20130828

Data Visualization as a Service

With releases of Spotfire Silver, Tableau Online and attempts of a few Qlikview Partners (but not Qliktech itself yet) to the Cloud and providing their Data Visualization Platforms and Software as a Service, the Attributes, Parameters and Concerns of such VaaS or DVaaS ( Visualization as a Service) are important to understand. Below is attempt to review those "Cloud" details at least on a high level (with natural limitation of space and time applied to review).

But before that let's underscore that Clouds are not in the skies but rather in huge weird buildings with special Physical and Infrastructure security likes this Data Center in Georgia:

GoogleDataCenterInGeorgiaWithCloudsAboveIt2

You can see some real old fashion clouds above the building but they are not what we are talking about. Inside Data Center you can see a lot of Racks, each with 20+ servers which are, together with all secure network and application infrastructure contain these modern "Clouds":

GoogleDataCenterInGeorgiaInside2

Attributes and Parameters of mature SaaS (and VaaS as well) include:

  • Multitenant and Scalable Architecture (this topic is too big and needs own blogpost or article). You can review Tableau's whitepaper about Tableau Server scalability here: http://www.tableausoftware.com/learn/whitepapers/tableau-server-scalability-explained

  • SLA - service level agreement with up-time, performance, security-related and disaster recovery metrics and certifications like SSAE16.

  • UI and Management tools for User Privileges, Credentials and Policies.

  • System-wide Security: SLA-enforced and monitored Physical, Network, Application, OS and Data Security.

  • Protection or/and Encryption of all or at least sensitive (like SSN) fields/columns.

  • Application Performance: Transaction processing speed, Network Latency, Transaction Volume, Webpage delivery times, Query response times

  • 24/7 high availability: Facilities with reliable and backup power and cooling, Certified Network Infrastructure, N+1 Redundancy, 99.9% (or 99.99% or whatever your SLA with clients promised) up-time

  • Detailed historical availability, performance and planned maintenance data with Monitoring and Operational Dashboards, Alerts and Root Cause Analysis


  • Disaster recovery plan with multiple backup copies of customers’ data in near real time at the disk level, a 


    multilevel backup strategy that includes disk-to-disk-to-tape data backup where tape backups serve as a secondary level of backup, not as their primary disaster recovery data source.



  • Fail-over that cascades from server to server and from data center to data center in the event of a regional disaster, such as a hurricane or flood.


While Security, Privacy, Latency and Hidden Cost usually are biggest concerns when considering SaaS/VaaS, other Cloud Concerns surveyed and visualized below. Recent survey and diagram are published by Charlie Burns this month:

CloudConcerns2013

Other survey and diagram are published by Shane Schick in October 2011 and in February of 2013 by KPMG. Here are concerns, captured by KPMG survey:

CloudConcernsKPMG

As you see above, Rack in Data Center can contain multiple Servers and other devices (like Routers and Switches, often redundant (at least 2 or sometimes N+1). Recently I designed the Hosting Data VaaS Center for Data Visualization and Business Intelligence Cloud Services and here are simplified version of it just for one Rack as a Sample.

You can see redundant network, redundant Firewalls, redundant Switches for DMZ (so called "Demilitarized Zone" where users from outside of firewall can access servers like WEB or FTP), redundant main Switches and Redundant Load Balancers, Redundant Tableau Servers, Redundant Teradata Servers, Redundant Hadoop Servers, Redundant NAS servers etc. (not all devices shown on Diagram of this Rack):

RackDiagram

20130826

Job openings as the KPI for DV vendors, take 2

20 months ago I checked how many job openings leading DV Vendors have. On 12/5/11 Tableau had 56, Qliktech had 46 and Spotfire had 21 openings. Today morning I checked their career sites again and noticed that both Tableau and Qliktech almost double their thirst for new talents, while Spotfire basically staying on the same level of hiring needs:




  • Tableau has 102(!) openings, 43 of them are engineering positions (I counted their R&D positions and openings in Operation department too) - that is huge! Update as of 9/18/13 has exactly 1000 employees. 1000th employee can be found on this pictureTableau1000Employees091813




  • Qliktech has 87 openings, 29 of them are engineering positions (I included R&D, IT, Tech Support and Consulting).




