Kickfire update
A Kickfire competitor tipped me off that he got 3 Kickfire salesmen’s resumes in 24 hours. I ran this by Kickfire CEO Bruce Armstrong, who confirmed that Kickfire has had a layoff, but gave me no further details.
Bruce also told me that Kickfire is now up to 10 paying customers, and that there are repeat deals.
| Categories: Data warehouse appliances, Data warehousing, Kickfire, Market share and customer counts | 3 Comments |
More on Sybase IQ, including Version 15.2
Back in March, Sybase was kind enough to give me permission to post a slide deck about Sybase IQ. Well, I’m finally getting around to doing so. Highlights include but are not limited to:
- Slide 2 has some market success figures and so on. (>3100 copies at >1800 users, >200 sales last year)
- Slides 6-11 give more detail on Sybase’s indexing and data access methods than I put into my recent technical basics of Sybase IQ post.
- Slide 16 reminds us that in-database data mining is quite competitive with what SAS has actually delivered with its DBMS partners, even if it doesn’t have the nice architectural approach of Aster or Netezza. (I.e., Sybase IQ’s more-than-SQL advanced analytics story relies on C++ UDFs — User Defined Functions — running in-process with the DBMS.) In particular, there’s a data mining/predictive analytics library — modeling and scoring both — licensed from a small third party.
- A number of the other later slides also have quite a bit of technical crunch. (More on some of those points below too.)
Sybase IQ may have a bit of a funky architecture (e.g., no MPP), but the age of the product and the substantial revenue it generates have allowed Sybase to put in a bunch of product features that newer vendors haven’t gotten around to yet.
More recently, Sybase volunteered permission for me to preannounce Sybase IQ Version 15.2 by a few days (it’s scheduled to come out this week). Read more
Vertica update
Last month, Vertica’s CEO Ralph Breslauer quit,* and Vertica made it sound like there would be a new CEO late in April. And indeed, as of April 29, there was. He’s a guy I’ve never heard of before named Chris Lynch, apparently quite the sales machine builder. The most substance I’ve found is a pair of Mass High Tech articles — the latter exceedingly typo-ridden — to the general effect that:
- Vertica plans to build a massive, world-conquering sales force.
- If Vertica dips back into negative cash flow to do that and has to raise more venture capital, so be it.
- “Triple-digit” revenue growth is expected for this year.
Greenplum Chorus and Greenplum 4.0
Greenplum is making two product announcements this morning. Greenplum 4.0 is a revision of the core Greenplum database technology. In addition, Greenplum is announcing Greenplum Chorus, which is the first product release instantiating last year’s EDC (Enterprise Data Cloud) vision statement and marketing campaign.
Greenplum 4.0 highlights and related observations include: Read more
Notes on the evolution of OLTP database management systems
The past few years have seen a spate of startups in the analytic DBMS business. Netezza, Vertica, Greenplum, Aster Data and others are all reasonably prosperous, alongside older specialty product vendors Teradata and Sybase (the Sybase IQ part). OLTP (OnLine Transaction Processing) and general purpose DBMS startups, however, have not yet done as well, with such success as there has been (MySQL, Intersystems Cache’, solidDB’s exit, etc.) generally accruing to products that originated in the 20th Century.
Nonetheless, OLTP/general-purpose data management startup activity has recently picked up, targeting what I see as some very real opportunities and needs. So as a jumping-off point for further writing, I thought it might be interesting to collect a few observations about the market in one place. These include:
- Big-brand OLTP/general-purpose DBMS have more “stickiness” than analytic DBMS.
- By number, most of an enterprise’s OLTP/general-purpose databases are low-volume and low-value.
- Most interesting new OLTP/general-purpose data management products are either MySQL-based or NoSQL.
- It’s not yet clear whether MySQL will prevail over MySQL forks, or vice-versa, or whether they will co-exist.
- The era of silicon-centric relational DBMS is coming.
- The emphasis on scale-out and reducing the cost of joins spans the NoSQL and SQL-based worlds.
- Users’ instance on “free” could be a major problem for OLTP DBMS innovation.
I shall explain. Read more
Some business trends in the data warehouse market
In recent conversations with various analytic DBMS vendors, a fairly consistent picture has emerged.
- Business is strong. Multiple vendors claim to be going gangbusters, with the happy sounds coming out of Vertica and Infobright being echoed by several competitors. Hearsay suggests some other companies in related businesses are doing well too. Depending on who you talk to, the business pickup dates back to Q4, give or take a quarter.
- Oracle Exadata has become a formidable competitor, on the strength of Exadata 2. Exadata 2’s positioning and perception among Oracle users seem to be pretty much in line with what Oracle portrayed to me.
