Selling the Brain to Save the Body? OpenText, Vertica, and a Risky Trade-Off
OpenText logo courtesy of Opentext Corporation When I read that OpenText has decided to sell Vertica in order to pay down debt, my first reaction wasn’t surprise, I admit, it was a bit of discomfort. Not because selling assets to reduce leverage is inherently wrong; for sure it isn’t. But because which asset you sell says a lot about how you see your future, and in this case, OpenText may be divesting one of the very pieces that could have mattered most in the next phase of enterprise software: high-performance analytics in an AI-driven world. In my view, this may turn out to be a sensible financial move, for the best, or it may end up being a strategic mistake that only becomes obvious later. Let’s unpack why. Vertica Wasn’t Just Another Product Vertica is not a shiny, hype-driven analytics toy; it’s a battle-tested, high-performance analytical database designed for large-scale, complex workloads. Over the years, it earned a reputation for speed, efficiency...