Posts Tagged ‘IBM’

IBM ranks as top dog in software-defined storage platforms niche

September 16th, 2014

IDC has just published its second quarter 2014 Worldwide Storage Software Qview survey, ranking IBM Corp., as the world’s top supplier of Software-defined Storage Platforms (SDS-P).

According to the analysts, SDS-P is described as ”a new functional market added to the total storage software market that covers block, file, object, and/or hyper-converged software offerings that enable the creation of a storage system.” In other words, it’s a platform that provides a full suite of storage services via a software stack running on commodity hardware built using off-the-shelf components.

IDC noted storage software is also raking in plenty of cash these days too – almost $3.8 billion in the second quarter, which is a 6.3 percent increase from the same period last year. However, while IBM is shifting more SDS-Ps, EMC Corp. remains ‘the daddy’ when it comes to overall storage software revenues. EMC led the way with a 25.9 percent market share, followed by IBM at 16 percent and Symantec at 13.3 percent.

Several categories of software are tracked in IDC’s report, including “Data protection and recovery”, which is valued at $1.45 billion for the quarter, a rise of 10.2 percent year-on-year. It also tracks the “Storage and device management” market, which is worth some $708 million, up 4.1 percent; “Storage infrastructure”, worth $448 million, up 10.8 percent; and “Software-defined storage platforms”, worth $133 million, up 15.7 percent during the last quarter.

IBM has a number of products in the SDS-P segment, including Elastic Storage (its rebranded GPFS parallel file system); San Volume Controller (SVC); and its Virtual Storage Center, which comes with SVC and adds capabilities like backup, restor and visual administration for storage management.

“IBM Software Defined Storage capabilities are providing clients with the kind of scalability and fast data access their customers, employees and partners are not just demanding, but expecting,” said Jamie Thomas, general manager, for Storage and Software Defined Systems at IBM.

Looking ahead, if Server San, object storage software and hyper-converged system storage revenues all keep on rising like this, the SDS-P segment could soon become one of the most hotly contested areas in SDS.


IBM on its partnership with Red Hat for software-defined environments

May 8th, 2014

IBM has been supporting Red Hat for over 10 years and has established a well-known reputation as one of the most notable corporate sponsors of Linux in general. This year at Red Hat Summit 2014, The CUBE hosts John Furrier and Stu Miniman had a chat with Scott Firth, IBM’s Director of Software-Defined Environments, about the growth of the IBM-Red Hat partnership and how the two companies are shaping the landscape of software-defined environments.

Firth began by talking about the evolution of Linux as an enterprise OS. He described it as “almost a toy” 14 years ago when IBM decided to invest a billion dollars in it. It was a time when many did not think that was a good idea, but IBM had a vision of a time when companies would be driven to collaborate on innovation rather than chiefly competing for it.

As open source software for the cloud continues to evolve, Firth explained, the community will take it to the next level, Open Stack being the chief example. “Ask 10 people what you mean by cloud, you’ll get 10 different answers. My definition of cloud is it’s a way to transform IT”.

IBM sees its role in transforming IT as the provider of tools to make it easier, simpler and more accessible to end users. The cloud will not completely replace the data center, but rather the two are part of a continuum. Companies are focused on data and how they interact with it. In some cases, it might be more secure and practical to host some data on-premise, whereas other portions of data might be more comfortable in the cloud. IBM’s job, he said, is to make sure it is easy to move back and forth between the two.

That interoperability is where software-defined environments begin. Organizations want to find ways to make compute, storage and networking work well together and be more efficient. IBM is working with Red Hat to treat data like a natural resource and turn that resource into something productive in the cloud and beyond.


Software Picks to Play IBM Q1 Trends

April 18th, 2014

Both International Business Machines’ first-quarter total revenue and software revenue slightly missed.

IBM (ticker: IBM) reported revenue of $22.5 billion, down 2% in constant currency, just below consensus of $22.9 billion but a slight improvement from the fourth quarter’s 3% CC decline. Software revenue of $5.66 billion slightly missed consensus of $5.74 billion and grew 2% year-over-year CC, a slight deceleration from the fourth quarter’s 4% growth but not far off from the six-quarter trailing average of 3%. We estimate software organic growth decelerated slightly year-over-year CC to up 1% from our estimate of up 3% in the fourth quarter, but in line with the six-quarter trailing average.

Despite this modest slowing from the fourth quarter’s strong software report, there were several positive takeaways including: a) security overall growing more than 20%; b) double-digit growth in WebSphere [software for service-oriented architecture (SOA) environments]; c) Tivoli [integrated service management (ISM) software] posting high single-digit growth; and d) management guidance for total software and key branded middleware revenue to accelerate through 2014—a positive outlook past the first quarter for software spend in our coverage.

IBM’s security portfolio growth is a good sign for network security vendors Check Point Software Technologies (CHKP), Palo Alto Networks (PANW) and Fortinet (FTNT). Tivoli strength could be positive for storage-software vendor CommVault Systems (CVLT), Symantec’s (SYMC) backup business, and systems management vendors like ServiceNow (NOW) and CA Technologies (CA).

Key branded middleware was stable at 5% CC growth, in line with the fourth quarter’s 6% and a positive for middleware vendors Red Hat (RHT) and Oracle (ORCL). Operating systems’ decline worsened to negative 9% CC from the fourth quarter’s down 2%. IBM reiterated its $1.2 billion SoftLayer investment to expand its data center footprint. These investments in cloud data centers and infrastructure are positive indicators for demand for both OpenStack vendor Red Hat and cloud-management vendor VMware (VMW).

– Michael Turits
– James Wesman

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