Feeds

HP storage bods: We're not up there with EMC, but we're CRUSHING IBM

Though Big Blue's revenues have plunged quite a bit

Combat fraud and increase customer satisfaction

HP’s annual storage sales are growing much faster than IBM’s, but are eclipsed by the revenue growth of storage front-runners EMC and NetApp.

Stifel Nicolaus MD Aaron Rakers has computed the annual percentage change in storage revenues for the companies and we charted his numbers:

Major Storage vendors annual revenue changes Nov 2013

IBM is a relative disaster with an 11 per cent decline in storage revenues from the third calendar quarter of 2012 to that of 2013. NetApp did best with a 2 per cent rise. EMC was next with a 1.3 per cent increase, while HP languished with an 0.6 per cent rise.

Dell is not in this chart because it has just gone private. On the basis of Raker’s figures for the previous quarters we suspect Dell would show a decline in storage revenues over the same period as the others.

As the chart below shows, HP’s storage revenues of $958m picked up in the quarter, its fourth fiscal 2013 quarter.

HP storage revenues to Q4fy2013

HP storage revenues to Q4 fy2013

A year ago they were $946m, meaning a rise of 1.3 per cent in the period, and 15 per cent higher than the third fiscal 2013 quarter.

Converged storage systems (3PAR, LeftHand, etc) grew a lovely 47 per cent to $407m while traditional (EVA-class) storage declined 19 per cent to $545m - still the bulk of HP’s storage sales. Maybe there will be a cross-over next quarter.

HP said 3PAR revenues grew 46 per cent over the period and Rakers noted there was strong growth in the mid-range and high-end. HP’s management expects to see stronger storage growth in its fiscal 2014 year.

HP traditionally shows a fourth quarter uptick in storage sales – check out the chart. It's too early to tell if this uptick will be sustained into the first quarter of HP's fiscal 20124 or not.

Overall, storage was 13 per cent of HP’s Enterprise Group’s revenues, with ISS (industry standard servers) being 45 per cent, tech services 29 per cent, networking 9 per cent and business-critical systems (Itanium-class stuff) just 4 per cent.

Looking ahead El Reg's storage desk is looking to see how HP storage responds to the growth in all-flash arrays; server flash; the fast-growing hybrid storage array triumvirate of Nimble Storage, Tegile and Tintri; and cloud storage and gateway kit like the offerings of upstart Nasuni.

HP should remember that in storage, innovation wins, and a winning storage starship Enterprise must "boldly go* where no man has gone before." You have got everything to play for. ®

* El Reg's forums are home to multiple (closed) threads arguing over the split infinitive in the Star Trek motto, but do feel free to chime in.

3 Big data security analytics techniques

More from The Register

next story
This time it's 'Personal': new Office 365 sub covers just two devices
Redmond also brings Office into Google's back yard
Kingston DataTraveler MicroDuo: Turn your phone into a 72GB beast
USB-usiness in the front, micro-USB party in the back
AMD's 'Seattle' 64-bit ARM server chips now sampling, set to launch in late 2014
But they won't appear in SeaMicro Fabric Compute Systems anytime soon
Brit boffins use TARDIS to re-route data flows through time and space
'Traffic Assignment and Retiming Dynamics with Inherent Stability' algo can save ISPs big bucks
Microsoft's Nadella: SQL Server 2014 means we're all about data
Adds new big data tools in quest for 'ambient intelligence'
prev story

Whitepapers

Mobile application security study
Download this report to see the alarming realities regarding the sheer number of applications vulnerable to attack, as well as the most common and easily addressable vulnerability errors.
3 Big data security analytics techniques
Applying these Big Data security analytics techniques can help you make your business safer by detecting attacks early, before significant damage is done.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.
Combat fraud and increase customer satisfaction
Based on their experience using HP ArcSight Enterprise Security Manager for IT security operations, Finansbank moved to HP ArcSight ESM for fraud management.