- 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’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
The genesis of this post is that:
- Hortonworks is trying to revitalize the Apache Storm project, after Storm lost momentum; indeed, Hortonworks is referring to Storm as a component of Hadoop.
- Cloudera is talking up what I would call its human real-time strategy, which includes but is not limited to Flume, Kafka, and Spark Streaming. Cloudera also sees a few use cases for Storm.
- This all fits with my view that the Current Hot Subject is human real-time data freshness — for analytics, of course, since we’ve always had low latencies in short-request processing.
- This also all fits with the importance I place on log analysis.
- Cloudera reached out to talk to me about all this.
Of course, we should hardly assume that what the Hadoop distro vendors favor will be the be-all and end-all of streaming. But they are likely to at least be influential players in the area.
In the parts of the problem that Cloudera emphasizes, the main tasks that need to be addressed are: Read more
|Categories: Cloudera, Complex event processing (CEP), Data warehousing, EAI, EII, ETL, ELT, ETLT, Hadoop, Health care, Hortonworks, Log analysis, Specific users, Splunk, Web analytics||4 Comments|
We all tend to assume that data is a great and glorious asset. How solid is this assumption?
- Yes, data is one of the most proprietary assets an enterprise can have. Any of the Goldman Sachs big three* — people, capital, and reputation — are easier to lose or imitate than data.
- In many cases, however, data’s value diminishes quickly.
- Determining the value derived from owning, analyzing and using data is often tricky — but not always. Examples where data’s value is pretty clear start with:
- Industries which long have had large data-gathering research budgets, in areas such as clinical trials or seismology.
- Industries that can calculate the return on mass marketing programs, such as internet advertising or its snail-mail predecessors.
*”Our assets are our people, capital and reputation. If any of these is ever diminished, the last is the most difficult to restore.” I love that motto, even if Goldman Sachs itself eventually stopped living up to it. If nothing else, my own business depends primarily on my reputation and information.
This all raises the idea – if you think data is so valuable, maybe you should get more of it. Areas in which enterprises have made significant and/or successful investments in data acquisition include: Read more
|Categories: Data mart outsourcing, eBay, Health care, Investment research and trading, Log analysis, Scientific research, Text, Web analytics||5 Comments|
The pessimist thinks the glass is half-empty.
The optimist thinks the glass is half-full.
The engineer thinks the glass was poorly designed.
Most of what I wrote in Part 1 of this post was already true 15 years ago. But much gets added in the modern era, considering that:
- Clusters will have node hiccups more often than single nodes will. (Duh.)
- Networks are relatively slow even when uncongested, and furthermore congest unpredictably.
- In many applications, it’s OK to sacrifice even basic-seeming database functionality.
And so there’s been innovation in numerous cluster-related subjects, two of which are:
- Distributed query and update. When a database is distributed among many modes, how does a request access multiple nodes at once?
- Fault-tolerance in long-running jobs.When a job is expected to run on many nodes for a long time, how can it deal with failures or slowdowns, other than through the distressing alternatives:
- Start over from the beginning?
- Keep (a lot of) the whole cluster’s resources tied up, waiting for things to be set right?
Distributed database consistency
When a distributed database lives up to the same consistency standards as a single-node one, distributed query is straightforward. Performance may be an issue, however, which is why we have seen a lot of:
- Analytic RDBMS innovation.
- Short-request applications designed to avoid distributed joins.
- Short-request clustered RDBMS that don’t allow fully-general distributed joins in the first place.
But in workloads with low-latency writes, living up to those standards is hard. The 1980s approach to distributed writing was two-phase commit (2PC), which may be summarized as: Read more
|Categories: Clustering, CouchDB, Data warehousing, Databricks, Spark and BDAS, Facebook, Hadoop, MapReduce, Sybase, Theory and architecture, VoltDB and H-Store||1 Comment|
I stopped by MemSQL last week, and got a range of new or clarified information. For starters:
- Even though MemSQL (the product) was originally designed for OLTP (OnLine Transaction Processing), MemSQL (the company) is now focused on analytic use cases …
- … which was the point of introducing MemSQL’s flash-based columnar option.
- One MemSQL customer has a 100 TB “data warehouse” installation on Amazon.
- Another has “dozens” of terabytes of data spread across 500 machines, which aggregate 36 TB of RAM.
- At customer Shutterstock, 1000s of non-MemSQL nodes are monitored by 4 MemSQL machines.
- A couple of MemSQL’s top references are also Vertica flagship customers; one of course is Zynga.
- MemSQL reports encountering Clustrix and VoltDB in a few competitive situations, but not NuoDB. MemSQL believes that VoltDB is still hampered by its traditional issues — Java, reliance on stored procedures, etc.
On the more technical side: Read more
|Categories: Clustering, Clustrix, Columnar database management, Data warehousing, Database compression, In-memory DBMS, MemSQL, NewSQL, NuoDB, Specific users, Vertica Systems, VoltDB and H-Store, Workload management, Zynga||17 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|
There’s much confusion about Cloudera’s SQL plans and beliefs, and the company has mainly itself to blame. That said, here’s what I think is going on.
- Hive is good at some tasks and terrible at others.
- Hive is good at batch data transformation.
