HP spent around $11.5 billion to acquire Vertica and Autonomy and is now working to cast the two as pillars of its budding big data strategy. HP Software chief George Kadifa has suggested that Vertica could become a billion-dollar business on its own, a lofty goal for a unit that made "middle-double-digit millions" in fiscal 2012.
"[Big data analytics] is a new area that we are building, and it's actually doubling, if not tripling, on an ongoing basis, so it's a great opportunity for us," Kadifa told Wall Street analysts in October.
Big data is growing at such a rate because HP is just getting started. But HP's slow rollout of Vertica and Autonomy to the channel, combined with the significant exodus of talent from both units, suggests it could find it difficult to keep its big data analytics business growing at such a rapid clip.