      Kellblog · 2007-03-01
      · 7035d
    

Oracle's Hyperion Acquisition Signals Wave 2 BI Market Consolidation

Oracle announced a $3.3B acquisition of Hyperion at $52 per share, marking the beginning of wave 2 consolidation in the business intelligence market. This move follows wave 1 consolidation where BI vendors acquired leaders in complementary sub-categories. The acquisition raises strategic questions for remaining independent vendors like Business Objects and Cognos regarding the tradeoff between best-of-breed positioning and scale advantages.

6 metrics· Cited 4× in the knowledge base ·Open source ↗

Metrics in this report

Acquisition Price

3.3$B

transaction value

Oracle-Hyperion deal

BI Vendor Scale

1$B

approximate

Business Objects, Cognos, Hyperion revenue scale

Crystal Decisions Acquisition

1$B

approximate

Business Objects acquisition in 2003

Price Per Share

52$

offer price

Hyperion acquisition

Service Cloud Revenue

500$M

historical scale

Salesforce Service Cloud business (author's prior role)

Share Price Premium

21%

over previous close

Hyperion acquisition offer