Breaking Down the Hortonworks S-1

Hortonworks plans to go public in 2015 and its S-1 filing, revealed to the world yesterday, says a lot about the state of the Hadoop market generally and, obviously, Hortonworks specifically.

nyseFirst, a mea culpa. In Wikibon’s latest Big Data market forecast, my colleagues and I provided our estimate for Hortonworks’ 2013 revenue (along with revenue estimates of all the other players in the market … more on that in a moment.) Well, we overshot the mark.

Share

,

1 Comment

Industry Vet Rich Napolitano Joins SDN Startup Plexxi as CEO

network-2-300x225

Software defined networking specialist Plexxi just named industry veteran Rich Napolitano as its CEO. Napolitano left EMC after heading its midrange storage business for the better part of a decade. Napolitano has built a reputation as a strong leader at both large companies (DEC, Sun, EMC) and smaller firms (Pirus Networks, Data Kinesis, Bluepoint). At heart Napolitano is a startup guy who has both engineering and management chops. He’s experienced, smart, technical, likable, humble with a giant network of contacts. He’s perfect for Plexxi, a New Hampshire based networking company with a scale out approach.

Share

No Comments

Dell World 2014: No to Wall St, Yes to Cash

Co-authored by Stuart Miniman

This week, Dell held its annual customer conference in Austin, TX. Official attendee numbers were not divulged but by our estimates between 4,000 – 5,000 customers and partners were on hand including a large Dell contingent. This is the third of four Dell World’s we’ve attended and there’s always a strong lineup  of outside luminaries speaking at the conference. This year’s speaker juice was dialed back a bit and focused more on Dell (previous years included big names like Bill Clinton and Elon Musk); but still included thought leaders like MIT’s Erik Brynjolfsson and Andy McAfee and Reddit founder Alexis Ohanian.

Share

1 Comment

#BigDataNYC and Wikibon Capital Markets Day is Almost Here

The biggest week of the Big Data calendar is here. Kicking off tomorrow #theCUBE is live at #BigDataNYC 2014 for two days of continuous coverage. We’ll be interviewing Big Data practitioners, thought-leaders and technologies live from the Hilton Times Square in New York City. Watch live coverage at live.siliconangle.tv.

On Thursday (10/16) afternoon, tune in to catch my presentation to capital markets professionals on the state of Big Data in the enterprise, the implications for IT heavyweights (Oracle, SAP, Teradata, etc.) and what savvy investors need to consider when placing their bets on the Big Data market. Following my presentation, we’ll have a live panel discussion to continue the conversation. Panelists include myself former Nokia Big Data team lead (and current Cloudera Big Data Evangelist) Amy O’Connor, Big Data Guru and CEO of Tresata Abhi Mehta, and former Cowen and Company software analyst Peter Goldmacher.

Share

1 Comment

HP Invests in Hortonworks to Jumpstart its Transformation

HP and Hortonworks deepened their relationship last week, and the deal says a lot more about the former than it does the latter.

The news is that HP is investing $50 million in Hortonworks for about a 5% ownership stake in the company (Hortonworks’ Series D valuation is estimated at $1.1 billion) and a seat on Hortonworks’ board. HP will resell the Hortonworks Data Platform (HDP) and provide Tier 1 support to customers. The two companies will also work together to certify the HP Vertica analytic database on YARN.

Share

, , ,

1 Comment

People & Relationships Just as Important as Data for New CDOs

Data-2Organizations are increasingly coming to the realization that data is a core strategic asset, the new source of competitive advantage. Success in today’s economy is predicated on how organizations leverage data as much as any other corporate function. The challenge organizations face, then, is how to leverage this asset to its maximum potential in ways that are as efficient as possible and also minimize risk.

This is no small feat. It involves data itself (identifying and managing sources of data), technology (tools and systems to ingest, process, store, analyze and share data), governance (ensuring data is used ethically and in compliance with relevant policies/regulations) and people (aligning various stakeholders and business objectives.)

Share

,

No Comments

Catalogic Software (Who?) Taps Ed Walsh as CEO

Ed Walsh, the CEO whiz kid is back doing what he does best – running a product company. This time he’s landed at Catalogic Software, a firm many people have never heard of—but probably will over the next several months.

Walsh is a storage industry veteran who is best known for taking small, relatively unknown product-focused companies that need clearer strategy and execution chops, building a team, pointing them at a problem, gaining traction and then selling to a larger player who needs to fill a gap. Walsh touts an impressive list of successful exits as a CEO, including Avamar (EMC), Virtual Iron (Oracle) and Storwize (IBM).

Share

No Comments

Memory Matters

 

The “big four” megatrends of cloud, mobile, social and Big Data are putting new pressures on IT departments. These high level forces are rippling through to create demands on infrastructure as follows:

Cloud – Amazon has turned the data center into an API. This trend is forcing CIOs, as best they can, to replicate the agility, cost structure and flexibility of external cloud service providers. Unlike outsourcing of the 1990’s, which had diseconomies of scale at volume, cloud services have marginal economics that track software (i.e. incremental costs go toward zero). This trend will put added pressure on IT to respond to the cloud.

Share

1 Comment

Hadoop At Once Disrupts and Compliments Traditional Approaches

Despite the apparent contradiction, Hadoop and other emerging Big Data approaches are at the same time complementary to and disruptive to established data warehousing and business intelligence practices in the enterprise. I recently spoke with my colleague Stu Miniman about this and other findings from Wikibon’s Q2 2014 Big Data Analytics Survey in the below Cube Conversation. The survey, one of two major Big Data surveys Wikibon will undertake this year, is part of Wikibon’s new Big Data research service. The new service is focused on primary data-driven research designed to uncover how Big Data is practically applied in today’s enterprise, explore the impact on existing modes of data management and analytics, and to understand its implications for existing and start-up Big Data vendors. To find out more about Wikibon’s new Big Data research service, please email
john.greco@wikibon.org
.

Share

, , ,

No Comments

The Gap between Web-scale and Enterprise IT

The big Internet companies like Google, Amazon, Yahoo and Facebook are having a profound impact on the IT ecosystem. Wikibon has been tracking the hyperscale infrastructure developments for the past few years (see much of this at Wikibon.org/SLI – our Software-led Infrastructure page) and how both the operational models and technologies used are impacting service providers and enterprise environments. The hyperscale (or web-scale) companies still only make up about 20% of IT revenue, but more signifiantly, most of the growth (see server revenue as a barometer of this activity). There are significant differences between the applications in hyperscale (custom written to optimize for massive scale) and enterprise (typically off-the shelf), so the theme is not that the enterprise of tomorrow will look like the web companies of today.

Share

No Comments