- My client Rocana is the renamed ScalingData, where Rocana is meant to signify ROot Cause ANAlysis.
- Rocana was founded by Omer Trajman, who I’ve referenced numerous times in the past, and who I gather is a former boss of …
- … cofounder Eric Sammer.
- Rocana recently told me it had 35 people.
- Rocana has a very small number of quite large customers.
Rocana portrays itself as offering next-generation IT operations monitoring software. As you might expect, this has two main use cases:
- Actual operations — figuring out exactly what isn’t working, ASAP.
Rocana’s differentiation claims boil down to fast and accurate anomaly detection on large amounts of log data, including but not limited to:
- The sort of network data you’d generally think of — “everything” except packet-inspection stuff.
- Firewall output.
- Database server logs.
- Point-of-sale data (at a retailer).
- “Application data”, whatever that means. (Edit: See Tom Yates’ clarifying comment below.)
|Categories: Business intelligence, Hadoop, Log analysis, Market share and customer counts, Petabyte-scale data management, Predictive modeling and advanced analytics, Pricing, Rocana, Splunk, Web analytics||1 Comment|
Occasionally I talk with an astute reporter — there are still a few left — and get led toward angles I hadn’t considered before, or at least hadn’t written up. A blog post may then ensue. This is one such post.
There is a group of questions going around that includes:
- Is Hadoop overhyped?
- Has Hadoop adoption stalled?
- Is Hadoop adoption being delayed by skills shortages?
- What is Hadoop really good for anyway?
- Which adoption curves for previous technologies are the best analogies for Hadoop?
To a first approximation, my responses are: Read more
|Categories: Application areas, Data warehousing, Databricks, Spark and BDAS, EAI, EII, ETL, ELT, ETLT, Hadoop, Hortonworks, MapR, MapReduce, Market share and customer counts, Open source, Pricing||6 Comments|
I talked with my clients at MemSQL about the release of MemSQL 4.0. Let’s start with the reminders:
- MemSQL started out as in-memory OTLP (OnLine Transaction Processing) DBMS …
- … but quickly positioned with “We also do ‘real-time’ analytic processing” …
- … and backed that up by adding a flash-based column store option …
- … before Gartner ever got around to popularizing the term HTAP (Hybrid Transaction and Analytic Processing).
- There’s also a JSON option.
The main new aspects of MemSQL 4.0 are:
- Geospatial indexing. This is for me the most interesting part.
- A new optimizer and, I suppose, query planner …
- … which in particular allow for serious distributed joins.
- Some rather parallel-sounding connectors to Spark. Hadoop and Amazon S3.
- Usual-suspect stuff including:
- More SQL coverage (I forgot to ask for details).
- Some added or enhanced administrative/tuning/whatever tools (again, I forgot to ask for details).
- Surely some general Bottleneck Whack-A-Mole.
There’s also a new free MemSQL “Community Edition”. MemSQL hopes you’ll experiment with this but not use it in production. And MemSQL pricing is now wholly based on RAM usage, so the column store is quasi-free from a licensing standpoint is as well.
|Categories: Amazon and its cloud, Columnar database management, Databricks, Spark and BDAS, GIS and geospatial, Hadoop, Investment research and trading, Market share and customer counts, MemSQL, NewSQL, Pricing, Structured documents||8 Comments|
While I don’t find the Open Data Platform thing very significant, an associated piece of news seems cooler — Pivotal is open sourcing a bunch of software, with Greenplum as the crown jewel. Notes on that start:
- Greenplum has been an on-again/off-again low-cost player since before its acquisition by EMC, but open source is basically a commitment to having low license cost be permanently on.
- In most regards, “free like beer” is what’s important here, not “free like speech”. I doubt non-Pivotal employees are going to do much hacking on the long-closed Greenplum code base.
- That said, Greenplum forked PostgreSQL a long time ago, and the general PostgreSQL community might gain ideas from some of the work Greenplum has done.
- The only other bit of newly open-sourced stuff I find interesting is HAWQ. Redis was already open source, and I’ve never been persuaded to care about GemFire.
Greenplum, let us recall, is a pretty decent MPP (Massively Parallel Processing) analytic RDBMS. Various aspects of it were oversold at various times, and I’ve never heard that they actually licked concurrency. But Greenplum has long had good SQL coverage and petabyte-scale deployments and a columnar option and some in-database analytics and so on; i.e., it’s legit. When somebody asks me about open source analytic RDBMS to consider, I expect Greenplum to consistently be on the short list.
