A would-be data management juggernaut got its first public airing as Cloudera -- a combination of formerly separate Hadoop pioneers Cloudera and Hortonworks -- as the newly stand-alone vendor's leaders publicly mapped the road it intends to take forward. "The combination has made sense for many years," said Tom Reilly, CEO of the combined companies, who held a similar role at the former Cloudera. Others agreed these leaders in open-source-oriented big data tooling -- built along lines drawn by big web companies, such as Google and Yahoo -- are better together than apart and can offer users a unified big data platform. Reilly spoke as part of a prerecorded webcast heralding the new company, which came after confirmation that shareholders of Cloudera and Hortonworks had approved a merger of the firms -- a deal first disclosed last October. Cloudera faces distinct challenges, as it moves data applications to the cloud and tries to convey users to the fast-growing new world of machine learning and AI.
These are the questions your firm should ask before going down the route of edge analytics and processing. Hadoop is the operating system for big data in the enterprise. So when Cloudera and Hortonworks, the two leading Hadoop distributions and vendors, merged, that was big news in and by itself. Last week's DataWorks Summit Europe was the first big public event for the new Cloudera after the merger, and it sure was not short of interesting news, both on the technology and the business front. That's the name the new company will go by, and there's a new-ish logo and branding to go with this too.
Cloudera has begun rolling out the much-needed revamp of its big-data platform with a new database management and machine learning engine for multiple functions including large-scale, self-service analytics and AI capabilities using telemetry consumed from edge-based endpoints. Under development since completing its merger with onetime rival Hortonworks earlier this year, the company officially launched the Cloudera Data Platform (CDP) during this week's O'Reilly Strata Data Conference in New York. Faced with declining demand for Hadoop, the engine for early cloud-based streaming analytics architectures, the companies came together with CDP as Cloudera's next act. Most notably, Cloudera replaced the core Hadoop Distributed File Store (HDFS) with a cloud object store that can run in Kubernetes clusters. CDP is available in the three major public clouds (AWS, Microsoft Azure and Google Cloud) and on premises, with a bare-metal server version of Cloudera's object store based on Apache Ozone, developed by Hortonworks as a more scalable extension of HDFS.
The cloud is disrupting traditional operating models for IT departments and entire organizations. Cloudera's plan is to lead in machine learning, to disrupt in analytics, and to capitalize on customer plans to move into the cloud. It's a solid plan -- for reasons I'll explain -- but that didn't prevent investors from punishing the company on April 3, when it offered a weaker-than-expected guidance for its next quarter. Despite reporting 50-percent growth for the fiscal year ending Jan. 31, 2018, Cloudera's stock price subsequently plunged 40 percent. Cloudera's narrative, shared at its April 9 to April 10 analyst and influencers conference, is that it has restructured to elevate customer conversations from tech talk with the CIO to a C-suite and line-of-business sell about digital transformation.
Cloudera today shed more light on its strategy to develop a unified flagship offering called Cloudera Data Platform, which is core to its emerging "enterprise data cloud" strategy. It also announced plans to maintain existing Hortonworks and Cloudera platforms into 2022 and to cross-pollinate existing products in the meantime. Cloudera's new CDP platform will run and be supported on-premises, on private clouds, on the five biggest public clouds run by Amazon, Microsoft, Google, IBM, and Oracle, and any combination thereof, the company said today. The timeline for delivery of CDP was not disclosed. The company, which completed its merger with Hortonworks last week, revealed that it's planning two iterations of CDP, which the company had previously referred to as its "Unity" release.