  • TIBCO/Spotfire has 24 openings, 16 of them are engineering positions (R&D, IT, Tech.Support).




BostonSkylineFromWindow


All 3 companies are Public now, so I decided to include their Market Capitalization as well. Since Spofire is hidden inside its corporate parent TIBCO, I used my estimate that Spotfire's Capitalization is about 20% of TIBCO's capitalization (which is $3.81B as of 8/23/13, see https://www.google.com/finance?q=TIBX ). As a result I have this Market Capitalization numbers for 8/23/13 as closing day:



Those 3 DV Vendors above together have almost $8B market capitalization as of evening of 8/23/13 !


Market Capitalization update as of 8/31/13: Tableau: $4.3B, Qliktech $2.9B, Spotfire (as 20% of TIBCO) - $0.72B


Market Capitalization update as of 9/4/13 11pm: Tableau: $4.39B, Qliktech $3B, Spotfire (as 20% of TIBCO) - $0.75B . Also as of today Qliktech employed 1500+ (approx. $300K revenue per year per employee), Tableau about 1000 (approx. $200K revenue per year per employee) and Spotfire about 500+ (very rough estimate, also approx. $350K revenue per year per employee)






20130812

Free rows from Market Capitalization DV Leader

Google+

Last week Tableau increased by 10-fold the capacity of Data Visualizations published with Tableau Public to a cool 1 Million rows of Data, basically to the same amount of rows, which Excel 2007, 2010 and 2013 (often used as data sources for Tableau Public) can handle these days and increased by 20-fold the storage capacity (to 1GB of free storage) of each free Tableau Public Account, see it here:


http://www.tableausoftware.com/public/blog/2013/08/one-million-rows-2072

It means that free Tableau Public Account will have the storage twice larger than Spotfire Silver's the most expensive Analyst Account (that one will cost you $4500/year). Tableau said: "Consider it a gift from us to you.". I have to admit that even kids in this country know that there is nothing free here, so please kid me not - we are all witnessing of some kind of investment here - this type of investment worked brilliantly in the past... And all users of Tableau Public are investing too - with their time and learning efforts.


And this is not all: "For customers of Tableau Public Premium, which allows users to save locally and disable download of their workbooks, the limits have been increased to 10 million rows of data at 10GB of storage space" see it here:


http://www.tableausoftware.com/about/press-releases/2013/tableau-software-extends-tableau-public-1-million-rows-data without changing the price of service (of course in Tableau Public Premium price is not fixed and depends on the number of impressions).

Out of 100+ millions of Tableau users only 40000 qualified to be called Tableau Authors, see it here  http://www.tableausoftware.com/about/press-releases/2013/tableau-software-launches-tableau-public-author-profiles so they are consuming Tableau Public's Storage more actively then others. As an example you can see my Tableau's Author Profile here: http://public.tableausoftware.com/profile/andrei5435#/ .

I will assume those Authors will consume 40000GB of online storage, which will cost to Tableau Software less then (my guess, I am open to correction from blog visitors) $20K/year just for the storage part of Tableau Public Service.

During the last week the other important announcement on 8/8/13 - Quarterly Revenue - came from Tableau: it reported the Q2 revenue of $49.9 million, up 71% year-over-year: http://investors.tableausoftware.com/investor-news/investor-news-details/2013/Tableau-Announces-Second-Quarter-2013-Financial-Results/default.aspx .

Please note that 71% is extremely good YoY growth compare with the entire anemic "BI industry", but less then 100% YoY which Tableau grew in its private past.


All these announcements above happened simultaneously with some magical (I have no theory why this happened; one weak theory is the investors madness and over-excitement about Q2 revenue of $49.9M announced on 8/8/13?) and sudden increase of the nominal price of Tableau Stock (under the DATA name on NYSE) from $56 (which is already high) on August 1st 2013 (announcement of 1 millions of rows/1GB storage for Tableau public Accounts) to $72+ today:


DATAstock812Area2

It means that the Market Capitalization of Tableau Software may be approaching $4B and sales may be $200M/year. For comparison, Tableau's direct and more mature competitor Qliktech has now the Capitalization below $3B while its sales approaching almost $500M/year. From Market Capitalization point of view in 3 moths Tableau went from a private company to the largest Data Visualization publicly-traded software company on market!