Feeds

EMC and NetApp on a roll

Storage pure plays kicking ass

Security for virtualized datacentres

Pure play storage suppliers EMC and NetApp are outpacing the server and storage system players Dell, HP and IBM, with Compellent, 3PAR, Storwize and XIV the main catch-up bets for the three followers.

Dell bought Compellent to expand its enterprise storage business in roughly the same way that HP bought 3PAR. We can fit IBM's purchase of XIV and Storwize into the same mould.

Stifel Nicolaus analyst Aaron Rakers has been tracking these five storage suppliers and says he sees a bifurcation happening. EMC and Netapp, the two pure play storage companies (meaning they don't sell servers, essentially), are outpacing Dell, HP and IBM by gaining market share based on revenue. He has produced a chart that shows this:

EMC and NetApp leaving Dell, HP and IBM behind

Storage supplier market share bifurcation (Stifel Nicolaus)

The bifurcation started becoming apparent in 2007 and has continued since then, with the gap steadily widening. In the latest quarter on his chart the gap has widened again, indicating that the three following suppliers - Dell, HP and IBM - have their work cut out if they are to regain their lost market share.

A second chart has NetApp growing its storage market share far higher than any other supplier, including EMC:-

Storage supplier growth rates

Storage supplier growth rates (Stifel Nicolaus)

NetApp has had a growth rate advantage since 2009. It has a long way to go to catch up with EMC in storage revenue market share terms though, as EMC has around 45 per cent compared to NetApp's 18 per cent. On this chart EMC, Hitachi Data Systems, and IBM are all doing better than HP and Dell.

If both IBM's Storwize and XIV strategies, and EMC's VNX strategy pays off, either or both could equal and perhaps overtake NetApp. Hitachi Data Systems is also in this category as NetApp's year-on-year growth rate is continuing down, paralleling HP and Dell. ®

Choosing a cloud hosting partner with confidence

More from The Register

next story
Just don't blame Bono! Apple iTunes music sales PLUMMET
Cupertino revenue hit by cheapo downloads, says report
The DRUGSTORES DON'T WORK, CVS makes IT WORSE ... for Apple Pay
Goog Wallet apparently also spurned in NFC lockdown
Cray-cray Met Office spaffs £97m on VERY AVERAGE HPC box
Only 250th most powerful in the world? Bring back Michael Fish
Microsoft brings the CLOUD that GOES ON FOREVER
Sky's the limit with unrestricted space in the cloud
'ANYTHING BUT STABLE' Netflix suffers BIG Europe-wide outage
Friday night LIVE? Nope. The only thing streaming are tears down my face
Google roolz! Nest buys Revolv, KILLS new sales of home hub
Take my temperature, I'm feeling a little bit dizzy
IBM, backing away from hardware? NEVER!
Don't be so sure, so-surers
prev story

Whitepapers

Why cloud backup?
Combining the latest advancements in disk-based backup with secure, integrated, cloud technologies offer organizations fast and assured recovery of their critical enterprise data.
Getting started with customer-focused identity management
Learn why identity is a fundamental requirement to digital growth, and how without it there is no way to identify and engage customers in a meaningful way.
Reg Reader Research: SaaS based Email and Office Productivity Tools
Read this Reg reader report which provides advice and guidance for SMBs towards the use of SaaS based email and Office productivity tools.
Intelligent flash storage arrays
Tegile Intelligent Storage Arrays with IntelliFlash helps IT boost storage utilization and effciency while delivering unmatched storage savings and performance.
Getting ahead of the compliance curve
Learn about new services that make it easy to discover and manage certificates across the enterprise and how to get ahead of the compliance curve.