what ever happened to mysql?...–the mysql ecosystem is now arguably more healthy and vibrant than...
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© 2012 by The 451 Group. All rights reserved
What Ever Happened to MySQL?
Matthew Aslett
Research Manager,
Data Management and Analytics
© 2012 by The 451 Group. All rights reserved
The 451 Group
© 2012 by The 451 Group. All rights reserved
• Matthew Aslett
– Research manager, data management and analytics
– With The 451 Group since 2007
– www.twitter.com/maslett
451 Research
Information Management Operational databases
Data warehousing Data caching
Event processing
Commercial Adoption of Open Source (CAOS) Open source projects
Adoption of OSS Vendor strategies
© 2012 by The 451 Group. All rights reserved
• MySQL vs NoSQL vs NewSQL: 2011-2015 – Assessing the competitive
dynamic
– Due any day now
– Including market sizing of the three segments
– Survey of 200+ database users
Relevant reports
© 2012 by The 451 Group. All rights reserved
What Ever Happened to…
© 2012 by The 451 Group. All rights reserved
What Ever Happened to…
© 2012 by The 451 Group. All rights reserved
– “MySQL was very much the crown jewel of the open source database world.”
– May 2008
– “there are relatively few choices for Oracle's rivals to respond to its ownership of MySQL.”
– May 2009
– “the database market is awash with open source databases with lightweight architectures targeted at Web applications.”
– April 2011
What Ever Happened to MySQL?
© 2012 by The 451 Group. All rights reserved
– Oracle’s MySQL business faces competition from the rest of the MySQL ecosystem
MySQL ecosystem
Competitive dynamic
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The MySQL ecosystem
© 2012 by The 451 Group. All rights reserved
Oracle keeps MySQL
17% Oracle sells
MySQL 4%
More permissive
license 8%
Oracle hands MySQL to a foundation
33%
Don't care 12%
Don't know/other
26%
Survey conducted: December 2009 Sample: 347 open source software users.
MySQL users: 285
Oracle: its own worst enemy?
© 2012 by The 451 Group. All rights reserved
40.0
45.0
50.0
55.0
60.0
65.0
70.0
75.0
80.0
85.0
90.0
2009 2011* 2014*
Survey conducted: December 2009 Sample: 347 open source software users.
MySQL users: 285
MySQL usage (*predicted) 2009
© 2012 by The 451 Group. All rights reserved
Response to Oracle acquisition
Survey conducted: Jan/Feb 2012 Total sample: 205
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Rating Oracle’s MySQL ownership
Survey conducted: Jan/Feb 2012 Total sample: 205
© 2012 by The 451 Group. All rights reserved
– Oracle’s MySQL business faces competition from NoSQL and NewSQL technologies
NoSQL NewSQL MySQL ecosystem
Competitive dynamic
© 2012 by The 451 Group. All rights reserved
The NoSQL ecosystem
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The NewSQL ecosystem
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– There is an assumption that NoSQL and NewSQL pose a direct, immediate threat to MySQL
– We believe the competitive dynamic is more complex
NoSQL NewSQL MySQL ecosystem
Competitive dynamic
© 2012 by The 451 Group. All rights reserved
– 49% of survey respondents abandoning MySQL planned on retaining or adopting NoSQL databases
– only 12.7% said they had actually deployed NoSQL databases as a direct replacement for MySQL
MySQL ecosystem
NoSQL NewSQL
Competitive dynamic
© 2012 by The 451 Group. All rights reserved
– 33% of respondents retaining MySQL had considered, tested or deployed NewSQL database technologies
– Approximately 75% of the NewSQL revenue for 2011 is also part of MySQL ecosystem revenue
NoSQL
NewSQL
Competitive dynamic
MySQL ecosystem
© 2012 by The 451 Group. All rights reserved
NoSQL $20m
NewSQL $12m
MySQL ecosystem
$171m
Revenue estimates: 2011
Includes only software and support/subscription revenue.
© 2012 by The 451 Group. All rights reserved
NoSQL $215m
CAGR: 82%
NewSQL $112m
CAGR: 75%
MySQL ecosystem
$664m CAGR: 40%
Revenue estimates: 2015
Includes only software and support/subscription revenue.
