ClearStory Data
News and commentary relating to ClearStory Data.
Notes on the Hadoop and HBase markets
I visited my clients at Cloudera and Hortonworks last week, along with scads of other companies. A few of the takeaways were:
- Cloudera now has 220 employees.
- Cloudera now has over 100 subscription customers.
- Over the past year, Cloudera has more than doubled in size by every reasonable metric.
- Over half of Cloudera’s customers use HBase, vs. a figure of 18+ last July.
- Omer Trajman — who by the way has made a long-overdue official move into technical marketing — can no longer keep count of how many petabyte-scale Hadoop clusters Cloudera supports.
- Cloudera gets the majority of its revenue from subscriptions. However, professional services and training continue to be big businesses too.
- Cloudera has trained over 12,000 people.
- Hortonworks is training people too.
- Hortonworks now has 70 employees, and plans to have 100 or so by the end of this quarter.
- A number of those Hortonworks employees are executives who come from seriously profit-oriented backgrounds. Hortonworks clearly has capitalist intentions.
- Hortonworks thinks a typical enterprise Hadoop cluster has 20-50 nodes, with 50-100 already being on the large side.
- There are huge amounts of Elastic MapReduce/Hadoop processing in the Amazon cloud. Some estimates say it’s the majority of all Amazon Web Services processing.
- I met with 4 young-company clients who I regard as building vertical analytic stacks (WibiData, MarketShare, MetaMarkets, and ClearStory). All 4 are heavily dependent on Hadoop. (The same isn’t as true of older companies who built out a lot of technology before Hadoop was invented.)
- There should be more HBase information at HBaseCon on May 22.
- If MapR still has momentum, nobody I talked with has noticed.
Our clients, and where they are located
From time to time, I disclose our vendor client lists. Another iteration is below, the first since a little over a year ago. To be clear:
- This is a list of Monash Advantage members.
- All our vendor clients are Monash Advantage members, unless …
- … we work with them primarily in their capacity as technology users. (A large fraction of our user clients happen to be SaaS vendors.)
- We do not usually disclose our user clients.
- We do not usually disclose our venture capital clients, nor those who invest in publicly-traded securities.
- Excluded from this round of disclosure is one vendor I have never written about.
- Included in this round of disclosure is one client paying for services partly in stock. All our other clients are cash-only.
For reasons explained below, I’ll group the clients geographically. Obviously, companies often have multiple locations, but this is approximately how it works from the standpoint of their interactions with me. Read more
Notes on the ClearStory Data launch, including an inaccurate quote from me
ClearStory Data launched, with nice coverage in the New York Times, Computerworld, and elsewhere. But from my standpoint, there were some serious problems:
- (Bad.) I was planning to cover the launch as well, in a split exclusive, but that plan was changed, costing me considerable wasted work.
- (Worse.) I wasn’t told of the change as soon as it was known. Indeed, I wasn’t told at all; I was left to infer it from the fact that I was now being asked to talk with other reporters.
- (Horrific.) I was quoted in the ClearStory launch press release, but while the sentiments were reasonably in line with my own, the quote was incorrect.*
I’m utterly disgusted with this whole mess, although after talking with her a lot I’m fine with CEO Sharmila Mulligan’s part in it, which is to say with ClearStory’s part in general.
*I avoid the term “platform” as much as possible; indeed, I still don’t really know what the “new platforms” part was supposed to refer to. The Frankenquote wound up with some odd grammar as well.
Actually, in principle I’m a pretty close adviser to ClearStory (for starters, they’re one of my stealth-mode clients). That hasn’t really ramped up yet; in particular, I haven’t had a technical deep dive. So for now I’ll just say: