Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
1–10 of 12 posts
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#2Big data software is becoming increasingly commoditized in the cloud (AWS, GCP, Azure) so Cloudera's only market is to sell to C-suites that fear or are misinformed on what is available on cloud platforms.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#3Big data software is becoming increasingly commoditized in the cloud (AWS, GCP, Azure) so Cloudera's only market is to sell to C-suites that fear or are misinformed on what is available on cloud platforms.
While the cloud providers are hollowing out part of the market, there's still brisk trade to be done with folk who won't or can't do their stuff in the public crowd.
Healthcare, finance, government organisations of varying purposes. That sort of thing.
Disclosure: I work for Pivotal, we have a Hadoop-related product (Pivotal HDB) as part of our Big Data Suite. I guess that makes us competitors with Cloudera.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#4Big data software is becoming increasingly commoditized in the cloud (AWS, GCP, Azure) so Cloudera's only market is to sell to C-suites that fear or are misinformed on what is available on cloud platforms.
While the cloud providers are hollowing out part of the market, there's still brisk trade to be done with folk who won't or can't do their stuff in the public crowd. Healthcare, finance, government organisations of varying purposes. That sort of thing. Disclosure: I work for Pivotal, we have a Hadoop-related product (Pivotal HDB) as part of our Big Data Suite. I guess that makes us competitors with Cloudera.
I'm not sure a disclosure is required for a comment like this one.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#5Big data software is becoming increasingly commoditized in the cloud (AWS, GCP, Azure) so Cloudera's only market is to sell to C-suites that fear or are misinformed on what is available on cloud platforms.
While the cloud providers are hollowing out part of the market, there's still brisk trade to be done with folk who won't or can't do their stuff in the public crowd. Healthcare, finance, government organisations of varying purposes. That sort of thing. Disclosure: I work for Pivotal, we have a Hadoop-related product (Pivotal HDB) as part of our Big Data Suite. I guess that makes us competitors with Cloudera.
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Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#6Earlier quoted context omitted.
While the cloud providers are hollowing out part of the market, there's still brisk trade to be done with folk who won't or can't do their stuff in the public crowd. Healthcare, finance, government organisations of varying purposes. That sort of thing. Disclosure: I work for Pivotal, we have a Hadoop-related product (Pivotal HDB) as part of our Big Data Suite. I guess that makes us competitors with Cloudera.
I'm not sure a disclosure is required for a comment like this one.
Think of the disclosure as one more opportunity to quote his company name.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#7Earlier quoted context omitted.
While the cloud providers are hollowing out part of the market, there's still brisk trade to be done with folk who won't or can't do their stuff in the public crowd. Healthcare, finance, government organisations of varying purposes. That sort of thing. Disclosure: I work for Pivotal, we have a Hadoop-related product (Pivotal HDB) as part of our Big Data Suite. I guess that makes us competitors with Cloudera.
I'm not sure a disclosure is required for a comment like this one.
I have a cautious nature, informed by a mix of law school and flamewars.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#8Earlier quoted context omitted.
I'm not sure a disclosure is required for a comment like this one.
Think of the disclosure as one more opportunity to quote his company name.
Disclosure: I work for Pivotal. Insofar as my disclosures raise the expected value of my options by fourteen trillionths of a percent, I have a conflict of interest by saying Pivotal Pivotal Pivotal.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#9Earlier quoted context omitted.
Think of the disclosure as one more opportunity to quote his company name.
Disclosure: I work for Pivotal. Insofar as my disclosures raise the expected value of my options by fourteen trillionths of a percent, I have a conflict of interest by saying Pivotal Pivotal Pivotal.
On the bright side, you're allowed to quote your company. Have a thought for poor people like me who are not.
Re: Cloudera Said to Tap Morgan Stanley, JPMorgan, BofA for IPO
#10Big data software is becoming increasingly commoditized in the cloud (AWS, GCP, Azure) so Cloudera's only market is to sell to C-suites that fear or are misinformed on what is available on cloud platforms.
In the long run, we'll all be in the cloud. But in the long run we're all dead. Between now and the long-run, there's lots of money to be made on-prem.
Databricks announced at the Spark Summit East '17 that they had over 400 customers. That's just a fraction of Cloudera's numbers. I guess on-prem can also get higher ARR than in the cloud right now. Cloudera will probably buy their way to the cloud.