Those customers are migrating to the cloud and use tools like Databricks, snowflake, etc. A 1000 node Hadoop cluster is actually really small for tools like Databricks and Snowflake. It’s what we use at cap1. We migrated off our Cloudera cluster because it couldn’t handle our workload.
Hadoop on prem installations are mostly a thing of the past. Cloudera is milking everything it can out of existing customers to pad their balance sheet.
Meaning new tech companies are choosing Hadoop when building out their data infra / data lake as readily as maybe 5-10 years ago, and are much more likely to select a cloud-based datastore vs on-prem
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I think they will continue to stay a float, but not strike big gains, until they change their product/services line up.