© 2012 by The 451 Group. All rights reserved
Survey conducted: Jan/Feb 2012 Sample: 205
Database usage 2012
© 2012 by The 451 Group. All rights reserved
Survey conducted: Jan/Feb 2012 Sample: 205
MySQL users: 165
MySQL usage (*predicted) 2012
© 2012 by The 451 Group. All rights reserved
Survey conducted: Jan/Feb 2012 Sample: 205
Predicted usage swing 2012-2017
© 2012 by The 451 Group. All rights reserved
Survey conducted: Jan/Feb 2012 Sample: 205
MySQL users: 165
MySQL/MariaDB/Percona/Drizzle
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Survey conducted: Jan/Feb 2012 Sample: 55 MySQL abandoners
MySQL alternatives
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MySQL replacements
Survey conducted: Jan/Feb 2012 Sample: 55 MySQL abandoners
© 2012 by The 451 Group. All rights reserved
MySQL alternatives
Survey conducted: Jan/Feb 2012 Sample: 165 MySQL users
0 10 20 30 40 50 60
NoSQL
NewSQL
MySQL ecosystem
Other
Other RDBMS
Considered/Tested/Deployed
%
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NoSQL and MySQL
Survey conducted: Jan/Feb 2012 Sample: 165 MySQL users
© 2012 by The 451 Group. All rights reserved
Competitive dynamic
– NoSQL database technologies are largely being adopted for new projects that require additional scalability, performance, relaxed consistency and agility.
– Oracle claims no impact from NoSQL.
– Open source adoption under the competitive radar.
– Relative immaturity. NoSQL vendors claim 900 paying customers.
– If 25% of those replaced MySQL that equates to:
– <1.5% of the estimated installed base of Oracle MySQL paying customers.
– Or <0.002% of the total estimated MySQL installed base.
© 2012 by The 451 Group. All rights reserved
NewSQL and MySQL
Survey conducted: Jan/Feb 2012 Sample: 165 MySQL users
© 2012 by The 451 Group. All rights reserved
Competitive dynamic
– NewSQL database technologies are, at this stage, largely being adopted to improve the performance and scalability of existing databases, particularly MySQL.
– 75% of NewSQL revenue in 2011 came from vendors that were also considered to be part of the MySQL ecosystem.
– That is expected to decline to 50% by 2015, as new databases begin to find their feet.
– Oracle is responding with additional investment in development of new features for both MySQL and MySQL Cluster.
© 2012 by The 451 Group. All rights reserved
Survey conducted: Jan/Feb 2012 Sample: 165 MySQL users
MySQL ecosystem
© 2012 by The 451 Group. All rights reserved
Competitive dynamic
– The MySQL ecosystem is now arguably more healthy and vibrant than it has ever been.
– A strong vendor committed to the core product and a wealth of alternative and complementary products.
– Oracle and the other MySQL support providers accounted for 84% of total MySQL ecosystem revenue in 2011, followed by MySQL-aaS providers with 7%.
– MySQL support providers will account for 59% of total MySQL ecosystem revenue in 2015.
– Followed by MySQL-aaS providers with 22%, and clustering/sharding technology providers with 11%.
© 2012 by The 451 Group. All rights reserved
The bigger picture
© 2012 by The 451 Group. All rights reserved
Incumbent RDBMS and other
Survey conducted: Jan/Feb 2012 Sample: 165 MySQL users
© 2012 by The 451 Group. All rights reserved
Competitive dynamic
– The options for MySQL users have never been greater - or more confusing.
– The most common direct replacement for MySQL is PostgreSQL.
– NoSQL and NewSQL have not made a significant impact on the MySQL installed base at this stage.
– But MySQL is no longer the de facto standard for new application development projects.
– NoSQL and NewSQL pose a long-term threat to MySQL’s position as the default database for Web applications, given their use for new development projects.
© 2012 by The 451 Group. All rights reserved
• MySQL vs NoSQL vs NewSQL: 2011-2015 – Assessing the competitive
dynamic
– Due any day now
– Market sizing
– Survey results
– @maslett
Questions?