Dell, EMC, Dell Technologies, Cisco,

Wednesday, November 29, 2017

What to Watch When Nutanix Reports Earnings

#Nutanix (NASDAQ:NTNX) has made a remarkable comeback on the stock market in recent months, having entered the year on weak footing as investors feared that its growth would be curtailed by bigger cloud infrastructure companies. In fact, @Nutanix shares now trade at 52-week highs following a series of strong quarterly reports and rapid customer growth. Furthermore, Wall Street analysts have been bullish about Nutanix's prospects, raising their price targets in anticipation of stronger financial growth thanks to its switch toward a software-only model that'll enhance margins. Therefore, investors will be expecting a strong set of results from the enterprise cloud specialist when it releases its first-quarter results after the market closes on Nov. 30.  IMAGE SOURCE: GETTY IMAGES. Nutanix faces great expectations Analysts expect Nutanix's quarterly revenue to rise 60% year over year to $266.8 million, which should reduce its loss to $0.26 per share from the year-ago quarter's loss per share of $0.37. However, the consensus estimates sit well above the company's own guidance. Nutanix had originally guided for a first-quarter loss of $0.37 per share on revenue of $240 million to $250 million, so it will have to stretch a lot to meet analysts' expectations. William Blair analyst Jason Ader believes that the company will be able to outperform its own expectations as it reportedly struck a substantial number of large deals during the quarter. Nutanix CEO Dheeraj Pandey had said during the previous conference call that "we feel very good about our large customers becoming even larger and many of them are now interested in software agreements with us in fiscal 2018." In fact, Nutanix came into the new fiscal year on the back of an increasing number of large deals, driven by strong demand for its data center management and virtualization products.  More importantly, Nutanix's existing customers are making more repeat purchases. The company landed 70% of its bookings during the last reported quarter from its current clients, up from 64% in the year-ago period. Additionally, the number of $1 million-plus deals struck by Nutanix during the fourth quarter of fiscal 2017 jumped 39% year over year, which led to a 77% increase in the company's deferred revenue. These large deals and repeat purchases from existing customers have helped Nutanix reduce its sales and marketing expenses. It spent 58.6% of its revenue on sales and marketing in the final quarter of fiscal 2017, down from 62.9% during the year-ago period. Therefore, it won't be surprising if a combination of customer growth and an increase in large-sized deals boosts Nutanix during the first quarter. But investors shouldn't panic even if Nutanix's results fall short of these high expectations given its solid long-term prospects. Looking at the long run Nutanix plies its trade in the fast-growing hyper-converged cloud infrastructure market, which helps enterprises reduce data center complexity by integrating storage, computing, and networking with the help of a software-driven platform. The company forecasts that this market could hit $8.5 billion in revenue by 2020, so it has a lot of room to grow given that it generated $767 million in revenue during the latest fiscal year.  Nutanix is going all out to attack the hyper-convergence opportunity with its Nutanix Enterprise Cloud Operating System. The company has updated this operating system with a new feature known as Nutanix Calm, which allows clients to launch enterprise applications across both public and private cloud infrastructure. This means that a Nutanix client can launch applications in the Google Cloud from an IBM-provided on-site cloud infrastructure. Looking ahead, Nutanix Calm could be the company's ticket to boosting software sales as enterprise customers get a single operating system to unify their multiple cloud deployments across private and public clouds. The good news is that Nutanix is already witnessing tremendous traction for such software products. Its software-related bookings shot up 96% during the last-reported quarter, and the continued adoption of its latest platform could lead to further growth. In fact, RBC Capital Markets believes that Nutanix will pivot its business toward a software-only model in the long run. Last year, the company got 70% to 75% of its $1 billion in bookings from software and support-related services. The gross margin in this business reportedly exceeds 70%, which is substantially higher than Nutanix's 59.2% gross margin last fiscal year.  Nutanix is setting itself up for robust top- and bottom-line growth, and its upcoming results should confirm the same. 10 stocks we like better than Nutanix, Inc. When investing geniuses David and Tom Gardner have a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.* David and Tom just revealed what they believe are the ten best stocks for investors to buy right now… and Nutanix, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys

https://www.fool.com/investing/2017/11/29/what-to-watch-when-nutanix-reports-earnings.aspx

Microsoft And SAP Announce Expanded Partnership, And During Amazon AWS Reinvent

#Microsoft and #SAP have been working together in the cloud arena for the past several years. Naturally, any time two tech powerhouses of this magnitude come together for collaboration, industry ears perk up (including mine). For years, the two companies have been working together to get @SAP ’s business software and services up and running on @Microsoft #Azure, and it was announced in 2014 that a handful of SAP’s business applications would be Azure-certified. Today Microsoft and SAP took their years-long partnership a step further, with the announcement of new integrated enterprise offerings, and a good faith deployment of each other’s cloud solutions internally. While #SAP has been on-stage at events from @Amazon.com #AWS, #Google GCP, and IBM Cloud, I do think there is a message that Microsoft and SAP announce this during AWS's reInvent conference, and that is that SAP prefers Microsoft Azure. New offerings and integrations The new offering, SAP HANA Enterprise Cloud on Microsoft Azure, will enable customers to run SAP S/4HANA on Microsoft’s secure, managed cloud. The companies say this will allow customers to “get the best of both worlds,” leveraging Microsoft Azure’s intelligent, trusted cloud (and portfolio of cloud services) with SAP’s tried and true application management and product expertise. SAP and Microsoft boast several mutual big-name customers, such as Coca Cola, Costco, and Columbia Sportswear, all of whom are bullish that the expansion of the partnership will help drive their respective cloud strategies. The other big announcement of the day was that both SAP and Microsoft will start running S/4HANA on Azure for their internal operations. SAP announced it would be moving over a dozen of its business critical systems to Azure, such as the SAP S/4Hana system supporting Concur—a leading provider of integrated travel and expense management solutions, owned by SAP. Microsoft announced that it is currently in the process of modernizing and transforming its internal systems, replacing its legacy SAP finance applications with SAP S/4HANA Central Finance on Azure. Microsoft also announced its intention to connect SAP S/4HANA to Azure AI and analytics services, which the company says will make financial reporting more efficient and decision-making more powerful. ADPVoice The Top 5 Performance And Management Issues Of 2018 Gunning for Amazon.com AWS The partnership with SAP is part of a several-year-long effort by Microsoft to entice more big-name software companies to host their goods on Azure and challenge Amazon.com’s current grip on the on-demand, web-based compute market. Amazon.com still has a market share edge on Microsoft and its other competitors, offering almost 100 different services under its AWS umbrella. However, it’s important to note this dominance is due in part to the fact that AWS has been around the longest—the competition is making strides in its effort to catch up. Wrapping up All in all, this looks to be a big expansion of an already good, strategic partnership. Increasing compatibility between the two tech giants is only going to make Azure more alluring to potential customers looking for an alternative to AWS. In addition, the fact that the two companies will be running each other’s solutions internally is a measure of good faith and a tell-tale sign of a well-functioning partnership. I’ll continue to watch with interest.

https://www.forbes.com/sites/patrickmoorhead/2017/11/28/microsoft-and-sap-announce-expanded-partnership-and-during-amazon-aws-reinvent/#41bac6d24957

