HDP

It was announced after the close of the market on October 3, 2018 that Cloudera and Hortonworks will merge. While described as a merger of equals, in essence, Cloudera will wind up as the surviving company. The transaction is an all-stock deal, and each Hortonworks shareholder will receive 1.3 shares in the combined business. Hortonworks…

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Summary Hortonworks has apparently reached a positive inflection point in terms of growth. Losses are diminishing, but are still quite substantial. The company is no longer burning cash, but cash generation is so far quite modest. The company continues to expand its product footprint and to create a compelling set of use cases for enterprises…

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Updating Portfolio

As of today, our model portfolio sold its position in Hortonworks and replaced it with an investment of like size in CommVault. We are simply not able to handicap what it is that HDP management is going to say when it reports earnings next month and discretion is the better part of valor. We simply…

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HDP

Earlier this afternoon, Hortonworks announced that it had basically dismissed its latest head of sales and had appointed a new man from HPE, Alan Fudge to a new position, that of chief revenue officer. While the company announced that GAAP revenues had actually beater the current level of expectations for the quarter, most observers, including…

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Earning Post

We want to give subscribers a heads-up on more names on a more timely basis. Today was a day in which the heavens poured earnings. We will provide subscribers with brief thumb-nails of the results of some of the names we follow and invite dialog or questions regarding the results and the outlook for any…

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