Facts and rumors
- Vertica is putting out a press release today touting its 100th customer, and talking of triple digit growth last year.
- Multiple sources have told me that the DATAllegro system is being thrown out of Dell, so evidently Dell is telling this to one and all. If that goes through, this would presumably leave TEOCO as DATAllegro’s single happy customer. (I haven’t checked with Microsoft for its view.)
- A rumor has it that Infiniband technology vendor Voltaire, Ltd. privately claims triple-digit sales of switches for Exadata 1 (I think that one would be one switch per Exadata installation, not per rack). Based just on a quick glance, this is far from confirmed by Voltaire’s earnings conference call transcripts or SEC filings. However, the most recent transcript does seem to indicate Voltaire got multiple Exadata deals in the telecommunications sector, and suggests some Exadata penetration in other sectors as well.
- I was told of a classified-agency user that has >1 petabyte of data on Exadata 1 and 600 terabytes or so on Netezza. My not-obviously-biased source says the agency is distinctly happier with Netezza than Exadata.
- Like ParAccel, Oracle just got dinged for TPC-related misbehavior.
- Rumor has it that Sun has no intention of helping ParAccel rerun its withdrawn TPC-H benchmark.
- ParAccel has withdrawn the claim from its home page to be the “CERTIFIED” price-performance leader. This seems to confirm that the claim was a reference to the TPC-H. In my opinion, that was a gross misrepresentation of what the TPC-H shows.
The hunt for Oracle Exadata production references
Over the past four weeks, I’ve given speeches in Boston, DC, Milan, London, and SF,* attended a conference in Lyon, done a fair amount of consulting, and taken a few non-client briefings as well. That’s why I haven’t had much of a chance to sit down, analyze the tea leaves, and write about Exadata 2. (Small exception: Highlights from and remarks on the Oracle Database 11g Release 2 white paper.) I hope to do that soon.
*I’ll bop over to Chicago for the last of the series early next week.
But first — can anybody identify much in the way of Exadata production references? Oracle recently talked of a few flagship data warehouse customers, but those don’t seem to be running Exadata. I talked recently with an Oracle prospect from the US, who only got one reference from Oracle — in Eastern Europe. (Well, two references, if you also count the system integrator on the same deal.)
So far as I can tell, Oracle Exadata production sites are pretty scarce on the ground. What, if anything, am I missing?
| Categories: Analytic technologies, Data warehouse appliances, Data warehousing, Exadata, Market share and customer counts, Oracle | 17 Comments |
Xkoto Gridscale highlights
I talked yesterday with cofounders Albert Lee and Ariff Kassam of Xkoto. Highlights included: Read more
| Categories: Clustering, IBM and DB2, Market share and customer counts, Microsoft and SQL*Server, Parallelization, Pricing, Xkoto | 15 Comments |
Teradata really means that those 100+ appliances are in PRODUCTION
I was misremembering. It turns out that when Teradata said it had over 100 appliances “in production”, it meant that >100 hardware-based appliances are actually in production. If you add in the software-only “appliances,” and count test/development as well as true production, the total rises to >200.
I tried to get a finer breakdown out of Teradata on a disclosable basis, but failed. The ostensible reason is that public companies often don’t do that sort of thing without permission from the investor relations department, and Teradata’s marketers evidently haven’t felt a sense of urgency about getting permission to, for example, communicate how well just the 25xx series is doing.
| Categories: Data warehouse appliances, Data warehousing, Market share and customer counts, Teradata | 1 Comment |
Teradata has over 100 appliances in production
I recently wrote that Teradata had gotten serious about appliance product lines, and had non-trivial sales figures for them. In a press release today, Teradata is now explicitly saying (emphasis mine):
Teradata now has more than 100 appliances in production, including the Data Mart Appliance 551, the Data Warehouse Appliance 2550, and the Extreme Data Appliance 1550, which complement the core platform, the Teradata Active Enterprise Data Warehouse 5550.
