|By Greg Schulz||
|May 31, 2014 06:09 AM EDT||
Is there an information or data recession? Are you using less storage? (With Polls)
By Greg Schulz
Is there an information or data recession? Are you using less storage? (With Polls)
Is there an information recession where you are creating, processing, moving or saving less data?
Are you using less data storage than in the past either locally online, offline or remote including via clouds?
IMHO there is no such thing as a data or information recession, granted storage is being used more effectively by some, while economic pressures or competition enables your budgets to be stretched further. Likewise people and data are living longer and getting larger.
In conversations with IT professionals particular the real customers (e.g. not vendors, VAR's, analysts, blogalysts, consultants or media) I routinely hear from people that they continue to have the need to store more information, however they're data storage usage and acquisition patterns are changing. For some this means using what they have more effectively leveraging data footprint reduction (DFR) which includes (archiving, compression, dedupe, thin provision, changing how and when data is protected). This also means using different types of storage from flash SSD to HDD to SSHD to tape as well as cloud in different ways spanning block, file and object storage local and remote.
A common question that comes up particular around vendor earnings announcement times is if the data storage industry is in decline with some vendors experience poor results?
Look beyond vendor revenue metrics
If all you looked at were a vendors revenues or margin numbers as an indicator of how well such as the data storage industry (includes traditional, legacy as well as cloud) you would not be getting the picture.
What needs to be factored into the picture is how much storage is being shipped (from components such as drives to systems and appliances) as well as delivered by service providers.
Looking at storage systems vendors from a revenue earnings perspective you would get mixed indicators depending on who you include, not to mention on how those vendors report break of revenues by product, or amount units shipped. For example looking at public vendors EMC, HDS, HP, IBM, NetApp, Nimble and Oracle (among others) as well as the private ones (if you can see the data) such as Dell, Pure, Simplivity, Solidfire, Tintri results in different analysis. Some are doing better than others on revenues and margins, however try to get clarity on number of units or systems shipped (for actual revenue vs. loaners (planting seeds for future revenue or trials) or demos).
Then look at the service providers such as AWS, Centurlylink, Google, HP, IBM, Microsoft Rackspace or Verizon (among others) you should see growth, however clarity about how much they are actually generating on revenues plus margin for storage specific vs. broad general buckets can be tricky.
Now look at the component suppliers such as Seagate and Western Digital (WD) for HDDs and SSHDs who also provide flash SSD drives and other technology. Also look at the other flash component suppliers such as Avago/LSI whose flash business is being bought by Seagate, FusionIO, SANdisk, Samsung, Micron and Intel among others (this does not include the systems vendors who OEM those or other products to build systems or appliances). These and other component suppliers can give another indicator as to the health of the industry both from revenue and margin, as well as footprint (e.g. how many devices are being shipped). For example the legacy and startup storage systems and appliance vendors may have soft or lower revenue numbers, however are they shipping the same or less product? Likewise the cloud or service providers may be showing more revenues and product being acquired however at what margin?
What this all means?
Look at revenue numbers in the proper context as well as in the bigger picture.
If the same number of component devices (e.g. processors, HDD, SSD, SSHD, memory, etc) are being shipped or more, that is an indicator of continued or increased demand. Likewise if there is more competition and options for IT organizations there will be price competition between vendors as well as service providers.
All of this means that while IT organizations budgets stay stretched, their available dollars or euros should be able to buy (or rent) them more storage space capacity.
Likewise using various data and storage management techniques including DFR, the available space capacity can be stretched further.
So this then begs the question of if the management of storage is important, why are we not hearing vendors talking about software defined storage management vs. chasing each other to out software define storage each other?
Ah, that's for a different post ;).
So what say you?
Are you using less storage?
Do you have less data being created?
Are you using storage and your available budget more effectively?
Please take a few minutes and cast your vote (and see the results).
Sorry I have no Amex or Amazon gift cards or other things to offer you as a giveaway for participating as nobody is secretly sponsoring this poll or post, it's simply sharing and conveying information for you and others to see and gain insight from.
Do you think that there is an information or data recession?[polldaddy poll="8090724"]
How about are you using or buying more storage, could there be a data storage recession?[polldaddy poll="8090740"]
Some more reading linksIT and storage economics 101, supply and demand
Green IT deferral blamed on economic recession might be result of green gap
Industry trend: People plus data are aging and living longer
Is There a Data and I/O Activity Recession?
