Hortonworks IPO – Why Now?

Last week, many observers were surprised when Hortonworks’ S1 for an initial public offering (IPO) was filed. And there are good reasons to be surprised. Why now? CEO Rob Bearden told VentureWire not long ago that he expected to exit 2014 “at a strong $100 million run rate” in preparation for a 2015 IPO. What changed? Perhaps one answer to that question might be answered by asking another question: for whom?

— for more, see my Gartner blog post

Strata Spark Tsunami – Hadoop World, Part One

New York’s Javits Center is a cavernous triumph of form over function. Giant empty spaces were everywhere at this year’s empty-though-sold-out Strata/Hadoop World, but the strangely-numbered, hard to find, typically inadequately-sized rooms were packed. Some redesign will be needed next year, because the event was huge in impact and demand will only grow. A few of those big tent pavilions you see at Oracle Open World or Dreamforce would drop into the giant halls without a trace – I’d expect to see some next year to make some usable space available.

So much happened, I’ll post a couple of pieces here. Last year’s news was all about promises: Hadoop 2.0 brought the promise of YARN enabling new kinds of processing, and there was promise in the multiple emerging SQL-on-HDFS plays. The Hadoop community was clearly ready to crown a new hype king for 2014.

This year, all that noise had jumped the Spark.

– This post is continued on my Gartner blog –

Satya Nadella on Mobility: It’s Personal

At Garner Symposium, Drue Reeves and I had the opportunity to interview Microsoft CEO Satya Nadella. Here’s a brief clip from the closing. I’m summarizing and Satya, passionate as he was throughout the conversation, lays out his vision about mobility that crosses the personal and professional: mobility of the individual and the app experiences. “Have my work and life wherever – that’s the true form of mobility.”

 

Microsoft’s Portfolio – A Formidable Mix

For the past few months, I’ve been Gartner’s Vendor Lead for Microsoft. For some 30 vendors, we assign a single analyst to act as a focal point for coordinating across the 1000 analysts we have when research covers that vendor.

In Microsoft’s case, that has proven to be fascinating – we have some 3 dozen Magic Quadrants alone that have been published about their offerings in the last 15 months or so. As Vendor Lead, I’m a mandatory peer reviewer for those and other documents. For my own edification, I decide to map the Magic Quadrants that feature Microsoft onto a quadrant that shows where Microsoft appears in that piece of research. The results are intriguing.

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Hadoop Investments Continue: Teradata, HP Jockey For Position

Interest from the leading players continues to drive investment in the Hadoop marketplace. This week Teradata made two acquisitions – Revelytix and Hadapt – that enrich its already sophisticated big data portfolio, while HP made a $50M investment in, and joined the board of, Hortonworks. These moves continue the ongoing effort by leading players. 4 of the top 5 DBMS players (Oracle, Microsoft, IBM, SAP and Teradata) and 3 of the top 7 IT companies (Samsung, Apple, Foxconn, HP, IBM, Hitachi, Microsoft) have now made direct moves into the Hadoop space. Oracle’s recent Big Data Appliance and Big Data SQL, and Microsoft’s HDInsight represent substantial moves to target Hadoop opportunities, and these Teradata and HP moves mean they don’t want to be left behind.

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What Is Hadoop….Now?

In February 2012, Gartner published How to Choose The Right Apache Hadoop Distribution (available to clients). At the time, the leading distributors were Cloudera, EMC (now Pivotal), Hortonworks (pre-GA), IBM, and MapR. These players all supported six Apache projects: HDFS, MapReduce, Pig, Hive, HBase, and Zookeeper. Things have changed.

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Data Security for Hadoop – Add-on Choices Proliferating

In my post about the BYOH market last October, I noted that increasing numbers of existing players are connecting their offerings to Apache Hadoop, even as upstarts enter their markets with a singular focus. And last month, I pointed out that Nick Heudecker and I detected a surprising lack of concern about security in a recent Hadoop webinar. Clearly, these two topics have an important intersection – both Hadoop specialists (including distribution vendors) and existing security vendors will need to expand their efforts to drive awareness if they are to capture an opportunity that is clearly going begging today. Security for big data will be a key issue in 2014 and beyond.

 

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Microsoft’s New CEO – What’s Next for Microsoft?

In the most profound change of leadership in Microsoft’s history, Satya Nadella, who was head of the Cloud and Enterprise division,  has taken the helm, succeeding Steve Ballmer. Nadella’s “insider” understanding of Microsoft’s culture and his effectiveness in cross-team communication and collaboration could help him reshape Microsoft for the digital era — which will be key for the company to attain the visionary technical leadership to which it aspires.

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Aspirational Marketing and Enterprise Data Hubs

In the Hadoop community there is a great deal of talk of late about its positioning as an Enterprise Data Hub. My description of this is “aspirational marketing;” it addresses the ambition its advocates have for how Hadoop will be used, when it realizes the vision of capabilities currently in early development. There’s nothing wrong with this, but it does need to be kept in perspective. It’s a long way off.

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That Exciting New Stuff? Yeah… Wait Till It Ships.

A brief rant here: I am asked with great frequency how this RDBMS will hold off that big data play, how data warehouses will survive in a world where Hadoop exists, or whether Apple is done now that Android is doing well. There is a fundamental fallacy implicit in these questions.

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