tracxn research — big data infrastructure landscape, september 2016

Big Data Infrastructure Report, September 2016

TracxnWorld’s Largest Startup Research Platform

2


Contents

Topic Page No.

Scope of Report 04

Entrepreneur Activity 06

Investment Trend 10

Who is Investing 18

Exit Outlook - IPO, Acquisitions 22

Sub Sector Analysis 25

Interesting Companies 42

Useful Links 46

Company List 48

Team 90


Sector Overview

Scope of report

The report covers companies that provide technologies for Big Data storage and Processing. Companies providing BI andAnalytical tools and platforms for Data Analysts and Data Scientists to derive insights from Big Data, Applications built for aspecific market or use case using Big Data Technologies are not covered in Big Data Infrastructure.

The scope of this report includes equity as well as debt funding received by the companies.

Business Model Description

Big Data StackCompanies that provide a complete stack of technologies as a single platform for all Big Data needs of acustomer

Operational Processing Companies that offer technologies used for transactional workloads, OLTP processing

Analytical Processing Companies that offer technologies used for analytical workloads , OLAP processing

Real time Processing Companies that provide technologies for handling streaming data that flows while the compute logic is at rest.

Application Companies that offer technologies that support or enable building and management of Big Data Applications

Management Tools Tools that are used for managing Big Data Infrastructure

General Purpose Companies that offer technologies that enable multiple usage types


Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

5


25 26

45

29

25 26

1

0

10

20

30

40

50

2010 2011 2012 2013 2014 2015 2016

Nu

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f C

om

pan

ies

6

YoY – Number of companies founded

DataStax Hortonworks Pivotal Software Databricks Confluent Cockroach Labs SnappyData

NuoDB MemSQL Elastic Transwarp Cazena Dremio


Large Upcoming Sectors


Niche Upcoming Sectors


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

9


YoY – Number of Rounds and Total Funding

Note: The funding includes debt rounds also.

$61M

$159M $149M

$276M

$421M

$1.7B

$2.0B

$727M

$1.1B

13

22

28

36

59

67

54

58

37

0

16

32

48

64

80

0

500

1000

1500

2000

2500

2008 2009 2010 2011 2012 2013 2014 2015 2016

Nu

mb

er of R

ou

nd

sFu

nd

ing

Am

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(in

Mill

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s)

Funding Amount Number of Rounds


YoY – Number of Rounds by Stage


YoY – Funding by Stage


Average Ticket Size – Early Stage


Top investments in last one year


Funnel view of Sector


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

17


Most Active Investors in Sector

28

22

2019

17

15 15

1312

10

0

6

12

18

24

30

Accel Partners Sequoia Capital Data Collective LightspeedVenture Partners

NEA Ignition Partners Intel Capital BenchmarkCapital

In-Q-Tel Bain CapitalVentures

Tota

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f R

ou

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StreamBase Clustrix BlueData Nutanix Aerospike BlueData Talena Cockroach Labs StreamBase Lightbend

Alphablox Cockroach Labs Compose TimesTen Vertica BlueData Software Lightbend Terracotta Paxata DGraph


Where are Top Investors investing


Top Investor by Stage of Entry


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

21


Top IPOs

IPO Date Company OverviewFunding Amount

Mcap at IPOExch:Ticker

11-08-2016 sgi.comSGI

(Fremont, 1980)

High-performance computing hardware manufacturerMayfield, InterWest Partners, Sevin Rosen Funds

SGI

12-12-2014 hortonworks.comHortonworks

(Palo Alto, 2011)

Commercial version of Apache HadoopYahoo, Hewlett-Packard, Index Ventures, Benchmark Capital, BlackRock, TenayaCapital, Passport Capital, Texas Atlantic Capital

$248MHDP

14-092012 wandisco.comWANdisco

(San Ramon, 2005)

Data Replication and downtime recovery in HadoopBlackRock, Legal & General $45M

OTC:WANSF

10-01-2003 attunity.comAttunity

(Burlington, 1988)

Big Data Management SolutionsViola Group, Viola Credit, ProSeed Venture Capital Fund