Further, the low-cost alternatives for analytic RDBMS are adding up. Read more
|Categories: Amazon and its cloud, Citus Data, Data warehouse appliances, EAI, EII, ETL, ELT, ETLT, EMC, Greenplum, Hadoop, Infobright, MonetDB, Open source, Pricing||5 Comments|
MapR put out a press release aggregating some customer information; unfortunately, the release is a monument to vagueness. Let me start by saying:
- I don’t know for sure, but I’m guessing Derrick Harris was incorrect in suspecting that this release was a reaction to my recent post about Hortonworks’ numbers. For one thing, press releases usually don’t happen that quickly.
- And as should be obvious from the previous point — notwithstanding that MapR is a client, I had no direct involvement in this release.
- In general, I advise clients and other vendors to put out the kind of aggregate of customer success stories found in this release. However, I would like to see more substance than MapR offered.
Anyhow, the key statement in the MapR release is:
… the number of companies that have a paid subscription for MapR now exceeds 700.
Unfortunately, that includes OEM customers as well as direct ones; I imagine MapR’s direct customer count is much lower.
In one gesture to numerical conservatism, MapR did indicate by email that it counts by overall customer organization, not by department/cluster/contract (i.e., not the way Hortonworks does). Read more
|Categories: Hadoop, Health care, MapR, Market share and customer counts, Pricing, Telecommunications||3 Comments|
- 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||8 Comments|
I talked with the Snowflake Computing guys Friday. For starters:
- Snowflake is offering an analytic DBMS on a SaaS (Software as a Service) basis.
- The Snowflake DBMS is built from scratch (as opposed, to for example, being based on PostgreSQL or Hadoop).
- The Snowflake DBMS is columnar and append-only, as has become common for analytic RDBMS.
- Snowflake claims excellent SQL coverage for a 1.0 product.
- Snowflake, the company, has:
- 50 people.
- A similar number of current or past users.
- 5 referenceable customers.
- 2 techie founders out of Oracle, plus Marcin Zukowski.
- Bob Muglia as CEO.
Much of the Snowflake story can be summarized as cloud/elastic/simple/cheap.*
*Excuse me — inexpensive. Companies rarely like their products to be labeled as “cheap”.
In addition to its purely relational functionality, Snowflake accepts poly-structured data. Notes on that start:
- Ingest formats are JSON, XML or AVRO for now.
- I gather that the system automagically decides which fields/attributes are sufficiently repeated to be broken out as separate columns; also, there’s a column for the documents themselves.
I don’t know enough details to judge whether I’d call that an example of schema-on-need.
A key element of Snowflake’s poly-structured data story seems to be lateral views. I’m not too clear on that concept, but I gather: Read more
|Categories: Amazon and its cloud, Cloud computing, Data mart outsourcing, Data models and architecture, Data warehousing, Market share and customer counts, Parallelization, Pricing, Software as a Service (SaaS), Structured documents||2 Comments|
Hadoop World/Strata is this week, so of course my clients at Cloudera will have a bunch of announcements. Without front-running those, I think it might be interesting to review the current state of the Cloudera product line. Details may be found on the Cloudera product comparison page. Examining those details helps, I think, with understanding where Cloudera does and doesn’t place sales and marketing focus, which given Cloudera’s Hadoop market stature is in my opinion an interesting thing to analyze.
So far as I can tell (and there may be some errors in this, as Cloudera is not always accurate in explaining the fine details):
- CDH (Cloudera Distribution … Hadoop) contains a lot of Apache open source code.
- Cloudera has a much longer list of Apache projects that it thinks comprise “Core Hadoop” than, say, Hortonworks does.
- Specifically, that list currently is: Hadoop, Flume, HCatalog, Hive, Hue, Mahout, Oozie, Pig, Sentry, Sqoop, Whirr, ZooKeeper.
- In addition to those projects, CDH also includes HBase, Impala, Spark and Cloudera Search.
- Cloudera Manager is closed-source code, much of which is free to use. (I.e., “free like beer” but not “free like speech”.)
- Cloudera Navigator is closed-source code that you have to pay for (free trials and the like excepted).
