BriefingsDirect

Dana Gardner

Big data consolidation race enters home stretch, as Teradata buys Aster Data

By Dana Gardner | March 3, 2011, 11:34am PST

Summary: Viewed from a market perspective, Teradata’s acquisition marks the home stretch for consolidation of the current crop of analytic database challengers, who are mostly spread in the columnar field.

This guest post comes courtesy of Tony Baer’s OnStrategies blog. Tony is a senior analyst at Ovum.

By Tony Baer

At this point, probably at least 90 percent or more of analytic systems/data warehouses are easily contained within the SQL-based technologies that are commercially available today. We’ll take that argument a step further: Most enterprise data warehouses are less than 5 terabytes. So why then all the excitement about big data, and why are acquisitions in this field becoming almost a biweekly thing?

To refresh the memory, barely a couple weeks back, HP announced its intention to buy Vertica. And this morning came the news that Teradata is buying the other 89 percent of Aster Data that it doesn’t already own. Given Teradata’s 11 percent stake, the acquisition was hardly a surprise. Maybe what was surprising was the mere $263-million price tag, which Neil Raden wondered facetiously in his tweet, “That seems like a real bargain. I should have bought them myself!!! Or as Forrester’s James Kobielus tweeted, “Essentially, AsterData gives #Teradata the analytic application server (analytics + OLTP) they need to duke it out with Oracle Exadata.” [Disclosure: Aster Data Systems is a sponsor of BriefingsDirect podcasts.]

The irony is when you talk about big data, for years it was synonymous with one player: Teradata. But as we’ve observed, there’s more data everywhere and there’s cheaper processor, disk, cache, and bandwidth to transport and manage it –- whether you intercept event streams, store it, or federate to it.

Widening vendor ecosystem

In all this, Teradata has found itself part of a widening vendor ecosystem that has responded to its massively parallel technology with new variants in columnar, in memory, solid state, NoSQL, unstructured data, and event stream technology. While Teradata was known for taking traditional historical analytics, and in some cases, operational data stores to extreme scale, others were eking out different aspects of extreme analytics, whether it being real-time or interactive analysis of structured data, parsing of social media sentiment, taking smarter approaches to managing civil infrastructure or homeland security through analysis of sensory data streams, fraud detection, and so on.

Teradata has hardly stood still, having broadened out its product footprint from its classic proprietary hardware to a broad array of form factors that run on commodity platforms, solid state disk, and virtual cloud, and more recently with acquisitions of MySQL appliance Kickfire and marketing analytics provider Aprimo.

Viewed from a market perspective, Teradata’s acquisition marks the home stretch for consolidation of the current crop of analytic database challengers.

Acquisition of Aster Data, probably the best pick of the remaining lot of columnar database challengers, provides Teradata yet another facet of an increasingly well-rounded product portfolio. Going forward, we expect that Teradata will continue its offerings of vertical industry data templates to extend to the columnar world.

Viewed from a market perspective, Teradata’s acquisition marks the home stretch for consolidation of the current crop of analytic database challengers, who are mostly spread in the columnar field. Dell is the last major platform player standing that has yet to make its move.

The currently wave of consolidation hardly spells the end of innovation here, as there is plenty of headroom in the taming of the NoSQL world. And although acquisition of Aster Data overlaps with HP’s Vertica deal, that makes Teradata no less attractive for an HP that seeks to broaden out its enterprise software footprint.

This guest post comes courtesy of Tony Baer’s OnStrategies blog. Tony is a senior analyst at Ovum.

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Acquisition, Teradata, Analytics, Consolidation, Tony, Mergers & Acquisitions, Corporate Law, Financial Planning, Investment, Finance, Business Operations, Dana Gardner

Dana Gardner is president and principal analyst at Interarbor Solutions, an enterprise IT analysis, market research, and consulting firm.

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Dana Gardner

Dana Gardner is president and principal analyst at Interarbor Solutions, LLC, a New Hampshire-based IT analysis and new media content production and consultancy firm that he founded in 2005. He produces a series of podcast/videocast/transcript/blog content shows, called BriefingsDirect[tm/sm], some of which are sponsored and which he blogs on. Such sponsored shows are declared individually as such and by what organization or company. When Dana blogs on ZDNet on companies that he does have, or has had, consulting and/or sponsorship relationships, he declares that in each blog entry. There is no connection between the negotiation of such sponsorships and the opinions expressed by Dana here on ZDNet. To date, the following organizations/companies have sponsored, or do sponsor, some BriefingsDirect content, or have consulting relationships with Dana: Active Endpoints Akamai Technologies Aster Data Systems BP Logix Business Technology Quarterly CA Compuware Electric Cloud Genuitec Gerson Lehrman Group Greenplum Hewlett-Packard iTKO JustSystems North America, Inc. Kapow Technologies LogLogic Nexaweb Technologies, Inc. The Open Group Paglo Panda Security Platform Computing Progress Software rPath Sailpoint Splunk TIBCO Software Weblayers Workday WSO2 ZDNet As a matter of CNET Networks and Interarbor Solutions policies, when Dana covers an organization that is also a sponsor of a BriefingsDirect-produced podcast, videocast or any other content, a disclosure will be included with the coverage. Updated (1/4/2010): Instead of providing a disclosure on just those editorials (blog posts, etc.) that intersect the above listed companies, we have changed the policy to include a link to this full disclosure at the end of every one of Dana's blog posts. In the case of audio or video-based coverage, such disclosures will be provided within the editorial content itself.