With hundreds of companies entering the Big Data space, how do we separate the winners from the stragglers?
“Big Data” has quickly become a very hot topic. Venture investors and Fortune 500 executives alike are wrestling to get a grip on the true meaning and business impact of software solutions that, as defined by Gartner, “harness high volume, high velocity, and/or high variety information assets to enable enhanced decision making, insight discovery and process optimization.”
Matt Turck of FirstMark Capital has done thousands of investment banking analysts and all of us a great service by mapping out the 200+ companies in this sector, divided into 5 core categories: infrastructure, analytics, applications, open source, and data sources:
We decided to marry Matt’s categorizations with our DataFox Quality Scores. We quantify heuristics such as management excellence, hiring pace, financial backing, and press momentum, to graph these 200 companies’ relative trajectories.
Here’s our map of the “Big Data - Analytics” space, for example:
Infrastructure, Analytics, Applications, Open Source, and Data Sources
Register for a free DataFox trial to dive into all five Watchlists:
|Sub-sector||Top Companies||Watchlist link|
|Infrastructure||Microsoft, IBM, Amazon||71 companies|
|Analytics||Google, Tableau, Splunk||86 companies|
|Applications||HP, Microsoft, Google||65 companies|
|Open Source||Oracle, Hortonworks, Elasticsearch||9 companies|
|Data Sources||Jawbone, Fitbit, BlueKai||23 companies|
SV Angel loves Big Data
In creating these watchlists, we also noticed that there are a few investors who have truly been leading the pack in investing in Big Data, SV Angel in particular:
|Sub-sector||Most active investors, by # of deals|
|Infrastructure (71 co's)||NEA (6), Accel (5), A16Z, Sequoia, Ignition (4)|
|Analytics (86 co's)||SV Angel (7), A16Z (6), Sequoia, Khosla (5)|
|Applications (65 co's)||SV Angel (11), NEA, Google Ventures, First Round (8)|
|Open Source (9 co's)||Benchmark, Index (2)|
|Data Sources (23 co's)||SV Angel, Felicis, Google Ventures (3)|
What does Splunk do, anyway?
To industry outsiders, it may not be immediately evident what all these companies do in the first place. At DataFox we've been building a brand new industry taxonomy, allowing us to effectively calculate the similarity between any two companies. The result? Sector maps like the one below, generated in seconds.
We looked up Splunk, one of the market leaders in the Analytics segment. The sector map shows us that Splunk straddles the “log management” and “operational intelligence” spaces. To all other companies on this map… expect to see Splunk eat your market, seek a partnership, or acquire you in the future!
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