- Teradata is portrayed as a weak competitor. Competitors don’t worry about Teradata nearly as much as they do about Oracle. That said, I suspect a bit of wishful thinking; Teradata is clearly still getting a lot of business the other vendors would dearly love to have.
- HP Neoview is reeling. (Almost) nobody sees Neoview competitively. The Walmart Neoview installation is said to have stayed small at best. JP Morgan Chase is said to have completely thrown Neoview out (and a bunch of HP engineers with it).
- (Almost) nobody mentions competing against DB2 either. This continues to baffle me.
| Categories: Analytic technologies, Data warehousing, Exadata, HP and Neoview, IBM and DB2, JPMorgan Chase, Market share and customer counts, Oracle, Teradata | 4 Comments |
Vertica update
I caught up with Jerry Held (Chairman) and Dave Menninger (VP Marketing) of Vertica for a chat yesterday. The immediate reason for the call was that a competitor had tipped me off to the departure of Vertica CEO Ralph Breslauer, which of course raises a host of questions. Highlights of the call included:
- Vertica had a “killer” Q4 and is doing very well in Q1 again.
- Vertica burned hardly any cash last year; i.e., it was close to cash-flow neutral in 2009.
- Vertica is hiring aggressively, e.g., in sales.
- Vertica is well down the path with several CEO candidates who Jerry regards as outstanding. He is hopeful there will be a new CEO in April. (But I bet that would be late April, given what Jerry mentioned about his own travel plans.)
- Absent a full-time CEO, Jerry and Andy Palmer are spending a lot more time with Vertica.
- One Vertica customer is approaching a petabyte of user data. The last time Vertica had checked, that customer had been more in the ¼ petabyte range.
- Other multi-hundred terabyte Vertica databases were mentioned, including one where Vertica claims to have beaten Teradata and perhaps other competitors in a head-to-head competition (it sounds like that one’s too recent to be deployed yet).
- Vertica sees Aster and Greenplum competitively more often than it sees ParAccel.
- Vertica sees Sybase IQ competitively a lot in financial services (in new-name accounts for Sybase as well as where some kind of Sybase DBMS is an incumbent), and more occasionally in other sectors.
NDA parts of the conversation also gave me the impression that Vertica is moving forward just as eagerly as its peers. I.e., I didn’t uncover any reason to think that Ralph’s departure is a sign of trouble, of the company being shopped, etc. Read more
| Categories: Analytic technologies, Data warehousing, Investment research and trading, Market share and customer counts, ParAccel, Petabyte-scale data management, Sybase, Vertica Systems | 6 Comments |
Infobright blog update
I often offer that, if a company puts up a sufficiently good blog post, I’ll link to it. Well, I just noticed that Infobright CEO Mark Burton (somewhere along the way he seems to have dropped the “interim”) put up an excellent post last month.
Highlights on the market share/sector side include: Read more
| Categories: Columnar database management, Data mart outsourcing, Data warehousing, Infobright, Log analysis, Market share and customer counts, Open source, Web analytics | 1 Comment |
XtremeData update
I talked with Geno Valente of XtremeData tonight. Highlights included:
- XtremeData still hasn’t sold any dbX stuff (they’ve had a side business in generic FPGA-based boards paying the bills for years). Well, there may have been some paid POCs (proofs of concept) or something, but real sales haven’t come through yet.
- XtremeData does have three prospects who have said “Yes”, and expects one order to come through this month.
- XtremeData continues to believe it shines when:
- Data models are complex
- In particular, there are complex joins
- In particular, two large tables have to be joined with each other, under circumstances where no product can avoid doing vast data redistribution
- XtremeData insists that all the nice things Bill Inmon – including in webinars — has said about it has not been for pay or other similar business compensation. That’s quite unusual.
- XtremeData is coming out with a new product, codenamed the Personal Data Warehouse (PDW), which:
- Is ready to go into beta test
- Should be launched in a month and a half or so
- Will have a different name when it is launched
Naming aside, Read more
Comments on the Gartner 2009/2010 Data Warehouse Database Management System Magic Quadrant
February, 2011 edit: I’ve now commented on Gartner’s 2010 Data Warehouse Database Management System Magic Quadrant as well.
At intervals of a little over a year, Gartner Group publishes a Data Warehouse Database Management System Magic Quadrant. Gartner’s 2009 data warehouse DBMS Magic Quadrant — actually, January 2010 — is now out.* For many reasons, including those I noted in my comments on Gartner’s 2008 Data Warehouse DBMS Magic Quadrant, the Gartner quadrant pictures are a bad use of good research. Rather than rehash that this year, I’ll merely call out some points in the surrounding commentary that I find interesting or just plain strange. Read more