Amalgam Insights (AI) recently attended Informatica World 2017, where executives, partners, and customers provided backing for Informatica’s ability to support “The Disruptive Power of Data,” (an Informatica-trademarked phrase) as well as its positioning as the Enterprise Cloud Data Management leader.
On Friday, March 31st, Cloudera filed its S-1 with intention to IPO. The timing looks good considering the recent successful IPOs of Alteryx, Mulesoft, and Snap. But how does Cloudera actually match up with other tech companies in terms of being successful in the short and medium term?
Cloudera’s S-1 filing starts by describing the near-term growth potential of the Internet of Things and IDC’s estimate of 30 billion internet-connected mobile devices in 2020. Every analyst and consulting firm has some idea of whether this is going to be 20 billion, 30 billion, or 40 billion, but the most important aspects of this growth are that: