For access to our 12/3 CLDR | Best Idea Long call replay and materials, CLICK HERE (& see below for Call Topic Timestamps).
TOPIC TIMESTAMPS:
- How We Got Here & What to Expect: Thesis and Outline for the Long (1:00 – 10:30)
- The Setup: Hadoop, Big Data – Scrubbing of the TAM & Hype Cycle (10:30 – 13:10)
- CLDR: Mixed Customer Reviews – Moving from Platform to Use Case (13:10 -15:15)
- Penetration Curve, No Buyers for HDP, People Problems, Other Key Negatives (15:15 – 19:30)
- New Customer Relevance Fade, Expansion Rate Falling, Modeling the Bear Case (19:30 – 34:55)
- Deeper Into the Bull Case: Data Warehouse Market; Snowflake, Redshift (34:55 – 43:25)
- What's Within the CLDR Platform: A Look at MongoDB & HBase + Elastic & Solr (43:25 – 46:10)
- MapR, Upside from Phase2 to Phase3, Cloud: From Threat to Opportunity (46:10 – 56:10)
- Ways to Improve CAC, Sales Turnaround, Hedgeye vs. Consensus, ‘Tools’ Upside (56:10 – 62:00)
- Conclusion; What Gets Us So Excited; Q&A (62:00 – 68:40)
Please call or e-mail with any questions.
Ami Joseph
Managing Director
Yosef Vaitsblit
Analyst