|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)
You think you know what’s in your data. But do you? Most organizations are now aware of the business intelligence represented by their data. Data science stands to take this to a level you never thought of – literally. The techniques of data science, when used with the capabilities of Big Data technologies, can make connections you had not yet imagined, helping you discover new insights and ask new questions of your data. In his session at @ThingsExpo, Sarbjit Sarkaria, data science team lead ...
Apr. 29, 2016 09:15 PM EDT Reads: 309
The IoT has the potential to create a renaissance of manufacturing in the US and elsewhere. In his session at 18th Cloud Expo, Florent Solt, CTO and chief architect of Netvibes, will discuss how the expected exponential increase in the amount of data that will be processed, transported, stored, and accessed means there will be a huge demand for smart technologies to deliver it. Florent Solt is the CTO and chief architect of Netvibes. Prior to joining Netvibes in 2007, he co-founded Rift Technol...
Apr. 29, 2016 09:00 PM EDT Reads: 1,539
Join IBM June 8 at 18th Cloud Expo at the Javits Center in New York City, NY, and learn how to innovate like a startup and scale for the enterprise. You need to deliver quality applications faster and cheaper, attract and retain customers with an engaging experience across devices, and seamlessly integrate your enterprise systems. And you can't take 12 months to do it.
Apr. 29, 2016 04:30 PM EDT Reads: 1,775
Machine Learning helps make complex systems more efficient. By applying advanced Machine Learning techniques such as Cognitive Fingerprinting, wind project operators can utilize these tools to learn from collected data, detect regular patterns, and optimize their own operations. In his session at 18th Cloud Expo, Stuart Gillen, Director of Business Development at SparkCognition, will discuss how research has demonstrated the value of Machine Learning in delivering next generation analytics to im...
Apr. 29, 2016 03:45 PM EDT Reads: 1,621
This is not a small hotel event. It is also not a big vendor party where politicians and entertainers are more important than real content. This is Cloud Expo, the world's longest-running conference and exhibition focused on Cloud Computing and all that it entails. If you want serious presentations and valuable insight about Cloud Computing for three straight days, then register now for Cloud Expo.
Apr. 29, 2016 03:30 PM EDT Reads: 1,668
So, you bought into the current machine learning craze and went on to collect millions/billions of records from this promising new data source. Now, what do you do with them? Too often, the abundance of data quickly turns into an abundance of problems. How do you extract that "magic essence" from your data without falling into the common pitfalls? In her session at @ThingsExpo, Natalia Ponomareva, Software Engineer at Google, will provide tips on how to be successful in large scale machine lear...
Apr. 29, 2016 02:45 PM EDT Reads: 870
IoT device adoption is growing at staggering rates, and with it comes opportunity for developers to meet consumer demand for an ever more connected world. Wireless communication is the key part of the encompassing components of any IoT device. Wireless connectivity enhances the device utility at the expense of ease of use and deployment challenges. Since connectivity is fundamental for IoT device development, engineers must understand how to overcome the hurdles inherent in incorporating multipl...
Apr. 29, 2016 02:30 PM EDT Reads: 1,414
The IETF draft standard for M2M certificates is a security solution specifically designed for the demanding needs of IoT/M2M applications. In his session at @ThingsExpo, Brian Romansky, VP of Strategic Technology at TrustPoint Innovation, will explain how M2M certificates can efficiently enable confidentiality, integrity, and authenticity on highly constrained devices.
Apr. 29, 2016 02:00 PM EDT Reads: 981
The paradigm has shifted. A Gartner survey shows that 43% of organizations are using or plan to implement the Internet of Things in 2016. However, not just a handful of companies are still using the old-style ad-hoc trial-and-error ways, unaware of the critical barriers, paint points, traps, and hidden roadblocks. How can you become a winner? In his session at @ThingsExpo, Tony Shan will present a methodical approach to guide the holistic adoption and enablement of IoT implementations. This ov...
Apr. 29, 2016 02:00 PM EDT Reads: 1,547
We’ve worked with dozens of early adopters across numerous industries and will debunk common misperceptions, which starts with understanding that many of the connected products we’ll use over the next 5 years are already products, they’re just not yet connected. With an IoT product, time-in-market provides much more essential feedback than ever before. Innovation comes from what you do with the data that the connected product provides in order to enhance the customer experience and optimize busi...