NASDAQ:ATTU


Major Acquisitions in last one year


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

2424


September 2016Tracxn BlueBox : Big Data Infrastructure

250+ companies in the sector, $4.9 B invested in last 5 years, $1.43 B invested in 2015/16


Top Business Models by Funding

$3.2B

$1.4B

$949M$782M

$263M $175M$73M $24M

0

500

1000

1500

2000

2500

3000

3500

Big Data Stack OperationalProcessing

Analytical Processing Management Tools Realtime Processing Application General Purpose Distributed FileSystem

Tota

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Am

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(in

Mill

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# Cos. 7 69 88 49 41 15 10 6

Avg. Age 2010.86 2009.06 2009.14 2007.61 2007.95 2009.07 2006.30 2011.33

Pivotal Software MongoDB Elastic Nutanix StreamBase Voltage BlueData Software InktankProtected Tweets

Cloudera DataStax Greenplum Trifacta GigaSpaces Lightbend Tesora corp Alluxio


Big Data Stack – Entrepreneur Activity and Investment Trend


Big Data Stack – Most Funded Companies


Operational Processing – Business Model Description


Operational Processing – Entrepreneur Activity and Investment Trend


Operational Processing – Most Funded Companies


Analytical Processing – Business Model Description


Analytical Processing – Entrepreneur Activity and Investment Trend


Analytical Processing – Most Funded Companies


Management Tools – Business Model Description


Management Tools – Entrepreneur Activity and Investment Trend


Management Tools – Most Funded Companies


Realtime Processing – Business Model Description


Realtime Processing – Entrepreneur Activity and Investment Trend


Realtime Processing – Most Funded Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

4141


Company Overview Business ModelTotal

Funding

cazena.comCazena

(2014, Sunnyvale)

Big Data as a Service

Andreessen Horowitz, North Bridge Venture Partners, Formation 8Analytical Processing $28M

42

Interesting Series A Companies

Curated list of companies by the sector analyst are defined as Interesting


Interesting Late Stage Companies


Top Funded Deadpooled Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

45


Useful Links

Slide Title Content Platform Link

List of All Companies in readable format Companies Link

Large Upcoming Sectors Entrepreneur Activity Link

Top investments in last one year Investment Trend Link

Top IPOs in last three years Exit Outlook - IPO, Acquisitions Link

Major Acquisitions in last one year Exit Outlook - IPO, Acquisitions Link

Big Data Stack – Most Funded Companies Sub Sector Understand Link

Operational Processing – Most Funded companies Sub Sector Understand Link

Analytical Processing – Most Funded Companies Sub Sector Understand Link

Real time Processing – Most Funded Companies Sub Sector Understand Link

Application – Most Funded companies Sub Sector Understand Link

Management Tools – Most Funded companies Sub Sector Understand Link

http://tracxn.com/theme/feedview/53c75bcee4b07e6de1528acf#%7Csort%3DfoundedYear%7Corder%3DDEFAULT%7CfeedName%3DBigData%20Infrastructure

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Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

47


Big Data Infrastructure – List of Companies

Big Data Stack

Operational Processing

Analytical Processing

Management Tools

Realtime Processing

ApplicationGeneral Purpose

Distributed File System

164 FUNDED COMPANIES AND 120 UNFUNDED COMPANIES

COVERS THE FOLLOWING SECTORS


Big Data StackCompany Overview Business Model Total Funding

Cloudera(2008, Palo Alto)

Enterprise support for Apache HadoopAccel Partners, Greylock Partners, Intel, GV, Meritech Capital, Glynn Capital, DAG Ventures, Ignition Partners, T. Rowe Price, In-Q-Tel, MSD Capital, Rising Tide Fund, Darwin Ventures, Rising Tide Fund

$1.04B

Hortonworks(2011, Palo Alto)

Commercial version of Apache HadoopYahoo, Hewlett-Packard, Index Ventures, Benchmark Capital, BlackRock, Tenaya Capital, Passport Capital, Texas Atlantic Capital

$248M

MapR Technologies(2009, San Jose)

Hadoop enterprise-grade platformLightspeed Venture Partners, Redpoint Ventures, NEA, Mayfield, Qualcomm Ventures, Silicon Valley Bank, Google Capital, Future Fund

