Both companies have been bleeding cash even after going public.
Its going to be a painful year for the new merged company.
Which tool set do you use? Ambari? Horton HDFS or Cloudera HDFS?
Sentry or Ranger? The list goes on. And trust me, there are differences between the two.
The consolidation was necessary. It probably will delay the inevitable. And the lessons learned that the Open Source model is flawed. There are reasons why Red Hat can do what it does but Hortonworks and Cloudera can't do what they do.
This isn't to say FOSS is bad, but that you have to be careful with your business model, especially when you don't have a lot of room on margins.
Posted Anon for the obvious reasons.