Apr. 29, 2016 02:00 PM EDT Reads: 845
Artificial Intelligence has the potential to massively disrupt IoT. In his session at 18th Cloud Expo, AJ Abdallat, CEO of Beyond AI, will discuss what the five main drivers are in Artificial Intelligence that could shape the future of the Internet of Things. AJ Abdallat is CEO of Beyond AI. He has over 20 years of management experience in the fields of artificial intelligence, sensors, instruments, devices and software for telecommunications, life sciences, environmental monitoring, process...
Apr. 29, 2016 01:30 PM EDT Reads: 794
SYS-CON Events announced today that Ericsson has been named “Gold Sponsor” of SYS-CON's @ThingsExpo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. Ericsson is a world leader in the rapidly changing environment of communications technology – providing equipment, software and services to enable transformation through mobility. Some 40 percent of global mobile traffic runs through networks we have supplied. More than 1 billion subscribers around the world re...
Apr. 29, 2016 01:00 PM EDT Reads: 775
SYS-CON Events announced today that Stratoscale, the software company developing the next generation data center operating system, 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. Stratoscale is revolutionizing the data center with a zero-to-cloud-in-minutes solution. With Stratoscale’s hardware-agnostic, Software Defined Data Center (SDDC) solution to store everything, run anything and scale everywhere...
Apr. 29, 2016 01:00 PM EDT Reads: 1,493
Angular 2 is a complete re-write of the popular framework AngularJS. Programming in Angular 2 is greatly simplified – now it's a component-based well-performing framework. This immersive one-day workshop at 18th Cloud Expo, led by Yakov Fain, a Java Champion and a co-founder of the IT consultancy Farata Systems and the product company SuranceBay, will provide you with everything you wanted to know about Angular 2.
Apr. 29, 2016 12:30 PM EDT Reads: 1,653
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,...
Apr. 29, 2016 11:45 AM EDT Reads: 2,235
In his session at @ThingsExpo, Chris Klein, CEO and Co-founder of Rachio, will discuss next generation communities that are using IoT to create more sustainable, intelligent communities. One example is Sterling Ranch, a 10,000 home development that – with the help of Siemens – will integrate IoT technology into the community to provide residents with energy and water savings as well as intelligent security. Everything from stop lights to sprinkler systems to building infrastructures will run ef...
Apr. 29, 2016 11:30 AM EDT Reads: 494
You deployed your app with the Bluemix PaaS and it's gaining some serious traction, so it's time to make some tweaks. Did you design your application in a way that it can scale in the cloud? Were you even thinking about the cloud when you built the app? If not, chances are your app is going to break. Check out this webcast to learn various techniques for designing applications that will scale successfully in Bluemix, for the confidence you need to take your apps to the next level and beyond.
Apr. 29, 2016 11:15 AM EDT Reads: 1,425
Manufacturers are embracing the Industrial Internet the same way consumers are leveraging Fitbits – to improve overall health and wellness. Both can provide consistent measurement, visibility, and suggest performance improvements customized to help reach goals. Fitbit users can view real-time data and make adjustments to increase their activity. In his session at @ThingsExpo, Mark Bernardo Professional Services Leader, Americas, at GE Digital, will discuss how leveraging the Industrial Interne...
Apr. 29, 2016 10:00 AM EDT Reads: 1,118
Whether your IoT service is connecting cars, homes, appliances, wearable, cameras or other devices, one question hangs in the balance – how do you actually make money from this service? The ability to turn your IoT service into profit requires the ability to create a monetization strategy that is flexible, scalable and working for you in real-time. It must be a transparent, smoothly implemented strategy that all stakeholders – from customers to the board – will be able to understand and comprehe...
Apr. 29, 2016 09:30 AM EDT Reads: 1,005
Increasing IoT connectivity is forcing enterprises to find elegant solutions to organize and visualize all incoming data from these connected devices with re-configurable dashboard widgets to effectively allow rapid decision-making for everything from immediate actions in tactical situations to strategic analysis and reporting. In his session at 18th Cloud Expo, Shikhir Singh, Senior Developer Relations Manager at Sencha, will discuss how to create HTML5 dashboards that interact with IoT devic...
Apr. 29, 2016 09:00 AM EDT Reads: 856