$194M

Stratio(2013, Palo Alto)

Platform for Batch, Interactive and Stream Processing Using SparkAdara Ventures $2.6M

Aliyun(2009, Hangzhou)

Cloud computing and Internet-based business management software services

Datoop(2014, Gurgaon)

Big Data analytics platform

Go to BM List >>Operational

Processing


Operational Processing (1/9)Company Overview Business Model Total Funding

TransLattice(2007, Santa Clara)

Geographically Distributed DatabaseDCM Ventures $30M

Compose(2010, San Mateo)

Database as-a-service for multiple databasesY Combinator, SV Angel, Trinity Ventures, Webb Investment Network, Data Collective, Lerer Hippeau Ventures

$6.42M

Orchestrate(2013, Portland)

Databases as a Service | NoSQLTrue Ventures, Frontline Ventures, EPIC Ventures, Resonant Venture Partners, PIE

$3.02M

Optalysys(2013, Wakefield)

Optical Processing Technology for Big DataDARPA, Grant Thornton $664.8k

Kurobase(2013, San Mateo)

Enterprise cloud data platform$280K

Zorba(2010, Menlo Park)

Open-Source NoSQL Query Processor

Datomic(2003, Durham)

Operational data store | NoSQL

x Systems(1993, Palo Alto)

Time Series Database

Big Data Stack << Go to BM List >>Analytical

Processing


Operational Processing (2/9)Company Overview Business Model Total Funding

ObjectRocket(2012, Pleasanton)

Cloud Database as-a-Service on MongoDB and Redis.

ScaleGrid(2012, Bellevue)

DBaaS for MongoDB, MySQL and MS SQLAngelPad

ParaStack(2013, Union City)

Big Data Management as a Service.

MongoDB(2007, New York City)

NoSQL databaseRed Hat, Salesforce, Sequoia Capital, NEA, Union Square Ventures, EMC, Goldman Sachs, Intel Capital, Flybridge Capital Partners, Altimeter Capital, In-Q-Tel

Document Store $311M

MarkLogic(2001, San Carlos)

Enterprise NoSQL DatabaseSequoia Capital, Tenaya Capital, Lehman Brothers, Northgate, Millennium Technology Value Partners, Wellington Management, Arrowpoint Partners

Document Store $172.5M

Couchbase(2009, Mountain View)

NoSQL document oriented database technologyAccel Partners, Redpoint Ventures, Mayfield, Adams Street Partners, Ignition Partners, WestSummit Capital, North Bridge Venture Partners, Sorenson Capital, DOCOMO Innovations

Document Store $146M

SequoiaDB(2012, Shenzhen)

Open source, document-oriented NoSQL DatabaseDCM Ventures, Qiming Venture Partners Document Store $20M


Processing


Operational Processing (3/9)


Processing




Processing


Analytical Processing (1/12)

Operational

Processing<< Go to BM List >> Management Tools



Operational



Management Tools (1/7)

Analytical

Processing<< Go to BM List >>

Realtime

Processing



Analytical


Realtime

Processing


Realtime Processing (1/6)

Management

Tools<< Go to BM List >> Application



Management



Application (1/2)

Realtime

Processing<< Go to BM List >> General Purpose


Application (2/2)

Realtime

Processing<< Go to BM List >> General Purpose


General Purpose (1/2)

Application << Go to BM List >>Distributed File

System


General Purpose (2/2)

Application << Go to BM List >>Distributed File

System


Distributed File System

General Purpose << Go to BM List


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

89


Team

90

Chaitanya Karthik V

Lead Analyst, Enterprise Infrastructure

Dheeraj Motoori

Lead Analyst, Enterprise Infrastructure

https://in.linkedin.com/in/chaitanyakv

https://in.linkedin.com/in/chaitanyakv

https://twitter.com/vellankikarthik

https://twitter.com/vellankikarthik

https://in.linkedin.com/in/dheeraj-motoori-2b156823

https://in.linkedin.com/in/dheeraj-motoori-2b156823

https://twitter.com/dheeraj9823

https://twitter.com/dheeraj9823

tracxn research — big data infrastructure landscape, september 2016

Data & Analytics