Software as a Service (SaaS)
Analysis of software-as-a-service offerings with a database or analytic focus, or data connectivity tools focused on SaaS. Related subjects include:
- Data mart outsourcing
- (in Text Technologies) Text analytics SaaS
- (in The Monash Report) Strategic issues in SaaS
Kognitio’s story today
I had dinner tonight with the Kognitio folks. So far as I can tell:
- Branding has been mercifully simplified. Everything is now called “Kognitio” (as opposed to, for example, “WX2″).
- Notwithstanding its long history of selling disk-based DBMS and denigrating memory-only configurations, Kognitio now says that in fact it’s always been an in-memory DBMS vendor.
- Notwithstanding its long history of selling (or attempting to sell) analytic DBMS, Kognitio wants to be viewed as an accelerator to your existing DBMS. This is apparently inspired in part by SAP HANA, notwithstanding that HANA’s direction is to evolve into a hybrid OLTP/analytic general-purpose DBMS.
- Notwithstanding its lack of analytic platform features, Kognitio wants to be viewed as selling an analytic platform.
- Notwithstanding its memory-centric focus, Kognitio doesn’t want to compress data. Kognitio’s opinion — which to my knowledge is shared by few people outside Kognitio — seems to be that the CPU cost of compression/decompression isn’t justified by the RAM savings from compression.
- Kognitio still is pushing a cloud/SaaS (Software as a Service) story. Even if you want to use Kognitio (the product) on-premises, Kognitio (the company) calls that “private cloud” and offers to let you pay annually.
Kognitio believes that this story is appealing, especially to smaller venture-capital-backed companies, and backs that up with some frieNDA pipeline figures.
Between that success claim and SAP’s HANA figures, it seems that the idea of using an in-memory DBMS to accelerate analytics has legs. This makes sense, as the BI vendors — Qlik Tech excepted — don’t seem to be accomplishing much with their proprietary in-memory alternatives. But I’m not sure that Kognitio would be my first choice to fill that role. Rather, if I wanted to buy an unsuccessful analytic RDBMS to use as an in-memory accelerator, I might consider ParAccel, which is columnar, has an associated compression story, has always had a hybrid memory-centric flavor much as Kognitio has, and is well ahead of Kognitio in the analytic platform derby. That said, I’ll confess to not having talked with or heard much about ParAccel for a while, so I don’t know if they’ve been able maintain technical momentum any more than Kognitio has.
| Categories: Cloud computing, Data warehousing, Database compression, Kognitio, Memory-centric data management, ParAccel, Software as a Service (SaaS) | Leave a Comment |
Thinking about market segments
It is a reasonable (over)simplification to say that my business boils down to:
- Advising vendors what/how to sell.
- Advising users what/how to buy.
One complication that commonly creeps in is that different groups of users have different buying practices and technology needs. Usually, I nod to that point in passing, perhaps by listing different application areas for a company or product. But now let’s address it head on. Whether or not you care about the particulars, I hope the sheer length of this post reminds you that there are many different market segments out there.
Last June I wrote:
In almost any IT decision, there are a number of environmental constraints that need to be acknowledged. Organizations may have standard vendors, favored vendors, or simply vendors who give them particularly deep discounts. Legacy systems are in place, application and system alike, and may or may not be open to replacement. Enterprises may have on-premise or off-premise preferences; SaaS (Software as a Service) vendors probably have multitenancy concerns. Your organization can determine which aspects of your system you’d ideally like to see be tightly integrated with each other, and which you’d prefer to keep only loosely coupled. You may have biases for or against open-source software. You may be pro- or anti-appliance. Some applications have a substantial need for elastic scaling. And some kinds of issues cut across multiple areas, such as budget, timeframe, security, or trained personnel.
I’d further say that it matters whether the buyer:
- Is a large central IT organization.
- Is the well-staffed IT organization of a particular business department.
- Is a small, frazzled IT organization.
