Analysis of data warehousing giant Teradata. Related subjects include:
- Hortonworks’ subscription revenues for the 9 months ended last September 30 appear to be:
- $11.7 million from everybody but Microsoft, …
- … plus $7.5 million from Microsoft, …
- … for a total of $19.2 million.
- Hortonworks states subscription customer counts (as per Page 55 this includes multiple “customers” within the same organization) of:
- 2 on April 30, 2012.
- 9 on December 31, 2012.
- 25 on April 30, 2013.
- 54 on September 30, 2013.
- 95 on December 31, 2013.
- 233 on September 30, 2014.
- Per Page 70, Hortonworks’ total September 30, 2014 customer count was 292, including professional services customers.
- Non-Microsoft subscription revenue in the quarter ended September 30, 2014 seems to have been $5.6 million, or $22.5 million annualized. This suggests Hortonworks’ average subscription revenue per non-Microsoft customer is a little over $100K/year.
- This IPO looks to be a sharply “down round” vs. Hortonworks’ Series D financing earlier this year.
- In March and June, 2014, Hortonworks sold stock that subsequently was converted into 1/2 a Hortonworks share each at $12.1871 per share.
- The tentative top of the offering’s price range is $14/share.
- That’s also slightly down from the Series C price in mid-2013.
And, perhaps of interest only to me — there are approximately 50 references to YARN in the Hortonworks S-1, but only 1 mention of Tez.
|Categories: Hadoop, Hortonworks, HP and Neoview, Market share and customer counts, Microsoft and SQL*Server, Pricing, Teradata, Yahoo||7 Comments|
I commonly write about real or apparent technical differentiation, in a broad variety of domains. But actually, computers only do a couple of kinds of things:
- Accept instructions.
- Execute them.
And hence almost all IT product differentiation fits into two buckets:
- Easier instruction-giving, whether that’s in the form of a user interface, a language, or an API.
- Better execution, where “better” usually boils down to “faster”, “more reliable” or “more reliably fast”.
As examples of this reductionism, please consider:
- Application development is of course a matter of giving instructions to a computer.
- Database management systems accept and execute data manipulation instructions.
- Data integration tools accept and execute data integration instructions.
- System management software accepts and executes system management instructions.
- Business intelligence tools accept and execute instructions for data retrieval, navigation, aggregation and display.
Similar stories are true about application software, or about anything that has an API (Application Programming Interface) or SDK (Software Development Kit).
Yes, all my examples are in software. That’s what I focus on. If I wanted to be more balanced in including hardware or data centers, I might phrase the discussion a little differently — but the core points would still remain true.
What I’ve said so far should make more sense if we combine it with the observation that differentiation is usually restricted to particular domains. Read more
I’ve talked with many companies recently that believe they are:
- Focused on building a great data management and analytic stack for log management …
- … unlike all the other companies that might be saying the same thing …
- … and certainly unlike expensive, poorly-scalable Splunk …
- … and also unlike less-focused vendors of analytic RDBMS (which are also expensive) and/or Hadoop distributions.
At best, I think such competitive claims are overwrought. Still, it’s a genuinely important subject and opportunity, so let’s consider what a great log management and analysis system might look like.
Much of this discussion could apply to machine-generated data in general. But right now I think more players are doing product management with an explicit conception either of log management or event-series analytics, so for this post I’ll share that focus too.
A short answer might be “Splunk, but with more analytic functionality and more scalable performance, at lower cost, plus numerous coupons for free pizza.” A more constructive and bottoms-up approach might start with: Read more
I spent a day with Teradata in Rancho Bernardo last week. Most of what we discussed is confidential, but I think the non-confidential parts and my general impressions add up to enough for a post.
First, let’s catch up with some personnel gossip. So far as I can tell:
- Scott Gnau runs most of Teradata’s development, product management, and product marketing, the big exception being that …
- … Darryl McDonald run the apps part (Aprimo and so on), and no longer is head of marketing.
- Oliver Ratzesberger runs Teradata’s software development.
