It took 17 months, but we were right: consolidation has come to the business intelligence/performance management market. On September 29, 2005, John Hagerty and I collaborated on, “Handicapping the Next Big Deals,” that predicted the consolidation in the business intelligence/performance management space. In fact, one line looks prescient: “Don’t rule out Oracle-Hyperion.”
Within hours after Oracle announced it was buying Hyperion for $3.3B, John’s analysis was on our website (it’s included in this issue of First Thing Monday). Rather than repeating his work, let’s focus on three questions that warrant more analysis: Why Hyperion? Who’s next? What will SAP do?