Cloudera CEO Thomas Reilly said the company's integration with Hortonworks--an acquisition that closed January 3--has been largely straightforward with plans to deliver the Cloud Data Platform over the next two quarters.
However, the company's fourth quarter results and first quarter outlook were disappointing relative to Wall Street estimates. What's unclear is whether analysts had modeled Cloudera correctly with the Hortonworks deal closing weeks ago.
Reilly, making the comments on Cloudera's fourth quarter conference call, made the case for the company's enterprise data cloud strategy. The enterprise data cloud, or EDC, is multicloud and hybrid, address multiple analytics functions, offer governance and use an open architecture that can tap into multiple data stores.
The Cloudera CEO said the company's EDC strategy will first be realized via its Cloudera Data Platform. Reilly said:
We are well on our way to delivering the first instantiation of enterprise data cloud, which combines the best of Hortonworks and Cloudera's platforms. We call this new offering the Cloudera Data Platform or CDP. In the next 2 quarters, we plan to deliver CDP as a public cloud service. Later in the year, we will offer CDP for the public cloud -- for the private cloud, bringing a public cloud-like experience directly into the data center for enterprise customers. With CDP, our existing enterprise customers will be able to easily extend their data center deployments to a native cloud service in the two most popular public clouds, AWS and Azure. The initial release of CDP will also offer a full complement of open source data management analytic functions, including data warehousing and machine learning, all delivers native cloud services. Ultimately, CDP will also provide a single control plane to manage all the infrastructure, data and workloads across hybrid and multi-cloud environments.
Where things will get interesting for the new Cloudera is the competition. Reilly said:
So last year, our #1 competitor was Hortonworks, and it was Cloudera.
