HDP

September 13, 2018 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…

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Feb. 21, 2017 Summary Hortonworks reported the results of its year-end quarter about 10 days ago. The results were a significant beat both in terms of revenues and earnings. Of more significance to me was the strong performance the company achieved in terms of bookings growth, increases in deferred revenue and the achievement of break-even…

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Nov. 7, 2016 Summary Hortonworks is the leading publicly-traded company in the Hadoop space, one of the fastest growing segments in the big data space. Hortonworks reported the results of its September ending quarter last Thursday evening. The results were a substantial beat in terms of reported revenues and a greater beat still in terms…

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August 5, 2016 Summary Hortonworks reported their Q2 results on 8/4 and the response of investors was to send the shares down by almost 30%. 3 brokerages out of the 10 who follow the name cut their rating and almost everyone lowered their price targets. Objectively viewed, the results while no doubt disappointing for a…

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June 21, 2019 Summary Hortonworks shares have lost almost half their value thus far in 2016. Management believes most of this is based on misunderstanding the sources of the Q1 cash burn. Management gave the impression that cash flow would significantly improve this quarter. Management inferred, at least to this author’s ears, that operating results…

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May 1, 2016 4:00 PM ET Summary Hadoop will be one of the principal growth areas in the IT space for the next several years. Hortonworks is the only public company in the Hadoop space and is likely to remain so, as its rivals are not yet profitable. While the company has no real product…

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