HP and Neoview
Discussion of computer giant HP, especially its efforts in data warehousing and business intelligence. Covered are both HP’s own data warehouse appliance Neoview and its partnerships with other software vendors. Related subjects include:
I used to spend most of my time — blogging and consulting alike — on data warehouse appliances and analytic DBMS. Now I’m barely involved with them. The most obvious reason is that there have been drastic changes in industry structure:
- Many of the independent vendors were swooped up by acquisition.
- None of those acquisitions was a big success.
- Microsoft did little with DATAllegro.
- Netezza struggled with R&D after being bought by IBM. An IBMer recently told me that their main analytic RDBMS engine was BLU.
- I hear about Vertica more as a technology to be replaced than as a significant ongoing market player.
- Pivotal open-sourced Greenplum. I have detected few people who care.
- Ditto for Actian’s offerings.
- Teradata claimed a few large Aster accounts, but I never hear of Aster as something to compete or partner with.
- Smaller vendors fizzled too. Hadapt and Kickfire went to Teradata as more-or-less acquihires. InfiniDB folded. Etc.
- Impala and other Hadoop-based alternatives are technology options.
- Oracle, Microsoft, IBM and to some extent SAP/Sybase are still pedaling along … but I rarely talk with companies that big.
Simply reciting all that, however, begs the question of whether one should still care about analytic RDBMS at all.
My answer, in a nutshell, is:
Analytic RDBMS — whether on premises in software, in the form of data warehouse appliances, or in the cloud – are still great for hard-core business intelligence, where “hard-core” can refer to ad-hoc query complexity, reporting/dashboard concurrency, or both. But they aren’t good for much else.
I talked with a couple of Cloudera folks about HBase last week. Let me frame things by saying:
- The closest thing to an HBase company, ala MongoDB/MongoDB or DataStax/Cassandra, is Cloudera.
- Cloudera still uses a figure of 20% of its customers being HBase-centric.
- HBaseCon and so on notwithstanding, that figure isn’t really reflected in Cloudera’s marketing efforts. Cloudera’s marketing commitment to HBase has never risen to nearly the level of MongoDB’s or DataStax’s push behind their respective core products.
- With Cloudera’s move to “zero/one/many” pricing, Cloudera salespeople have little incentive to push HBase hard to accounts other than HBase-first buyers.
- Cloudera no longer dominates HBase development, if it ever did.
- Cloudera is the single biggest contributor to HBase, by its count, but doesn’t make a majority of the contributions on its own.
- Cloudera sees Hortonworks as having become a strong HBase contributor.
- Intel is also a strong contributor, as are end user organizations such as Chinese telcos. Not coincidentally, Intel was a major Hadoop provider in China before the Intel/Cloudera deal.
- As far as Cloudera is concerned, HBase is just one data storage technology of several, focused on high-volume, high-concurrency, low-latency short-request processing. Cloudera thinks this is OK because of HBase’s strong integration with the rest of the Hadoop stack.
- Others who may be inclined to disagree are in several cases doing projects on top of HBase to extend its reach. (In particular, please see the discussion below about Apache Phoenix and Trafodion, both of which want to offer relational-like functionality.)
|Categories: Cloudera, Clustering, Data models and architecture, Database diversity, Hadoop, HBase, Hortonworks, HP and Neoview, Intel, Market share and customer counts, NoSQL, Open source||4 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’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
It took me a bit of time, and an extra call with Vertica’s long-time R&D chief Shilpa Lawande, but I think I have a decent handle now on Vertica 7, code-named Crane. The two aspects of Vertica 7 I find most interesting are:
- Flex Zone, a schema-on-need technology very much like Hadapt’s (but of course with access to Vertica performance).
- What sounds like an alternate query execution capability for short-request queries, the big point of which is that it saves them from being broadcast across the whole cluster, hence improving scalability. (Adding nodes of course doesn’t buy you much for the portion of a workload that’s broadcast.)
Other Vertica 7 enhancements include:
- A lot of Bottleneck Whack-A-Mole.
- “Significant” improvements to the Vertica management console.
- Security enhancements (Kerberos), Hadoop integration enhancements (HCatalog), and enhanced integration with Hadoop security (Kerberos again).
