EMC continues to be the top dog in the storage market. The vendor was the only major storage company to experience year-over-year market share growth for the second quarter of 2012, according to the latest revenue reports from research firms IDC and Gartner.
IBM, NetApp, Hewlett-Packard (HP), Hitachi Data Systems (HDS) and Dell either lost or maintained market share.
EMC’s revenue share grew to 30.4% in the second quarter of this year compared to 28.6% in the same quarter last year, according to IDC’s worldwide disk storage systems tracker. No. 2 IBM’s year-over-year revenue share dropped to 12.9% from 13.7%. NetApp came in third place, dropping to 12.1% from 12.8%. No. 4 HP’s market share dropped from 11% to 10.7%. HDS slipped from 8.2% to 8.1% and Dell remained flat with 7.8% market share.
Overall, the worldwide external disk storage systems market posted a year-over-year gain of 6.5% with a total of about $6 billion in revenues according to IDC. The open SAN market grew 8% year-over-year, NAS grew 2.5% and iSCSI SAN grew 5.9% year-over-year. EMC led the overall SAN market with 29.4% share and in NAS with 45.7% share, while Dell kept its lead in iSCSI with 28.3%.
IDC said it won’t be long before the midrange storage market will hold 50% revenue share as this type of storage grew faster than any other type with a 12.2% year-over-year growth in the second quarter. Midrange storage held 48.2% share of the total worldwide external revenue in the second quarter. IDC attributes this growth to vendors that continue to deliver modular systems with enterprise functionality such as compression, storage tiering and data deduplication.
EMC also had the biggest share gain in Gartner’s second-quarter report, moving from 31.6% share a year ago to 33.3% in the second quarter of 2012. But Gartner includes more vendors in its report than IDC does, and No. 7 Oracle and No. 8 Fujitsu also showed modest share gains. Oracle crept from 1.8% to 1.9% in its first market share gain since acquiring Sun Microsystems in 2010. Fujitsu moved from 1.3% to 1.5%. NetApp took the biggest fall according to Gartner, dropping from 12.7% share to 11.1% after a 6.7% decline in revenue in the quarter. NetApp remained third behind EMC and IBM.
Gartner’s numbers show $5.5 billion in worldwide external disk storage for the second quarter, up 6.7% from 2011.
Nimble Storage has raised $40.7 million in a mezzanine round of funding, bringing its total investment to $98 million as it prepares for a potential initial public offering (IPO). The vendor, a developer of hybrid flash and hard drive arrays, aims to use the money to grow its employee headcount from 250 today to about 500 by the end of 2013.
“We have the ability to go public between Q3 of 2013 and Q2 of 2014,” said Suresh Vasudevan, CEO of Nimble Storage. “The plan is to target an IPO in that timeframe. We are valuated not so much as a startup but something that has matured past that stage.”
Nimble claims its Cache Accelerated Sequential Layout (CASL) architecture allows its arrays to dynamically cache data with sub-millisecond latency and data compression up to 75%.
Vasudevan said the new funding will be investing in engineering, marketing, support and sales, while growing their presence in Europe and Asia. More than 85% of Nimble’s deals are against Dell, NetApp and EMC, he said. “Our win rates are very strong,” said Vasudevan. “Our win rates are north of 60 percent against these companies. We do well in high performance and in disaster recovery.”
Nimble claims it has 1,100 units deployed across 600 customers since launching its first products in August 2010, and last quarter it gained more than 175 new customers. Nimble’s lead investors are Sequoia Capital and Accel Partners.
Thanks to solid-state technology, the lifespan of advanced storage systems is taking a step-function increase. This advance will bring a great cost benefit to IT operations.
Nimbus Data has released a 100% solid-state drive (SSD) system with a 10-year endurance guarantee. This is double what is generally expected of a storage system with spinning hard disk drives. That is because electro-mechanical devices used in spinning drives have much more difficult time reaching longer lifespans when they are in constant use.
The not-so-subtle implications of the 10-year lifespan will become a competitive issue and other vendors will make similar announcements for their systems, proving again that competition is a good thing.
From a customer perspective, a storage system that that can last 10 years and continue to provide value in storing information can have major impacts in IT. The primary consideration, as always, is the economic impact.