- Jeff Carter has returned to his roots and runs the hardware part, in place of Carson Schmidt.
- Aster founders Mayank Bawa and Tasso Argyros have left Teradata (perhaps some earn-out period ended).
- Carson is temporarily running Aster development (in place of Mayank), and has some sort of evangelism role waiting after that.
- With the acquisition of Hadapt, Teradata gets some attention from Dan Abadi. Also, they’re retaining Justin Borgman.
The biggest change in my general impressions about Teradata is that they’re having smart thoughts about the cloud. At least, Oliver is. All details are confidential, and I wouldn’t necessarily expect them to become clear even in October (which once again is the month for Teradata’s user conference). My main concern about all that is whether Teradata’s engineering team can successfully execute on Oliver’s directives. I’m optimistic, but I don’t have a lot of detail to support my good feelings.
In some quick-and-dirty positioning and sales qualification notes, which crystallize what we already knew before:
- The Teradata 1xxx series is focused on cost-per-bit.
- The Teradata 2xxx series is focused on cost-per-query. It is commonly Teradata’s “lead” product, at least for new customers.
- The Teradata 6xxx series is supposed to be able to do “everything”.
- The Teradata Aster “Discovery Analytics” platform is sold mainly to customers who have a specific high-value problem to solve. (Randy Lea gave me a nice round dollar number, but I won’t share it.) I like that approach, as it obviates much of the concern about “Wait — is this strategic for us long-term, given that we also have both Teradata database and Hadoop clusters?”
Also: Read more
|Categories: Aster Data, Data warehouse appliances, Data warehousing, Hadapt, Hadoop, MapReduce, Solid-state memory, Teradata||2 Comments|
My client Teradata bought my (former) clients Revelytix and Hadapt.* Obviously, I’m in confidentiality up to my eyeballs. That said — Teradata truly doesn’t know what it’s going to do with those acquisitions yet. Indeed, the acquisitions are too new for Teradata to have fully reviewed the code and so on, let alone made strategic decisions informed by that review. So while this is just a guess, I conjecture Teradata won’t say anything concrete until at least September, although I do expect some kind of stated direction in time for its October user conference.
*I love my business, but it does have one distressing aspect, namely the combination of subscription pricing and customer churn. When your customers transform really quickly, or even go out of existence, so sometimes does their reliance on you.
I’ve written extensively about Hadapt, but to review:
- The HadoopDB project was started by Dan Abadi and two grad students.
- HadoopDB tied a bunch of PostgreSQL instances together with Hadoop MapReduce. Lab benchmarks suggested it was more performant than the coyly named DBx (where x=2), but not necessarily competitive with top analytic RDBMS.
- Hadapt was formed to commercialize HadoopDB.
- After some fits and starts, Hadapt was a Cambridge-based company. Former Vertica CEO Chris Lynch invested even before he was a VC, and became an active chairman. Not coincidentally, Hadapt had a bunch of Vertica folks.
- Hadapt decided to stick with row-based PostgreSQL, Dan Abadi’s previous columnar enthusiasm notwithstanding. Not coincidentally, Hadapt’s performance never blew anyone away.
- Especially after the announcement of Cloudera Impala, Hadapt’s SQL-on-Hadoop positioning didn’t work out. Indeed, Hadapt laid off most or all of its sales and marketing folks. Hadapt pivoted to emphasize its schema-on-need story.
- Chris Lynch, who generally seems to think that IT vendors are created to be sold, shopped Hadapt aggressively.
As for what Teradata should do with Hadapt: Read more
|Categories: Aster Data, Citus Data, Cloudera, Columnar database management, Data warehousing, Hadapt, Hadoop, MapReduce, Oracle, SQL/Hadoop integration, Teradata||6 Comments|
As part of my series on the keys to and likelihood of success, I outlined some examples from the DBMS industry. The list turned out too long for a single post, so I split it up by millennia. The part on 20th Century DBMS success and failure went up Friday; in this one I’ll cover more recent events, organized in line with the original overview post. Categories addressed will include analytic RDBMS (including data warehouse appliances), NoSQL/non-SQL short-request DBMS, MySQL, PostgreSQL, NewSQL and Hadoop.
