Despite the value of the ITC market in Q1 being the same as a year ago, there were some major differences in regional and country growth rates, which I outline in this post.
Dell Technologies reported its quarterly revenue earlier today and I’ve added that to 180 other vendors to allow me to size the global ITC market. The world-leaders are shown in the Figure above.
With 100k employees and revenues of €12b Atos is a serious IT services supplier. Overall it had just over a 2% share of the IT services market in EMEA last year, where its strongest business was outsourcing (see the Figure above).
I spoke recently with Bruno Pinna (Global Head of Marketing, Business and Platform Solutions Division), giving me a chance to catch up on its customers, activities, partnerships and strategies. You’ll want to learn more about how Atos has modernised its business to take advantage of the shifts in customer purchasing. Read more »
On May 3rd 2017 Micron introduced its SolidScale enterprise storage solution for early customers to try out ahead of its full commercial launch in Q1 2018. It’s the first ‘boxed’ NVMEoF solution, which sounds complicated, but (nevertheless) promises a huge leap in the scale, speed and capabilities of storage systems. Read more »
Violin Memory declared bankruptcy in October 2016 and has now been acquired by Soros, ending its time as a public listed company. Nevertheless it remains one of the foremost disruptors of the traditional storage array market, You’ll want to learn more about its potential as a private company.
‘What are you doing about the cloud?’ has been a constant question for suppliers, channels and users in recent years, especially since the Credit Crunch of 2008-9. Since then everyone’s done an awful lot about it as you can see from my development and forecast Figure above; in fact cloud computing has been such a massive success that I’ve argued elsewhere that we don’t need it as a term to differentiate it from other ‘traditional’ styles of computing. In any case I thought I’d share my latest findings and outlook with those of you who find it a useful way of measurement. As always the stats published here come from the continuous quarterly research I carry out – and there’s much more at a regional and country basis to help you plan your business levels if you’d like to contact me. Read more »
In our digital world the most important asset for most organisations and individuals is information, which we hold and process as data in a huge variety of storage devices. However spending on storage systems has been in a long term decline despite the growing number of regulations that require data retention and the valiant marketing efforts of established vendors. There are many reasons for the decline including the unbundling of storage software from hardware arrays (often described as Software Defined Storage) and the increasing efficiency of new solutions, which cut down the need to over provision storage capacity. The Figure above shows the quarterly revenues of storage systems compared with those of NAND and DRAM solid state and disk drives. My numbers include some significant overlap since the main component of storage systems comes from the other 3 categories. You’ll want to know more about how this market is developing and how it’s likely to develop in the next few years. Read more »
The UK’s decision to leave the EU will have a very bad effect on international business – not least the IT industry, which is the most hyper-global of all. As you know I’ve been monitoring opinions on the issue from before the referendum last June. Initially the surprise result to leave slowed purchases, but the massive fall in the value of the Pound pushed prices up. Looking at the country 2 quarters on (this piece takes into account the market up to the end of 2016), we’ve seen some strong growth despite everything. I’m sure you’ll want to think about what happened in the last half of the year in order to make predictions about the future – especially the market in 2020, which will be the first year in which the UK will be independent.
BT and Virgin Media are the sole suppliers of fibre optic broadband connections to homes and businesses in the UK and, while Virgin Media connects for its own business, other companies such as Talk Talk, Sky and Vodaphone are forced to use Openreach and have been spending years arguing that it should be separated from BT’s other businesses – a view that UK regulator OffCom agrees with. Last week BT announced that it intends to separate OpenReach from its other businesses by creating its own board, although retaining ownership. You’ll want to think about the consequences.