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Cognos CEO Gains Insight From New Market

The Oracle/SAP acquisitions are beneficial for Cognos on an less foreseen front: Purchasing managers prefer single, independent B.I. providers and Cognos is the only major player left here. Not only do Hyperion and BOBJ have the hoops to jump through on their integration process, but they are now bundled with their parents in potential clients' minds, so this situation is also a win/win for Cognos, who is coming into what is traditionally their strongest two quarters, with a ramped up salesforce and strong deal pipeline

Analysts Downgrade Cognos On Overdone Takeover Mania

Goldman's studies have shown that purchasing managers prefer independent BI providers, as opposed to the combine ventures that Oracle/Hyperion and SAP/BOBJ provide. Coming into their traditionally strong 3rd and 4th quarters, with a strong pipeline of deals and increasing sales force, Cognos shareholders will benefit from the consolidation on the revenue side, as well as acquisition possibility.