The future is not clear for either Cloudera and MapR. While there are similarities in the two companies’ positions, there are big differences too.
Cloudera does not have a permanent CEO at the moment, and it still hasn’t shipped the new converged Hadoop distribution, dubbed Cloudera Data Platform (CDP), that will replace the old Cloudera and Hortonworks distributions. During its first quarter ended April 30, Cloudera said customers are holding off investing in the old Hadoop products since they know the new CDP is due by the end of the year. That fact led Cloudera to dramatically lower its revenue expectations for the year, which upset stockholders, who pushed Cloudera’s stock (NYSE: CLDR) down 40% the following day.
The way I’m phrasing it is that the Hadoop ecosystem is strong (with the successes of companies like Databricks and Confluent), but core Hadoop companies are struggling.