- Has strong engineering or technical skills, but less in the way of IT specialists.
- Is trying to skate by without much technical knowledge of any kind.
Now let’s map those considerations (and others) to some specific market segments. Read more
Notes on the Hadoop and HBase markets
I visited my clients at Cloudera and Hortonworks last week, along with scads of other companies. A few of the takeaways were:
- Cloudera now has 220 employees.
- Cloudera now has over 100 subscription customers.
- Over the past year, Cloudera has more than doubled in size by every reasonable metric.
- Over half of Cloudera’s customers use HBase, vs. a figure of 18+ last July.
- Omer Trajman — who by the way has made a long-overdue official move into technical marketing — can no longer keep count of how many petabyte-scale Hadoop clusters Cloudera supports.
- Cloudera gets the majority of its revenue from subscriptions. However, professional services and training continue to be big businesses too.
- Cloudera has trained over 12,000 people.
- Hortonworks is training people too.
- Hortonworks now has 70 employees, and plans to have 100 or so by the end of this quarter.
- A number of those Hortonworks employees are executives who come from seriously profit-oriented backgrounds. Hortonworks clearly has capitalist intentions.
- Hortonworks thinks a typical enterprise Hadoop cluster has 20-50 nodes, with 50-100 already being on the large side.
- There are huge amounts of Elastic MapReduce/Hadoop processing in the Amazon cloud. Some estimates say it’s the majority of all Amazon Web Services processing.
- I met with 4 young-company clients who I regard as building vertical analytic stacks (WibiData, MarketShare, MetaMarkets, and ClearStory). All 4 are heavily dependent on Hadoop. (The same isn’t as true of older companies who built out a lot of technology before Hadoop was invented.)
- There should be more HBase information at HBaseCon on May 22.
- If MapR still has momentum, nobody I talked with has noticed.
Comments on Oracle’s third quarter 2012 earnings call
Various reporters have asked me about Oracle’s third quarter 2012 earnings conference call. Specific Q&A includes:
What did Oracle do to have its earnings beat Wall Street’s estimates?
Have a bad second quarter and then set Wall Street’s expectations too low for Q3. This isn’t about strong results; it’s about modest expectations.
Can Oracle be a leader in both hardware and software?
- It’s not inconceivable.
- The observation that Oracle, IBM, and Teradata all are pushing hardware-software combinations has been intriguing ever since IBM bought Netezza. (SAP really isn’t, however; ditto Microsoft.)
- I do think Oracle may be somewhat overoptimistic as to how cooperative the Sun user base will be in buying more high-end product and in paying more in maintenance for the gear they already have.
Beyond that, please see below.
What about Oracle in the cloud?
MySQL is an important cloud supplier. But Oracle overall hasn’t demonstrated much understanding of what cloud technology and business are all about. An expensive SaaS acquisition here or there could indeed help somewhat, but it seems as if Oracle still has a very long way to go.
Other comments
Other comments on the call, whose transcript is available, include: Read more
| Categories: Cloud computing, Exadata, Humor, In-memory DBMS, Oracle, SAP AG, Software as a Service (SaaS) | 5 Comments |
SAP HANA today
SAP HANA has gotten much attention, mainly for its potential. I finally got briefed on HANA a few weeks ago. While we didn’t have time for all that much detail, it still might be interesting to talk about where SAP HANA stands today.
The HANA section of SAP’s website is a confusing and sometimes inaccurate mess. But an IBM whitepaper on SAP HANA gives some helpful background.
SAP HANA is positioned as an “appliance”. So far as I can tell, that really means it’s a software product for which there are a variety of emphatically-recommended hardware configurations — Intel-only, from what right now are eight usual-suspect hardware partners. Anyhow, the core of SAP HANA is an in-memory DBMS. Particulars include:
- Mainly, HANA is an in-memory columnar DBMS, based on SAP’s confusingly-renamed BI Accelerator/BW Accelerator. Analytics and most OLTP (OnLine Transaction Processing) go against the columnar part of HANA.
