We’ve all heard of exciting new technologies in the data warehouse world—tools like Amazon Redshift, Google BigQuery, and more recently Azure SQL Data Warehouse. What would you call this category of tools?
Well, of course, “cloud data warehouse.” Check out the Google Trends graph for this search term. Explosive growth.
But look at this:
The red graph represents searches for “Amazon Redshift,” compared to “cloud data warehouse.” It is growing much more rapidly, and appears many times larger, than the category it represents.
in his Menlo Park laboratory.
So surely there must be searches for just “data warehouse?”
Yes there are. They’re declining. But look at the comparison between “data warehouse” in blue and “amazon redshift” in red. Redshift’s 14,800 are a drop in the ocean compared to “data warehouse.” That term alone is searched 90,500 times per month globally, and there are many other related search terms. “Data warehouse” is huge.
’Plain’ data warehouse is much bigger than cloud
Let show you another data point. I went through the laborious exercise of gathering all the possible search terms people have used recently, around “plain” data warehouse, vs. the three leading cloud data warehouses (Hey I used that phrase! That’s 301 mentions worldwide).
We’re not just talking about the brand name “Amazon Redshift” or “BigQuery” but any possible combination – what is Redshift, Redshift architecture, Redshift clusters, etc.
Excluding Redshift the cosmological phenomenon of course.
Here are the results:
In words: every month there are around a half a million people, probably , expressing interest in “data warehouse” or any variation of that. Compared to 38,000 searching for Redshift, 26,700 for BigQuery, and a measly 13,000 for Microsoft’s SQL Data Warehouse.
Opium for the masses
Hundreds of thousands of people search for “data warehouse.” They are only now making their first steps in the data warehouse world. They want to learn basic things like what data warehouses are for, how they work, how much they cost. But their eyes are closed to the truth of cool new products and architectures.
This is what Google gives them (see ). You are warned, it’s not a pretty sight. A circa 2008 diagram (yes, I checked) of the “Enterprise Data Warehouse.”
Wow. That’s miles away from shiny technology from Amazon and friends—see .
Those half a million people will never (well, not really, but please allow me some dramatic effect) see diagram #2. They’ll see diagram #1 and move on to read about solutions like Oracle and Teradata. Not to knock those products, they’re great. But how many of this audience could be interested in the new generation of tools on the cloud with unlimited scalability and blazing fast query speeds?
There’s money lying on the table
Let’s sum it up:
- Apparently no one is aware of a category called “cloud data warehouse”
- Lots of people know about specific brands like Redshift
- But there are about 10X more people who don’t. They simply search for “data warehouse”
- And what they get is old architectures and old-guard solutions
Redshift, Google, Microsoft, and friends aren’t there
- If they were there, maybe their market share would be 5X by now
Does that make sense to you? Let me know in the comments. IMHO there is a huge missed opportunity here, a market education gap that none of the big players has noticed or seems to care about. Hundreds of thousands who are lost in Thomas Edison Land with little chance of graduating to the new and cool.
This creates a lot of room for smaller players, such as Snowflake, which is going with the big players, and Panoply’s self-optimizing , which differentiates itself by making data ingestion, preparation, and query optimization much easier (disclaimer: I am an advisor for Panoply). They can, and will, use this opportunity to grab market share from the unsexy “old guard.” Instead of fighting very hard to grab it from Amazon, Google, and Microsoft.
This article is published as part of the IDG Contributor Network.