Cavium FastLinQ® Delivers Advanced Networking I/O for HPE Gen 10 Servers

SAN JOSE, Calif., Nov. 28, 2017 /PRNewswire/ -- Today, #Cavium™, Inc. (NASDAQ: CAVM), a leading provider of #semiconductor products that enable secure and intelligent processing for enterprise and #cloud #datacenters, announced that its #FastLinQ QL41000 Series of 10/25GbE Ethernet NICs are now available from @Hewlett Packard Enterprise (#HPE) for HPE ProLiant and HPE #Apollo Gen10 servers. @Cavium FastLinQ Ethernet technology with Universal RDMA is purpose-built to accelerate access to networking and flash storage while offloading server CPU. The introduction of FastLinQ 10/25GbE NICs into HPE's broad portfolio of Gen10 servers, including select HPE ProLiant DL, ML and HPE Apollo servers, provides customers with an innovative solution delivering flexibility in choice of RDMA and cost savings for next generation Private, Hybrid and Telco Cloud data centers. This, along with the recent announcement of Cavium FastLinQ 25/50GbE NICs for HPE Synergy, completes the availability of Cavium NICs across the HPE Gen10 server portfolio. The FastLinQ technology in the new HPE Ethernet 10GbE 52x Series and HPE Ethernet 62x Series adapters coupled with new generation of HPE servers empower data center administrators to optimize their server infrastructure costs, increase application performance and deliver a future-proof design. Leveraging built-in technologies like concurrent support for RoCE, RoCEv2 and iWARP (Universal RDMA) and SR-IOV, tenant workloads and infrastructure traffic can scale to deliver business results. With full offloads for tunneling protocols including VxLAN, GENEVE and NVGRE, the new HPE adapters deliver near line-rate performance for Software Defined Networking (SDN) workloads enabling Telcos and MSPs to seamlessly deploy, manage and scale the most demanding tenant workloads. Extending Cavium's legacy and expertise in security, FastLinQ NICs deliver robust security features like Secure Firmware Updates and UEFI Secure Boot, which enables HPE Secure Compute Lifecycle on Gen10 servers to offer best-in-class innovations in protection, malware detection, and recovery. "The advent of NVMe and persistent memory, coupled with the introduction of the latest Intel Xeon Scalable processor family, have enabled higher workload and virtual machine density for enterprise and hybrid cloud architectures, putting even more importance on the flexibility and performance of the networking solution," said Seamus Crehan, President of Crehan Research. "Adapters based on Cavium's FastLinQ 41000 Series technology deliver this flexibility and performance with Universal RDMA offloads which should meet the networking demands of next-gen applications while delivering a secure and future-proof solution." "The FastLinQ 41000 family delivers customers technology choice and investment protection by supporting concurrent RoCE, RoCEv2 and iWARP – Universal RDMA," said Rajneesh Gaur, Vice President and General Manager of Ethernet Adapter Group, Cavium. "The introduction of this new class of I/O connectivity for a broad range of HPE Gen 10 compute platforms provides significant VM density, by allowing customers to remove all I/O bottnecks and utilize the full potential of the HPE Gen 10 servers." "Intelligent networking is a critical component for an agile application and delivering a secure environment for a hybrid infrastructure," said Tom Lattin, VP and GM of HPE Mass Market Platforms, Options, & Software. "One of our key goals in collaborating with Cavium on their FastLinQ 10/25GbE technology was to enhance the performance and security of HPE ProLiant and HPE Apollo Gen10 servers." Purpose-built for accelerating and simplifying datacenter networking, Cavium FastLinQ Ethernet technology in HPE ProLiant and HPE Apollo servers deliver: 10GBASE-T: Utilize low cost Cat6a cables and RJ-45 connections for 10GbE, eliminating the need for potentially expensive 10GbE SFP+ optics. This reduces deployment costs by up to 46%(1) and is backward compatible with 1GbE infrastructure. Universal RDMA – Industry's only network adapter that offers customers a flexibility of RDMA technology, customer can choose RoCE/RoCEv2 for small to medium scale deployments on a lossless ethernet network and iWARP for large cloud scale architectures built on standard Ethernet fabrics. Cavium SmartAN™ Technology - Supports auto configuration of the adapter when connecting between 10GbE and 25GbE networks, eliminating server administrator intervention for manually configuring port speeds and FECs. Cavium FastLinQ SmartANtechnology along with extensive interop testing virtually eliminate interoperability challenges in physical layer networks. Network and Server Virtualization Offloads – Acceleration for Network Virtualization by offloading protocol processing for VxLAN, NVGRE, GRE and GENEVE, enabling customers to build and scale virtualized networks without impacting network performance. Optimize infrastructure costs and increase virtual machine density by leveraging technologies like SR-IOV that deliver acceleration and QoS for enterprise workloads. Flexible Archtecture: A flexible microcoded architecture delivers faster time to market and adaption to new and emerging technologies, extending the return of investment in FastLinQ NIC technology The new HPE adapters from Cavium are also capable of supporting additional advanced features that will be enabled by HPE with firmware upgrades in early CY2018. These include: NIC Partioning – Optimize infrastructure and streamline traffic management using NIC Partitioning (NPAR) that delivers up to 16 physical functions per adapter with QoS. Network Function Virtualization (NFV) – Enables Telcos and NFV application vendors to seamlessly deploy, manage and accelerate the most demanding NFV workloads by delivering up to 36 Million small packet performance, MPLSoUDP offload and integration with OpenStack. Storage Acceleration: Full protocol offload for iSCSI, FCoE and NVMe over Fabrics delivers up to 3M IOPS while consuming the fewest server CPU cycles, leaving headroom for virtual applications and enabling higher ROI on server investments. Availability The new 10/25Gbps Ethernet adapters based on Cavium FastLinQ 41000 Series technology are now available from HPE. These include HPE Ethernet 10/25Gb 2-port 621SFP28 Adapter HPE Ethernet 10/25Gb 2-port 622FLR-SFP28 CNA HPE Ethernet 10Gb 2-port 521T Adapter For more information, visit www.qlogic.com/info/hpe and www.cavium.com About Cavium Cavium, Inc. (NASDAQ: CAVM), offers a broad portfolio of infrastructure solutions for compute, security, storage, switching, connectivity and baseband processing. Cavium's highly integrated multi-core SoC products deliver software compatible solutions across low to high performance points enabling secure and intelligent functionality in Enterprise, Data Center and Service Provider Equipment. Cavium processors and solutions are supported by an extensive ecosystem of operating systems, tools, application stacks, hardware reference designs and other products. Cavium is headquartered in San Jose, CA with design centers in California, Massachusetts, India, Israel, China and Taiwan.

http://markets.businessinsider.com/news/stocks/Cavium-FastLinQ-Delivers-Advanced-Networking-I-O-for-HPE-Gen-10-Servers-1009785766

What to expect from Cisco in 2018

As the preeminent networking company shapes its plans for 2018, analysts and users say #Cisco is at somewhat of an inflection point, transitioning from a hardware-based company to an integrated hardware and software-focused one. In doing so, @Cisco has plotted the next generation of its network management products in the form of intent-based networking. Meanwhile, as hardware sales growth slows due to workloads shifting to the public cloud, the company eyes the Internet of Things and edge computing as new frontiers for revenue growth. “If you look at @HPE, @Dell, @IBM and Cisco, all of those companies are trying to reinvent themselves for this cloud, #IoT world,” says Forrester networking analyst Andre Kindness. “The traditional way of doing things is dead. They’re all big enough that they’re not going away anytime soon, but they also may have to find something else to power them in the future. For Cisco, maybe that’s IoT, maybe that’s software.” From a business perspective, Cisco is still doing fine. The company earned revenue of $49 billion in 2015 and 2016 and $48 billion in the fiscal year that ended in July 2017; switching sales were down 5% in the fiscal year, while service revenue was up 3%. Below are some of the key technology areas the company is hoping will spur a new era of network innovation in 2018 and beyond. SponsoredPost Sponsored by Radware Register for Radware’s Hacker Challenge Event – 12/6, NYC Intent-based networking While major networking advancements in recent years have centered around software-defined networking, in mid-2017 Cisco launched a new intent-based networking (IBN) strategy that is expected to shape the company’s future network management roadmap. What is IBN? Users dictate policies, and network orchestration software automatically configures and maintains the desired state of the network. In 2018, expect the theoretical advantages of IBN to become a reality as proof of concept deployments are rolled out. Brad Casemore, an analyst with IDC, says Cisco also has to reconcile its somewhat disjointed IBN strategies. When Cisco launched IBN it did so in the context of campus networking equipment, based off its Catalyst hardware line and the DNA Center software. Cisco says it's been doing IBN for years – although not calling it that – in the data center with its bundle of Nexus 9K routers, Application Centric Infrastructure (ACI) and Tetration analytics. “I think you’ll see Cisco talking more comprehensively about how intent-based networking will be rolled out across their portfolio, in the data center, the campus and across the WAN,” Casemore says. “I think they’re try to tie those narrative strands together.” Kindness, the Forrester analyst, says he wouldn’t be surprised to hear Cisco apply the intent-based moniker to other management systems: intent-based security, intent-based data centers, etc. Cisco’s transition to SaaS While announcing its new IBN strategy, Cisco executives made a key point: It’s selling the software that runs IBN in a new way. Traditionally the software that runs atop Cisco networking hardware has been sold in perpetual licenses. DNA Center, the company’s IBN platform for its campus switches, can be purchased as a subscription or SaaS model. RELATED How to buy intent-based networking today A deep dive into Cisco’s intent-based networking The 10 most powerful companies in enterprise networking VIDEO How does SD-WAN work? “It’s pretty obvious they’re in a transition from being hardware centric to software focused, and that comes with its challenges,” says Amy Arnold, a Cisco user and network engineer who works in the public sector in Texas. As Cisco rolls out its new products like DNA Center and Tetration via software, she notes that hardware is still important, though. “We’ll still have plenty of switch board counts, but maybe just not as many,” she says. Arnold says if better software can improve uptime, reliability and allow network engineers to be more agile then she’s all for it. Casemore notes that financial investors will also be monitoring this transition closely. The Internet of Things As traditional network hardware sales begin to level off, the broad new internet of things market is an area where Cisco is expecting significant growth. Cisco has already invested heavily in creating ruggedized hardware equipment that can run in IoT devices, as well as software platforms to control IoT deployments. In 2016 Cisco purchased IoT management vendor Jasper for $1.4 billion. In 2017 Cisco launched Kinetic, an IoT operations software platform that allows users to automate connections to IoT devices, extract data from them and route it for analysis. Expect Cisco to market itself aggressively in the IoT market on both the hardware and software side. Cisco’s latest cloud strategy After a handful of pivots, Cisco is ready to give its latest cloud strategy a try. In years past Cisco attempted to build up Intercloud, its network of Cisco-powered clouds, but it gave up on that in 2016. This time Cisco is partnering with Google Cloud Platform to offer a hybrid cloud platform based on the open source Kubernetes software for running application containers. Cisco will enable its server hardware systems to run Kubernetes, while providing integrations with Google’s cloud-based Kubernetes service. Meanwhile, Cisco’s partnership with Google is not exclusive, so it will also help customers manage connections with other public cloud providers. As @VMware partners with @AWS, @Google and @IBM, Cisco seems like it felt a need to buddy up with a public cloud provider, and chose to do so with Google. Further clarification of exactly what will come from this partnership, and Cisco’s overall cloud strategy, could come in 2018.

