Market Summary

1
Market Summary

• BI is a scattered market, with high growth
  expectations
• In Memory is a platform for analysis and
  reporting, not a feature
• In Memory Analysis is today bridging a gap
  between OLAP and reporting, and will eventually
  replace them
• In Memory Analysis is opening up a mass market
  for BI

• BI pure plays are likely to face continued
  pressure, both from stack players and from
  innovators
• SAP is already on the In-memory market with the
  same messages, but not technology, as QlikTech
• Two years from now, we expect that at least two
  of the four biggest BI pure plays have been
  acquired

2
Context The Great BI Squeeze
The Stack Vendors
Traditional BI
The Innovators BI 2.0
3
What Characterizes In-Memory Analysis
In Memory Analysis Feature
Benefit

• Leverages 64-bit/multi-core Hardware Platform
• Data queried in memory
• Aggregates calculated as clicked
• Visually Interactive UI

• Large datasets
• Many users
• Fast queries
• No load on operational systems
• Freedom in selecting measures/dimensions
• Infinite drill-down/around
• Easy-to-use
• Sex and Sizzle

4
In Memory Competitors (Rank Order)
5
Our lead
Competition
6
BI Market
Reporting
Untrained Masses
BI For the Masses
PDF Reports
End User
SQL Writers
BI Geeks
Highly Trained Specialized
Interactive Aggregates
Static Aggregates
Queried Data
Raw Data
Functionality
7
BI Market
Reporting
Untrained Masses
Excel
Reporting
End User
Excel 2.0
Highly Trained Specialized
SAP BI Accelerator
OLAP
Interactive Aggregates
Static Aggregates
Queried Data
Raw Data
Functionality
8
BI Market
Reporting
Untrained Masses
QlikView
Growing the Market
Bridging the OLAP/Reporting Gap
Excel
Reporting
End User
Excel 2.0
Highly Trained Specialized
SAP BI Accelerator
OLAP
Interactive Aggregates
Static Aggregates
Queried Data
Raw Data
Functionality