1. Big Data Industry Report 2011
Click on Executive Summary, Table of Contents or IMEX Research for additional information on report.
Big Data: Trouble for the Existing Database Order?
The rapid explosion of digital data catalyzed by the pervasiveness of the Internet and massive growth of a
variety of computing devices has created a new market for capturing and analyzing non-traditional
unstructured and machine generated data. The vast majority of data growth is coming in the form of data
sets that are not well suited for traditional relational database vendors like Oracle. Not only is the data too
unstructured and/or too voluminous for a traditional RDBMS, the software and hardware costs required to
crunch through these new data sets using traditional RDBMS technology are prohibitive. To capitalize on
the Big Data trend, a new breed of Big Data companies have emerged that are leveraging commodity
hardware and open source software technologies from data capture, operational integration, advanced
analytics to visualization from these new data sets IMEX Research believes that some leading incumbent
vendors are unlikely to be a major force in the new Big Data era, not so much because of a lack of
technical know-how but primarily due to their inability to cope with pricing issues. Using current Oracle
pricing models, we estimate Oracle pricing would be about 9x more than average of the Big Data vendors
to solve similar problems. As corporate data sets grow, we are skeptical that Oracle could retain its
pricing power with a blended database offering of traditional and Big Data solutions if it were to compete
against the Big Data players, despite a positive short term boost from moving to an integrated SQL
Appliances like Exadata/Exalogic/Exalytics.
Harnessing Big Data – the making of NextGen Big Companies
file:///C|/Users/IMEX%20RESEARCH/Desktop/index.html[2/25/2012 2:23:13 PM]

2. While most people would think of Google, Facebook as Media companies. In reality they are a myriad of
other high growth internet oriented companies are Big Data companies because their businesses have
been created due to their ability to harness Big Data (e.g. Big Table from Google).
file:///C|/Users/IMEX%20RESEARCH/Desktop/index.html[2/25/2012 2:23:13 PM]

3. If RDBMS Could Handle Big Data Volumes, Why Bother?
IMEX Research believes that we are at a similar cross-road between SQL databases and upstart Hadoop
solutions today to the 1970’s choice between these SQL databases and their predecessors. The success
of one class of solutions vs. another ultimately will boil down to • The price of the chosen solution, and •
The performance that can be achieved by a class of solutions.
IMEX Research believes that the economics inherent in using open source big data software running on
commodity hardware will drive companies to consider these next generation systems when implementing
new systems for new non transactional workloads. This is despite of being faced with the concomitant
cost of developing expertise in the emerging alternatives. To illustrate this cost discrepancy in achieving
high-performance solutions being provided today by traditional database vendors vs. the price points
solutions put together using open source software and commodity hardware by the new generation big
data vendors, three separate use cases illustrate the savings that are easily achieved as shown in the
diagram as follows: (For details see chapter 3 of this report)
Venture Investments Accelerated for Big Data
Hadoop isn’t the only thing going in big data, but it’s driving the bus at this point and it seems to have a
Midas touch: everything that touches it turns to gold. Hadoop-based startups have raised $104.5 million
file:///C|/Users/IMEX%20RESEARCH/Desktop/index.html[2/25/2012 2:23:13 PM]

4. since May 2011. This is over and above $159.7 million raised since 2009 till May 2011 when Cloudera
closed its first round. These totals don’t include the recent or unattributed rounds for Odiago, high
investment for Yahoo spinoff Hortonworks (now adopted by Microsoft). In addition the NoSQL in their
focus on unstructured data, also have announced just more than $90 million in funding overall. Not
counted in the above numbers are:
- Opera solutions $84M (Silverlake, JGE, Accel, KKR, Tola Capital)
- Infineta $15M (Rembrandt Venture Partners, Alloy Ventures, North Bridge Venture Partners)
- Xignite $10M (StarVest Partners, Spring Mountain Capital)
- Platfora $5.7M (Andreessen Horowitz, In-Q-Tel) Never mind, the many analytic database vendors that
play in the big data arena that have been acquired over the past couple years for billions in aggregate.
Harnessing the Competitive Advantages of Big Data
Although Hadoop initially has been used by large web companies such as Google, Yahoo, Facebook for
applications such as search engines, but its potential is much, much more.
The Big Data 2011 Industry Report report details what Hadoop is (and isn’t), brings into focus the key
technologies and their interplay, provides a perspectives on different players, who’s doing what to
productize them and how they fit into the ecosystem. It profiles the growing number of companies — from
startups like MapR to Cloudera, the present leader in the space leveraging Hadoop plus 52 others – both
announced and in stealth, to the strategies being adopted by Relational Database/Data Warehousing/
Business Intelligence/Data Integration incumbents like Oracle, IBM, Microsoft, SAP, Teradata, SAS,
Microstrategy etc. to embrace the emerging technologies while new Big Data Infrastructure entrants the
likes of EMC, NetApp, Cisco, Dell, Fujitsu, HP, Adobe and scores of others planning new products to
address this space. . It charts out the SWOT analysis of both leaders and new suppliers as well as their
competitive positioning and strategies. The Big Data 2011 Industry Report by IMEX Research delineates
the existing operational challenges businesses face and how enterprise IT leaders can harness the
deeper insights provided by Big Data to manage complex operational problems and empowering
businesses in knowledgeable decision-making to get the competitive advantage for their companies. It
lays out the rapidly evolving big data business and technology ecosystem - different big data technologies
from Hadoop and emerging NoSQL derivatives to cloud-based collaboration tools.
file:///C|/Users/IMEX%20RESEARCH/Desktop/index.html[2/25/2012 2:23:13 PM]

5. Further, the report outlines how the market opportunities in Big Data are crystallizing to pick up serious
steam while taking into account the challenges still hindering widespread adoption and where potential
users can expect the market to go. It presents a 5 year market forecast 2010-15, market shares of
leaders, likely M& A scenarios and examines go-to-market plans of leaders to provide big data solutions
for several vertical industries such as financial services, healthcare and media. Finally it provides
recommendation for vendors, channel players, end users and investors for timely play to leverage the
opportunities presented by the emerging big data markets.
Click for Table of Contents For Overview of Industry Reports click here
or click the following icons
IMEX Research, 1474 Camino Robles San Jose, CA 95120 (408) 268-0800 http://www.imexresearch.com If you wish to be removed from
receiving IT Synopsis from IMEX Research, please click here
file:///C|/Users/IMEX%20RESEARCH/Desktop/index.html[2/25/2012 2:23:13 PM]