https://www.networkworld.com/article/3238547/lan-wan/what-to-expect-from-cisco-in-2018.html

VMware's Top Line Growth To Be Helped By Improving Margins

#VMware is scheduled to announce its Q3 fiscal 2018 earnings on Thursday, November 30. The virtualization and cloud computing provider has demonstrating strength in its business this year, with fast-growing segments such as network virtualization, #hybridcloud, #hyperconverged software and #vSAN driving growth. @VMware’s license business and services business have both grown at a steady pace this year – a trend consistent with recent years. We have a $91 price estimate for VMware’s stock, which is around 20% lower than the current market price. VMware’s stock price has increased by 40% in the second half half of the year following a strong set of recent results and solid guidance for future quarters. Guidance For Q3’18 & FY 2018 After a successful first half, VMware’s management has given positive guidance for the third quarter and full fiscal year. Third quarter revenues are expected to be around 12% higher at just under $2 billion, with full year revenues expected to rise 10% to $7.8 billion. Similarly, its operating profit margin is expected to continue to improve through the year due to disciplined expense management.

https://www.forbes.com/sites/greatspeculations/2017/11/29/vmwares-top-line-growth-to-be-helped-by-improving-margins/#3bebd8c4583a

ExaGrid Voted “Hyper-converged Backup and Recovery Product of the Year” in 2017 SVC Awards

WESTBOROUGH, Mass.--(BUSINESS WIRE)--#ExaGrid®, a leading provider of #hyperconverged #secondarystorage ( #HCSS) for #backup with #data #deduplication, today announced that its EX series of appliances has been honored by SVC with its 2017 Hyper-converged Backup and Recovery Product of the Year award. Winners were announced at the SVC Awards Gala Ceremony on November 23 in London, UK. “We are honored to have been chosen as the 2017 SVC Hyper-converged Backup and Recovery Product of the Year” Tweet this The SVC Awards recognize the products, projects and services – as well as honor companies and teams – operating with excellence in the cloud, virtualization, and storage sectors. The SVC Awards also recognize the achievements of end users, channel partners, and vendors. The ExaGrid EX series of appliances is a hyper-converged secondary storage system for backup that revolutionizes how organizations back up and protect data. ExaGrid’s scale-out backup storage systems deduplicate and store data from over 25 industry-leading backup software applications. ExaGrid’s backup storage appliances have been architected from the ground up specifically for backup storage to address today’s demanding backup requirements and are optimized for superior backup and recovery performance for both physical and virtual IT environments. “We are honored to have been chosen as the 2017 SVC Hyper-converged Backup and Recovery Product of the Year,” said Bill Andrews, CEO of ExaGrid. “We believe it reflects ExaGrid’s position as the premier hyper-converged secondary storage solution for backup that as part of its very architecture solves the myriad of performance challenges inherent to deduplication for backups, restores, and VM boots. ExaGrid’s unique landing zone and scale-out backup storage is 3 times faster for ingest and over 20 times faster for restores and VM boots than its closest competitor. In addition, ExaGrid is the only solution that provides a fixed-length backup window as data grows. With ExaGrid, IT can have the fastest backups, restores, and VM boots; a fixed-length backup window; and the ability to easily scale their systems, so they simply buy what they need as they need it, all at the lowest cost up front and over time. ExaGrid eliminates forklift upgrades and product obsolescence.” According to Jason Holloway, Director of IT Publishing at Angel Business Communications, publishers of the Digitalisation World stable of titles, “Nominations for the SVC Awards 2017 were of very high quality and there was also a significant increase in the numbers of votes cast. The SVC Awards recognize the users, manufacturers and suppliers operating in the storage, virtualization and cloud sectors and are voted for by the readers of our wide range of print and online publications. All finalists did well in reaching the high standard shortlist, but ExaGrid was the clear winner in its category.” ExaGrid’s EX40000E is the largest in the company’s product line and scales from a 40TB full backup up to a 1PB full backup by combining 25 EX40000Es in a single scale-out system. The ingest rate of a full single system is 200TB/hr., which is 3 times the ingest performance of the EMC Data Domain 9800 with DD Boost. ExaGrid’s unique landing zone not only allows for the fastest backups but also for the fastest restores and VM boots as ExaGrid maintains the most recent backup in its full undeduplicated form. ExaGrid is the only vendor that adds compute with capacity versus just adding disk shelves. This scale-out approach allows for performance to be added along with capacity growth, which provides for a fixed-length backup window as data grows.

Pure Storage reports 3Q loss

MOUNTAIN VIEW, Calif. (AP) _ #PureStorage Inc. ( #PSTG ) on Tuesday reported a loss of $41.6 million in its fiscal third quarter. The Mountain View, California-based company said it had a loss of 20 cents per share. Losses, adjusted for stock option expense and non-recurring costs, came to 1 cent per share. The results surpassed Wall Street expectations. The average estimate of eight analysts surveyed by Zacks Investment Research was for a loss of 3 cents per share. The data storage company posted revenue of $277.7 million in the period, also surpassing Street forecasts. Five analysts surveyed by Zacks expected $271.9 million. For the current quarter ending in January, @PureStorage said it expects revenue in the range of $327 million to $335 million. The company expects full-year revenue in the range of $1.01 billion to $1.02 billion. Pure Storage shares have increased 68 percent since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $19.02, a rise of 35 percent in the last 12 months.

https://finance.yahoo.com/news/pure-storage-reports-3q-loss-212202289.html

Find Out Current Status of Hadoop-as-a-Service Market by Manufacturers, Type and Application, Forecast to 2022

Hadoop is a provisioning model offered to organizations seeking to incorporate a hosted implementation of the #Hadoop platform. @Apache Hadoop is an open-source software platform that uses the @MapReduce technology to perform distributed computations on various hardware servers. Hadoop-as-a-service ( #HDaaS ) providers offer #HadoopPaaS, which enables technical experts of enterprises to perform various operations including #bigdata #analytics, #bigdata management, and big data storage in a cloud. top players in global market, like @Amazon Web Services @Microsoft @IBM @EMC Corp @Altiscale   Vendors provide the HDaaS platform as a web-based subscription service on a pay-per-use basis. The platform eliminates the need for any on-premise hardware; it abstracts the Hadoop architecture and supporting applications into a single cloud-based offering. The HDaaS platform enables enterprises to use the Hadoop technology in a cost-effective manner, while ensuring minimal time consumption. Market Highlights: Hadoop has become a leading platform for big data analytics today. Hadoop-based applications are used by enterprises which require real-time analytics from data such as video, audio, email, machine generated data from a multitude of sensors and data from external sources such as social media and the internet. Hadoop-as-a-service enables technical experts of organizations to perform several operations which include big data management, big data analytics and big data storage in a cloud. The Hadoop-as-a-Service platform enables organizations to use Hadoop technology in a highly cost-effective manner, along with ensuring minimal consumption of time. Hadoop-as-a-service is being widely accepted across various industries including IT, banking, manufacturing and telecommunication among others. One of the emerging trends in this market is the increased adoption of Hadoop-as-a-Service by small and medium enterprises (SMEs). In fact, SMEs have been among the earliest adopters of this technology and cloud computing, as this end-user segment is already conversant with the benefits associated with cloud computing. Owing to this, the Hadoop-as-a-Service providers are looking to capitalize on the increase in demand of this technology from the SME segment. Download Sample Copy @ https://www.precisemarketreports.com/report/sample/pmr-98890 Key Players: This report studies the global Hadoop-as-a-Service (HaaS) market, analyzes and researches the Hadoop-as-a-Service (HaaS) development status and forecast in United States, EU, Japan, China, India and Southeast Asia. This report focuses on the Highlights of the report: A complete backdrop analysis, which includes an assessment of the market Important changes in market dynamics Market segmentation up to the second or third level Historical, current, and projected size of the market from the standpoint of both value and volume Reporting and evaluation of recent industry developments Market shares and strategies of key players Emerging niche segments and regional markets An objective assessment of the trajectory of the market Recommendations to companies for strengthening their foothold in the market

http://www.satprnews.com/2017/11/29/find-out-current-status-of-hadoop-as-a-service-market-by-manufacturers-type-and-application-forecast-to-2022/