• Total Cost of Ownership (TCO) is dramatically changed with the longer lifespan. Many of the costs included in TCO are divided by the service lifespan of the storage system. Changing to a 10-year lifespan greatly reduces acquisition and training costs.
• The operational expense of migrating from one system to another, primarily represented in the time required for administrators to manage the migration, is reduced over 10 years.
• Risks that occur when a new system is introduced into IT are also reduced as fewer introductions are done with the longer lifespan.
• Solid state offers power reduction savings from transitions from one generation of disk drive technology to the next. This simplifies cost savings in ROI.
Because of these factors, a system‘s expected lifespan will become a major factor when evaluating all-SSD arrays.
(Randy Kerns is Senior Strategist at Evaluator Group, an IT analyst firm).
Joe Tucci is in no hurry to move into his long-discussed retirement, and the rest of EMC’s board is also reluctant to let him go.
During a week in which the Democratic party worked to convince U.S. voters to give Barack Obama four more years as president, EMC decided to extend Tucci’s contract by nearly as long.
According to a statement EMC filed with the Security and Exchange Commission Thursday, it extended Tucci’s contract through February of 2015. That gives Tucci another two-and-a-half years on the job. Last year he said 2012 would be his last year as EMC CEO, but in January he said he would stay on through the end of 2013 at the request of the board.
After he gives up the CEO job, Tucci plans to remain chairman of EMC and VMware. In July, Tucci said he expected his replacement to come from inside EMC. Two of the main candidates to succeed Tucci were recently promoted. Pat Gelsinger moved from COO of EMC to CEO of its majority-owned VMware, and Dave Goulden added EMC president and COO to his CFO title. Tucci’s extension gives them more time to gain experience in roles that could be seen as try-outs for the EMC CEO job.
While the VMworld conference might have been a little light on major storage product news, the sheer number of storage vendors showing off their wares meant there were still plenty of interesting product developments even in the absence of blockbuster announcements.
VirtualSharp, a two-year old disaster recovery software company, lowered the price of an entry-level version of its core product, ReliableDR, to zero. The new free edition is available for download from the company’s website. The freebie app has no time limit, so it won’t self destruct in the middle of a recovery or migration. There are, however, some limitations: it can support up to 10 virtual machines (VMs) and an RPO of 48 hours. Of course, the full version of the product has no such limitations and can replicate data using VMware Changed Block Tracking (CBT) or tap into your storage array’s replication features. Pricing for the product starts at $300 per VM for a perpetual license.
Acronis has made its mark in the SMB data protection market and has been steadily augmenting its data protection products to appeal to a wider and bigger audience. They currently support backup for mixed physical and virtual environments, which is a key concern for many companies that want to avoid using multiple backup tools. Coming soon will be expanded cloud backup services, and extending current endpoint data protection to mobile devices while adding file synching capabilities.
Veeam CEO Ratmir Timashev says the virtual machine backup company will continue to focus on data protection for virtual servers and eschew physical server backup—at least for now. Timashev says the company, which has grown to $180 million in revenues with about 50,000 customers, is focused on building out its VM backup app with additional snapshot capabilities with Veeam Explorer for SAN Snapshots, a new feature the company recently rolled out in conjunction with Hewlett-Packard.
Best known for providing storage for video surveillance systems, Pivot3 Inc. is branching out and taking a shot at virtual desktop implementations with their vSTAC VDI P Cubed appliance. Each vSTAC appliance combines compute and storage with two six-core Intel Xeon processors, up to 348 GB of RAM and a storage configuration that includes 50 GB of SLC flash that functions as a write cache supporting from 12 TB to 36 TB of SATA or SAS spinning disks. vSTAC appliances, as their name implies, can be ganged up, with up to eight units that can support over 1,000 virtual desktops. Arriving fully configured, vSTACs look like a quick route to virtual desktops for small to mid-sized companies. Right now, Pivot3’s vSTAC supports VMware View, but other VDI platforms may be added later.
