Opentext had their second quarter earning call on Wednesday.  It featured new CEO, Mark Barrenechea, meeting the investors for the first time.  Given his background, it was the confident performance that you would expect.  

The markets obviously enjoyed it and his message.

via Google Finance

I'm not a financial analyst so I'll leave the monetary implications of the call to others to dissect.  Instead, I managed to pick up some interesting snippets about how Opentext views the current technology marketplace.

Enemies and Allies

In their core market of electronic content management (ECM), the Opentext world is neatly divided in two:  Microsoft/Sharepoint and SAP are allies and ECM Documentum and IBM Filenet are the enemies.  

All of the competitive positioning was couched in terms of the riding the Sharepoint wave and stealing share from Documentum and Filenet.  I've written before on Opentext's market position and I still think that the Microsoft strategy is delicate balancing act to get right.

The relationship with SAP was different.  Opentext view themselves as a bit of an enabler in SAP ecosystem - there was less direct competition.

Oracle is the wide card and was seen as potential opportunity for future development.

BPM is strategic but not yet ...

During the Q&A section, there was interesting exchange on Opentext's acquisition of Global360 and Metastorm.  I have quoted it here in its entirety:

Scott Penner - TD Securities Equity Research

Okay. And then just, I guess lastly for me, Mark, just on the integration of those, the BPM businesses, there was a timeline laid out where first there was the integration of the 2, Global 360 and Metastorm separate from the mother ship and then it would be integrated and cross-selling would come from that. I just -- I wanted just kind of set an expectation on when we should assume that were going to start to see some really significant cross-selling opportunities come in and really contribute to the revenue side?

Mark J. Barrenechea

My expectation would be, we'd kick off FY '13 with the worldwide sales force better trained, better equipped, building pipeline and starting to see some wins. So I'd like to see the junction of FY '13 with BPM fully integrated.