Next-Generation Memory Market Worth 9.68 Billion USD by 2023

According to the new market research report "Next-Generation Memory Market by Technology (Volatile (HMC and HBM), and Nonvolatile (MRAM, FRAM, RERAM, 3D XPoint, NRAM)), Wafer Size (200 mm, 300 mm, and 450 mm), Application, and Geography - Global Forecast to 2023", published by MarketsandMarkets™, the market is expected to reach from 2.35 Billion in 2017 to USD 9.68 Billion by 2023, at a CAGR of 26.54% between 2017 and 2023. The NGM market has a huge potential across various applications, such as consumer electronics, enterprise storage, and industrial. The major factor driving the NGM market across the world is the big data demand for increasing demand for enterprise storage applications. The need for high bandwidth, low power consumption, and highly scalable memory device for technologies such as artificial intelligence (AI), Internet of Things (IoT), and Big Data is also driving the NGM market.      (Logo: http://photos.prnewswire.com/prnh/20160303/792302 ) Browse 70 Market Data Tables and 49 Figures spread through 173 Pages and in-depth TOC on "Next-Generation Memory Market - Global Forecast to 2023" https://www.marketsandmarkets.com/Market-Reports/Memristor-Memory-Market-632.html Early buyers will receive 10% customization on this report  Market for nonvolatile memory held larger share of NGM market in 2016  The market for nonvolatile memory held a larger share of the NGM market in 2016. Nonvolatile memories, such as ReRAM, STT-MRAM, and 3D XPoint, offer better speed and improved performance compared to volatile memory, such as DRAM and SRAM, along with the higher storage densities. NGM market for consumer electronics application expected to grow at highest CAGR between 2017 and 2023  The NGM market for the consumer electronics application is expected to grow at the highest CAGR between 2017 and 2023. The emerging memory technologies are mostly driven by connected and wearable devices. Smartphones, digital cameras, gaming devices, and other consumer electronics devices also need memory technologies in bulk. With the growing consumer electronics market, the demand for emerging memory technologies is also expected to increase. Download PDF Brochure : https://www.marketsandmarkets.com/pdfdownload.asp?id=632 NGM market for 450 mm wafer expected to grow at highest CAGR between 2017 and 2023  450 mm wafer fabs can accommodate more dice per wafer leading to the more storage capacity than that of 300 mm wafer fabs. Additionally, with the increasing wafer cost and feature dimensions, 450 mm wafers would be the most preferred choice for the next-generation memory technologies. APAC leads NGM market in terms of market size  APAC is currently leading the NGM market and is projected to be in a leading position for the next few years owing to the high adoption of NGM. The major drivers for the rapid growth of the NGM market in APAC are the growing number of data centers and servers, increasing shipments of network equipment, and increasing number of manufacturing activities in the enterprise storage and consumer electronics sectors Inquiry Before Buy @ https://www.marketsandmarkets.com/Enquiry_Before_Buying.asp?id=632 The NGM ecosystem comprises the companies such as #Samsung (South Korea), #Toshiba (Japan), #Micron (US), Intel (US), #WesternDigital (US), #SKHynix (South Korea), #Fujitsu (Japan), #Everspin (US), #Adesto (US), #Microchip (US), #Avalanche (US), #Cypress (US), #IBM (US), #NXPSemiconductor (Netherlands), #Opensilicon (US), #Rambus (US), #SpinTransfer Technologies (US), #TexasInstruments (US), #Viking (US), and #4DSMemory (Australia). The companies profiled also cover the following key innovators: #Crossbar (US), #Nantero (US), #Kilopass (US), and #Sidense (Canada). Browse Related Reports  Solid State Drive (SSD) Market by Form Factor (2.5", 3.5", M.2, U.2/SFF 8639, FHHL/HHHL), Interface (SATA, SAS, PCIe), Technology (SLC, MLC, TLC), End-user (Enterprise, Client, Industrial, Automotive), and Geography - Global Forecast to 2023 https://www.marketsandmarkets.com/Market-Reports/solid-state-drives-market-75076578.html Non-Volatile Memory Market by Type (Flash (NAND, NOR), EEPROM, NVSRAM, Embedded, EPROM, 3D NAND, MRAM/STTMRAM, FRAM, RERAM/CBRAM, 3D XPOINT, NRAM), End-User Industry, and Geography - Global Forecast to 2022 https://www.marketsandmarkets.com/Market-Reports/non-volatile-memory-market-1371262.html Subscribe Reports from Electronics and Semiconductors @ http://www.marketsandmarkets.com/Knowledgestore.asp About MarketsandMarkets™   MarketsandMarkets™ provides quantified B2B research on 30,000 high growth niche opportunities/threats which will impact 70% to 80% of worldwide companies' revenues. Currently servicing 5000 customers worldwide including 80% of global Fortune 1000 companies as clients. Almost 75,000 top officers across eight industries worldwide approach MarketsandMarkets™ for their painpoints around revenues decisions. Our 850 fulltime analyst and SMEs at MarketsandMarkets™ are tracking global high growth markets following the "Growth Engagement Model - GEM". The GEM aims at proactive collaboration with the clients to identify new opportunities, identify most important customers, write "Attack, avoid and defend" strategies, identify sources of incremental revenues for both the company and its competitors. MarketsandMarkets™ now coming up with 1,500 MicroQuadrants (Positioning top players across leaders, emerging companies, innovators, strategic players) annually in high growth emerging segments. MarketsandMarkets™ is determined to benefit more than 10,000 companies this year for their revenue planning and help them take their innovations/disruptions early to the market by providing them research ahead of the curve. MarketsandMarkets's flagship competitive intelligence and market research platform, "RT" connects over 200,000 markets and entire value chains for deeper understanding of the unmet insights along with market sizing and forecasts of niche markets.

https://www.prnewswire.com/news-releases/next-generation-memory-market-worth-968-billion-usd-by-2023-660514553.html

