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.

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Industry Vet Rich Napolitano Joins SDN Startup Plexxi as CEO

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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.

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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.

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#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.

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