How EMC Lines Up Against NetApp, HP, IBM, Hitachi In Storage Systems Market

Post by the Trefis Team (thank you)

Storage giant EMC has witnessed limited growth in its core information storage business through the first three quarters of 2014, with storage product revenues staying flat over the prior year period at $7.5 billion. On the other hand, the information storage services division grew by 4% year-on-year to $4.2 billion through the first three quarters. EMC as a whole observed a 5% rise in net revenues over the year-ago period to $17.4 billion with much of the growth coming from non-core businesses including VMware, Pivotal and RSA Security. As a result, both consolidated product revenues (+2%) and consolidated services (+9%) grew on a year-over-year basis to $9.7 billion and $7.6 billion, respectively.

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Is IBM’s storage business doomed?

Post by Robin Harris (thank you) – also be sure to read the Comments

IBM’s vestigial hardware business – 15.5% of Q4 company revenue – continues to slide. This won’t end well.

In its Q4/2013 earnings call, IBM’s profits were higher than forecast, but revenues were lower. Hardware was the major culprit.

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Oracle’s hardware business may be worse than we thought

Good post by Barb Darrow (thank you)

When Oracle got into the hardware business three years ago with its $7.4 billion acquisition of Sun Microsystems, it probably hoped to avoid reports like the one just released by Nomura Securities analyst Rick Sherlund, which paints a bleak picture of the state of its hardware business.

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Worldwide External Disk Storage Systems Factory Revenue Increased 2.3% During the Fourth Quarter of 2012 and 4.7% for the Full Year, According to IDC

Press-Release from IDC (thank you)

Worldwide external disk storage systems factory revenues posted year-over-year growth of 2.3%, totaling just over $6.7 billion, in the fourth quarter of 2012 (4Q12), according to the International Data Corporation (IDCWorldwide Quarterly Disk Storage Systems Tracker. For the quarter, the total (internal plus external) disk storage systems market generated $8.6 billion in revenue, representing 0.7% growth from the prior year’s fourth quarter. Total disk storage systems capacity shipped in 4Q12 reached 8 exabytes, growing 25.3% year over year. The external disk storage systems market generated $24.7 billion in sales during the full year, which represented a 4.7% increase over 2011. Total external disk storage systems capacity shipped during the year surpassed 20 exabytes, which represents an increase of 27% over 2011.

See more details here

Fallen flash star STEC sputters: We’re cutting our OEM losses

 

Post by Chris Mellor (thank you) over at El Reg – STEC is still in trouble 😦

STEC, the once high-flying Fibre Chanel SSD start-up star, is still losing millions, although not as many as before. Its third 2012 quarter numbers show revenues up sequentially.

Revenues were $42.1m, 3.4 per cent higher than the second quarter but a whopping 41.9 per cent lower than the $72.5m recorded a year ago, as the chart below shows – what a fall from grace.

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