Will IT Operations Analytics Platforms Replace APM Suites? Will Cappelli of Gartner is examining this question in his latest work. Effectively correlating transactional data is how APM products will avoid replacement:
There are some people saying they can get by just with analytics. That is a big mistake, because analytics technology will end up having to replicate a lot of the core data collection and filtering that is done by more traditional APM tools. Rather than focusing on analysis, they will be focusing on performance and availability monitoring, which is not what they are designed to do.
You can read part two of this discussion here: Gartner Q&A Part Two: Analytics vs. APM