- The HANA DBMS also has an in-memory row storage option, used to store metadata, small tables, and so on.
- SAP HANA talks both SQL and MDX.
- The HANA DBMS is shared-nothing across blades or rack servers. I imagine that within an individual blade it’s shared everything. The usual-suspect data distribution or partitioning strategies are available — hash, range, round-robin.
- SAP HANA has what sounds like a natural disk-based persistence strategy — logs, snapshots, and so on. SAP says that this is synchronous enough to give ACID compliance. For some hardware partners, those “disks” are actually Fusion I/O cards.
- HANA is fault-tolerant “across servers”.
- Text support is “coming soon”, which makes sense, given that BI Accelerator was based on the TREX search engine in the first place. Inxight is also in the HANA text mix.
- You can put data into SAP HANA in a variety of obvious ways:
- Writing it directly.
- Trigger-based replication (perhaps from the DBMS that runs your SAP apps).
- Log-based replication (based on Sybase Replication Server).
- SAP Business Objects’ ETL tool.
SAP says that the row-store part is based both on P*Time, an acquisition from Korea some time ago, and also on SAP’s own MaxDB. The IBM white paper mentions only the MaxDB aspect. (Edit: Actually, see the comment thread below.) Based on a variety of clues, I conjecture that this was an aspect of SAP HANA development that did not go entirely smoothly.
Other SAP HANA components include: Read more
Third-party analytics
This is one of a series of posts on business intelligence and related analytic technology subjects, keying off the 2011/2012 version of the Gartner Magic Quadrant for Business Intelligence Platforms. The four posts in the series cover:
- Overview comments about the 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms, as well as a link to the actual document.
- Business intelligence industry trends — some of Gartner’s thoughts but mainly my own.
- Company-by-company comments based on the 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms.
- (This post) Third-party analytics, pulling together and expanding on some points I made in the first three posts.
I’ve written a lot this weekend about various areas of business intelligence and related analytics. A recurring theme has been what we might call third-party analytics — i.e., anything other than buying analytic technology and deploying it in your own enterprise. Four main areas include:
- Business intelligence software OEMed to packaged operational application vendors.
- Business intelligence software OEMed to SaaS (Software as a Service) application vendors.
- Business intelligence software bundled into information-selling businesses.
- Stakeholder-facing analytics, which usually is just BI allowing customers (or suppliers, investors, citizens, etc.) to look into one of your databases.
| Categories: Business intelligence, Business Objects, Information Builders, Intersystems and Cache', Jaspersoft, Pentaho, Software as a Service (SaaS) | 1 Comment |
The future of enterprise application software
Sarah Lacy argues that enterprise application software is due for a change. Her reasons seemingly boil down to:
- Users are increasingly eager for friendlier, consumer-like technology.
- The current generation of apps was installed long enough ago — often before the Year 2000 deadline — that enterprises are willing to contemplate rip-and-replace.
I’m inclined to agree, although I’d add some further, more technological-oriented drivers to the mix.
Changes I envision to enterprise applications include (and these overlap):
- Better integration with communication technology.
- Social software.
- Better stakeholder-facing interfaces.
- Voice control.
- Better integration with analytic technology.
- Dashboard-first UIs.
- Search-first UIs.
- Alert-first UIs.
- Analytic assessment aids (job performance, supplier desirability, expense approval, etc.).
- Automated decisioning.
- Some true analytic apps, interesting or otherwise.
- Better use of different kinds of data.
- Text.
- Machine-generated.
- Analytically-derived data.
| Categories: salesforce.com, Software as a Service (SaaS), Text | 4 Comments |
Comments on the analytic DBMS industry and Gartner’s Magic Quadrant for same
This year’s Gartner Magic Quadrant for Data Warehouse Database Management Systems is out.* I shall now comment, just as I did on the 2010, 2009, 2008, 2007, and 2006 Gartner Data Warehouse Database Management System Magic Quadrants, to varying extents. To frame the discussion, let me start by saying:
- In general, I regard Gartner Magic Quadrants as a bad use of good research.
