Feeds

IDC busts out new converged systems charts, crowns Oracle as Platform King

Nutanix/Simplivity not shown - but they're there. Oh yes

Internet Security Threat Report 2014

IDC's numerical navel-gazers have delved into integrated systems and found out that Oracle's engineered systems are crapping all over everybody else and FlexPod is winning out over VCE.

The IDC quants separate out Integrated platforms, like Oracle's engineered systems, from Integrated infrastructures, like VCE's Vblocks.

Here's how IDC justifies this;

Integrated Platforms are integrated systems that are sold with additional pre-integrated packaged software and customized system engineering optimized to enable such functions as application development software, databases, testing, and integration tools.

Integrated Infrastructure systems are designed for general purpose, distributed workloads that are likely to have differing performance profiles. While integrated infrastructure is similar to integrated platforms in that it will leverage the same infrastructure building blocks, it is not optimized for a specific workload.

In the platforms area Oracle is out of sight, with IBM and HP trailing in its dust cloud. IBM's integrated platform business shrank from the first quarter of 2013 to that of 2014, no doubt due to the sale of its X86 server business to Lenovo - or perhaps contributing to the reasons for that sale.

Here is the Integrated Platforms chart:

IDC_IP_Q1_2014

And here are the Q1 2014 revenue numbers:

  • Oracle - $369 million, up 24 per cent annually,
  • IBM - $74.3 million, down 21.2 per cent on the year,
  • HP - $15.5 million, up 71 per cent on the year,
  • Others - $310.8 million - Up 0.1 per cent on the year.

Total revenue for the quarter was $769.6 million, up 8.3 per cent annually.

The Integrated Infrastructure graph shows more change than the Integrated Platform one:

IDC_II_1Q2014

What this chart doesn't show is the impact Nutanix and Simplivity are making on the integrated infrastructure market.

The chart shows Cisco/NetApp FlexPods growing faster than VCE's Vblocks. Unlike Integrated Platforms, the "Others" category here grew faster than the total market, perhaps indicating Nutanix/Simplivity growth. Here are the numbers for the first 2014 quarter:

  • Cisco/NetApp - $268.4 million, up 49.8 per cent annually,
  • VCE - $254.3 million, up 43.8 per cent on the year,
  • EMC - $179.9 million, up 100.2 per cent on the year,
  • Others - $477.4 million - Up 90.2 per cent on the year.

Total revenue for the quarter was $1.18 billion, up 69.4 per cent annually, meaning neither Cisco/NetApp nor VCE grew faster than the market or even at the market rate. If we look at their Q1 2014 revenue market share numbers compared to Q1 2013 we see they each lost share:

  • Cisco/NetApp - 22.7 per cent, down from 25.7 per cent a year ago,
  • VCE - 21.5 per cent, down from 25.4 per cent a year ago,
  • EMC - 15.2 per cent, up from 12.9 per cent a year ago,
  • Others - 40.5 per cent, up from 36 per cent a year ago.

We think we'll see Nutanix and Simplivity affecting these results more clearly in the next few quarters.

For comparison, Gartner's gurus think VCE is leading FlexPod in their magic quadrant ranking. ®

Beginner's guide to SSL certificates

More from The Register

next story
Docker's app containers are coming to Windows Server, says Microsoft
MS chases app deployment speeds already enjoyed by Linux devs
'Hmm, why CAN'T I run a water pipe through that rack of media servers?'
Leaving Las Vegas for Armenia kludging and Dubai dune bashing
'Urika': Cray unveils new 1,500-core big data crunching monster
6TB of DRAM, 38TB of SSD flash and 120TB of disk storage
Facebook slurps 'paste sites' for STOLEN passwords, sprinkles on hash and salt
Zuck's ad empire DOESN'T see details in plain text. Phew!
SDI wars: WTF is software defined infrastructure?
This time we play for ALL the marbles
Windows 10: Forget Cloudobile, put Security and Privacy First
But - dammit - It would be insane to say 'don't collect, because NSA'
Oracle hires former SAP exec for cloudy push
'We know Larry said cloud was gibberish, and insane, and idiotic, but...'
Symantec backs out of Backup Exec: Plans to can appliance in Jan
Will still provide support to existing customers
prev story

Whitepapers

Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
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.
Win a year’s supply of chocolate
There is no techie angle to this competition so we're not going to pretend there is, but everyone loves chocolate so who cares.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Intelligent flash storage arrays
Tegile Intelligent Storage Arrays with IntelliFlash helps IT boost storage utilization and effciency while delivering unmatched storage savings and performance.