Much has been said about IBM announcing plans to buy Unica. We thought we’d provide a service to our readers and reduce the clutter by curating some of the most provocative analyses in a single post. To be clear, these thought-leaders don’t necessarily see the news the same way as Eloqua does, but each makes a compelling point worthy of consideration and discussion.
We’d like to hear what expert blogs we overlooked. What though-provoking perspectives have caught your imagination? Lastly, note that the below list is in no particular order.
- Title: IBM to Acquire Unica
- Why read it: Jonathan simplifies, without oversimplifying, the logic behind the acquisition.
- Conclusion: “This could be the tipping point we’ve been predicting.”
- Best line: “So will this acquisition start a domino effect? Most likely, but the row of dominoes is fairly short.”
- Title: Suresh Vittal and Joe Stanhope Consider The News of IBM Acquiring Unica
- Why read it: Joe’s decisiveness (e.g., “Let’s make one thing clear from the outset – this acquisition is about Unica’s marketing automation and operations solutions not necessarily about the Web analytics products.”).
- Conclusion: “The acquisition of Unica absolutely reinforces IBM’s assertion that they committing to marketing solutions and the CMO.”
- Best line: “As with Coremetrics and many other IBM acquisitions, Unica is a small fish in a very large pond. A $96 Billion, 400,000 employee pond.”
- Title: My take: IBM Buys Unica and What it Means
- Why read it: The perspective of a (former) IBM insider.
- Conclusion: The acquisition could have farther-reaching implications (e.g., “What happens when sensors detect that a power grid is likely to be reaching brownout stages? Is there a way to alert those affected via SMS, TV messaging, phone call, email?”).
- Best line: “Connecting Unica to (iLog, Websphere Commerce, social media) is where the big money sits.”
- Title: IBM Buys Unica: Will Acquisitions Now Shift to B2B Marketing Automation?
- Why read it: David’s attitude. He challenges other big thinkers (“I’m looking at you, Jonathan Block of SiriusDecisions ”) and explores fresh angles (“…this acquisition may spur Web content management vendors to accelerate their own acquisition of marketing automation capabilities”).
- Conclusion: “(This) acquisition is basically the completion of the consolidation of (the B2C) space, not the start of consolidation among B2B marketing automation vendors.”
- Best line: “This is wholly unsurprising: as the last and only big independent left in its space, Unica was obvious acquisition bait.”
What’s my personal favorite analysis? Well, of course it’s Stanhope’s comment, “The multiple IBM is paying for Unica is also encouraging. Why? Follow up deals, renewed interest from mainstream media that generates broader awareness, follow up investments that spur innovation all make this acquisition good news for Unica’s competitors and the adjacent categories.”
Which thought leaders do you agree (or disagree) with most? Do you have an analysis of your own? Share it here.