Belgian company CloudFounders showed off their CloudFrames private cloud software and its CloudBox appliance. The appliance is billed as an “all-in-one private cloud” for SMBs; when three of these units are stacked up, they’re able to withstand the loss of one to provide high availability. The boxes use a small amount of flash for caching along with 14 TB of hard disk and include replication, snapshotting and deduplication. This is the third generation of the product, and the company says that they already have 1,500 customers.
A lot of storage managers wish backup would go away — or at least become a much less visible process that’s built into apps or storage systems, does its thing automatically, and requires little or no management. But two backup vendors, with very different products and equally divergent approaches to backing up enterprise data, may demonstrate how dreaded backups can turn out to be key components in a practical approach to big data analytics.
CommVault Systems Inc. is a well-established backup software company and Actifio Inc. is a three-year-old startup. Both vendors aim to consolidate the many copies of production data that most companies create for backup, disaster recovery (DR), analysis, testing and other purposes, to help cut down on the amount of physical storage required to accommodate all those copies and the confusion that’s inevitable when there are so many copies of data floating around an environment.
For Actifio, this consolidation is its core proposition. Its Protection and Availability Storage (PAS) platform makes a single copy of production available to other applications or disciplines for typical backup restores, DR operations or any other activity that requires a copy of the production data. But rather than spawning multiple physical copies, Actifio’s appliance presents virtual copies to the requesting applications and then manages the data accordingly.
CommVault’s Simpana suite of data protection and management apps may resemble a more traditional backup app, but it actually leverages a common platform for backup, archiving, replication, endpoint protection and other data management operations. Besides acting like a Swiss Army knife for data protection, Simpana consolidates the data it manages from its various components as a single entity called the ContentStore. Data in the ContentStore can be indexed and searched, and policies can be applied to define retentions.
Because both of these products are used primarily to protect the most recently created or modified data across the enterprise, their repositories may very well be the most complete collection of corporate data available. And because the data was deposited by a backup, archive or other data-aware application, it’s not just faceless data — it carries some attributes in its metadata that provide context to give the raw data meaning. It wouldn’t be all that tough to add even more context by tapping into Active Directory, Lightweight Directory Access Protocol (LDAP) or other directory services; in some cases, the originating applications may be able to provide additional metadata.
Rather than just amassing and managing collections of dumb backup data, you can create a useful pool of information that enables and enhances access by dint of its origins and how it’s been managed. It’s almost a ready-made big data resource; and if it’s searchable, as with CommVault’s ContentStore, gleaning the most appropriate datasets for analysis from the pool could end up a relatively easy part of the big data process.
CommVault and Actifio are good examples of how a platform and consolidation approach to data protection can yield additional benefits and make copied data a more valuable resource — and other vendors are on the same path with product roadmaps. Data protection has always been a laborious and often complex process, but those efforts and the associated expense may offer a bigger payoff after all.
New VMware CEO Pat Gelsinger found himself attending at least one VMworld event that he would have needed a disguise to get into a year ago.
Gelsinger was a special guest at a NetApp party for customers, press and analysts Tuesday night at AT&T Park, home of the San Francisco Giants. Gelsinger, who moved from EMC COO into the VMware job this week, looked around at NetApp CEO Tom Georgens and said, “this is the last place I thought I’d be a couple of months ago.”
It’s no secret that EMC and NetApp are heated rivals. But Gelsinger and Georgens are now so close that they apparently have the same speech writer. During the NetApp even, both repeatedly referred to the other as “my new best friend” and each remarked several times that now they could take each other’s pictures down from their dartboards.
At VMware, Gelsinger is trying to be a lot of people’s best friend. He and other VMware execs repeatedly pointed out at VMworld 2012 how they love all their partners. But Gelsinger also found out it’s hard to be everybody’s friend all the time.
During a CEO roundtable on stage with EMC’s Joe Tucci, Georgens, Michael Dell and former VMware CEO Paul Maritz, Gelsinger tried to describe how his customers need multiple vendors. “One might call Dell to buy servers, and go see Joe for storage – or my new best friend here [Georgens],” Gelsinger said.
But that comment slighted another of Gelsinger’s new friends. “Hey, we can sell them storage too,” Dell reminded Gelsinger. …
Overhead on Solutions Floor:
The CEO of a storage startup approached a friend of his who recently founded a company. “What is your new company doing?” the storage CEO asked.