- Some availability hardening. (“Fault groups”, which for example let you ensure that data is replicated not just to 2+ nodes, but also that the nodes aren’t all on the same rack.)
- Java as an option to do in-database analytics. (Who knew that feature was still missing?)
- Some analytic functionality. (Approximate COUNT DISTINCT, but not yet Approximate MEDIAN.)
Overall, two recurring themes in our discussion were:
- Load and ETL (Extract/Transform/Load) performance, and/or obviating ETL.
- Short-request performance, in the form of more scalable short-request concurrency.
I think that most sufficiently large enterprise SaaS vendors should offer an appliance option, as an alternative to the core multi-tenant service. In particular:
- SaaS appliances address customer fears about security, privacy, compliance, performance isolation, and lock-in.
- Some of these benefits occur even if the appliance runs in the same data centers that host the vendor’s standard multi-tenant SaaS. Most of the rest occur if the customer can choose a co-location facility in which to place the appliance.
- Whether many customers should or will use the SaaS appliance option is somewhat secondary; it’s a check-mark item. I.e., many customers and prospects will be pleased that the option at least exists.
How I reached them
Core reasons for selling or using SaaS (Software as a Service) as opposed to licensed software start:
- The SaaS vendor handles all software upgrades, and makes them promptly. In principle, this benefit could also be achieved on a dedicated system on customer premises (or at the customer’s choice of co-location facility).
- In addition, the SaaS vendor handles all the platform and operational stuff — hardware, operating system, computer room, etc. This benefit is antithetical to direct customer control.
- The SaaS vendor only has to develop for and operate on a tightly restricted platform stack that it knows very well. This benefit is also enjoyed in the case of customer-premises appliances.
Conceptually, then, customer-premises SaaS is not impossible, even though one of the standard Big Three SaaS benefits is lost. Indeed:
- Microsoft Windows and many other client software packages already offer to let their updates be automagically handled by the vendor.
- In that vein, consumer devices such as game consoles already are a kind of SaaS appliance.
- Complex devices of any kind, including computers, will see ever more in the way of “phone-home” features or optional services, often including routine maintenance and upgrades.
But from an enterprise standpoint, that’s all (relatively) simple stuff. So we’re left with a more challenging question — does customer-premises SaaS make sense in the case of enterprise applications or other server software?
|Categories: Data warehouse appliances, HP and Neoview, salesforce.com, Software as a Service (SaaS), Surveillance and privacy||6 Comments|
When we scheduled a call to talk about Sentry, Cloudera’s Charles Zedlewski and I found time to discuss other stuff as well. One interesting part of our discussion was around the processing “frameworks” Cloudera sees as most important.
- The four biggies are:
- MapReduce. Duh.
- SQL, specifically Impala. This is as opposed to the uneasy Hive/MapReduce layering.
- “Math” , which seems to mainly be through partnerships with SAS and Revolution Analytics. I don’t know a lot about how these work, but I presume they bypass MapReduce, in which case I could imagine them greatly outperforming Mahout.
- Stream processing (Storm) is next in line.
- Graph — e.g. Giraph — rises to at least the proof-of-concept level. Again, the hope would be that this well outperforms graph-on-MapReduce.
- Charles is also seeing at least POC interest in Spark.
- But MPI (Message Passing Interface) on Hadoop isn’t going anywhere fast, except to the extent it’s baked into SAS or other “math” frameworks. Generic MPI use cases evidently turn out to be a bad fit for Hadoop, due to factors such as:
- Low data volumes.
- Latencies in various parts of the system
HBase was artificially omitted from this “frameworks” discussion because Cloudera sees it as a little bit more of a “storage” system than a processing one.
Another good subject was offloading work to Hadoop, in a couple different senses of “offload”: Read more
I’m not having a productive week, part of the reason being a hard drive crash that took out early drafts of what were to be last weekend’s blog posts. Now I’m operating from a laptop, rather than my preferred dual-monitor set-up. So please pardon me if I’m concise even by comparison to my usual standards.
- My recent posts based on surveillance news have been partly superseded by – well, by more news. Some of that news, along with some good discussion, may be found in the comment threads.
