP "Neoview" , HP est encore très très orienté "production & infrastructure".
Mais pourquoi pas un nouveau rachat dans le software (après Mercury et Peregrine) ..
Mark Hurd (CEO HP) est quand même l'ancien patron de NCR Teradata..

4.Posté par Jean Michel le 13/11/2007 10:32
Ce dernier rachat marque l'implosion du BI. On peut parier à la disparition totale de l'offre Cognos et de son évolution, c'est comme donner du caviad a des cochons, le temps que s'organise IBM dans sa matricielle, l'agressivité d'Oracle n' est plus à démontrer et aura repris des parts de marché quand SAP dépensera une énergie incroyable à maintenir ses clients. Si Mike Saylor principal actionnaire et fondateur de Microstrategy, perd un peu de son égo et se décide enfin de vendre ses actions, sortir de l'isolement technologique au lieu de s'entêter a vouloir atteindre les utopiques $1 Milliard dici 2009, HP pourrait faire une OPA intelligente et sortir du lot des dinausaures, une bonne alliance technologique et cohérente pourrait naitre alors sur des architectures 64 bits...

3.Posté par Romain CHAUMAIS le 12/11/2007 23:39
C'est amusant, ce n'est pas la première fois que j'entends dire que Google pourrait racheter QlikView. Qu'est-ce qui pourrait vous faire dire cela ?

2.Posté par Rocco Carducci le 12/11/2007 19:40
Pour microstrategy, je dirais Teradata ou bien une fusion avec informatica.
Et Qlicktech qui pourrait se faire racheter par Google

1.Posté par Romain CHAUMAIS le 12/11/2007 18:24
Sur la question du Who's next, il est difficile de répondre car finalement, à part HP, qui est encore capable de sortir plus d'1Md d'euro pour acheter Microstrategy ou Information Builder ?

Donc, la seul option probable serai le rachat par HP du couple Teradata + Microstrategy qui donnerai alors naissance à un nouveau venu de poid

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