Supporting IT growth demand during economic uncertain times
The Human Face of Big Data, a Book Review
Garbage data in, garbage information out, big data or big garbage?
Little data, big data and very big data (VBD) or big BS?
Ok, nuff said (for now)
One of the bewildering things about DevOps is integrating the massive toolchain including the dozens of new tools that seem to crop up every year. Part of DevOps is Continuous Delivery and having a complex toolchain can add additional integration and setup to your developer environment. In his session at @DevOpsSummit at 18th Cloud Expo, Miko Matsumura, Chief Marketing Officer of Gradle Inc., will discuss which tools to use in a developer stack, how to provision the toolchain to minimize onboa...
Feb. 12, 2016 09:00 PM EST Reads: 134
Companies can harness IoT and predictive analytics to sustain business continuity; predict and manage site performance during emergencies; minimize expensive reactive maintenance; and forecast equipment and maintenance budgets and expenditures. Providing cost-effective, uninterrupted service is challenging, particularly for organizations with geographically dispersed operations.
Feb. 12, 2016 06:00 PM EST
SYS-CON Events announced today that Interoute, owner-operator of one of Europe's largest networks and a global cloud services platform, has been named “Bronze Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2015 at the Javits Center in New York, New York. Interoute is the owner-operator of one of Europe's largest networks and a global cloud services platform which encompasses 12 data centers, 14 virtual data centers and 31 colocation centers, with connections to 195 ad...
Feb. 12, 2016 04:15 PM EST Reads: 432
Join us at Cloud Expo | @ThingsExpo 2016 – June 7-9 at the Javits Center in New York City and November 1-3 at the Santa Clara Convention Center in Santa Clara, CA – and deliver your unique message in a way that is striking and unforgettable by taking advantage of SYS-CON's unmatched high-impact, result-driven event / media packages.
Feb. 12, 2016 03:00 PM EST
SYS-CON Events announced today that Commvault, a global leader in enterprise data protection and information management, has been named “Bronze Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Commvault is a leading provider of data protection and information management...
Feb. 12, 2016 02:15 PM EST Reads: 455
There will be new vendors providing applications, middleware, and connected devices to support the thriving IoT ecosystem. This essentially means that electronic device manufacturers will also be in the software business. Many will be new to building embedded software or robust software. This creates an increased importance on software quality, particularly within the Industrial Internet of Things where business-critical applications are becoming dependent on products controlled by software. Qua...
Feb. 12, 2016 02:15 PM EST
With an estimated 50 billion devices connected to the Internet by 2020, several industries will begin to expand their capabilities for retaining end point data at the edge to better utilize the range of data types and sheer volume of M2M data generated by the Internet of Things. In his session at @ThingsExpo, Don DeLoach, CEO and President of Infobright, will discuss the infrastructures businesses will need to implement to handle this explosion of data by providing specific use cases for filte...
Feb. 12, 2016 01:00 PM EST Reads: 236
SYS-CON Events announced today that Pythian, a global IT services company specializing in helping companies adopt disruptive technologies to optimize revenue-generating systems, has been named “Bronze Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2015 at the Javits Center in New York, New York. Founded in 1997, Pythian is a global IT services company that helps companies compete by adopting disruptive technologies such as cloud, Big Data, advanced analytics, and DevO...
Feb. 12, 2016 12:30 PM EST Reads: 269
SYS-CON Events announced today that Avere Systems, a leading provider of enterprise storage for the hybrid cloud, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Avere delivers a more modern architectural approach to storage that doesn’t require the overprovisioning of storage capacity to achieve performance, overspending on expensive storage media for inactive data or the overbuilding of data centers ...
Feb. 12, 2016 12:30 PM EST Reads: 120
SYS-CON Events announced today that Alert Logic, Inc., the leading provider of Security-as-a-Service solutions for the cloud, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Alert Logic, Inc., provides Security-as-a-Service for on-premises, cloud, and hybrid infrastructures, delivering deep security insight and continuous protection for customers at a lower cost than traditional security solutions. Ful...
Feb. 12, 2016 11:45 AM EST Reads: 458
Fortunately, meaningful and tangible business cases for IoT are plentiful in a broad array of industries and vertical markets. These range from simple warranty cost reduction for capital intensive assets, to minimizing downtime for vital business tools, to creating feedback loops improving product design, to improving and enhancing enterprise customer experiences. All of these business cases, which will be briefly explored in this session, hinge on cost effectively extracting relevant data from ...
