ISG Software Research Analyst Perspectives

Oracle Addresses Agentic AI for Fusion and Beyond

Posted by Matt Aslett on 29 July 2025

ISG Software Research’s expertise examines the software provider landscape through two lenses: business applications (including office of finance, human capital management (HCM) and customer experience) and IT and technology (including digital business, digital technology, artificial intelligence (AI) and analytics and data). Most software providers fall into one of these two high-level expertise...

Databricks Data+AI Summit

Posted by David Menninger on 24 July 2025

Databricks recently hosted its Data+AI Summit in San Francisco, an event that attracted 22,000 attendees. That’s a far cry from the Spark Summit I attended in 2016. As pointed out in my coverage of Databricks massive funding round earlier this year, the company was originally founded as a provider of cloud-based Apache Spark services. Since its inception, Spark has been associated with processing...

Confluent Address Unified Stream and Batch Processing with AI

Posted by Matt Aslett on 22 July 2025

I have been saying for several years that success with streaming data requires enterprises to manage data in motion alongside data at rest, rather than treating streaming as a niche activity. Software providers have also been moving in this direction. Many established data management providers have added the ability to manage, store and process streaming data alongside their existing batch data...

Data Lakehouses Enable Data as a Product

Posted by Matt Aslett on 17 June 2025

I have previously described how data as a product was initially closely aligned with data mesh, a cultural and organizational approach to distributed data processing. As a result of data mesh’s association with distributed data, many assumed that the concept was diametrically opposed to the data lake, which offered a platform for combining large volumes of data from multiple data sources. That...

Google Plots BigQuery Path from Data to AI

Posted by Matt Aslett on 03 June 2025

A little under a year ago, I explained how Google was positioning its BigQuery product as a unified data platform for processing data in multiple formats, across multiple locations, for multiple use cases—including business intelligence (BI) and artificial intelligence (AI)—using a combination of multiple data engines, including SQL, Spark and Python. The evolution of BigQuery as the focus of...

Oracle Wants to Be the Database for AI

Posted by David Menninger on 15 May 2025

Founded as Software Development Laboratories in 1977, Oracle is a behemoth in the software industry, generating more than $50 billion in revenue in its fiscal year 2024. Originally focused solely on the relational database market, the software provider operated as Relational Systems, Inc. for several years before adopting the name Oracle in 1982. The company went public in 1986 and became one of...

Progress Enables Knowledge Graphs for Semantic AI

Posted by Matt Aslett on 24 April 2025

As enterprises embrace the potential opportunities presented by artificial intelligence (AI), they are quickly finding that good data management is a prerequisite. As was explained in ISG’s State of Generative AI Market Report, AI requires data that is clean, well-organized and compliant with regulatory standards. There are multiple challenges to delivering AI-ready data, including combining...