Software services: Large data companies continue to enjoy high valuations

Event

Recently, Cloudera, an enterprise-wide data-solution provider, announced $900 million trillion in financing, valued at $4.1 billion trillion, with Intel picking up $740 million for 18%, and Powe Price and Google Ventures to invest 160 million dollars. At the same time, Baidu, Tencent are in succession to launch their own large data application analysis products.

Comments

Open source Hadoop architecture will be the mainstream of IT architecture: Cloudera provides large data solutions based on Hadoop. The open source Hadoop architecture will be the mainstream of the future IT architecture, with the advantage of easy distributed management and low cost. This trend will make it hardware inexpensive and low-cost, while software and service applications will grow faster.

What company is Cloudera? Cloudera, which was formally established in 2008, uses Hadoop as an Open-source technology to help companies build their large data systems, and Hadoop can do a lot of data analysis with some cheap hardware. Cloudera's founding team includes employees and senior engineers from the former Google, Facebook, Yahoo, and Oracle. At present, many big companies are using the Cloudera system, whose main clients include AOL, CBS, Ebay, Morgan Stanley and Disney.

Data analysis applications Fall: This year will be the year of large data analysis applications, especially in the enterprise sector. Baidu, Tencent, Ali and other large internet companies also for their own platform users to provide data analysis business. Domestic financial, environmental protection, transportation, medical and other industries data analysis and application gradually began, and expected in the next few years the global data analysis and service market will maintain a 30% annual growth rate.

Big data companies continue to enjoy high valuations in the capital markets: Cloudera's 2013 revenue is about $73 million trillion, and the 4.1 billion-dollar valuation is equivalent to 56 times times PS. Splunk and tableau, which have already been listed, are about 25 times times the value of PS for 13 years. Because of the different status of the industrial chain, Cloudera valuation is relatively high, but the overall capital market for large data companies are relatively high valuations.

Large data technology related listed companies: Oriental Country letter, pure large data technology companies, high performance certainty. The company gradually from the operator-oriented customer structure to the financial, industrial, media and other areas of expansion, performance, including the parent company's equity incentive requirements and the acquisition of the performance of the two companies to gamble requirements. For the company's performance judgments, this year conservatively estimated at 1 dollars, optimism can see 1.1 yuan. At the same time, the company will continue to expand the application of large data by way of extension.