No. Most of them have no USP, just a lot of professional services revenue but no moat. (In the devops age, all of those GUI management tools are value subtracting if anything)
It isn't specifically a Hadoop company, but MapR is significantly different in that there are many unique selling points for the products, an ability to address legacy as well as forward needs and most of the revenue is high margin product sales. The proof is in the pudding (less than 1% attrition over life of company)
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[ 3.1 ms ] story [ 8.3 ms ] thread(I work there)