- The same goes for my recent Hadoop posts.
- The replay for my recent webinar on real-time analytics is now available. My part ran <25 minutes.
- One of my numerous clients using or considering a “real-time analytics” positioning is Sqrrl, the company behind the NoSQL DBMS Accumulo. Last month, Derrick Harris reported on a remarkable Accumulo success story – multiple US intelligence instances managing 10s of petabytes each, and supporting a variety of analytic (I think mainly query/visualization) approaches.
- Several sources have told me that MemSQL’s Zynga sale is (in part) for Membase replacement. This is noteworthy because Zynga was the original pay-for-some-of-the-development Membase customer.
- More generally, the buzz out of Couchbase is distressing. Ex-employees berate the place; job-seekers check around and then decide not to go there; rivals tell me of resumes coming out in droves. Yes, there’s always some of that, even at obviously prospering companies, but this feels like more than the inevitable low-level buzz one hears anywhere.
- I think the predictive modeling state of the art has become:
- Cluster in some way.
- Model separately on each cluster.
- And if you still want to do something that looks like a regression – linear or otherwise – then you might want to use a tool that lets you shovel training data in WITHOUT a whole lot of preparation* and receive a model back out. Even if you don’t accept that as your final model, it can at least be a great guide to feature selection (in the statistical sense of the phrase) and the like.
- Champion/challenger model testing is also a good idea, at least if you’re in some kind of personalization/recommendation space, and have enough traffic to test like that.**
- Most companies have significant turnover after being acquired, perhaps after a “golden handcuff” period. Vertica is no longer an exception.
- Speaking of my clients at HP Vertica – they’ve done a questionable job of communicating that they’re willing to price their product quite reasonably. (But at least they allowed me to write about $2K/terabyte for hardware/software combined.)
- I’m hearing a little more Amazon Redshift buzz than I expected to. Just a little.
- StreamBase was bought by TIBCO. The rumor says $40 million.
*Basic and unavoidable ETL (Extract/Transform/Load) of course excepted.
**I could call that ABC (Always Be Comparing) or ABT (Always Be Testing), but they each sound like – well, like The Glove and the Lions.
Edit: Please see the comment thread below for updates. Please also see a follow-on post about how the surveillance data is actually used.
US government surveillance has exploded into public consciousness since last Thursday. With one major exception, the news has just confirmed what was already thought or known. So where do we stand?
My views about domestic data collection start:
- I’ve long believed that the Feds — specifically the NSA (National Security Agency) — are storing metadata/traffic data on every telephone call and email in the US. The recent news, for example Senator Feinstein’s responses to the Verizon disclosure, just confirms it. That the Feds sometimes claim this has to be “foreign” data or they won’t look at it hardly undermines my opinion.
- Even private enterprises can more or less straightforwardly buy information about every credit card purchase we make. So of course the Feds can get that as well, as the Wall Street Journal seems to have noticed. More generally, I’d assume the Feds have all the financial data they want, via the IRS if nothing else.
- Similarly, many kinds of social media postings are aggregated for anybody to purchase, or can be scraped by anybody who invests in the equipment and bandwidth. Attensity’s service is just one example.
- I’m guessing that web use data (http requests, search terms, etc.) is not yet routinely harvested by the US government.* Ditto deanonymization of same. I guess that way basically because I’ve heard few rumblings to the contrary. Further, the consumer psychographic profiles that are so valuable to online retailers might be of little help to national security analysts anyway.
- Video surveillance seems likely to grow, from fixed cameras perhaps to drones; note for example the various officials who called for more public cameras after that Boston Marathon bombing. But for the present discussion, that’s of lesser concern to me, simply because it’s done less secretively than other kinds of surveillance. If there’s a camera that can see us, often we can see it too.
*Recall that these comments are US-specific. Data retention legislation has been proposed or passed in multiple countries to require recording of, among other things, all URL requests, with the stated goal of fighting either digital piracy or child pornography.
As for foreign data: Read more
|Categories: Hadoop, HP and Neoview, Petabyte-scale data management, Pricing, Surveillance and privacy, Telecommunications, Text, Vertica Systems, Web analytics||10 Comments|