Welcome!

Websphere Authors: Carmen Gonzalez, Sanjeev Sharma, Liz McMillan, Roger Strukhoff, Ajay Budhraja

Blog Feed Post

Is there an information or data recession? Are you using less storage? (With Polls)

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)

StorageIO industry trends

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

As a back ground reading, you might want to check out this post here (IT and storage economics 101, supply and demand) which candidly should be common sense.

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?

Growing amounts of information?

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 links

IT 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)

Cheers gs

Greg Schulz - Author Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press) and Resilient Storage Networks (Elsevier)
twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2014 StorageIO All Rights Reserved

Read the original blog entry...

More Stories By Greg Schulz

Greg Schulz is founder of the Server and StorageIO (StorageIO) Group, an IT industry analyst and consultancy firm. Greg has worked with various server operating systems along with storage and networking software tools, hardware and services. Greg has worked as a programmer, systems administrator, disaster recovery consultant, and storage and capacity planner for various IT organizations. He has worked for various vendors before joining an industry analyst firm and later forming StorageIO.

In addition to his analyst and consulting research duties, Schulz has published over a thousand articles, tips, reports and white papers and is a sought after popular speaker at events around the world. Greg is also author of the books Resilient Storage Network (Elsevier) and The Green and Virtual Data Center (CRC). His blog is at www.storageioblog.com and he can also be found on twitter @storageio.