- Cloudera Express is Cloudera’s favorite free subscription offering. It combines CDH with the free part of Cloudera Manager. Note: Cloudera Express was previously called Cloudera Standard, and that terminology is still reflected in parts of Cloudera’s website.
- Cloudera Enterprise is the umbrella name for Cloudera’s three favorite paid offerings.
- Cloudera Enterprise Basic Edition contains:
- All the code in CDH and Cloudera Manager, and I guess Accumulo code as well.
- Commercial licenses for all that code.
- A license key to use the entirety of Cloudera Manager, not just the free part.
- Support for the “Core Hadoop” part of CDH.
- Support for Cloudera Manager. Note: Cloudera is lazy about saying this explicitly, but it seems obvious.
- The code for Cloudera Navigator, but that’s moot, as the corresponding license key for Cloudera Navigator is not part of the package.
- Cloudera Enterprise Data Hub Edition contains:
- Everything in Cloudera Basic Edition.
- A license key for Cloudera Navigator.
- Support for all of HBase, Accumulo, Impala, Spark, Cloudera Search and Cloudera Navigator.
- Cloudera Enterprise Flex Edition contains everything in Cloudera Basic Edition, plus support for one of the extras in Data Hub Edition.
In analyzing all this, I’m focused on two particular aspects:
- The “zero, one, many” system for defining the editions of Cloudera Enterprise.
- The use of “Data Hub” as a general marketing term.
|Categories: Cloudera, Data warehousing, Databricks, Spark and BDAS, Hadoop, HBase, Hortonworks, Open source, Pricing||2 Comments|
My California trip last week focused mainly on software — duh! — but I had some interesting hardware/storage/architecture discussions as well, especially in the areas of:
- Rack- or data-center-scale systems.
- The real or imagined demise of Moore’s Law.
I also got updated as to typical Hadoop hardware.
If systems are designed at the whole-rack level or higher, then there can be much more flexibility and efficiency in terms of mixing and connecting CPU, RAM and storage. The Google/Facebook/Amazon cool kids are widely understood to be following this approach, so others are naturally considering it as well. My most interesting of several mentions of that point was when I got the chance to talk with Berkeley computer architecture guru Dave Patterson, who’s working on plans for 100-petabyte/terabit-networking kinds of systems, for usage after 2020 or so. (If you’re interested, you might want to contact him; I’m sure he’d love more commercial sponsorship.)
One of Dave’s design assumptions is that Moore’s Law really will end soon (or at least greatly slow down), if by Moore’s Law you mean that every 18 months or so one can get twice as many transistors onto a chip of the same area and cost than one could before. However, while he thinks that applies to CPU and RAM, Dave thinks flash is an exception. I gathered that he thinks the power/heat reasons for Moore’s Law to end will be much harder to defeat than the other ones; note that flash, because of what it’s used for, has vastly less power running through it than CPU or RAM do.
|Categories: Amazon and its cloud, Buying processes, Cloudera, Facebook, Google, Intel, Memory-centric data management, Pricing, Solid-state memory||19 Comments|
I caught up with my clients at MongoDB to discuss the recent MongoDB 2.6, along with some new statements of direction. The biggest takeaway is that the MongoDB product, along with the associated MMS (MongoDB Management Service), is growing up. Aspects include:
- An actual automation and management user interface, as opposed to the current management style, which is almost entirely via scripts (except for the monitoring UI).
- That’s scheduled for public beta in May, and general availability later this year.
- It will include some kind of integrated provisioning with VMware, OpenStack, et al.
- One goal is to let you apply database changes, software upgrades, etc. without taking the cluster down.
- A reasonable backup strategy.
- A snapshot copy is made of the database.
- A copy of the log is streamed somewhere.
- Periodically — the default seems to be 6 hours — the log is applied to create a new current snapshot.
- For point-in-time recovery, you take the last snapshot prior to the point, and roll forward to the desired point.
- A reasonable locking strategy!
- Document-level locking is all-but-promised for MongoDB 2.8.
- That means what it sounds like. (I mention this because sometimes an XML database winds up being one big document, which leads to confusing conversations about what’s going on.)
- Security. My eyes glaze over at the details, but several major buzzwords have been checked off.
- A general code rewrite to allow for (more) rapid addition of future features.