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Wikibon Big Data Capital Markets Day 2014

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Jeff Kelly
Jeff Kelly

This document discusses the big data market and winners and losers. It finds that traditional companies like Oracle, Teradata, and SAP are under pressure as newer big data technologies like Hadoop and NoSQL have seen rapid growth. While the big data market is expected to be worth over $50 billion by 2017, practitioners have faced barriers adopting big data within their organizations. Overall, practitioners are seen as the biggest winners from leveraging big data, though the market remains in early stages.

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Big Data, Big Winners (and Some Losers) Wikibon Big Data Capital Markets Day October 16, 2014 | New York City Jeff Kelly, Principal Analyst
The Industry Heavyweights Are Under Pressure • Oracle: Earnings and revenue misses • Teradata: Lost $3b in market cap last year • SAP: Trying to figure out HANA • Big Data Ecosystem Cambrian Explosion • Practitioners: “ENOUGH IS ENOUGH!!!” “Our Data Warehouse is like a SNAKE SWALLOWING A BASKETBALL.”
The Enterprise Data Warehouse Has Not Lived Up to Its Promise
Will Big Data Live Up to the Hype? Big Data Market Revenue Forecast, 2011-2017 ($B) $7.3 $11.8 $18.6 $28.5 $38.4 $50.1 $45.3 $70.0 $60.0 $50.0 $40.0 $30.0 $20.0 $10.0 $0.0 2011 2012 2013 2014 2015 2016 2017
“Real” Big Data Hadoop & NoSQL Market Forecast, 2012-2017 (Software/Services Only) ($M) $486 $815 $1,375 $2,300 $2,950 $3,375 Hadoop NoSQL 2012 2013 2014 2015 2016 2017
Big Data “Pure-Plays” Public Markets IPO Candidates
Hadoop: To Pay or Not to Pay?
Big Data Market: The Wild West
Two Big Questions 1. Will anybody make $$$ with open source? - Will there be a Red Hat of Hadoop? - Will there ever be a billion $$$ Big Data software company? 2. Will ORCL, SAP, TDC et al swallow the Big Data start-ups?
The Biggest Winners in Big Data … PRACTITIONERS
Big Data Still Early Days
Looking for Guidance
Practitioners Expect Big Things $3.50 Expected ¢55 Reality
Big Data Barriers IT | BIZ Data & Technology People & Process
They Believe! PRACTITIONERS WILL CREATE EXPONENTIALLY MORE VALUE THAN VENDORS
It’s Already Happening
What’s Your Data IQ? • How well are you leveraging the Cloud? • How well are you personalizing the user experience? • How secure, private and trusted are transactions? • How effective are you at fostering information sharing? • Do you have the Data Science skills to harness collective intelligence? • How rapidly can you react to evolving consumer tastes and new value opportunities?

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Wikibon Big Data Capital Markets Day 2014

  • 1. Big Data, Big Winners (and Some Losers) Wikibon Big Data Capital Markets Day October 16, 2014 | New York City Jeff Kelly, Principal Analyst
  • 2. The Industry Heavyweights Are Under Pressure • Oracle: Earnings and revenue misses • Teradata: Lost $3b in market cap last year • SAP: Trying to figure out HANA • Big Data Ecosystem Cambrian Explosion • Practitioners: “ENOUGH IS ENOUGH!!!” “Our Data Warehouse is like a SNAKE SWALLOWING A BASKETBALL.”
  • 3. The Enterprise Data Warehouse Has Not Lived Up to Its Promise
  • 4. Will Big Data Live Up to the Hype? Big Data Market Revenue Forecast, 2011-2017 ($B) $7.3 $11.8 $18.6 $28.5 $38.4 $50.1 $45.3 $70.0 $60.0 $50.0 $40.0 $30.0 $20.0 $10.0 $0.0 2011 2012 2013 2014 2015 2016 2017
  • 5. “Real” Big Data Hadoop & NoSQL Market Forecast, 2012-2017 (Software/Services Only) ($M) $486 $815 $1,375 $2,300 $2,950 $3,375 Hadoop NoSQL 2012 2013 2014 2015 2016 2017
  • 6. Big Data “Pure-Plays” Public Markets IPO Candidates
  • 7. Hadoop: To Pay or Not to Pay?
  • 8. Big Data Market: The Wild West
  • 9. Two Big Questions 1. Will anybody make $$$ with open source? - Will there be a Red Hat of Hadoop? - Will there ever be a billion $$$ Big Data software company? 2. Will ORCL, SAP, TDC et al swallow the Big Data start-ups?
  • 10. The Biggest Winners in Big Data … PRACTITIONERS
  • 11. Big Data Still Early Days
  • 13. Practitioners Expect Big Things $3.50 Expected ¢55 Reality
  • 14. Big Data Barriers IT | BIZ Data & Technology People & Process
  • 15. They Believe! PRACTITIONERS WILL CREATE EXPONENTIALLY MORE VALUE THAN VENDORS
  • 17. What’s Your Data IQ? • How well are you leveraging the Cloud? • How well are you personalizing the user experience? • How secure, private and trusted are transactions? • How effective are you at fostering information sharing? • Do you have the Data Science skills to harness collective intelligence? • How rapidly can you react to evolving consumer tastes and new value opportunities?