Are There BI Implications In The Rumored IBM/Sun Merger? You Betcha!

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Boris-Evelson By Boris Evelson

I always predicted that Open Source BI has to reach critical mass before it becomes a viable alternative for large enterprise BI platforms. All the individual components (a mixture of Open Source BI projects and commercial vendor wrappers around them) are slowly but surely catching up to their bigger closed source BI brothers. Talend and Kettle (a Pentaho led project) offer data integration components like ETL, Mondrian and Palo (SourceForge projects) have OLAP servers, BIRT (an Eclipse project), Actuate, Jaspersoft and Pentaho have impressive reporting components, Infobright innovates with columnar dbms well suited for BI, and productized offerings from consulting companies like European based Engineering Ingegneria Informatica – SpagoBI – offer some Open Source BI component integration.

However, even large closed source BI vendors that acquired multiple BI components over the years still struggle with full, seamless component integration. So what chance do Open Source BI projects and vendors with independent leadership structure and often varying priorities have for integrating highly critical BI components such as metadata, data access layers, GUI, common prompting/sorting/ranking/filtering approaches, drill-throughs from one product to another, etc? Today, close to none. However, a potential consolidation of such products and technologies under one roof can indeed create a highly needed critical mass and give these individual components a chance to grow into large enterprise quality BI solutions.

Who are the potential consolidators? Red Hat with its JBoss and Metamatrix, critical BI integration components would make sense. And/or Sun with its GlassFish app server, NetBeans integration components, and MySQL, a small, but growing option for DW platform would probably make an even better acquirer. Now, the recent rumor that IBM may be in M&A talks with Sun is throwing a wrench into my well oiled engine of prediction logic. This would be an interesting twist with lots of implications for IBM such as reconciling its WebSphere line of products with Sun’s GlassFish and NetBeans, and reconciling its InfoSphere line of products with Sun’s MySQL

If, and only if, IBM decides that such two-pronged product strategy – open and closed source – makes sense for them, then I can theoretically see IBM becoming the consolidator for Open Source BI products. It can then potentially leverage its resources and subject matter expertise from Cognos to build up and position both open source and closed source BI offerings targeted at specific client bases. But the challenges of developing, marketing, positioning and selling two families of highly overlapping and competing BI products will be huge!

If such future is not in IBM plans, then my hopes for the bright Open Source BI future and bets are on Red Hat.

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Are There BI Implications In The Rumored IBM/Sun Merger? You Betcha!

Share

Boris Evelson By Boris Evelson

I always predicted that Open Source BI has to reach critical mass before it becomes a viable alternative for a large enterprise BI platform. All the individual components (a mixture of Open Source BI projects and commercial vendor wrappers around them) are slowly but surely catching up to their bigger, closed source BI brothers. Talend and Kettle (a Pentaho led project) offer data integration components like ETL, Mondrian and Palo (SourceForge projects) have OLAP servers, BIRT (an Eclipse project), Actuate, Jaspersoft and Pentaho have impressive reporting components, Infobright innovates with columnar dbms well suited for BI, and productized offerings from consulting companies like European based Engineering Ingegneria InformaticaSpagoBI – offer some Open Source BI component integration.

However, even large closed source BI vendors that acquired multiple BI components over the years still struggle with full, seamless component integration. So what chance do Open Source BI projects and vendors with independent leadership structures and often varying priorities have for integrating highly critical BI components such as metadata, data access layers, GUI, common prompting/sorting/ranking/filtering approaches, drill-throughs from one product to another, etc? Today, close to none. However, a potential consolidation of such products and technologies under one roof can indeed create a highly needed critical mass and give these individual components a chance to grow into large enterprise-quality BI solutions.

Who are the potential consolidators? Red Hat, with its JBoss and Metamatrix – critical BI integration components – would make sense. And/or Sun with its GlassFish app server, NetBeans integration components, and MySQL, a small, but growing option for DW platform, would probably make an even better acquirer. Now, the recent rumor that IBM may be in M&A talks with Sun is throwing a wrench into my well oiled engine of prediction logic. This would be an interesting twist with lots of implications for IBM, such as reconciling its WebSphere line of products with Sun’s GlassFish and NetBeans, and reconciling its InfoSphere line of products with Sun’s MySQL

If, and only if, IBM decides that such two pronged product strategy – open and closed source – makes sense for them, then I can theoretically see IBM becoming the consolidator for Open Source BI products. It can then potentially leverage its resources and subject matter expertise from Cognos to build up and position both open source and closed source BI offerings targeted at specific client bases. But the challenges of developing, marketing, positioning, and selling two families of highly overlapping and competing BI products will be huge!

If such a future is not in IBM plans, then my hopes for the bright Open Source BI future and bets are on Red Hat.

Share
Categories
See Boris Evelson at:
Technology & Innovation Forum East

New York City

Learn more and register
Blog

The Dawn Of The Accidental Developer

Chris Gardner June 26, 2026
Recently, a colleague of mine was working on a mathematical model in Excel. He asked Copilot to solve a complex problem. The answer the spreadsheet produced wasn’t quite right. He asked Copilot what it did to figure out the answer. It started spitting out Python code. My colleague was not a developer. He had never […]
Blog

Agentic Software Development Takes The Lead: From Code Assistants To Orchestrated SDLC Agents

Diego Lo Giudice June 8, 2026
So far in 2026, software development has already crossed a clear threshold. GenAI is no longer just helping developers to write code faster; it is reshaping how software is planned, built, tested, and delivered. Forrester’s recent report on The State Of Agentic Software Development, 2026 shows that TuringBots are now becoming agentic, not just AI […]

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