NetApp: The Anatomy Of A Successful Turnaround

Summary #NetApp reported the results of its fiscal Q2 about 2 weeks ago. The results were a substantial upside in terms of revenues, margins and operating cash flow. Guidance was raised as well. While @NetApp shares performed strongly in the wake of the earnings release and they have been a strong performer for most of this year, valuations remain at very reasonable levels. Guidance appears to be at quite modest levels, leaving substantial room for over-attainment. And many analysts have yet to catch up with the changing environment in the enterprise storage space. NetApp: Where does it go from here? Thanksgiving is a great holiday for many of us. Lots of wonderful food and family. When else is it possible to enjoy scalloped oysters without guilt. Or other old-style comfort foods that I still enjoy such as tomato dumplings and coconut cake. The stock market is open most of the time, but somehow the price action is sort of buffered for many as we concentrate on football and on that proverbial nap after a huge meal and some festive bottles of wine. And this year, for many investors in tech, and I am one of those, this is a year for which there is much to give thanks. NetApp (NTAP) is a holding of mine, and has been so for some time now, and it is a holding for which I'm pleased to give thanks. The company has recorded several quarters of strong operational performance and the shares have responded. Year-to-date, the shares have appreciated by 57% which might leave some investors wondering what’s next for this old-line storage vendor with a new face. The shares have not been this high since the tech bubble of 2000. There are some authors on this site who feel the shares are due for a pull-back. That viewpoint is certainly understandable given the sharp price spike seen both in the wake of the earnings release and the overall rally in tech. But I really look at the fundamentals of the business, the relative valuation and the business momentum. Those elements continue to be under-appreciated at NetApp and hence I continue to think both owning positions and starting new ones is fully justified. Because earnings and cash flow from operations are rising so rapidly, it is not entirely apparent that NetApp shares are more highly valued than they were before they began their run. While earnings estimates have risen to some extent, the level of earnings revision seems to me to be substantially below what might be reasonable, given the trends in the storage space and at this particular company. I feel, as I will explain throughout the foregoing article, that NTAP shares still have much to give. Earnings estimates remain too low. Growth expectations have yet to really adjust to the reality of the company’s pivot. Investors are still mesmerized by the impact the cloud has had on the storage market. The company reported the results of its fiscal Q2 in the middle of this month. The results showed strong progress absolutely and were noticeably high than the prior consensus. In addition, the company offered guidance that was basically higher than the prior consensus expectations. The operational performance was good enough to induce one analyst upgrade, although another well known analyst had upgraded the shares two notches before earnings. That said, NetApp shares simply do not get the attention they might based on the consensus First Call rating which is stuck between buy and hold. And that is logical given the very modest expectations that many analysts still have for this recrudescent growth story. On average, analyst expectations are for just 5% top-line growth this year followed by 4% next year. To be straightforward about the subject, that kind of progression, coupled with the results posted this past quarter, is more or less absurd. The models of many of the analysts that make up the consensus may add up mathematically, but they are a contortion of logical sense. I will discuss some substantiation for that statement later in this article, but part of the case for suggesting that the shares remain a buy is that there are still so many myopic analysts, and presumably portfolio managers as well, who have yet to take time to smell this delicious blend of rising growth, improving profitability and strong cash flow. NetApp’s days as a momentum growth company seem to be in its past. But it certainly has the chance to return to high single-digit top line growth with steady improvements in margins. Advertisement  Just as an example of extreme myopia, the Morgan Stanley analyst who has rated NetApp as a hold during the entire period of its growth pivot continued on that track with a research report best characterized as “know nothing, learn nothing.” It is as though the operational performance of NetApp these past 12 months simply never happened. The issue for the analyst is that, “as competitors regain footing post acquisitions and storage continues to migrate to the cloud, NetApp’s over-performance will come to an end.” But the analyst went on to write that this consummation has now been pushed back by six months or so, more or less leaving her readers with no real actionable advice - although with a $41 price target, a sell rather than a hold recommendation would seem called for. Interestingly, as recently as September, this analyst claimed that Dell was taking market share from NetApp. Maybe not the worst call of the year - but certainly a difficult position to defend after these numbers. Most of the balance of this article will focus on evaluating on how this company stacks up competitively and the article will, at the least, try to project how the market for external storage might evolve in the context of the cloud. That said, it seems to me at this point, that the idea that NetApp’s success is a function of the difficulties and unwieldiness of the Dell/EMC combination, is simply not a sustainable thesis. And while it is true that the days of external storage resuming a pattern of material growth, there is plenty of evidence as well, that the storage market is returning to equilibrium, with demand being driven by the adoption of a hybrid cloud paradigm for a preponderance of workloads. The latest published data suggest that the enterprise storage market grew by 3% last quarter and that the growth trend has been positive. According to the IDC analysis linked here, there are various sub-segments of the market growing far more rapidly, while some segments of the storage market are shrinking. Part of NetApp’s recent success is that its pivot over the past couple of years has left it with higher market share and market share momentum in the growth components of the storage space. The company, which has a share of but 6.4% overall, is not totally at the mercy of the overall market growth rate for the storage market. While it seems likely that the shrinkage of Hewlett Packard (HPE) and Dell within the storage market will abate in whole or in part (Dell actually recorded negative 27% growth in its latest quarter in the storage space according to the IDC statistics), the core of NetApp’s success has been primarily a function of its successful pivot to providing users with a reliable and cost-effective product in the all-flash space. Flash, according to IDC, grew by 38% last quarter, and NetApp reported that its flash storage revenues grew by 58%. I think that NetApp will continue to take share in the flash market as has been the case for at least 18 months based on a set of advantages that have not diminished over that time. Some of the more salient elements of the NetApp quarter As mentioned earlier in this article, NetApp’s revenues grew by 6% in this latest quarter. Perhaps of equal significance, hardware revenues continued to climb at double-digit rates, and were up by 14% in constant currency. That result was, as indicated, mainly a function of the growth of all-flash arrays which grew by 58% on an annualized basis. At this point, with NetApp revenues of all-flash arrays running at $1.7 billion on an annualized basis, it seems clear that the success NetApp is enjoying is far beyond simply replacing the storage of its installed base customers. NetApp has a 13% market share for external storage, a category that's indeed still shrinking, but it has a 30% share of the all flash market, a category still growing rapidly. All-Flash is now 26% of total external storage revenues for the market as a whole, but it is 61% of NetApp’s storage revenues. One doesn’t have to go much further than those specific numbers to understand the reasons for NetApp’s performance…and there's absolutely no signs that the trends highlighted above are likely to abate any time soon. Importantly, while software and maintenance revenues still declined by 2% year on year, they showed a 2% sequential increase for the quarter. One of the major growth drivers to expect going forward is that the service revenue headwind will abate and start to reverse in coming quarters, and perhaps sooner than has currently been forecast by the CFO in the latest conference call. The company reported that its non-GAAP EPS for the quarter was $.81, which compared to a prior expectation for the period of $.68. The company had strong operating cash flows during the quarter. The substantial increase in cash flow during the quarter was driven by a 60% growth in GAAP net income, balance sheet items, and an improvement in the deferred revenue metric. That improvement (actually a decline in the net change of deferred revenues) is likely to be a harbinger of strong cash flow growth in future periods. Of equal importance, at least to me, is that the company saw a decline in stock based comp expense of a noticeable amount. Stock based comp fell from 32% of cash flow from operations to just 12%, emphasizing just how strong the trends in CFFO really were this past quarter. The company showed significant improvements in margins in just about every category. The foregoing results are all based on GAAP. Product gross margins increased from 47% to 50.6% year on year. Some of this is probably a function of the apparent turn in the cost of NAND which has been an issue for many hardware vendors for several quarters. Services margins went from 67% to 70%. Operating expense metrics also trended lower and total GAAP operating expenses fell from 51% of revenues to 48% of revenues. Overall, GAAP operating income rose from 10.5% of revenues last year to 15.4% of revenues, a significant attainment that was not really anticipated. The company’s guidance, again considered carefully, is more than may have met the eye and certainly more than is embedded in consensus estimates. The company is specifically forecasting that "despite our over-attainment in Q2, we will still show increasing percentage growth with at least normal seasonality for the balance of this current fiscal year. The consensus revenue forecast doesn’t reflect that “optimism” - it actually seems to go the other way and reflects little of normal Q4 seasonality which historically has been quite strong for this company. With expense constraints still much in evidence, with component costs starting to decline, or at least no longer increasing rapidly and with revenue growth showing at least seasonal patterns, the odds seem very much that this company will be able to surpass both its own earnings guidance and the current consensus for the balance of the year. With rising cash flow, and substantial cash balances, the backdrop for more rapid share repurchase and a further dividend increase seem firmly in place. The why behind the what - or why can NetApp improve on growth rate expectations Since George Kurian became CEO of this company, replacing a leadership team that had been heavily weighted toward men with a field sales background, the emphasis of this company has been on building a differentiated product portfolio. The core technology differentiator for NetApp is what it calls its Data Fabric set of solutions. I'm not going to attempt to analyze why Data Fabric has proven to be a strong factor for NetApp in its competitive positioning. The paradigm for which the solution was designed was that of enabling hybrid cloud deployment. It is said to offer best in class cloud connectivity with performance and efficiency benefits. It is really all about creating an environment that's optimized for hybrid cloud deployments. Data Fabric, includes ONTAP 9.3, long a mainstay of the NetApp product portfolio, and which currently offers performance guarantees and deduplication efficiency. These days, NetApp offers a guarantee that customers will achieve workload-specific capacity savings or NetApp will make up the difference. ONTAP 9.3 also offers enhanced security and compliance capabilities. In times past, NetApp was late to the party in terms of adopting significant technology trends. At least in so far as is visible to this writer, those days at NetApp are gone. The company is adopting NVMe technology as fast as it is feasible for it to do so The company now is using NVMe in several of its offerings. While Pure (PTSG) will undoubtedly declare victory regarding its deployments of NVMe when it reports its results later today, NetApp certainly appears to be keeping pace with that technology. Investors should want to know some of the details about what's happening in the storage market. Here is a quote pretty much on that point by the CEO. “This quarter, we saw more than two competitive displacements per day, which is up substantially from the numbers we reported last quarter. The majority of our flash footprint is net new wallet share in customers at the expense of legacy frame SAN arrays from our competitors like HP, IBM, and EMC. We still see substantial room to run…We have several world-record performance benchmarks, a deeply differentiated software portfolio and we continue to see strong momentum going forward.” Of course that was a commercial, but the fact is that commercials can contain elements of fact as well as spin. It seems straightforward to suggest that NetApp continues to displace its rivals in the storage world because it has solutions that are quantitatively superior to those of the major competitors. Yes, sales execution is part of the paradigm in storage, as it is in other areas of IT, but consistent growth at scale well greater than the actual growth of the market can only be explained by providing customers and potential customers a better overall experience in their use of a NetApp solution at an attractive price. The company also has started to offer a true HCI solution. Just how it compares to the solutions being offered by other vendors in this space is a bit early to determine. But the HCI trend is so strong and pervasive that there is room for several vendors. Will NetApp compete effectively with Nutanix (NTNX)? The answer is unknowable except as speculation at this point. Mr. Kurian described business momentum for the HCI platform as exceeding expectation and it seems reasonable to anticipate that one of the upside demand drivers for NetApp will be this platform. As the technology was only introduced last month, it is likely that a clear picture of what is being offered, the parameters of demand for the offering and the competitive capabilities vis-à-vis Dell, VMW (VMW) and Nutanix will only emerge within the next 2-3 quarters. Valuation Has the spike in NetApp shares taken them to an unreasonable valuation? As I have been at pains to point out, NetApp’s earnings and growth expectations have increased noticeably over the course of the current fiscal year. And the details of the guidance suggest, at least to this writer, that upward revisions to both revenue and earnings expectations have further to go. Using 275 million shares outstanding, a number which is likely to decline through the course of the next 12 months due to share buybacks and reduced levels of stock based comp, NetApp has a current market capitalization of about $15.4 billion. The company currently has net cash of about $3 billion, leaving an enterprise value of $12.4 billion. Revenues for the next 12 months are expected to be about $5.8 billion based on the current First Call consensus. So, the EV/S is 2.1X. NetApp is a hardware company, to be sure, and valuations of most IT hardware vendors are quite constrained. That said, an EV/S of 2.1X, given the improving growth outlook for this company, suggests a need for re-rating given the metrics for somewhat comparable vendors. Attempting to compare valuation for this company, to companies not growing or in most cases shrinking, really doesn't make much sense. Based on the current published consensus, NetApp is forecast to have EPS of about $3.60 for the coming four quarters. Given the specifics of the guidance and management commentary, that is an estimate that seems to reflect expectations that are below trends of the recent past. According to its management, NetApp is supposed to achieve faster percentage growth in the coming quarters than in the past two quarters. Gross margins are supposed to increase and opex levels are expected to be maintained in absolute dollars. All of that is going to push EPS substantially for the balance of the fiscal year and into fiscal 2019. The CFO projected that operating margins this year would reach 20%. With forward 12 month revenues likely to be around $6 billion, that would produce operating income of $1.2 billion. Accruing a 20% tax rate (the current rate the company has been using) and using a weighted average share count of 271 million for the fiscal year as a whole, would produce EPS for the current fiscal year of $3.53 which is about $.20 above the current published consensus forecast. Looking at the forward 12 months in EPS, I think a more reasonable expectation, considering normal seasonality in which Q4 produces the strongest results of the year, is at or above EPS of $4.00. That yields a forward P/E of about 14X, very reasonable in the context of current valuations and of considerably higher earnings quality than peers given the modest use of stock based comp. This past quarter, net stock based comp was 15% of reported non-GAAP net income. That compares to a ratio of 29% the prior year. The company accrued taxes at a 20% rate which is up from a 17% rate accrued the prior year and is consistent with the rate accrued in Q1. As mentioned, cash flow growth at NetApp was quite strong this past quarter. The company has guided to free cash flow to be in the range of 19%-21% of revenues. Clearly, balance sheet factors are significant in estimating cash flow, and they were quite favorable last quarter. There can be, at least in the short term, negative correlations between operating cash flow and faster revenue growth and that could happen over the balance of the fiscal year. But at 21% of revenues, free cash flow this current fiscal year is forecast to be $1.23 billion. Looking at a forward 12-month estimate, free cash flow is likely to continue to grow, particularly as deferred revenue growth resumes due to the strong performance of current product revenues. (Deferred revenues are mainly a product of 12 month billings on installed hardware. As growth in hardware revenue has accelerated, growth in deferred revenue will resume shortly.) I think it is reasonable to anticipate that free cash flow on a forward 12-month basis will be around $1.35 billion which produces an expected free cash flow yield of 10.9%. It is rare to see a free cash flow yield at that level for any IT vendor, let alone an IT vendor showing accelerated growth and improving profitability. As mentioned earlier, free cash flows at these levels will likely lead to accelerated share repurchase - currently running at around $600 million on an annual basis. Higher dividends also are reasonable to anticipate as current dividends of $.80/share represent a payout ratio of just 23%, substantially below the historical payout ratio. Has the spike in share prices carried NetApp valuation to an unreasonable level? That doesn’t appear to be the case. In fact, it might be said that the gains in operational performance are still outpacing the increase in the share price. I have expressed my appreciation for the company’s share price performance earlier in this article. But I expect I will have reason to give thanks yet again over the coming quarters. I expect growth rate expectations to pivot at some point. And while the company may choose to constrain margins to achieve higher growth rates, that is not an invidious trade-off. NetApp shares at this point are essentially at consensus price targets, a sign of the myopia of many of the analysts who cover this name. But price targets, like everything else, are subject to modification and my thesis of faster growth, if confirmed as I expect, will most surely lead to growth in valuation metrics. I think that the shares offer plenty of positive alpha ahead, although perhaps not at the percentage level that has been most recently achieved.