- Hive is bad at ad-hoc query, unless you really, really need Hive’s scale and low license cost. One example, per Eli Collins: Facebook has a 500 petabyte Hive warehouse, but jokes that on a good day an analyst can run 6 queries against it.
- Impala is meant to be good at what Hive is bad at – i.e., fast-response query. (Cloudera mentioned reliable 100 millisecond response times for at least one user.)
- Impala is also meant to be good at what Hive is good at, and will someday from Cloudera’s standpoint completely supersede Hive, but Cloudera is in no hurry for that day to arrive. Hive is more mature. Hive still has more SQL coverage than Impala. There’s a lot of legacy investment in Hive. Cloudera gets little business advantage if a customer sunsets Hive.
- Impala is already decent at some tasks analytic RDBMS are commonly used for. Cloudera insists that some queries run very quickly on Impala. I believe them.
- Impala is terrible at others, including some of the ones most closely associated with the concept of “data warehousing”. Data modeling is a big zero right now. Impala’s workload management, concurrency and all that are very immature.
- There are some use cases for which SQL-on-Hadoop blows away analytic RDBMS, for example ones involving data transformations – perhaps on multi-structured data – that are impractical in RDBMS.
And of course, as vendors so often do, Cloudera generally overrates both the relative maturity of Impala and the relative importance of the use cases in which its offerings – Impala or otherwise – shine.
- A survey of SQL/Hadoop integration (February, 2014)
- The cardinal rules of DBMS development (March, 2013)
|Categories: Cloudera, Data warehousing, Facebook, Hadoop, SQL/Hadoop integration, Workload management||4 Comments|
Spark is on the rise, to an even greater degree than I thought last month.
- Numerous clients and other companies I talk with have adopted Spark, plan to adopt Spark, or at least think it’s likely they will. In particular:
- A number of analytic-stack companies are joining ClearStory in using Spark. Most of the specifics are confidential, but I hope some will be announced soon.
- MapR has joined Cloudera in supporting Spark, and indeed — unlike Cloudera — is supporting the full Spark stack.
- Mike Olson of Cloudera is on record as predicting that Spark will be the replacement for Hadoop MapReduce. Just about everybody seems to agree, except perhaps for Hortonworks folks betting on the more limited and less mature Tez. Spark’s biggest technical advantages as a general data processing engine are probably:
- The Directed Acyclic Graph processing model. (Any serious MapReduce-replacement contender will probably echo that aspect.)
- A rich set of programming primitives in connection with that model.
- Support also for highly-iterative processing, of the kind found in machine learning.
- Flexible in-memory data structures, namely the RDDs (Resilient Distributed Datasets).
- A clever approach to fault-tolerance.
- Spark is a major contender in streaming.
- There’s some cool machine-learning innovation using Spark.
- Spark 1.0 will drop by mid-May, Apache voters willin’ an’ the creek don’ rise. Publicity will likely ensue, with strong evidence of industry support.*
*Yes, my fingerprints are showing again.
The most official description of what Spark now contains is probably the “Spark ecosystem” diagram from Databricks. However, at the time of this writing it is slightly out of date, as per some email from Databricks CEO Ion Stoica (quoted with permission):
… but if I were to redraw it, SparkSQL will replace Shark, and Shark will eventually become a thin layer above SparkSQL and below BlinkDB.
With this change, all the modules on top of Spark (i.e., SparkStreaming, SparkSQL, GraphX, and MLlib) are part of the Spark distribution. You can think of these modules as libraries that come with Spark.
|Categories: Cloudera, Complex event processing (CEP), Databricks, Spark and BDAS, Hadoop, Hortonworks, MapR, MapReduce, Predictive modeling and advanced analytics, SQL/Hadoop integration, Yahoo||14 Comments|
Cassandra’s reputation in many quarters is:
- World-leading in the geo-distribution feature.
- Impressively scalable.
- Hard to use.
This has led competitors to use, and get away with, sales claims along the lines of “Well, if you really need geo-distribution and can’t wait for us to catch up — which we soon will! — you should use Cassandra. But otherwise, there are better choices.”
My friends at DataStax, naturally, don’t think that’s quite fair. And so I invited them — specifically Billy Bosworth and Patrick McFadin — to educate me. Here are some highlights of that exercise.
DataStax and Cassandra have some very impressive accounts, which don’t necessarily revolve around geo-distribution. Netflix, probably the flagship Cassandra user — since Cassandra inventor Facebook adopted HBase instead — actually hasn’t been using the geo-distribution feature. Confidential accounts include:
- A petabyte or so of data at a very prominent company, geo-distributed, with 800+ nodes, in a kind of block storage use case.
- A messaging application at a very prominent company, anticipated to grow to multiple data centers and a petabyte of so of data, across 1000s of nodes.
- A 300 terabyte single-data-center telecom account (which I can’t find on DataStax’s extensive customer list).
- A huge health records deal.
- A Fortune 10 company.
DataStax and Cassandra won’t necessarily win customer-brag wars versus MongoDB, Couchbase, or even HBase, but at least they’re strongly in the competition.
DataStax claims that simplicity is now a strength. There are two main parts to that surprising assertion. Read more
|Categories: Cassandra, Clustering, Couchbase, Data models and architecture, DataStax, Facebook, HBase, Health care, Log analysis, Market share and customer counts, MongoDB and 10gen, NoSQL, Petabyte-scale data management, Specific users||9 Comments|