@ThingsExpo Stories
SYS-CON Events announced today that SOA Software, an API management leader, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. SOA Software is a leading provider of API Management and SOA Governance products that equip business to deliver APIs and SOA together to drive their company to meet its business strategy quickly and effectively. SOA Software’s technology helps businesses to accelerate their digital channels with APIs, drive partner adoption, monetize their assets, and achieve a...
SYS-CON Events announced today that Aria Systems, the recurring revenue expert, has been named "Bronze Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Aria Systems helps leading businesses connect their customers with the products and services they love. Industry leaders like Pitney Bowes, Experian, AAA NCNU, VMware, HootSuite and many others choose Aria to power their recurring revenue business and deliver exceptional experiences to their customers.
SYS-CON Events announced today that AgilePoint, the leading provider of Microsoft-centric Business Process Management software, will exhibit at SYS-CON's 2nd International @ThingsExpo which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. AgilePoint is the leading provider of Microsoft-based Business Process Management (BPM) software products, has 1,300+ on-premise and cloud deployments in 25+ countries and provides the same advanced BPM feature set as J2EE vendors like IBM and Appian for the Microsoft .NET native environment. AgilePoint customer...
The Internet of Things (IoT) promises to evolve the way the world does business; however, understanding how to apply it to your company can be a mystery. Most people struggle with understanding the potential business uses or tend to get caught up in the technology, resulting in solutions that fail to meet even minimum business goals. In his session at Internet of @ThingsExpo, Jesse Shiah, CEO / President / Co-Founder of AgilePoint Inc., will show what is needed to leverage the IoT to transform your business. He will discuss opportunities and challenges ahead for the IoT from a market and tec...
SYS-CON Events announced today that Utimaco will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Utimaco is a leading manufacturer of hardware based security solutions that provide the root of trust to keep cryptographic keys safe, secure critical digital infrastructures and protect high value data assets. Only Utimaco delivers a general-purpose hardware security module (HSM) as a customizable platform to easily integrate into existing software solutions, embed business logic and build s...
One of the biggest challenges when developing connected devices is identifying user value and delivering it through successful user experiences. In his session at Internet of @ThingsExpo, Mike Kuniavsky, Principal Scientist, Innovation Services at PARC, will describe an IoT-specific approach to user experience design that combines approaches from interaction design, industrial design and service design to create experiences that go beyond simple connected gadgets to create lasting, multi-device experiences grounded in people’s real needs and desires.
SYS-CON Events announced today that TeleStax, the main sponsor of Mobicents, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. TeleStax provides Open Source Communications software and services that facilitate the shift from legacy SS7 based IN networks to IP based LTE and IMS networks hosted on private (on-premise), hybrid or public clouds. TeleStax products include Restcomm, JSLEE, SMSC Gateway, USSD Gateway, SS7 Resource Adaptors, SIP Servlets, Rich Multimedia Services, Presence Services/RCS, Diame...
Samsung VP Jacopo Lenzi, who headed the company's recent SmartThings acquisition under the auspices of Samsung's Open Innovaction Center (OIC), answered a few questions we had about the deal. This interview was in conjunction with our interview with SmartThings CEO Alex Hawkinson. IoT Journal: SmartThings was developed in an open, standards-agnostic platform, and will now be part of Samsung's Open Innovation Center. Can you elaborate on your commitment to keep the platform open? Jacopo Lenzi: Samsung recognizes that true, accelerated innovation cannot be driven from one source, but requires a...
The Internet of Things will greatly expand the opportunities for data collection and new business models driven off of that data. In her session at Internet of @ThingsExpo, Esmeralda Swartz, CMO of MetraTech, will discuss how for this to be effective you not only need to have infrastructure and operational models capable of utilizing this new phenomenon, but increasingly service providers will need to convince a skeptical public to participate. Get ready to show them the money! Speaker Bio: Esmeralda Swartz, CMO of MetraTech, has spent 16 years as a marketing, product management, and busin...
Things are being built upon cloud foundations to transform organizations. This CEO Power Panel at 15th Cloud Expo, moderated by Roger Strukhoff, Cloud Expo and @ThingsExpo conference chair, will address the big issues involving these technologies and, more important, the results they will achieve. How important are public, private, and hybrid cloud to the enterprise? How does one define Big Data? And how is the IoT tying all this together?
We certainly live in interesting technological times. And no more interesting than the current competing IoT standards for connectivity. Various standards bodies, approaches, and ecosystems are vying for mindshare and positioning for a competitive edge. It is clear that when the dust settles, we will have new protocols, evolved protocols, that will change the way we interact with devices and infrastructure. We will also have evolved web protocols, like HTTP/2, that will be changing the very core of our infrastructures. At the same time, we have old approaches made new again like micro-services...
SYS-CON Events announces a new pavilion on the Cloud Expo floor where WebRTC converges with the Internet of Things. Pavilion will showcase WebRTC and the Internet of Things. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devices--computers, smartphones, tablets, and sensors – connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades.
The only place to be June 9-11 is Cloud Expo & @ThingsExpo 2015 East at the Javits Center in New York City. Join us there as delegates from all over the world come to listen to and engage with speakers & sponsors from the leading Cloud Computing, IoT & Big Data companies. Cloud Expo & @ThingsExpo are the leading events covering the booming market of Cloud Computing, IoT & Big Data for the enterprise. Speakers from all over the world will be hand-picked for their ability to explore the economic strategies that utility/cloud computing provides. Whether public, private, or in a hybrid form, clo...
SYS-CON Events announced today that Gridstore™, the leader in software-defined storage (SDS) purpose-built for Windows Servers and Hyper-V, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Gridstore™ is the leader in software-defined storage purpose built for virtualization that is designed to accelerate applications in virtualized environments. Using its patented Server-Side Virtual Controller™ Technology (SVCT) to eliminate the I/O blender effect and accelerate applications Gridsto...
SYS-CON Events announced today that Red Hat, the world's leading provider of open source solutions, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Red Hat is the world's leading provider of open source software solutions, using a community-powered approach to reliable and high-performing cloud, Linux, middleware, storage and virtualization technologies. Red Hat also offers award-winning support, training, and consulting services. As the connective hub in a global network of enterprises, partners, a...
As the Internet of Things unfolds, mobile and wearable devices are blurring the line between physical and digital, integrating ever more closely with our interests, our routines, our daily lives. Contextual computing and smart, sensor-equipped spaces bring the potential to walk through a world that recognizes us and responds accordingly. We become continuous transmitters and receivers of data. In his session at Internet of @ThingsExpo, Andrew Bolwell, Director of Innovation for HP’s Printing and Personal Systems Group, will discuss how key attributes of mobile technology – touch input, senso...
The Internet of Things (IoT) is making everything it touches smarter – smart devices, smart cars and smart cities. And lucky us, we’re just beginning to reap the benefits as we work toward a networked society. However, this technology-driven innovation is impacting more than just individuals. The IoT has an environmental impact as well, which brings us to the theme of this month’s #IoTuesday Twitter chat. The ability to remove inefficiencies through connected objects is driving change throughout every sector, including waste management. BigBelly Solar, located just outside of Boston, is trans...
Connected devices and the Internet of Things are getting significant momentum in 2014. In his session at Internet of @ThingsExpo, Jim Hunter, Chief Scientist & Technology Evangelist at Greenwave Systems, will examine three key elements that together will drive mass adoption of the IoT before the end of 2015. The first element is the recent advent of robust open source protocols (like AllJoyn and WebRTC) that facilitate M2M communication. The second is broad availability of flexible, cost-effective storage designed to handle the massive surge in back-end data in a world where timely analytics...
Internet of @ThingsExpo Silicon Valley announced on Thursday its first 12 all-star speakers and sessions for its upcoming event, which will take place November 4-6, 2014, at the Santa Clara Convention Center in California. @ThingsExpo, the first and largest IoT event in the world, debuted at the Javits Center in New York City in June 10-12, 2014 with over 6,000 delegates attending the conference. Among the first 12 announced world class speakers, IBM will present two highly popular IoT sessions, which will take place November 4-6, 2014 at the Santa Clara Convention Center in Santa Clara, Calif...
From a software development perspective IoT is about programming "things," about connecting them with each other or integrating them with existing applications. In his session at @ThingsExpo, Yakov Fain, co-founder of Farata Systems and SuranceBay, will show you how small IoT-enabled devices from multiple manufacturers can be integrated into the workflow of an enterprise application. This is a practical demo of building a framework and components in HTML/Java/Mobile technologies to serve as a platform that can integrate new devices as they become available on the market.