https://seekingalpha.com/article/4128137-netapp-anatomy-successful-turnaround

Cloudian Announces Reseller Agreement with Hewlett Packard Enterprise

SAN MATEO, Calif., Nov. 29, 2017 (GLOBE NEWSWIRE) -- #Cloudian, the innovation leader in enterprise #objectstorage systems, announced today that #HewlettPackardEnterprise will resell @Cloudian #HyperStore software in the EMEA region through its #Pointnext services business. #HPE customers now have new options for infinitely scalable storage solutions that leverage their HPE servers, storage, and networking investments. This agreement gives HPE customers access to a Cloudian’s enterprise-class storage software through a single purchase order. Cloudian software runs on industry-standard hardware including HPE Apollo and Proliant servers, creating limitlessly scalable storage solutions for enterprise data consolidation on HPE systems. Cloudian object storage software offers a 100% native S3 API that provides industry-leading interoperability, making it the ideal complement for enterprise software that employs the S3 interface. Use case examples for the HPE/Cloudian solution include data protection, active archive for media and entertainment, healthcare imaging, digital surveillance, storage-as-a-service, and artificial intelligence/machine learning applications. “We are thrilled to expand our relationship at HPE in response to the strong demand for Cloudian/HPE solutions,” said Fred Smith, vice president of OEM sales and corporate development at Cloudian. “With the ability to deploy Cloudian software on the HPE servers they rely on today, HPE customers have new options to meet today’s unprecedented data storage challenges.” “Our customers in EMEA are eager to find effective and economical solutions to consolidate, protect and manage their business data,” said Lorenzo De Amici, Worldwide Service Portfolio Manager at HPE. “Our relationship with Cloudian gives HPE customers new options for scalable enterprise storage solutions that capitalize on their existing investments in networking and server technologies.”

https://globenewswire.com/news-release/2017/11/29/1210247/0/en/Cloudian-Announces-Reseller-Agreement-with-Hewlett-Packard-Enterprise.html

Toshiba Launches New Video Surveillance HDDs

The market for #videosurveillance solutions is growing by leaps and bounds as both governments and businesses keep a sharper eye on their facilities and the people surrounding them. #Toshiba 's answer to this growing demand for video storage is its new line of 3.5-inch, 7,200 RPM hard disk drives (HDDs) that top out at 10 terabytes (TB). Designed for 24/7 video capture and streaming applications, the hard drive maker is betting that its new MD06ACA-V series SATA drives will soon land in surveillance network video recorders (NVR), surveillance digital video recorders (SDVR) and hybrid SDVR implementations. Compared to their predecessors (MD04ABA-V series), the new drives support sustained transfer rates of up to 237 megabytes (MB) per second, a 58 percent increase, and up to 64 high-definition camera streams. In addition to the 10TB model, Toshiba's MD06ACA-V series HDDs are available in 6TB and 8TB sizes. "Our third generation surveillance HDD line-up provides the capacity, performance and reliability needed for today's higher resolution surveillance video streams and longer content retention requirements," said Scott Wright, director of HDD Product Marketing at Toshiba America Electronic Components, in a Nov. 27 announcement. "The new Toshiba models include RV [rotational vibration] compensation technology for optimal performance in multi-bay configurations, and provide excellent reliability with a mean time to failure of one million hours utilizing a conventional mechanical design." Toshiba isn't the only hard drive vendor targeting the space. In October, Seagate unveiled its SkyHawk AI HDD, made specifically for video surveillance systems that use artificial intelligence (AI) to analyze the footage they capture. Available in 8TB and 10TB capacities, the drives ship with the company's ImagePerfect AI firmware, which promises steady NVR video capture without dropping frames "while simultaneously facilitating AI-enabled NVR analytics," claimed Seagate. The new HDDs arrive amid a boom in the market for video surveillance systems. Increased demand for more automated and intelligent physical security solutions will drive over $6.4 billion in spending on video surveillance solutions in the U.S. until 2023, predicted Frost & Sullivan. American municipalities, retail stores, critical infrastructure sites and commercial facilities are all snapping up equipment and services that help security personnel detect and respond to potential incidents faster. Dropping prices on video storage hardware and surveillance cameras are boosting the market, noted the market research and consulting firm. The advent of intelligent video analytics and cloud-enabled solutions is also driving demand.

http://mobile.enterprisestorageforum.com/storage-hardware/toshiba-launches-new-video-surveillance-hdds.html

Supermicro Introduces Next-Generation Storage Form Factor with New Intel "Ruler" All-Flash NVMe 1U Server and JBOF

