Had high hopes from these two to be a great success stories in cloud.. still any chance of redemption? Do you think these are good buys now?
This market is saturated for conventional storage companies. Only the cloud providers will grow in this segment.
Why even the cloud providers? These are supposed to be commodities now. It's going to be a full circle back to the 90s with better UI and no additional profits to make for crazy valuations.
Data retention compliance. Companies are mandated to retain data for upto 10yrs (some sectors longer) cloud storage is cheaper and easier to manage and scale. Vendor takes care of long term retention and they haive their own offsite backups. Plus geo replication features without complexity etc. Many other factors make cloud a better option.
They are screwed. Second AWS & Microsoft see money here they'll either buy it out or build a replacement and make it impossible to compete. It's already happened across multiple cloud segments
This is what i fee, they are great acquisition targets
I never understood Cloudera. EMR always had a wider enterprise reach via existing AWS base. Databricks had a better product.
Cloudera when started was great with hadoop and many distributed tech. Cloud vendors adopted this and integrated hadoop into their service offerings without Cloudera/Hortonworks and also added same features then extended with integration with lot more. (Spark, AI/ML, analytics, etc)
I own Nutanix For the last several years
Such a shit company
Nutanix is such a shit company with such a shitty management. The company is struggling, stock is down +60 percent, the morale of the company has reached rock bottom, and the CEO is in England watching the cricket world cup
They deserve it every bit..
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NUTERA