应用性能管理APM公司的两起两落
DrXray: 一篇介绍行业现状的文章。好的技术和方向还是要有好的团队和领导力才能成功。
Prior to Gartner as an end user I watched the rise of companieslike Precise software (I was a customer), and Optier. I’m not goingto rehash all of the interesting twists of Precise you can readthem here : http://en.wikipedia.org/wiki/Precise_Software thecompany was once worth well over $500m with some superb technology.With a successful $140m IPO in 2000, they were a high flyer.Through the changes of being bought twice after the IPO thebusiness execution and leadership began to suffer. This wassomething they did not recover from, eventually resulting in a firesale of the technology, where it was picked up for pennies on thedollar by Idera last year. We have high hopes Idera can rebuild thePrecise technology and meld it with CopperEgg to create acompelling APM solution (of course SaaS and on premise).
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Similarly Optier, another great technology innovator in APM,pioneered the use of advanced analytics in the space, didn’t sufferfrom vision or technology. The issues were once again theleadership outside of the technical parts of the organization.Having raised well over $100m in the last 9 years the company neverkept pace with the changes in the market. Optier has finally closedtheir doors as of yesterday, really sad to see that thetransformation from on premise heavy enterprise software to SaaSwas not happening fast enough to fix the cash situation. Hopefullysomeone will acquire some of these great assets and possibly seethe transformation through.
I’m starting to see yet another story follow in this similar path,but nothing I can write about yet… We shall see.
It’s certainly been an interesting 3 years at Gartner covering theAPM space. Upon joining the company there was some innovationhappening and the rise of two of the most well regarded and askedabout companies in the APM space. Both AppDynamics and New Relichave been major disruptors in terms of making APM easy,inexpensive, and effective. Regardless of the depth and technicalexpertise of the companies (which they both clearly do have) it wasabout the delivery model and execution from a sales, marketing(which matters quite a bit), and senior management visionperspective. These two companies are both young, but the experienceand leadership speaks for itself. Both having valuations well over$2b, and a path towards IPO, when they should they need thefunding, they are the new generation of APM companies pushing theenvelope.
APM 应用性能管理DrXray http://blog.sina.com.cn/xrayonapm
I’m not discounting the technology and size of Compuware, they aregoing through a pretty drastic transformation themselves, and trulyfocusing on APM as a core business. Fixing some of the priormistakes on the business side has been a journey for them, butthere is no question on the vision and technology. Expect some disruptive capabilities from Compuware,they are not in follow mode, while many if not all other APMcompanies are.
APM 应用性能管理DrXray http://blog.sina.com.cn/xrayonapm
There are few other companies in the space truly leading andinnovating, but many are trying to change and catch up. Thequestion is with the rate of innovation and change, can anyoneactually accomplish that, especially with the level of growth andcapital commanded by the leaders in the market.
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戴尔APM应用性能管理 DrXray
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