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Monday, Jun 10
Storage hardware sales are holding up only a little better than server sales: IDC estimates...
Storage hardware sales are holding up only a little better than server sales: IDC estimates sales of standalone arrays fell 0.9% Y/Y in Q1, a reversal from growth of 2.3% and 4.7% in Q4 and 2012. Total storage sales (inc. server-attached gear) fell 3.2% after rising 0.7% in Q4. In the standalone market, IDC thinks #1 EMC had a 30.4% share (+140 bps Y/Y), #2 NetApp (NTAP) 14.9% (+80 bps), #3 IBM 10.9% (-50 bps thanks to a rough quarter), and #4 H-P (HPQ) 9.3% (-100 bps and also not faring well). Also: IDC thinks storage software sales rose 3.2% Y/Y in Q1. #1 EMC's share is pegged at 23.9%, #2 IBM's at 16.8%, and #3 Symantec's (SYMC) at 14.7%. CommVault (CVLT) and Veeam gained more share, growing 23% and 35% Y/Y.