“I can’t tell you yet,” said the friend, “but it will be software-defined something.”
Everything in IT will be software-defined something by then, if the current buzzword continues unchecked. VMware’s $1.26 billion acquisition of Nicira in July made software-defined networking (SDN) big, and the concept is spreading throughout the data center, including storage. VMware hosted a technical session on software-defined storage at the show and at least a dozen storage vendors have referred to the term in describing their products.
Don’t expect any definitive definition yet, though. VMware lumps future storage technologies such as Virtual SANs, virtual flash and virtual volumes – all designed to make it easier to run storage with virtual machines – under the software-defined storage banner. But others are already expanding the term to fit their own technologies. So if you thought cloud storage was tough to pin down, wait until you see software-defined storage. …
Product news: Cloud storage service provider Nirvanix and gateway vendor TwinStrata released a cloud storage starter kit that combines 50 TB of Nirvanix cloud storage with a TwinStrata CloudArray for a $48,000 annual subscription. The kit is designed to help enterprises quickly set up a cloud for backup/disaster recovery. …
Symantec Corp. said faster recovery of virtual machines in VMware will be a big focus of NetBackup 7.6, due out in November. Planned features include the ability to instantly power on any protected virtual machine from a disk backup target and NetBackup Accelerator for VMware, an extension of its Accelerator for physical machines added in version 7.5. Symantec is also planning to add application failover for VMware to Veritas Cluster Server later this year. Symantec said the failover feature will enable physical to virtual failover and work with Vmware’s vMotion, Distributed Resource Scheduler (DRS) and vCenter Site Recovery Manager. …
FalconStor upgraded its RecoverTrac disaster recovery automation technology that runs in its Continuous Data Protector (CDP) and Network Storage Server (NSS) products. The major addition in RecoverTrac 2.5 is the ability to failover and failback between any combination of physical and virtual servers as well as between dissimilar hardware. … Emulex Corp. made its OnCommand Vision 3.0 performance management software available, with support for direct-attached storage (DAS), iSCSI SANs, and logical volumes. … Continuity Software added CloudGuard to its DR software suite. CloudGuard automatically detects problems that could cause downtime to private clouds by collecting data from vCenter, storage, virtual machines and applications. It generates a trouble ticket for areas of risk and recommends solutions to prevent failures.
IBM’s acquisition of Texas Memory Systems is the latest salvo in the battle of heavyweights as companies position themselves to offer primary storage based on solid-state technology.
It’s important for IT professionals to understand that solid-state technology is used in storage for more than just specialty devices. IBM acquired more than flash storage systems from Texas Memory. The acquisition includes a storage controller designed to turn solid-state drives (SSDs) into the primary storage medium instead of solid-state masquerading as a spinning disk drive. This major acquisition follows the earlier acquisition of XtremIO by EMC.
The main focus of these deals should not be on what existing products IBM and EMC gain from their acquisition targets. They go beyond any shiny toys that Texas Memory and XtremIO bring.
The flash technology is the key. The design of a storage controller that can use solid-state most effectively as primary storage is different than a design based on the use of electro-mechanical based disk drives. Information is accessed in a different way if the controller really uses memory access instead of merely mapping access to software for low-level device protocols. There are also differences in amount of work done by the controllers, such as the number and sizes of queues for operations in progress.
Solid state storage systems can be either all-flash or they can include SSDs for tiering or caching of traditional spinning disk based systems. Some new solid- state technology systems are designed for solid state as primary storage while using spinning disk as less expensive storage for less active data. This may change over time as data reduction capabilities in solid-state increase and flash becomes less expensive.
The most important vendor acquisitions are strategic deals that bring a significant change in product direction, and advance the technology sold to IT customers. For solid state, these deals bring large vendors new designs that maximize the capabilities of flash. The success of these transactions will be measured by how fast these technologies can be effectively brought to market.
Vendors who continue to sell systems designed for spinning disk will be at a disadvantage in an increasingly flash dominated world. That’s why solid-state technology acquisitions and development will set the stage for the next generation of storage systems.
(Randy Kerns is Senior Strategist at Evaluator Group, an IT analyst firm).
