While the Analytics Cloud will leverage many partners' products, the core engine is totally SFDC technology -- they own the entire stack. Thanks to the huge number of AppExchange partners, their Analytics offering will be able to connect to just about any external source, with data latency determined by the customer rather than technology limitations.
Now let's look look at DreamForce from a Wall Street perspective: what you see is that SFDC has dramatically increased its footprint beyond the traditional boundaries of CRM. They were already in marketing automation, mobile development, and HR, and they've just added analytics. From the perspective of pure revenue mongering, they are signalling that revenue growth has got to come from horizontal expansion, not deepening vertical penetration. A natural evolution of a maturing company, one that is hell-bent on growth.
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