Feb. 12, 2016 11:15 AM EST Reads: 145
SYS-CON Events announced today that iDevices®, the preeminent brand in the connected home industry, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. iDevices, the preeminent brand in the connected home industry, has a growing line of HomeKit-enabled products available at the largest retailers worldwide. Through the “Designed with iDevices” co-development program and its custom-built IoT Cloud Infrastruc...
Feb. 12, 2016 10:00 AM EST Reads: 136
As enterprises work to take advantage of Big Data technologies, they frequently become distracted by product-level decisions. In most new Big Data builds this approach is completely counter-productive: it presupposes tools that may not be a fit for development teams, forces IT to take on the burden of evaluating and maintaining unfamiliar technology, and represents a major up-front expense. In his session at @BigDataExpo at @ThingsExpo, Andrew Warfield, CTO and Co-Founder of Coho Data, will dis...
Feb. 12, 2016 09:30 AM EST Reads: 220
The Quantified Economy represents the total global addressable market (TAM) for IoT that, according to a recent IDC report, will grow to an unprecedented $1.3 trillion by 2019. With this the third wave of the Internet-global proliferation of connected devices, appliances and sensors is poised to take off in 2016. In his session at @ThingsExpo, David McLauchlan, CEO and co-founder of Buddy Platform, will discuss how the ability to access and analyze the massive volume of streaming data from mil...
Feb. 12, 2016 09:00 AM EST
WebSocket is effectively a persistent and fat pipe that is compatible with a standard web infrastructure; a "TCP for the Web." If you think of WebSocket in this light, there are other more hugely interesting applications of WebSocket than just simply sending data to a browser. In his session at 18th Cloud Expo, Frank Greco, Director of Technology for Kaazing Corporation, will compare other modern web connectivity methods such as HTTP/2, HTTP Streaming, Server-Sent Events and new W3C event APIs ...
Feb. 12, 2016 09:00 AM EST
SYS-CON Events announced today that Men & Mice, the leading global provider of DNS, DHCP and IP address management overlay solutions, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. The Men & Mice Suite overlay solution is already known for its powerful application in heterogeneous operating environments, enabling enterprises to scale without fuss. Building on a solid range of diverse platform support,...
Feb. 12, 2016 06:00 AM EST Reads: 260
Eighty percent of a data scientist’s time is spent gathering and cleaning up data, and 80% of all data is unstructured and almost never analyzed. Cognitive computing, in combination with Big Data, is changing the equation by creating data reservoirs and using natural language processing to enable analysis of unstructured data sources. This is impacting every aspect of the analytics profession from how data is mined (and by whom) to how it is delivered. This is not some futuristic vision: it's ha...
Feb. 12, 2016 05:45 AM EST Reads: 464
Silver Spring Networks, Inc. (NYSE: SSNI) extended its Internet of Things technology platform with performance enhancements to Gen5 – its fifth generation critical infrastructure networking platform. Already delivering nearly 23 million devices on five continents as one of the leading networking providers in the market, Silver Spring announced it is doubling the maximum speed of its Gen5 network to up to 2.4 Mbps, increasing computational performance by 10x, supporting simultaneous mesh communic...
Feb. 12, 2016 05:00 AM EST
The cloud promises new levels of agility and cost-savings for Big Data, data warehousing and analytics. But it’s challenging to understand all the options – from IaaS and PaaS to newer services like HaaS (Hadoop as a Service) and BDaaS (Big Data as a Service). In her session at @BigDataExpo at @ThingsExpo, Hannah Smalltree, a director at Cazena, will provide an educational overview of emerging “as-a-service” options for Big Data in the cloud. This is critical background for IT and data profes...
Feb. 12, 2016 02:30 AM EST Reads: 241
With the Apple Watch making its way onto wrists all over the world, it’s only a matter of time before it becomes a staple in the workplace. In fact, Forrester reported that 68 percent of technology and business decision-makers characterize wearables as a top priority for 2015. Recognizing their business value early on, FinancialForce.com was the first to bring ERP to wearables, helping streamline communication across front and back office functions. In his session at @ThingsExpo, Kevin Roberts...
Feb. 12, 2016 12:45 AM EST Reads: 416