Dell, EMC, Dell Technologies, Cisco,

Tuesday, March 14, 2017

Pure sees flash of Big Blue as it drops to fifth behind IBM

Comment It is only one quarter, but IDC’s latest enterprise storage numbers show #IBM’ s flash array revenues have overtaken those of #PureStorage, putting that IPO’d company in fifth place in the market. Stifel analyst Aaron Rakers has reported on IDC’s fourth 2016 quarter enterprise external storage revenues and we highlight the all-flash array (AFA) numbers in his report. Vendor AFA revenues were: #EMC - $645.1m, #NetApp - $279.2m, #HPE - $204.9m, #IBM - $188.4m, #Pure - $169m (calculated by us), #Hitachi - $40.2m, #Nimble - $32.3m. Stifel’s reporting of the IDC all-flash array vendor revenue shares in the fourth 2016 quarter: EMC - 34 per cent, down from 39 per cent and 36 per cent in the prior and year-ago quarters, NetApp - 19 per cent, up from 16 per cent and 13 per cent in the prior and year-ago periods, HPE - 13 per cent, unchanged from a year ago, IBM - 11.1 per cent (calculated by us), Pure Storage - 10 per cent, down from 13 per cent and 11 per cent in the prior and year-ago periods. Here’s a Stifel-produced chart of vendor all-flash array revenues based on this data, showing that IBM has overtaken Pure:
https://www.theregister.co.uk/2017/03/13/pure_drops_to_fifth_overtaken_by_ibm/

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