SAN JOSE, Calif., Nov. 28, 2017 /PRNewswire/ -- #SuperMicro Computer, Inc. (NASDAQ: SMCI), a global leader in #enterprisecomputing, #storage, #networking solutions and #greencomputing technology, today announced availability of a new all-flash #NVMe™ (Non-Volatile Memory Express) 1U JBOF (Just a Bunch Of Flash) and 1U #SuperServer with support for 32 hot-swap Intel "Ruler" form factor NVMe SSDs. Supermicro first with 1U all-flash NVMe solution optimized for new Intel “Ruler” form factor SSDs With a total of 32 hot-swap "Ruler" NVMe drives in a 1U system, @Supermicro 's new NVMe solution will provide all-NVMe capacity at petabyte scale in 1U of rack space as the company supports 256TB per system today and will support 512TB and then 1PB per system in the near future. NVMe technology was developed to unleash the best possible latency and provide faster CPU to data storage performance for advanced computing. Optimized for the new Intel® "Ruler" form factor, the new Supermicro system provides a more thermally optimized high-density, high-performance all-flash storage solution compared to previous all-flash storage technologies. "With Supermicro 3.0, our enterprise customers benefit from the industry's broadest selection of first-to-market server and storage solutions with global reach, premium quality, RAS security, rack scale management and global services.  Our new all-flash 32 hot-swap Ruler drives in a high-density 1U system design is the latest example of how Supermicro continues to lead the way for NVMe technology," said Charles Liang, President and CEO of Supermicro.  "With more than triple the all-flash storage density of previous 1U solutions, this Supermicro system will take us to Petabyte scale in a single 1U system in the near future.  This new JBOF supports flexible configurations with up to twelve hosts or head nodes and extremely high data transfer throughput up to 64GB per second." The new 1U all-NVMe Storage Server and JBOF disaggregate storage into shared pools that are rapidly becoming the preferred hardware infrastructure for demanding Big Data analytics applications such as autonomous driving and real-time financial fraud detection.  Up to 12 hosts can be directly connected to the 1U pooled NVMe storage.  Alternatively, for customers who want to deploy an NVMe over Fabric (NVMeoF) solution, hundreds of hosts can be connected to the pooled high-performance NVMe storage over Ethernet. Supermicro 1U all-NVMe Storage Servers and JBOF solutions help maximize high-performance storage resource utilization and reduce the datacenter footprint resulting in lower TCO.      Supermicro's new all-flash 32 drive NVMe 1U system supports not only Intel "ruler" form factor SSDs, but also standard U.2 SSDs to offer customers greater storage flexibility.  This 1U system will support a half petabyte of NVMe storage capacity this year and a full petabyte early next year.  The system comes standard with redundant hot-swap cooling fans and power supplies along with tool-less drive trays for increased serviceability and redundancy. For accessibility, the solution supports remote system on/off and system management as well as remote power cycling for each individual drive.  For more information on this new JBOF, please go to: https://www.supermicro.com/products/system/1U/136/SSG-136R-NR32JBF.cfm This innovative high-end all-flash 1U system is the newest addition to Supermicro's extensive portfolio of industry leading storage servers and JBOD product lines.  With 2U, 3U and 4U offerings that include all-flash NVMe, Simply Double, double-sided and top-loading options with SAS3 RAID or HBA controllers, Supermicro provides the industry's broadest selection of storage products to meet today's stringent customer requirements

https://www.prnewswire.com/news-releases/supermicro-introduces-next-generation-storage-form-factor-with-new-intel-ruler-all-flash-nvme-1u-server-and-jbof-300562353.html

Dell EMC’s power boost moves HPC from back alley to main street

#DellEMC ’s recent announcement of a significant boost for its #PowerEdge #C4140 server is a nod towards increased customer demand for #highperformancecomputing in a growing number of fields. It’s not just for high profile research projects anymore. #HPC is expanding into the airline industry and financial services world as new applications, such as machine learning, become more widely adopted. “It was what I call being in the back alleys of research and development,” said @Ravi Pendekanti (pictured), senior vice president of product management, Server Platforms, at Dell EMC. “We’re at a time in our journey towards helping humanity in a bigger way that HPC has found its way into almost every single mainstream industry you can think of.” Pendekanti paid a visit to theCUBE, SiliconANGLE Media’s mobile livestreaming studio, and spoke with host Jeff Frick (@JeffFrick) at Supercomputing 2017 in Denver, Colorado. They discussed evolving new use cases for HPC and future advances in computing acceleration over the next year. (* Disclosure below.) More industries join HPC bandwagon Credit card companies, such as MasterCard Inc., are using HPC to find faster and more powerful ways to bolster security and detect fraud. Airlines have approached Dell EMC seeking ways to gather and process all of the data generated from every aircraft flight, according to Pendekanti. And with the coming holidays, retailers are evaluating new approaches to ensure a successful selling season. “A lot of our customers are looking at how to come up with the right schema to ensure they can stock the right product so that it is available for everyone at the right time,” Pendekanti said. Dell EMC’s beefed-up PowerEdge, with two Xeon processors and four Nvidia Tesla GPUs, is expected to help customers deploy a range of new solutions, especially when it comes to deep learning. The company apparently also has plans to boost PowerEdge acceleration even further in the coming year. “The goal behind what we are doing at Dell EMC is to remove the guesswork so that our customers can spend their time deploying the solution,” Pendekanti said. “Do anticipate that there will be a lot more accelerated technology packed into [PowerEdge].”

https://siliconangle.com/blog/2017/11/28/dell-emcs-power-boost-moves-hpc-from-back-alley-to-main-street-sc17/

Dell EMC Names New Global Channels Boss to Replace Byrne

#DellEMC ‘s @Joyce Mullen, who has been running OEM and #InternetofThings ( #IoT) for the storage and cloud giant, is the new leader of the company’s $43 billion global channels organization.  @Dell EMC’s Joyce Mullen Mullen has been with Dell since 1999, and her previous title was senior vice president and general manager of global OEM and IoT solutions. @JohnByrne, who has been leading Dell EMC’s global channels for the past year and a half, has been tapped to lead North America commercial sales, the company’s largest commercial market. He has been with the company since 2015. Globally, half of Dell EMC’s partners are growing year-over-year, 70 percent are earning more payout and 33 percent are selling more lines of business, according to the company. The unified Dell EMC Partner Program launched in February. Mullen played a key role in building the unified partner program. “I’m excited about the opportunity to lead the channel and OEM business,” Mullen said. “The industry has watched the success and trajectory of our collective business over the past year, and I can’t wait to spend more time with each of you. I look forward to meeting you, learning from you and working together as we continue to build the world’s best channel ecosystem and program.” Mullen said she loves “to win, and I know the global channels team does, too.” “I am passionate about the Dell EMC brand and the power our technology can bring to both customers and partners,” she said. “Our technology helps solve the world’s most vexing problems. It is a great time to be in technology, and specifically at Dell Technologies.” Early this month, Dell EMC unveiled its updated midrange storage lineup and a new loyalty program

http://www.channelpartnersonline.com/2017/11/28/dell-emc-names-new-global-channels-boss-to-replace-byrne/

Tuesday, November 28, 2017

Fujitsu invests in Canadian quantum software company

#Fujitsu invests in Canadian #quantumsoftware company IT powerhouse seeks to market quasi-#quantumcomputer before rivals @Fujitsu is developing a quantum-inspired computer using existing #semiconductor technology. TOKYO -- Fujitsu is investing just under 2 billion yen ($17.9 million) in Canadian quantum software developer 1QB Information Technologies as the Japanese information technology giant looks to quickly commercialize its own quantum-inspired computer. The investment, announced Tuesday, is worth a 9.3% stake in the Vancouver-based company, making Fujitsu the venture's largest nonfinancial shareholder. Fujitsu will dispatch executives and engineers to 1QBit to collaborate on research, development and sales. The capital tie-up deepens the relationship between the two companies, which entered a business alliance in May. 1QBit is a leader in developing software tailored to quantum computers.

https://www.google.com/url?rct=j&sa=t&url=https://asia.nikkei.com/Business/Deals/Fujitsu-invests-in-Canadian-quantum-software-company&ct=ga&cd=CAEYACoUMTQ1ODY2ODg3MTk1Mzg1OTE3NjIyGmI2YTI4Mjc0YjhjNTViMzE6Y29tOmVuOlVT&usg=AFQjCNEyWGX6AffC2tmRgqgMqiHrLmK7xw

Nexenta Raises $20 Million to Accelerate Market Growth and IP Innovation in Software-Defined Storage; SoftBank Leads the Strategic Financing Round along with a Strategic Agreement

