November 21st, 2012 — Data management
HP/Automomy fall-out. Behind 10gen’s strategic funding. And more
And that’s the Data Day, today.
November 14th, 2012 — Data management
Funding for Continuuity and 10gen. Wibi Data launches the Kiji. And more.
And that’s the Data Day, today.
October 29th, 2012 — Data management
Cloudera launches Impala. Actuate snags Quiterian. Microsoft previews HDInsight.
And the rest:
– Microsoft previewed its Windows Azure HDInsight Service and Microsoft HDInsight Server for Windows.
– SAP launched a new “big data” bundle and go-to-market strategy.
– Informatica introduced Informatica PowerCenter Big Data Edition and reported its third quarter results.
– Also announcing financial results last week were QlikTech and Pervasive.
– Teradata updated its Unity suite with the addition of Unity Loader, and introduced its Unified Data Environment and the Unified Data Architecture.
– Splunk confirmed the release of Splunk Hadoop Connect and the Splunk App for HadoopOps.
– 10gen added five vice presidents to its management team.
– Rackspace partnered with Hortonworks to create OpenStack and Hadoop-based offerings for public and private cloud.
– Talend added support for Cassandra, HBase and MongoDB , and introduced big data profiling for Apache Hadoop to its integration platform
– MarkLogic announced support for HDFS and expanded its relationship with Hortonworks.
– Kognitio adopted a free licensing model.
– Calpont launched InfiniDB 3.5.
– MetaMarkets announced that it is open sourcing its Druid streaming, real-time data store.
– YarcData updated its uRiKA Big Data appliance for graph analytics.
– Alpine Data Labs announced a global OEM partnership with QlikTech.
– Actian and Attunity announced Attunity Replicate for Actian Vectorwise.
And that’s the Data Day, today.
October 2nd, 2012 — Data management
Informatica buys Heiler. Objectivity updates graph database. And more.
And that’s the Data Day, today.
October 1st, 2012 — Data management
Oracle updates Database, Exadata. BigQuery adds REST support. And more.
And that’s the Data Day, today.
September 18th, 2012 — Data management
Google’s Spanner. Acunu. OpTier. Opera. MarkLogic. And more.
And that’s the Data Day, today.
August 30th, 2012 — Data management
ParStream. MongoDB 2.2. Infochimps. BigQuery. And more.
And that’s the Data Day, today.
May 30th, 2012 — Data management
Amid the reporting of 10gen’s $42m funding round yesterday a specific claim about 10gen’s success to date caught my eye.
“10gen says it’s got about half the NoSQL market wrapped up already. This is based on… indicators, such as how often LinkedIn profiles mention MongoDB.”
While our own analysis of LinkedIn profiles did indeed indicate that 10gen has a sizeable lead over its NoSQL rivals, this only accounts for the NoSQL market *to date*, and the NoSQL vendors have barely scratched the surface.
451 Research recently estimated that NoSQL software vendors between them generated revenue of just $20m in 2011 (less than half 10gen’s latest funding round), and that the market will grow at a CAGR of 82% to reach $215m by 2015.
10gen is well placed to capitalize on this growth given its customer and revenue traction to date. While we are not breaking out individual revenue estimates the chart below shows revenue and customer estimates for 10gen, Basho, Couchbase and DataStax, with the scale adjusted to fit on a single chart.
The chart appears to confirm 10gen’s claim to have half the NoSQL market wrapped up, at least in terms of customers. However, what this chart doesn’t address is the relative strategy stage of each vendor in terms of customer traction.
10gen has done extremely well in growing a large customer base via its focus on ease of developer adoption, and is now turning its attention to the sort of capabilities required by traditional enterprises.
Other vendors in the NoSQL space have done precisely the opposite: starting with enterprise capabilities and now turning their attention to greater ease of use and developer adoption.
We can begin to get a sense of how these strategies are playing out if we add a column for revenue per customer (again re-scaled). Here you can see that 10gen is actually doing less well than some of its rivals.
The size of the MongoDB installed base gives 10gen a big opportunity to aim at, but others are arguably ahead in terms of traction with enterprise customers. That’s why our market sizing methodology is specifically designed to take multiple (sometimes conflicting) factors into account in creating an estimate for each vendor, as well as the aggregate total.
10gen may well have about half the current NoSQL market wrapped up but this market has really only just begun.
April 19th, 2012 — Data management
April 11th, 2012 — Data management
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