Microsoft and SQL*Server
Microsoft’s efforts in the database management, analytics, and data connectivity markets. Related subjects include:
- DATAllegro, which is being bought by Microsoft
- (in Text Technologies) Microsoft in the search, online media, and social software markets
- (in The Monash Report) Strategic issues for Microsoft, and Microsoft Office
- (in Software Memories) Historical notes on Microsoft
- 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’m taking a few weeks defocused from work, as a kind of grandpaternity leave. That said, the venue for my Dances of Infant Calming is a small-but-nice apartment in San Francisco, so a certain amount of thinking about tech industries is inevitable. I even found time last Tuesday to meet or speak with my clients at WibiData, MemSQL, Cloudera, Citus Data, and MongoDB. And thus:
1. I’ve been sloppy in my terminology around “geo-distribution”, in that I don’t always make it easy to distinguish between:
- Storing different parts of a database in different geographies, often for reasons of data privacy regulatory compliance.
- Replicating an entire database into different geographies, often for reasons of latency and/or availability/ disaster recovery,
The latter case can be subdivided further depending on whether multiple copies of the data can accept first writes (aka active-active, multi-master, or multi-active), or whether there’s a clear single master for each part of the database.
What made me think of this was a phone call with MongoDB in which I learned that the limit on number of replicas had been raised from 12 to 50, to support the full-replication/latency-reduction use case.
2. Three years ago I posted about agile (predictive) analytics. One of the points was:
… if you change your offers, prices, ad placement, ad text, ad appearance, call center scripts, or anything else, you immediately gain new information that isn’t well-reflected in your previous models.
Subsequently I’ve been hearing more about predictive experimentation such as bandit testing. WibiData, whose views are influenced by a couple of Very Famous Department Store clients (one of which is Macy’s), thinks experimentation is quite important. And it could be argued that experimentation is one of the simplest and most direct ways to increase the value of your data.
3. I’d further say that a number of developments, trends or possibilities I’m seeing are or could be connected. These include agile and experimental predictive analytics in general, as noted in the previous point, along with: 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
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 frequently am asked questions that boil down to:
- When should one use NoSQL?
- When should one use a new SQL product (NewSQL or otherwise)?
- When should one use a traditional RDBMS (most likely Oracle, DB2, or SQL Server)?
The details vary with context — e.g. sometimes MySQL is a traditional RDBMS and sometimes it is a new kid — but the general class of questions keeps coming. And that’s just for short-request use cases; similar questions for analytic systems arise even more often.
My general answers start:
- Sometimes something isn’t broken, and doesn’t need fixing.
- Sometimes something is broken, and still doesn’t need fixing. Legacy decisions that you now regret may not be worth the trouble to change.
- Sometimes — especially but not only at smaller enterprises — choices are made for you. If you operate on SaaS, plus perhaps some generic web hosting technology, the whole DBMS discussion may be moot.
In particular, migration away from legacy DBMS raises many issues: Read more
|Categories: Columnar database management, Couchbase, HBase, In-memory DBMS, Microsoft and SQL*Server, NewSQL, NoSQL, OLTP, Oracle, Parallelization, SAP AG||17 Comments|
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|
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.
The 2013 Gartner Magic Quadrant for Operational Database Management Systems is out. “Operational” seems to be Gartner’s term for what I call short-request, in each case the point being that OLTP (OnLine Transaction Processing) is a dubious term when systems omit strict consistency, and when even strictly consistent systems may lack full transactional semantics. As is usually the case with Gartner Magic Quadrants:
- I admire the raw research.
- The opinions contained are generally reasonable (especially since Merv Adrian joined the Gartner team).
- Some of the details are questionable.
- There’s generally an excessive focus on Gartner’s perception of vendors’ business skills, and on vendors’ willingness to parrot all the buzzphrases Gartner wants to hear.
- The trends Gartner highlights are similar to those I see, although our emphasis may be different, and they may leave some important ones out. (Big omission — support for lightweight analytics integrated into operational applications, one of the more genuine forms of real-time analytics.)
Anyhow: Read more
Oracle announced its in-memory columnar option Sunday. As usual, I wasn’t briefed; still, I have some observations. For starters:
- Oracle, IBM (Edit: See the rebuttal comment below), and Microsoft are all doing something similar …
- … because it makes sense.
- The basic idea is to take the technology that manages indexes — which are basically columns+pointers — and massage it into an actual column store. However …
- … the devil is in the details. See, for example, my May post on IBM’s version, called BLU, outlining all the engineering IBM did around that feature.
- Notwithstanding certain merits of this approach, I don’t believe in complete alternatives to analytic RDBMS. The rise of analytic DBMS oriented toward multi-structured data just strengthens that point.
I’d also add that Larry Ellison’s pitch “build columns to avoid all that index messiness” sounds like 80% bunk. The physical overhead should be at least as bad, and the main saving in administrative overhead should be that, in effect, you’re indexing ALL columns rather than picking and choosing.
Anyhow, this technology should be viewed as applying to traditional business transaction data, much more than to — for example — web interaction logs, or other machine-generated data. My thoughts around that distinction start:
- I argued back in 2011 that traditional databases will wind up in RAM, basically because …
- … Moore’s Law will make it ever cheaper to store them there.
- Still, cheaper != cheap, so this is a technology only to use with your most valuable data — i.e., that transactional stuff.
- These are very tabular technologies, without much in the way of multi-structured data support.
|Categories: Columnar database management, Data warehousing, IBM and DB2, Memory-centric data management, Microsoft and SQL*Server, OLTP, Oracle, SAP AG, Workday||6 Comments|
Hortonworks did a business-oriented round of outreach, talking with at least Derrick Harris and me. Notes from my call — for which Rob Bearden didn’t bother showing up — include, in no particular order:
- Hortonworks denies advanced acquisition discussions with either Microsoft and Intel. Of course, that doesn’t exactly contradict the widespread story of Intel having made an acquisition offer. Edit: I have subsequently heard, very credibly, that the denial was untrue.
- As vendors usually do, Hortonworks denies the extreme forms of Cloudera’s suggestion that Hortonworks competitive wins relate to price slashing. But Hortonworks does believe that its license fees often wind up being lower than Cloudera’s, due especially to Hortonworks offering few extra-charge items than Cloudera.
- Hortonworks used a figure of ~75 subscription customers. Edit: That figure turns out in retrospect to have been inflated. This does not include OEM sales through, for example, Teradata, Microsoft Azure, or Rackspace. However, that does include …
- … a small number of installations hosted in the cloud — e.g. ~2 on Amazon Web Services — or otherwise remotely. Also, testing in the cloud seems to be fairly frequent, and the cloud can also be a source of data ingested into Hadoop.
- Since Hortonworks a couple of times made it seem that Rackspace was an important partner, behind only Teradata and Microsoft, I finally asked why. Answers boiled down to a Rackspace Hadoop-as-a-service offering, plus joint work to improve Hadoop-on-OpenStack.
- Other Hortonworks reseller partners seem more important in terms of helping customers consume HDP (Hortonworks Data Platform), rather than for actually doing Hortonworks’ selling for it. (This is unsurprising — channel sales rarely are a path to success for a product that is also appropriately sold by a direct force.)
- Hortonworks listed its major industry sectors as:
- Web and retailing, which it identifies as one thing.
- Health care (various subsectors).
- Financial services, which it called “competitive” in the kind of tone that usually signifies “we lose a lot more than we win, and would love to change that”.
In Hortonworks’ view, Hadoop adopters typically start with a specific use case around a new type of data, such as clickstream, sensor, server log, geolocation, or social. Read more