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?

2011 2012 2013 2014 2015 2016 2017$0.0

$10.0

$20.0

$30.0

$40.0

$50.0

$60.0

$7.3$11.8

$18.6

$28.5

$38.4$45.3

$50.1Big Data Market Revenue Forecast, 2011-2017 ($B)

“Real” Big Data

2012 2013 2014 2015 2016 2017

$486

$815

$1,375

$2,300

$2,950

$3,375Hadoop & NoSQL Market Forecast, 2012-2017 (Software/Services Only) ($M)

Hadoop

NoSQL

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

¢55Expected

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?