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Welcome to my BeyeNETWORK blog! Please join me often to share your thoughts and observations on new analytic platforms, BI and data management. I maintain a vendor-focused practice that uses primary research, briefings, case studies, events and other activities that stimulate ideas as a source for commentary on strategy and execution in the marketplace. I believe the emergence of a new class of analytic platforms, and emerging data management and advanced tools herald a next step in the maturity of information technology, and I'm excited to be present for its emergence. I hope my blog entries will stimulate ideas that will serve both the vendors creating these new solutions and the companies that will improve their business prospects as a result of applying them. Please share your thoughts and input on the topics.



Sybase has announced yet another record revenue result for the third quarter of 2009.  Like other leading data management firms, its database business demonstrated continuing vitality in a difficult economic period. With 32% growth in database licensing revenues against a strong year over year comparison, the venerable DBMS provider continued a string of recent strong results.

A 30% operating margin was icing on the cake; John Chen has proved to be a careful steward for the firm as it has carefully navigated a changing environment for its database, mobile middleware, and messaging businesses. Although Europe is still not strong, Sybase's steady inroads in Asia, particularly China, continue to be a spur to growth, and John Chen called out the strong US Federal business as a key contributor as well.

Chen was upbeat about the future, indicating that the pipeline looks good and raising the guidance for Wall Street to suggest that the company will achieve another record in Q4. Expect to see a  little more presence from the surviving "tier 1.5" database vendor - but not enough. Sybase continues to hide its light under a bushel, ceding too much mindshare to noisier competitors. Perhaps in 2010 we'll see a rampup in visibility, but I'm not counting on it. And with these results, maybe they've got it right. Still, one can't help but wonder: what if they made some noise?

Posted November 20, 2009 12:01 PM
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