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Gregory Thompson's Blog Posts Tagged 'Data' (4)

How to Invest in the Data Analytics Universe

Just about every company worth its salt today uses data and analytics to better understand their customers and better meet their needs.  For some companies, such as Google, Amazon and others, data science is the very foundation of their business model - but these companies use data analytics in service of their broader core mission.  The universe of public companies that actually provide data and analytics solutions is far smaller and harder to define, but includes industry behemoths such as…

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Added by Gregory Thompson on August 5, 2020 at 2:30pm — 1 Comment

The Data Analytics Sector in a Post-COVID World – Ripe for Consolidation

The number of companies that have emerged in the data analytics space over the past decade or so has been enormous.  Some have done extremely well and become unicorns with sky high valuations, while others have crashed and burned.  The universe has seen the emergence of a group of integrated enterprise vendors (Salesforce, Oracle, Adobe, IBM etc.) and a large number of relatively small point solutions.  This universe is now reaching critical mass and the market is likely to enter a new…
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Added by Gregory Thompson on August 5, 2020 at 2:06pm — No Comments

The Data Analytics Landscape - A Crystal Ball

It wasn’t so long ago that the universe of data analytics companies was much easier to describe.  In the year 2000 there were some clearly defined categories of companies that were all engaged in some part of the data and analytics world, although data analytics was not really recognized as a discrete sector at the time.  Companies typically fit into a specific industry category, such as software (Oracle, Siebel, Epiphany), consulting (Accenture, Bain), data (credit bureaus, IMS, IRI); or a…

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Added by Gregory Thompson on September 21, 2015 at 7:35am — No Comments

How many analytics companies are there?

I set out a structure for the data analytics industry in a previous post.  This framework attempted to define a framework by which companies can be categorized and evaluated.  The framework defined a group of four sectors with a number of segments within each of those sectors.  On the one hand there is a group of global leaders that provide a comprehensive suite of analytics software and services to all-comers as well as a group of companies that have deep expertise and offerings focused on…

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Added by Gregory Thompson on September 21, 2015 at 7:30am — 2 Comments

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