- Illustrating the uselessness of — or at least poor execution on — the overall quadrant metaphor, a large majority of the vendors covered are lined up near the line x = y, each outpacing the one below in both of the quadrant’s dimensions.
- I find fewer specifics to disagree with in this Gartner Magic Quadrant than in previous year’s versions. Two factors jump to mind as possible reasons:
- This year’s Gartner Magic Quadrant for Data Warehouse Database Management Systems is somewhat less ambitious than others; while it gives as much company detail as its predecessors, it doesn’t add as much discussion of overall trends. So there’s less to (potentially) disagree with.
- Merv Adrian is now at Gartner.
- Whatever the problems may be with Gartner’s approach, the whole thing comes out better than do Forrester’s failed imitations.
*As of February, 2012 — and surely for many months thereafter — Teradata is graciously paying for a link to the report.
Specific company comments, roughly in line with Gartner’s rough single-dimensional rank ordering, include: Read more
Sumo Logic and UIs for text-oriented data
I talked with the Sumo Logic folks for an hour Thursday. Highlights included:
- Sumo Logic does SaaS (Software as a Service) log management.
- Sumo Logic is text indexing/Lucene-based. Thus, it is reasonable to think of Sumo Logic as “Splunk-like”. (However, Sumo Logic seems to have a stricter security/trouble-shooting orientation than Splunk, which is trying to branch out.)
- Sumo Logic has hacked Lucene for faster indexing, and says 10-30 second latencies are typical.
- Sumo Logic’s main differentiation is automated classification of events.
- There’s some kind of streaming engine in the mix, to update counters and drive alerts.
- Sumo Logic has around 30 “customers,” free (mainly) or paying (around 5) as the case may be.
- A truly typical Sumo Logic customer has single to low double digits of gigabytes of log data per day. However, Sumo Logic seems highly confident in its ability to handle a terabyte per customer per day, give or take a factor of 2.
- When I asked about the implications of shipping that much data to a remote data center, Sumo Logic observed that log data compresses really well.
- Sumo Logic recently raised a bunch of venture capital.
- Sumo Logic’s founders are out of ArcSight, a log management company HP paid a bunch of money for.
- Sumo Logic coined a marketing term “LogReduce”, but it has nothing to do with “MapReduce”. Sumo Logic seems to find this amusing.
What interests me about Sumo Logic is that automated classification story. I thought I heard Sumo Logic say: Read more
| Categories: Log analysis, Market share and customer counts, Predictive modeling and advanced analytics, Software as a Service (SaaS), Text | 3 Comments |
Some issues in business intelligence
In November I wrote two parts of a planned multi-post series on issues in analytic technology. Then I got caught up in year-end things and didn’t blog for a month. Well … Happy New Year! I’m back. Let’s survey a few BI-related topics.
Mobile business intelligence — real business value or just a snazzy demo?
I discussed some mobile BI use cases in July 2010, but I’m still not convinced the whole area is a legitimate big deal. BI has a long history of snazzy, senior-exec-pleasing demos that have little to do with substantive business value. For now, I think mobile BI is another of those; few people will gain deep analytic insights staring into their iPhones. I don’t see anything coming that’s going to change the situation soon.
BI-centric collaboration — real business value or just a snazzy demo?
I’m more optimistic about collaborative business intelligence. QlikView’s direct sharing of dashboards will, I think, be a feature competitors must and will imitate. Social media BI collaboration is still in the “mainly a demo” phase, but I think it meets a broader and deeper need than does mobile BI. Over the next few years, I expect numerous enterprises to establish strong cultures of analytic chatter (and then give frequent talks about same at industry conferences). Read more