Disruption as a Means to Growth –  Insights from TBR’s inaugural Business Intelligence & Analytics Vendor Benchmark
 

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Disruption as a Means to Growth – Insights from TBR’s inaugural Business Intelligence & Analytics Vendor Benchmark

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The TBR Software and Cloud research team held a webinar on May 1, 2013, recapping vendor performance reported in TBR’s 4Q12 Business Intelligence & Analytics Vendor Benchmark. These slides are from ...

The TBR Software and Cloud research team held a webinar on May 1, 2013, recapping vendor performance reported in TBR’s 4Q12 Business Intelligence & Analytics Vendor Benchmark. These slides are from that webinar.

Senior Analyst Allan Krans and Director Stuart Williams shared their perspectives on the latest results and provided webinar attendees with additional insight into the performance and future of the BI and analytics market. They then fielded questions from the audience related to this research.

Discussion topics included:
• What are the market trends impacting vendor strategies and customer behaviors in the business intelligence and analytics market
• How are vendor focused opportunities driving growth, both by geography and by business intelligence market segment
• How and why are segment-leading public and private vendors winning customers in this competitive market

For more information visit www.tbri.com
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Disruption as a Means to Growth – Insights from TBR’s inaugural Business Intelligence & Analytics Vendor Benchmark Presentation Transcript