#Nexenta Continues to Disrupt Hardware-Only Legacy Storage Market via Complete Software-Only Enterprise Storage Solutions, Services and Support @Nexenta Extends its Capabilities for Any #Hybrid or #MultiCloud Deployment, on Any Hardware Infrastructure, Supporting Any Enterprise Application via Any Edge, Private or Public Cloud Data Center TOKYO and SANTA CLARA, Calif., Nov. 28, 2017 (GLOBE NEWSWIRE) -- Nexenta (@Nexenta), the global leader in Open Source-driven Software-Defined Storage ( #OpenSDS ), today announced it is raising $20 million to accelerate its global market growth and solidify its innovation and market leadership. SoftBank Corp. is leading the financing round along with a Strategic Distribution and Go-To-Market agreement. The round also attracts leading strategic and financial investors, including: Javelin Venture Partners, SV Booth Investments, SAB Capital, Lake Trail Capital, TRB Equity, and Tarkan Maner, CEO at Nexenta. “Nexenta is continuing its massive market disruption where legacy hardware storage companies had dominated the industry for the past 30+ years. We are delighted with our solid market growth via our tight customer and partner relations, deep IP innovation and unmatched operational excellence. We believe with this strategic financing round supported by SoftBank and some of the leading global strategic and financial investors, Nexenta will extend its market and innovation leadership into new geographic, vertical and differentiated IP markets from IoT to Artificial Intelligence and Robotics and Big Data supporting any type of computing from the Edge to Core and Cloud Data Center Computing – on any type of hardware or compute platform, via any protocol, for any app on any hybrid or multi-cloud deployment,” said Tarkan Maner, CEO at Nexenta. SoftBank and Nexenta entered a strategic agreement that involves commercial dimensions around SoftBank’s distribution and usage of Nexenta portfolio, and collaborative integrated OpenSDS systems development with SoftBank and its preferred hardware partners. “SoftBank is focused on partnering with market-leading technology companies around the world. Nexenta is an innovator and disruptor with its deep IP portfolio, strong OEM relationships, and proven management team. We are excited to partner with Nexenta and realize the advantage of software defined storage at SoftBank and our eco-system partners,” said Ken Miyauchi, President & CEO of SoftBank Corp. SoftBank and Nexenta will announce the details of the strategic investment and commercial agreement in Tokyo, Japan on Tuesday, November 28th at SoftBank HQs with a Signing Ceremony with an audience of joint customers, partners and press

https://globenewswire.com/news-release/2017/11/28/1207003/0/en/Nexenta-Raises-20-Million-to-Accelerate-Market-Growth-and-IP-Innovation-in-Software-Defined-Storage-SoftBank-Leads-the-Strategic-Financing-Round-along-with-a-Strategic-Agreement.html

Datrium Announces Cloud DVX for Amazon Web Services

SUNNYVALE, Calif., Nov. 28, 2017 /PRNewswire/ -- #Datrium, the leading provider of #OpenConvergedInfrastructure for #hybridclouds, today announced @Datrium #Cloud #DVX, a cloud-native instance of Datrium DVX that offers recovery services for VMs running in DVX on-premises. Cloud DVX includes global cloud deduplication and provides the simplest and most efficient approach to VM and vDisk level backup and recovery available within a converged or hyperconverged infrastructure system offering.  Adoption of the public cloud for offsite backup and recovery has been a challenge because the size of backup data, the need for regular full backups, and the lack of adequate data reduction limits the economic and practical viability of doing so.   According to Gartner1, "Deduplication is the key to reducing cloud storage costs, but most backup software's cloud connectors do not support deduplication, and other choices are limited to a few cloud gateways and emerging integrated backup appliances with native cloud gateway function." The report goes on to state, "Deduplication backup target appliances don't support cloud storage as another tier without running a virtual edition in the cloud, which would incur additional cloud compute costs and more-expensive associated storage." Cloud DVX is a port of the DVX software to Amazon Web Services (AWS), and is a natural architectural fit. The first service available on Cloud DVX is a SaaS-based utility that runs on AWS, providing VM and vDisk backup and recovery for on-premise Datrium DVX systems.  Beyond as-a-service simplicity, the new service offering delivers breakthrough global cloud deduplication and forever incremental backups to minimize the cost of capacity and network bandwidth.  Granular, dedupe-aware recovery also provides accelerated Recovery-Time-Objectives (RTO) versus other AWS S3-based offerings. Simple Service Sidesteps AWS Learning Curve Datrium Cloud DVX eliminates the need to learn and setup AWS, deal with EC2 service outages, and manually handle software upgrades. The recovery service provides a simple one-click setup with AWS, then provides backup instance storage and recovery as a SaaS-based offering. As a part of the service, Datrium manages service availability. The service also includes automated software upgrades as well as proactive support related to AWS resources. Because Datrium Cloud DVX provides direct-to-host restore, the management (and cost) of an additional on-premises backup or cloud gateway device is eliminated, further simplifying public cloud backup and recovery. Cloud Economics Depend on Global Cloud Deduplication and Forever-Incrementals Cloud DVX provides global cloud deduplication for AWS S3 across multiple protection groups, multiple on-premises DVX systems, and even across multiple sites. In addition, because Cloud DVX supports forever-incremental backups, no additional full backups are required after initial seeding. The differential, dedupe-aware snapshot backup service means that customers maintain full data efficiency both on-the-wire and at-rest. In addition, because this service supports end-to-end encryption, there is no need to add a separate VPN and related AWS charges. This massive focus on data and network efficiency means that AWS resources are 65% lower2 and 91% lower versus the S3-based products from hyperconverged and hyperconverged backup vendors, respectively. "As a financial services company, we need to retain data for up to 25-30 years for parts of our business and have been reliant upon tape to do so," said Daryl Dressler, Infrastructure Engineer for Intuition LLC. "In the aftermath of Hurricane Irma, we needed to recover from tape held at Iron Mountain. However tape deliveries are best effort and with all the flooding that had occurred, the delivery trucks were unable to reach our data center for days. With the dedupe-aware efficiency of Datrium Cloud Backup for AWS, we can cost-effectively deploy it as a tape replacement and significantly reduce recovery time in these situations." Fast RTO Depends on Dedupe-Aware Data Retrieval and Direct-to-Host Restore The combination of dedupe on-the-wire with granular recovery of an individual vDisk, significantly improves recovery time. As an example, recovering a 100GB vDisk in the cloud may require retrieval of just a few gigabytes of data and just seconds, thanks to duplicate data in the local DVX. Because of the global on-premises and cloud deduplication capabilities of DVX, Cloud DVX provides an RTO more than 2X faster than Nutanix Cloud Connect.  In addition, RTO benefits from direct-to-host restore.  With independent backup products, data must first be restored to the backup system, fully rehydrated, and incremental backups replayed, before it is copied to the primary system. Because DVX combines Tier 1 application consolidation with built-in data protection offering direct-to-host restore, Cloud DVX delivers 2X faster RTO compared to HCI Backup vendors. "I was looking for a cost-effective approach to offsite data protection for our research data," said Jeff Cunningham, Director of Information Systems at the Agricultural and Resource Economics (AREC) department at the University of Maryland. "Datrium Cloud Backup was so simple to use, but I was interested in profiling the restore speed over our network. When I performed recovery testing, I was blown away – it was virtually instantaneous because Datrium took advantage of the fact that most of the VM data being recovered was already on my local system." "Cloud should be the new Iron Mountain, but it's not. Most cloud backup approaches are still complex, expensive and slow," said Brian Biles, CEO and Founder of Datrium.  "Datrium's Cloud DVX recovery service is the first approach that really addresses these issues.." Pricing and Availability U.S. list pricing for the Datrium Cloud DVX recovery service is $6,000 per 5 TB per year, and is available within 60 days. 1Gartner: Is Cloud Storage the New Tape? Pushan Rinnen, Refreshed: 6 January 2017 | Published: 21 March 2016 2Based on daily snapshots of 40 terabytes of data with a 2% per day change rate over a 1 year period.  AWS resources for Datrium were calculated to be $15.5K versus $44.5K and $179K for S3-based HCI and HCI Backup, respectively.

https://www.prnewswire.com/news-releases/datrium-announces-cloud-dvx-for-amazon-web-services-300562334.html

Insider Changing Their VMware, Inc. (VMW)

(NYSE:VMW) on Nov. 27, 2017 saw a modest increase, closing the day at $124.22, or a increase of $1.99 or (1.60%).Volume levels spiked and VMW actually managed a breakout which translated to 2.53 million shares changing hands on the day. #VMW traded on a high for the day of 126.66 with a corresponding low of 124.61. The day’s high marked a slight increase on the previous day’s close which saw VMW finish the day’s trading at 124.61. Driving interest in @VMware, Inc. (VMW) is a number of factors, including perhaps, a steady decrease of the profile of the company as insider activity takes center stage. This activity has been headed largely by Rajiv Ramaswami, an officer of the company. Rajiv Ramaswami has seen steady activity on the sell side, and on November 2, 2017, executed an option to sell 9747 shares. The disposition, at a price of $118.16, resulted in Rajiv Ramaswami bringing total 293409 shares. Other officers which have joined Rajiv Ramaswami in selling shares include Technologies Dell who sold for 435682 shares. The option since executed brings Dell ownership to 30.68 million shares. Michael Dell, a director at (VMW), sold 435682 shares at a price of 109.31 to bring his total ownership in the stock to 30,678,605 shares. Institutional investors have also been busy with the stock. Their activity in VMW in recent trading has also spurred interest in the stock. The most recent shifts in number of shares owned by institutions came on September 30, 2017 when Blackrock Inc. sold 1.53 million shares from its total ownership of 6.39 million. The value for the sale was $794.34 million. On the opposite side of that transaction from Blackrock Inc. stood Voya Investment Management Llc which added 1.27 million shares to its existing stake, bringing total stake held in VMW to 3.91 million shares. That transaction by Voya took place on September 30, 2017, the same day Capital World Investors purchased an additional 3.23 million shares in VMW to bring its total stake to 3.23 million. Capital’s stake was worth $401.81 million at the time of purchase. Institutional shareholders currently hold a 85.13% stake overall in VMW.

https://www.nystocknews.com/2017/11/28/insider-changing-their-vmware-inc-vmw/