Gartner has named Informatica the leader in the data integration market, securing the number one position for the fourth straight year in Gartnerâ€™s ETL market share report. Informatica captured 25% of the ETL market in 2004, with an increase in revenue of 10% from 2003 and over a 5% increase over the nearest competition, Ascential/IBM.
Informatica is ripe for acquisition and its purchase will (would?) send shockwaves through the industry. It won't be IBM since they now have Ascential. If Microsoft, it would signal a real enterprise push for them and I would expect more acquisitions from them soon following. It won't be Business Objects since they are strongly pushing their Data Integrator (formerly Acta) product now, but it would be interesting to see if a "BI company" could do this (versus a big player like IBM, Oracle, Microsoft, SAP). SAP has rolled out Netweaver so I'm discounting that possibility.
PeopleSoft EPM, the out of the box BI suite from PeopleSoft, ships with Ascential. This may change. The Oracle-Informatica partnership around that could lead to something more.
And then there's Microstrategy. Informatica and Microstrategy could power an entity from even humble beginnings right into this top-tier.
Of course, these are my opinions only.