  • 1. TBRT ECH N O LO G Y B U SIN ESS RESEARCH , IN C.Insights from TBR’s InauguralBusiness Intelligence and AnalyticsSoftware Vendor BenchmarkTechnology Business Research Quarterly Webinar SeriesMay 1, 2013
  • 2. TBR2 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Insights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: Webinar PresentersAllan KransSenior Analyst, TBR’s Software Practiceallan.krans@tbri.com@AllanktbrStuart WilliamsDirector, TBR’s Software and Cloud Practicestuart.williams@tbri.com@s2_williams
  • 3. TBR3 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s 4Q12 Business Intelligence and AnalyticsSoftware Vendor Benchmark:Taxonomy Overview and Research Context
  • 4. TBR4 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s BI and Analytics Software Vendor Benchmark outlines the marketto identify how and where vendors are monetizing capabilitiesTBR Business Intelligence and Analytics Software Vendor Benchmark Taxonomy4Q12 BI and Analytics Software Vendor Benchmark: Taxonomy and ContextCore BI andAnalyticsAdvancedBI andAnalyticsEmergingBI andAnalyticsIncludes vendorproducts thataddress:• Spreadsheets• PerformanceManagement• Reporting• Dashboards /Scorecards• Data MiningIncludes vendor products that address:• Cloud Business Intelligence• Social Media Analytics• Content / Text Analysis• Mobile Business Intelligence• Event ProcessingIncludes vendor productsthat address:• Ad Hoc Queries• Predictive Analytics• Data Visualization• Online AnalyticalProcessing (OLAP)• Data DiscoveryOf note for all segments:• Data warehousing is not included.• Revenue for databases is included as a portionwhen tied to one of the above features.
  • 5. TBR5 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR customer research shows current and future BI and analyticstechnology adoption segments the market opportunity by quadrantLagging Improving Leading SlippingLagging and improving customers lack coretools such as:Dashboards/Scorecards, Spreadsheets,Reporting, Predictive Analytics and Data MiningLagging:No purchase plans fornext 12 monthsImproving:Have plans to invest inthe next 12 monthsLeading and slipping customers possess fullcore toolsets that include:Dashboards/Scorecards, Spreadsheets,Reporting, and Predictive AnalyticsLeading:Have plans to invest inthe next 12 monthsoutside of core toolsetSlipping:No purchase plans fornext 12 months4Q12 BI and Analytics Software Vendor Benchmark: Taxonomy and ContextTBR Business Intelligence and Analytics Software Maturity Quadrant Mapping
  • 6. TBR6 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s 4Q12 Business Intelligence and AnalyticsSoftware Vendor Benchmark:Market Overview
  • 7. TBR7 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR estimates a sequential decline (butyear-to-year growth of 17%) in 1Q13 BI andanalytics revenue of covered companies.As pure-play firms invest in portfolio capabilities and traditional softwarefirms eye acquisitions, the BI market landscape is set for CY13 growthEstimated 4Q12 YTY growthacross covered vendors: ~27%4Q12 BI and Analytics Software Vendor Benchmark: Market OverviewTBR Estimates — BI and Analytics Software Market
  • 8. TBR8 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s Business Intelligence and AnalyticsSoftware Vendor Benchmark:4Q12 Highlights and Outlook
  • 9. TBR9 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.BI and analytics vendors will see 15% CY13 revenue growth by marketingportfolios against feature-led customer buying trendsRevenue and growth leaders are monetizing feature-focusedinvestments aimed at install base customers or positioning pointBI products as interoperable with customers’ environments.Revenue and growth leaders are extending investments beyondR&D and into go-to-market tactics designed to galvanizeregional or segment growth.TBR projects the BI and analytics software market will reach$25.5 billion by 2015, driving vendors to advance feature-ledportfolios closer to end-to-end BI offerings that span BIsegments.Business Intelligence and Analytics Software CY4Q12 Overview and 2013 Outlook4Q12 BI and Analytics Software Vendor Benchmark: Highlights
  • 10. TBR10 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s Business Intelligence and AnalyticsSoftware Vendor Benchmark:4Q12 Highlights
  • 11. TBR11 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Growth Drivers:• Market revenue leaders are driving growth byadding high-interest features to establishproducts, which extends share of wallet.• Pure-play growth leaders are using leadingproducts to tackle pressing customer problems,thus monetizing single points of R&D acrossmultiple BI revenue segments.Traditional software vendors exceed 70 percent of the current BI andanalytics software market by revenue, with pure plays influencing growth4Q12 Business Intelligence and Analytics Software MarketInsights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: Current State
  • 12. TBR12 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.SOURCE: TBR ESTIMATES, COMPANY DATALaggards(relative to TBRaverage)Leaders(relative to TBRaverage)Dollar growth leaders are traditional enterprise firms attaching high-valueBI features to core products to drive share of wallet revenue growth4Q12 BI and Analytics Software Vendor Benchmark: Current State4Q12 BI and Analytics Software Market Segment Revenue Percentage and Dollar Growth
  • 13. TBR13 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.SOURCE: TBR ESTIMATES, COMPANY DATALeading pure-play vendors are monetizing high-interest, easy-to-deployBI features including data visualization and predictive analytics4Q12 BI and Analytics Software Vendor Benchmark: Current StateLaggards(relative to TBR average)Leaders(relative to TBR average)4Q12 BI and Analytics Software Market Segment Revenue Percentage and Dollar Growth
  • 14. TBR14 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.GOODDATAORACLETABLEAUIBMJASPERSOFTHP SOFTWAREPENTAHOKXENSAP AGSALIENTBIRSTMICROSTRATEGYACTUATE EMC MICROSOFTQLIKTECHSASGOOGLE-100.0%-50.0%0.0%50.0%100.0%150.0%200.0%250.0%300.0%350.0%400.0%-40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 70%BIVendorCorporateRevenueGrowthYear-to-YearBI Vendor Operating MarginOVERALL BI 4Q12 REVENUE GROWTH AND MARGIN: % BI REVENUE GROWTH YEAR-TO-YEAR VS. BI OPERATING MARGINSOURCE: TBR ESTIMATES, COMPANY DATATBRAverage 4Q12 Corp Growth Year-to-Year = 60%Average Operating Margin= 10%Enterprise software vendors will maximize install base revenue and BIprofitability through core portfolio-led sales, driving CY13 growth4Q12 BI & Analytics Software Market Segment Revenue Growth and BI Operating MarginInsights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: Current StateLaggards(relative to TBR average)Leaders(relative to TBR average)
