Haters gonna hate on Hadoop, but they've confused 'tween growing pains with weakness. The broader Hadoop ecosystem continues to mature at a very healthy pace. Even if the players are starting to outgrow the labels of "Hadoop" and "big data," leading companies in this sector will continue to build on what is now established to be a strong core. Perhaps most prominent among these young varsity athletes is Cloudera.
Cloudera has long enjoyed the popular attention of the market. More than 1,000 customers use Cloudera in more than 60 countries today. Technology vendors and channel partners have associated themselves with the cool kid. At last count, Cloudera has over 2800 partners, and that number includes 450 ISVs, of which 388 are certified, bringing 184 partner-developed solutions, of which 120 have been verified in production, and 44 are available in a ready-to-roll solutions gallery. Meanwhile big names like Intel and Michael Dell have provided significant scholarships to fund the company's development.
Now with its filing for a long awaited IPO, Cloudera is ready to graduate and take on the established veteran players in data management. Hortonworks may have been the first Hadoop company to go public, but arguably that event came and brought increased scrutiny and pressure while the company was still too young. Cloudera, thanks to its various benefactors, has enjoyed a little more time to establish its own identity and competence. The leadership team has acquired a great mix of enterprise experience, data science interests, and open source heritage. Now feels like the right time to IPO and launch into the next phase of life.
Cloudera has focused on the Global 8000 enterprises, which together hold a huge majority of the world's data, and more than half of customers fall in this lucrative group. These buyers themselves are working on high growth and transformative use cases and applications. New capabilities around machine learning and predictive analytics are coming online just as AI becomes the shiny goal for many. Yet Cloudera also neatly plays in the database, data warehouse, analytics, and ETL subsegments, and many businesses are looking to upgrade, complement, and replace their traditional approaches here too. If the Internet of Things (IoT) continues to expand, as some suggest, to include 30 billion devices by 2020, that means much more opportunity for data and insights to reshape the world.
Perhaps more importantly, Cloudera continues to do the non-sexy work around Hadoop and big data. The company's solutions are designed and enhanced to be enterprise-grade, resilient, secure, fast, scalable, manageable, and well governed. Cloudera has put an emphasis on being able to run anywhere: on bare metal, in on-premises data centers, and in a variety of public clouds, and to maintain portability between all of these environments.
Going forward, Cloudera will focus on 5 flavors of offerings, matching the most common customer scenarios, being:
- Big Data Essentials
- Analytic Database
- Operational Database
- Enterprise Data Hub
- Data Science & Engineering