DBMS rarely have trouble with the criterion “Is there an identifiable buying process?” If an enterprise is doing application development projects, a DBMS is generally chosen for each one. And so the organization will generally have a process in place for buying DBMS, or accepting them for free. Central IT, departments, and — at least in the case of free open source stuff — developers all commonly have the capacity for DBMS acquisition.
In particular, at many enterprises either departments have the ability to buy their own analytic technology, or else IT will willingly buy and administer things for a single department. This dynamic fueled much of the early rise of analytic RDBMS.
Buyer inertia is a greater concern.
- A significant minority of enterprises are highly committed to their enterprise DBMS standards.
- Another significant minority aren’t quite as committed, but set pretty high bars for new DBMS products to cross nonetheless.
- FUD (Fear, Uncertainty and Doubt) about new DBMS is often justifiable, about stability and consistent performance alike.
A particularly complex version of this dynamic has played out in the market for analytic RDBMS/appliances.
- First the newer products (from Netezza onwards) were sold to organizations who knew they wanted great performance or price/performance.
- Then it became more about selling “business value” to organizations who needed more convincing about the benefits of great price/performance.
- Then the behemoth vendors became more competitive, as Teradata introduced lower-price models, Oracle introduced Exadata, Sybase got more aggressive with Sybase IQ, IBM bought Netezza, EMC bought Greenplum, HP bought Vertica and so on. It is now hard for a non-behemoth analytic RDBMS vendor to make headway at large enterprise accounts.
- Meanwhile, Hadoop has emerged as serious competitor for at least some analytic data management, especially but not only at internet companies.
Otherwise I’d say: Read more
I’m commonly asked to assess vendor claims of the kind:
- “Our system lets you do multiple kinds of processing against one database.”
- “Otherwise you’d need two or more data managers to get the job done, which would be a catastrophe of unthinkable proportion.”
So I thought it might be useful to quickly review some of the many ways organizations put multiple data stores to work. As usual, my bottom line is:
- The most extreme vendor marketing claims are false.
- There are many different choices that make sense in at least some use cases each.
Horses for courses
It’s now widely accepted that different data managers are better for different use cases, based on distinctions such as:
- Short-request vs. analytic.
- SQL vs. non-SQL (NoSQL or otherwise).
- Expensive/heavy-duty vs. cheap/easy-to-support.
Vendors are part of this consensus; already in 2005 I observed
For all practical purposes, there are no DBMS vendors left advocating single-server strategies.
Vendor agreement has become even stronger in the interim, as evidenced by Oracle/MySQL, IBM/Netezza, Oracle’s NoSQL dabblings, and various companies’ Hadoop offerings.
Multiple data stores for a single application
We commonly think of one data manager managing one or more databases, each in support of one or more applications. But the other way around works too; it’s normal for a single application to invoke multiple data stores. Indeed, all but the strictest relational bigots would likely agree: Read more
Ever more products try to integrate SQL with Hadoop, and discussions of them seem confused, in line with Monash’s First Law of Commercial Semantics. So let’s draw some distinctions, starting with (and these overlap):
- Are the SQL engine and Hadoop:
- Necessarily on the same cluster?
- Necessarily or at least most naturally on different clusters?
- How, if at all, is Hadoop invoked by the SQL engine? Specifically, what is the role of:
- HDFS (Hadoop Distributed File System)?
- Hadoop MapReduce?
- How, if at all, is the SQL engine invoked by Hadoop?
- If something is called a “connector”, then Hadoop and the SQL engine are most likely on separate clusters. Good features include (but these can partially contradict each other):
- A way of making data transfer maximally parallel.
- Query planning that is smart about when to process on the SQL engine and when to use Hadoop’s native SQL (Hive or otherwise).
- If something is called “SQL-on-Hadoop”, then Hadoop and the SQL engine are or should be on the same cluster, using the same nodes to store and process data. But while that’s a necessary condition, I’d prefer that it not be sufficient.
Let’s go to some examples. Read more
|Categories: Cloudera, Data integration and middleware, EAI, EII, ETL, ELT, ETLT, Hadapt, Hadoop, HBase, Hortonworks, MapReduce, Microsoft and SQL*Server, NewSQL, PostgreSQL, SQL/Hadoop integration, Teradata||36 Comments|
I talked tonight with Lee Edlefsen, Chief Scientist of Revolution Analytics, and now think I understand Revolution’s parallel R much better than I did before.
There are four primary ways that people try to parallelize predictive modeling:
- They can run the same algorithm on different parts of a dataset on different nodes, then return all the results, and claim they’ve parallelized. This is trivial and not really a solution. It is also the last-ditch fallback position for those who parallelize more seriously.
- They can generate intermediate results from different parts of a dataset on different nodes, then generate and return a single final result. This is what Revolution does.
- They can parallelize the linear algebra that underlies so many algorithms. Netezza and Greenplum tried this, but I don’t think it worked out very well in either case. Lee cited a saying in statistical computing “If you’re using matrices, you’re doing it wrong”; he thinks shortcuts and workarounds are almost always the better way to go.
- They can jack up the speed of inter-node communication, perhaps via MPI (Messaging Passing Interface), so that full parallelization isn’t needed. That’s SAS’ main approach.
One confusing aspect of this discussion is that it could reference several heavily-overlapping but not identical categories of algorithms, including:
- External memory algorithms, which operates on datasets too big to fit in main memory, by — for starters — reading in and working on a part of the data at a time. Lee observes that these are almost always parallelizable.
- What Revolution markets as External Memory Algorithms, which are those external memory algorithms it has gotten around to implementing so far. These are all parallelized. They are also all in the category of …
- … algorithms that can be parallelized by:
- Operating on data in parts.
- Getting intermediate results.
- Combining them in some way for a final result.
- Algorithms of the previous category, where the way of combining them specifically is in the form of summation, such as those discussed in the famous paper Map-Reduce for Machine Learning on Multicore. Not all of Revolution’s current parallel algorithms fall into this group.
To be clear, all Revolution’s parallel algorithms are in Category #2 by definition and Category #3 in practice. However, they aren’t all in Category #4.
|Categories: Greenplum, Hadoop, MapReduce, Netezza, Parallelization, Predictive modeling and advanced analytics, Revolution Analytics, Teradata||Leave a Comment|
Relational DBMS used to be fairly straightforward product suites, which boiled down to:
- A big SQL interpreter.
- A bunch of administrative and operational tools.
- Some very optional add-ons, often including an application development tool.
Now, however, most RDBMS are sold as part of something bigger.
- Oracle has hugely thickened its stack, as part of an Innovator’s Solution strategy — hardware, middleware, applications, business intelligence, and more.
- IBM has moved aggressively to a bundled “appliance” strategy. Even before that, IBM DB2 long sold much better to committed IBM accounts than as a software-only offering.
- Microsoft SQL Server is part of a stack, starting with the Windows operating system.
- Sybase was an exception to this rule, with thin(ner) stacks for both Adaptive Server Enterprise and Sybase IQ. But Sybase is now owned by SAP, and increasingly integrated as a business with …
- … SAP HANA, which is closely associated with SAP’s applications.
- Teradata has always been a hardware/software vendor. The most successful of its analytic DBMS rivals, in some order, are:
- Netezza, a pure appliance vendor, now part of IBM.
- Greenplum, an appliance-mainly vendor for most (not all) of its existence, and in particular now as a part of EMC Pivotal.
- Vertica, more of a software-only vendor than the others, but now owned by and increasingly mainstreamed into hardware vendor HP.
- MySQL’s glory years were as part of the “LAMP” stack.
- Various thin-stack RDBMS that once were or could have been important market players … aren’t. Examples include Progress OpenEdge, IBM Informix, and the various strays adopted by Actian.