The breakdowns on that are NDA, and anyhow I can’t find them immediately in my notes.* But if memory serves — while a lot of those appliances are used for test and development, a whole other lot of them are used to do actual production query-answering work. (Edit: Memory turned out to be wrong.) Read more
| Categories: Data warehouse appliances, Data warehousing, Market share and customer counts, Teradata | 2 Comments |
Vertica customer notes
Dave Menninger of Vertica called to discuss NDA product futures, as vendors tend to do in the weeks before a TDWI conference. So we also talked a bit about the Vertica customer base. That’s listed as 86 at the end of Q2, up from 74 in Q1. That’s pretty small growth compared with Q1, which Dave didn’t fully explain. But then, off the top of his head, he was recalling Q1 numbers as being lower than that 74, so maybe there’s a reporting glitch in the loop somewhere.
Vertica’s two biggest customer segments are telecommunications and financial services, and Dave drew an interesting distinction between what the two groups care about. Telecom companies care about data warehouses that are big and 24/7 reliable, but don’t do particularly complex analytics. Financial services — by which he presumably means mainly proprietary traders — are most focused on complex and competitively innovative analytics.
Also mentioned in various contexts were web-based outfits such as data mart outsourcers, social networkers, and open-source software providers.
Vertica also offers customer win stories in other segments, but most actual discussion about what Vertica does revolves around the application areas mentioned above, just as it has been in the past.
Similar (not necessarily identical) generalizations would be true of many other analytic DBMS vendors.
Oracle cites Exadata wins
A couple of weeks ago, Oracle put out a press release about Exadata wins. Highlights include:
- 20 names of actual customers.
- One quote citing a competitive win (over Netezza)
- One quote citing a ~50X speedup of one query “without manual tuning”
- One quote citing consistent 10-72X query performance speedups
- One quote citing a speedup from “days” to “minutes”
Unless I missed it, none of the quotes implied Exadata was actually in production, and none compared hardware between the old/slow/production and Exadata/fast/test systems.
| Categories: Data warehouse appliances, Data warehousing, Exadata, Market share and customer counts, Netezza, Oracle | Leave a Comment |
Infobright metrics
Merv Adrian posted about Infobright, and included some company-supplied metrics. Most looked familiar from a post I did in April, but Infobright’s latest figure for # of paying customers seems to be “>60”, up from “>50”. Pricing aside, that’s Vertica/Greenplum territory — behind Netezza, Teradata, and the big OLTP DBMS vendors, but ahead of everybody else I think of as a modern analytic DBMS vendor.
Netezza Q1 earning call transcript
I finally read the Netezza Q1 earnings call transcript, put out by Seeking Alpha. Highlights included:
- Netezza got 14 new-name accounts and 21 follow-on deals. Average sale in both groups was right around $1 million.
- The economy is tough, deals are slipping, and nobody knows for sure what will happen.
- Netezza’s main head-to-head competitors are Oracle and Teradata. Netezza claims good but not perfect win rates against each, but concedes that those vendors (especially Oracle) of course get other deals Netezza never sees.
- Netezza characterizes Teradata as offering its multiple product lines, trying to upsell many customers from cheaper to more expensive product lines, and being selectively aggressive about pricing. None of this is surprising to me.
- 80% of Netezza’s Q1 revenue, and perhaps even a higher fraction of new-name accounts, was in four vertical markets: “Digital media,” telecom, government, and financial services.
- Some time over the next few months, Netezza will give at least some more clarity about future products.
One tip for the Netezza folks, by the way, from this former stock analyst — you should never use the word “certainly” about a deal you haven’t closed yet. “Almost surely” could be OK, but “certainly” — well, it certainly was not the thing to say.
Greenplum update — Release 3.3 and so on
I visited Greenplum in early April, and talked with them again last night. As I noted in a separate post, there are a couple of subjects I won’t write about today. But that still leaves me free to cover a number of other points about Greenplum, including: Read more