wikibon barclays disruptive tech call - november 2014

Big Data Big Opportunity

Jeff KellyPrincipal Analyst

November 24, 2014

Industry Heavyweights 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

Will Big Data Live Up to the Hype?

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

$7.3

$11.8

$18.6

$28.5

$38.4

$45.3

$50.1

$0.0

$10.0

$20.0

$30.0

$40.0

$50.0

$60.0

2011 2012 2013 2014 2015 2016 2017

Breaking Down the Market

$390

$410

$417

$420

$1,192

$1,306

$1,691

$3,085

$3,547

$6,148

$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000

NoSQL

Hadoop

Networking

Data Management

Cloud

SQL

Applications & Analytics

Storage

Compute

Professional Services

Big Data Revenue by Sub-Type, 2013 ($M)

Practitioners Expect Big Things

$3.50

¢55Expected

Reality

Big Data Barriers

IT | BIZ

Data & Technology

People & Process

PRACTITIONERS WILL CREATE EXPONENTIALLY MORE VALUE THAN VENDORS

For more information …

Jeff Kelly774-463-3400jeff.kelly@wikibon.org@jeffreyfkelly

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