There has been a noticeable increase in the number of storage product launches in the past few weeks and that will continue during VMworld 2012, which begins Sunday in San Francisco.
VMworld has become a major storage event because of the impact server virtualization can have on operational environments. Storage can be the limiting factor for server virtualization projects, both on the server and desktop. To remedy the bottlenecks created with storage when multiple virtual machines are running on a physical server, storage systems need to be optimized for virtualized environments.
In the case of VMware, storage systems that effectively implement VMware vStorage APIs for Array Integration (VAAI) can provide significant performance gains. Storage systems can improve performance for the virtualized environment through technologies such as tiering, solid state technology, wide striping, and space-efficient snapshots. The net effect of increasing performance is to increase the number of virtual machines per physical server.
This provides a huge opportunity for storage vendors to solve customer problems in server virtualization projects. Increasing virtual machine density, which is the number of VMs per physical server, has a major impact the economic value of server virtualization projects. New storage solutions that enable this increase provide immediate value and a quick return on investment.
So it’s clear why you see so many new storage products and updates around VMworld. Vendors want to get their message out and VMworld is a great opportunity to feature their products and show how they improve virtualization. The products announced not only address virtualization needs, but vendors also use the attention being paid to highlight other capabilities. With the product announcements, the vendors are also competing to show who best addresses the virtualization problems.
So, you can expect the deluge of storage products that address virtualization to continue at least for another week.
(Randy Kerns is Senior Strategist at Evaluator Group, an IT analyst firm).
Storage pros are used to having to stick their heads under the hood to figure out the intricacies of storage techs, but they may not be so comfortable having to delve even deeper into the inner workings of their gear. But at this stage of its development and adoption, solid-state storage really demands that kind of scrutiny and due diligence before investing in the still pricey medium.
All of that was apparent at the 2012 edition of the Flash Memory Summit which concluded its run in Silicon Valley’s Santa Clara Convention Center this week. The conference/trade show had tilted toward industry insiders and flash memory engineers in previous years, but for at least the last two shows, it has also begun to cater to end users. While the effort to widen the audience seems to be working, it’s still a nerdy conference with a fair share of technical sessions. The same can be said of the vendors exhibiting at the Summit. Many are well removed from end users, selling their wares to other flash developers in the solid-state food chain.
But even those flash business-to-flash business offerings can also provide insight for enterprise buyers. For instance, we met with a trio of Maxwell Technologies representatives—Jens Keiser, Dave Wright and Ray Ragonese. Maxwell was showing off the latest iterations of its ultracapacitors that are likely to find their way into a variety of solid-state implementations. Why should you care about an ultracapacitor? Easy—it’s the tiny bit of engineering on a board that can store electrical power and then feed it to NAND flash chips when the system’s power cuts out. That means an ultracapacitor-equipped flash device might be able to ensure cache consistency more effectively and thus make write caching in flash more feasible.
Similarly, Kam Eshghi of Integrated Devices Technology—more familiarly known as IDT—described how their new standards based flash controller for PCIe implementations could potentially lower the cost of PCIe solid-state devices. And he also presented IDT’s reference design for 2.5-inch form factor PCIe flash device. This form-factor would make it possible to have solid-state drives that use the PCIe bus but are externally accessible so that their front loading and hot swappable.
At HGST’s booth, the storage company announced that it was adding 12 Gb SAS to its line of 2.5 solid-state drives. They currently sell SLC and MLC flash drives, and they report that they’re seeing growing interest from integrators to produce slimmed down drives that stand only 7mm tall—a little less than half the current height. The smaller profile would also make it possible to stack two of these devices in a space that currently accommodates only one to create denser flash arrays.
Permabit’s contingent spearheaded by president and CEO Tom Cook pointed out how their “portable” dedupe technology—Albireo—is ideal for solid-state storage. It’s a convincing argument considering how so many system vendors are trying to squeeze value out of the expensive components in all-flash and hybrid storage arrays. Cook told us that their technology will show up in a number of products that will roll out in 2013.
Learning about the underpinnings of flash storage is still crucial to not only understanding the technology but for making good buying and implementation decisions. And this is likely to continue for some time as flash and its supporting technologies continue to develop at a rapid pace.