This document discusses the big data market and winners and losers. It finds that traditional companies like Oracle, Teradata, and SAP are under pressure as newer big data technologies like Hadoop and NoSQL have seen rapid growth. While the big data market is expected to be worth over $50 billion by 2017, practitioners have faced barriers adopting big data within their organizations. Overall, practitioners are seen as the biggest winners from leveraging big data, though the market remains in early stages.

1. Big Data, Big Winners
(and Some Losers)
Wikibon Big Data Capital Markets Day
October 16, 2014 | New York City
Jeff Kelly, Principal Analyst

2. 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.”

3. The Enterprise Data Warehouse
Has Not Lived Up to Its Promise

4. 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
$50.1
$45.3
$70.0
$60.0
$50.0
$40.0
$30.0
$20.0
$10.0
$0.0
2011 2012 2013 2014 2015 2016 2017

5. “Real” Big Data
Hadoop & NoSQL
Market Forecast,
2012-2017
(Software/Services
Only) ($M)
$486
$815
$1,375
$2,300
$2,950
$3,375
Hadoop
NoSQL
2012 2013 2014 2015 2016 2017

6. Big Data “Pure-Plays”
Public Markets
IPO Candidates

7. Hadoop: To Pay or Not to Pay?

8. Big Data Market: The Wild West

9. 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?

10. The Biggest Winners in Big Data …
PRACTITIONERS

11. Big Data Still Early Days

12. Looking for Guidance

13. Practitioners Expect Big Things
$3.50
Expected
¢55
Reality

14. Big Data Barriers
IT | BIZ
Data & Technology
People & Process

15. They Believe!
PRACTITIONERS WILL CREATE EXPONENTIALLY
MORE VALUE THAN VENDORS

16. It’s Already Happening

17. 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?