Teradata customers have “lifted and shifted” to run their data warehouse on AWS. But now all these customers will move to Redshift or Snowflake now their data is in S3. Redshift has made huge improvements in performance and features like serverless and zero ETL. Watch this chess match play out over the next 18 months. Slow painful decline…
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@2een+1lGjQXkh have you any insight about how big are the Redshift system in the long tail?
The smallest Redshift is comparable to a TD Express VM running on a modern notebook.
Or any traditional database like SQLServer
The real challenge for TD is that a number of TD client adopted TD when there was no alternative even for simple workloads. And then never evolved in their usage pattern making them easy to move to alternatives.
Someone clearly has not used Redshift.
Snowflake on the other side...
TD might get some customers but not many. Some customers will require a niche solution but the majority will go with cloud native.
Sure, Redshift, SF, or anything may or not be better than TD but it does not matter ... they have such a big league, know how to market, blah blah blah and are bringing in revenue, growing, and putting some space in between the competition.
This place is just doing nothing to close the gap, increase revenue, or win customers. Deal with it.
There have been hundreds of workloads and applications moved off Teradata to Redshift. There are over 200,000 Redshift customers. Teradata is now under 400 customers. The most they ever had was 1250. Greater than 50% attrition the past 7 years. Let the math sink in.
How many successful TD to Redshift migrations have there been in total ? Not many.
Many more to other systems though and having the data in S3 just makes it easier for everyone to compete.
Not even the marketing team can respond to this, and certainly not the strategy team. Looks like TDC is prey waiting for AWS to pounce. Don’t be confused by press releases touting a “strategic partnership” - they are already moving workloads off Vantage.
Partnering with a direct competitor when you only have one product is not a good position to be in. But Teradata has no other choice. They have very little traction with Microsoft Azure or Google Cloud - and those "partners" are also competitors.
Teradata is squeezed with no real option. They can’t build their own cloud like Oracle is doing. So they are in bed with a company with a history of innovating fast with a product that competes directly with them. The combination of Redshift and Sagemaker is what every new customer will choose. And Teradata customers will move there over time. Not a pretty picture.
And Redshift is 3X less expensive than Teradata for most workloads.