  • 15. TBR15 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Unified value propositions are fueling growth leaders’ marketmomentum within the BI and analytics software landscapeGOODDATAORACLETABLEAUIBMJASPERSOFTHP SOFTWAREPENTAHOKXENSAP AGSALIENTBIRSTMICROSTRATEGYACTUATE EMC MICROSOFTQLIKTECHSASGOOGLE-100.0%-50.0%0.0%50.0%100.0%150.0%200.0%250.0%300.0%350.0%400.0%-40% -30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 70%BIVendorCorporateRevenueGrowthYear-to-YearBI Vendor Operating MarginOVERALL BI 4Q12 REVENUE GROWTH AND MARGIN: % BI REVENUE GROWTH YEAR-TO-YEAR VS. BI OPERATING MARGINSOURCE: TBR ESTIMATES, COMPANY DATATBRAverage 4Q12 Corp Growth Year-to-Year = 60%Average Operating Margin= 10%4Q12 BI and Analytics Software Market Segment Revenue Growth and BI Operating MarginLaggards(relative to TBR average)Leaders(relative to TBR average)4Q12 BI and Analytics Software Vendor Benchmark: Current State
  • 16. TBR16 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Leading vendors opt to extend investments beyond products and intogo-to-market tactics to set up for long-term revenue growthGo-To-Market Investments:• Geographic Strategies: Vendors useestablished core BI install bases as well asinitial cloud and mobile BI purchases to driveyear-to-year growth.• Segment Strategies: Vendors invest in currentcore BI install bases as launching points foradvanced BI sales.Insights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: Go-To-Market4Q12 Business Intelligence & Analytics Software Market
  • 17. TBR17 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s estimated BI andanalytics market acrosscovered vendors in theAmericas rose 50% year-to-year in 4Q12 to reach aprojected $2 billion in revenuefor the quarter.Vendors will create worldwide CY13 BI revenue growth opportunitiesby catering to the region-specific needs of customers and partners4Q12 BI and Analytics Software Vendor Benchmark: Core BI and Analytics4Q12 BI and Analytics Software Market: Geographic AssessmentTBR’s estimated BI and analytics marketacross covered vendors in EMEA rose 30%year-to-year in 4Q12 to reach a projected $1.6billion in revenue for the quarter.TBR’s estimated BIand analytics marketacross coveredvendors in APACrose 25% year-to-year in 4Q12 toreach a projected$1.2 billion inrevenue for thequarter.
  • 18. TBR18 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR’s Business Intelligence and AnalyticsSoftware Vendor Benchmark:2013 Outlook
  • 19. TBR19 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Global BI and analytics revenue remains tied tightly to vendors’ distinctsales and marketing plans, promising diverse CY13 growth opportunitiesBI Market Segment Opportunity:• Advanced BI: Data visualization and predictiveanalytics will drive pure-play acquisition byenterprise software firms in CY13 and CY14.• Emerging BI: Cloud and mobile delivery will bethe leading edge of adoption, with acceleratinggrowth in CY14 from social media analytics.Insights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: 2013 OutlookTBR 2013 Business Intelligence and Analytics Software Market Outlook
  • 20. TBR20 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Data insights and analytics are driving near-term purchasing, whichpositions established vendors for 1H13 revenue growth in core BI4Q12 BI and Analytics Software Vendor Benchmark: Core BI and AnalyticsLaggards(relative to TBR average)Leaders(relative to TBR average)4Q12 BI and Analytics Software Core BI Segment Revenue Percentage and Dollar Growth
  • 21. TBR21 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.TBR research shows BI adoption increasing across segments, positioningvendors with established advanced BI offerings for CY13 revenue growthInsights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: 2013 Outlook4Q12 BI and Analytics Software Advanced BI Segment Revenue Percentage/Dollar GrowthLaggards(relative to TBRaverage)Leaders(relative to TBRaverage)
  • 22. TBR22 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.PENTAHOGOOGLEORACLEEMCIBMJASPERSOFTQLIKTECHACTUATEBIRSTSAP AGSASKXEN-25%-5%15%35%55%75%95%115%$(20,000) $- $20,000 $40,000 $60,000 $80,000 $100,000YEAR-TO-YEAREMERGINGBI/ANALYTICSREVENUEGROWTH%EMERGING BI/ANALYTICS ABSOLUTE DOLLAR GROWTH (IN $ THOUSANDS)4Q12 EMERGING BI/ANALYTICS REVENUE GROWTH: % REVENUE GROWTH VS. ABSOLUTE DOLLAR GROWTHSOURCE: TBR ESTIMATES,COMPANY DATATBRGOODDATA($3,100, 300.0%,$4,100)HP SOFTWARE($129,000, 260.0%,$180,000)TABLEAU($3,800, 360%,$4,800)Average Absolute Dollar Growth Emerging BI $ Change = $16,000 (in $ thousands)Average Year-to-Year Corporate Revenue Growth Emerging BI % Growth Year-to-Year = 70%With emerging BI and analytics still evolving as a BI segment, growthpotential is high for vendors delivering cloud and mobile BI in CY13Insights from TBR’s 4Q12 BI and Analytics Software Vendor Benchmark: 2013 Outlook4Q12 BI and Analytics Software Emerging BI Segment Revenue Percentage/Dollar GrowthLaggards(relative to TBRaverage)Leaders(relative to TBRaverage)
  • 23. TBR23 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.Questions?
  • 24. TBR24 TBR Quarterly Webinar Series | 5.1.13 | www.tbri.com ©2013 Technology Business Research Inc.For further information, please contact:Stuart Williams James McIlroyDirector, Software and Cloud Practice Vice President, Salesstuart.williams@tbri.com mcilroy@tbri.comTBR’s 4Q12 BI and Analytics Software Vendor Benchmark: Contact InformationTwitter: @TBRincSlideShare: www.slideshare.net/TBR_Market_InsightYouTube: www.youtube.com/user/TBRIChannel
  • 25. TBRT ECH N O LO G Y B U SIN ESS RESEARCH , IN C.About TBRTechnology Business Research (TBR) is a leading independenttechnology market research and consulting firm specializing in thebusiness and financial analyses of hardware, software, networkingequipment, wireless, portal and professional services vendors.Serving a global clientele, TBR provides timely and accurate marketresearch and business intelligence in formats that are tailored toclients’ needs. Our analysts are available to further address client-specific issues or information needs on an inquiry or proprietaryconsulting basis.TBR has been empowering corporate decision makers since 1996.To learn how our analysts can address your unique business needs,please visit our website or contact us today.Contact Us1.603.929.1166info@tbri.comwww.tbri.com11 Merrill DriveHampton, NH 03842USAThis report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. TechnologyBusiness Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is notand should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This reportis copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.