Informatica Sets The Stage For A New Chapter In Its History
Informatica held its annual industry analyst day February 26th to 27th, 2013 at the Rosewood Sandhill in Menlo Park. The event showcased Informatica’s go-forward strategy and road map for growth over the next three years. Key highlights include:
- Capturing a $6.5B market opportunity in license and subscription revenues. Marge Breya, Informatica’s new CMO, set the stage with a vision of how Informatica is poised to capture a $6.5B addressable market. Key use cases include analytics, operational integration, cloud integration, master data management, and data governance. Achieving these results will require $3.6B in installed base plays, $1,9B in new logo plays, and $1B in geographic expansion. Key markets for geographic expansion include replacing hand coding in Brazil, China, Japan, Mexico, and Russia.
Point of View (POV): Constellation estimates a $300B enterprise software market for 2013 with $130B in applications and $170B in infrastructure software. Informatica intends to go after a $6.5B addressable market that includes analytics, cloud data integration, operational data integration, master data management, and messaging. Success will require an expansion in focus from the traditional IT leaders and developer buyers to the emerging needs of business leaders.
- Supporting a world of Hybrid IT. Juan Carlos Soto, SVP & GM for Informatica Cloud, discussed how clients now see Hybrid IT as the new norm. In fact, cloud based adoption has shifted from line of business (LOB) owned to IT led adoption of cloud over the past three years. Soto sees three pillars of success that include delivery of a platform for hybrid IT, cloud services for all, and Informatica inside. Key features for 2013 include data masking, process automation, integration with Microsoft Dynamics AX, integration with NetSuite, integration with Workday, integration with Oracle CRM On Demand, integration with Amazon RedShift, and integration with Ultimate Software (which was announced March 13th).
(POV): In a world of Hybrid IT, Constellation expects integration to be a core requirement for success. Consumerization of IT has led to a proliferation of mobile and cloud endpoints that require sophisticated data integration capabilities among all possible connections, data flows, business processes, and access. Informatica’s success depends on its ability to attract the cloud integration decision makers and users for basic cloud integration for enterprise and those seeking more complicated enterprise cloud integration use cases. The platform for a Hybrid IT play via a Virtual Data Machine (VDM) has the most potential for success in creating new business models. Informatica Inside will succeed so long Informatica is seen as “the Switzerland” for integration in cloud stacks and solutions.
- Providing the integration and quality requirements for a big data world. Ash Kulkarni, SVP & GM for Data Integration and Data Quality, addressed the analytical integration, operational integration, and data governance strategy. Informatica’s themes for next generation data integration include agility in development, flexibility for deployment, and confidence in management. New features in analytical data integration include built-in data virtualization, complex event processing, support for decision making, and big data integration for Hadoop customers. The data governance features include improved inference for data domain discovery, automated enterprise data discovery, business friendly glossaries with rich metadata lineage, streamlined workflow and task management, data masking, visual exception auditing, audit data retention policies for production and legacy apps archiving,