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Like Data They Protect For Now Quantum Revenues Continue To Grow

For Now Quantum Revenues Continue To Grow

server storage I/O data infrastructure trends

For Now Quantum Revenues Continue To Grow. The other day following their formal announced, I received an summary update from Quantum pertaining to their recent Q1 Results (show later below).

Data Infrastructures Protect Preserve Secure and Serve Information
Various IT and Cloud Infrastructure Layers including Data Infrastructures

Quantums Revenues Continue To Grow Like Data

One of the certainties in life is change and the other is continued growth in data that gets transformed into information via IT and other applications. Data Infrastructures fundamental role is to enable an environment for applications and data to be transformed into information and delivered as services. In other words, Data Infrastructures exist to protect, preserve, secure and serve information along with the applications and data they depend on. Quantums role is to provide solutions and technologies for enabling legacy and cloud or other software defined data infrastructures to protect, preserve, secure and serve data.

What caught my eye in Quantums announcements was that while not earth shattering growth numbers normally associated with a hot startup, being a legacy data infrasture and storage vendor, Quantum’s numbers are hanging in there.

At a time when some legacy as well as startups struggle with increased competition from others including cloud, Quantum appears for at least now to be hanging in there with some gains.

The other thing that caught my eye is that most of the growth not surprisingly is non tape related solutions, particular around their bulk scale out StorNext storage solutions, there is some growth in tape.

Here is the excerpt of what Quantum sent out:


Highlights for the quarter (all comparisons are to the same period a year ago):

•	Grew total revenue and generated profit for 5th consecutive quarter
•	Total revenue was up slightly to $117M, with 3% increase in branded revenue
•	Generated operating profit of $1M with earnings per share of 4 cents, up 2 cents
•	Grew scale-out tiered storage revenue 10% to $34M, with strong growth in video surveillance and technical workflows
o	Key surveillance wins included deals with an Asian government for surveillance at a presidential palace and other government facilities, with a major U.S. port and with four new police department customers
o	Established several new surveillance partnerships – one of top three resellers/integrators in China (Uniview) and two major U.S. integrators (Protection 1 and Kratos)
o	Won two surveillance awards for StorNext – Security Industry Association’s New Product Showcase award and Security Today magazine’s Platinum Govies Government Security award
o	Key technical workflow wins included deals at an international defense and aerospace company to expand StorNext archive environment, a leading biotechnology firm for 1 PB genomic sequencing archive, a top automaker involving autonomous driving research data and a U.S. technology institute involving high performance computing  
o	Announced StorNext 6, which adds new advanced data management features to StorNext’s industry-leading performance and is now shipping
o	Announced scale-out partnerships with Veritone on artificial intelligence and DataFrameworks on data visualization and management  
•	Tape automation, devices and media revenue increased 6% overall while branded revenue for this product category was up 14%
o	Strong sales of newest generation Scalar i3 and i6 tape libraries
•	Established new/enhanced data protection partnerships
o	Enhanced partnership with Veeam, making it easier for their customers to deploy 3-2-1 data protection best practices
o	Became Pure Storage alliance partner, providing our data protection and archive solutions for their customers through mutual channel partners

Where To Learn More

Learn more about related technology, trends, tools, techniques, and tips with the following links.

What This All Means

Keep in mind that Data Infrastructures fundamental role is to enable an environment for applications and data to be transformed into information and delivered as services. Data Infrastructures exist to protect, preserve, secure and serve information along with the applications and data they depend on. Quantum continues to evolve their business as they have for several years from one focused on tape and related technologies to one that includes tape as well as many other solutions for legacy as well as software defined, cloud and virtual environments. For now, quantum revenues continue to grow and diversify.

Ok, nuff said, for now.
Gs

Greg Schulz – Multi-year Microsoft MVP Cloud and Data Center Management, VMware vExpert (and vSAN). Author of Software Defined Data Infrastructure Essentials (CRC Press), as well as Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press), Resilient Storage Networks (Elsevier) and twitter @storageio.

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Congratulations Imation and Nexsan, are there any independent storage vendors left?

StorageIO industry trends cloud, virtualization and big data

Last week Imation, the company that is known for making CDs, DVDs, magnetic tape and in the past floppy disk (diskettes) bought Nexsan, a company known for the SATA and SAS storage products.

Imation is also (or should be) owns the TDK and Memorex names (remember is it real or is it Memorex? If not Google it). They also have had for several years removable hard disk drive (RHDD) products including the Odyssey (I am in the process of retiring mine), as well as partnership with the former ProStor for RDX and having acquired some of the assets of ProStor namely their RDX based InifiVault storage appliance. Imation has also been involved in some other things including USB and other forms of flash-based solid state devices (SSD), as well as a couple of years (2007) they launched cloud backup with DataGuard before cloud backup had become a popular buzzword topic.

Imation has also divested parts of its business over past several years including some medical related (X-ray stuff) to Kodak who occupies part of the headquarter building in Oakdale MN, or at least last time I looked when driving by there on way from the airport. They also divested their SAN lab with some of the staff going to Glasshouse and other pieces going to Lion bridge (an independent test lab company). Beyond traditional of data protection, backup/restore and archiving media or mediums from consumer to large-scale enterprise, Imation has also been involved in other areas involving recording. Imation also has done some other recent acquisitions around dedupe (Nine Technologies).

For its part, Nexsan has extended their portfolio from SATA and SAS products, AutoMaid Intelligent Power Management (IPM) which gives benefits of variable power and performance without the penalties of first generation MAID type products. Read more about IPM and related themes here, here and here. Nexsan also supports NAS and iSCSI solutions in addition to their archive and content or object storage focused Assureon product they bought a few years ago.

This is a good acquisition for both companies as it gives Imation a new set of products to sell into their existing accounts and channels. It also can leverage Nexsan’s channel and solution selling skills giving them (Nexsan) a bigger brand and large parent for credibility (not that they did not have that in the past).

Here are is a link to a piece done by Dave Raffo that includes some comments and perspectives from me. To say that the synergy here is about archiving or selling SSD or storage would be too easy and miss a bigger potential. That potential is Imation has been in the business of selling consumable accessories for protecting and preserving data. Notice I said consumable accessories which in the past has meant manufacturing consumable media (e.g. Floppy disks or discs, CD, DVDs, magnetic tapes) as well as partnering around flash and HDDs.

In many environments from small to large to super-sized cloud and service providers, some types of storage systems including some of those that Nexsan sells can be considered a consumable media or medium taking over the role that tape, CDs or DVDs have been used in the pat. Instead of using tape or CDs or DVDs to protect the HDDs and SSDs based data, HDD based solutions are being used for disk-to-disk (D2D) protection (part of modernizing data protection). D2D is being done as appliances, or in conjunction with cloud and object storage system software stacks such as OpenStack swift, Basho Riak CS, CloudStack, Cleversafe, Ceph, Caringo and a list of others, in addition to appliances such as EMC ATMOS among others than can support 3rd party storage device as consumable mediums. Keep in mind that there is no such thing as a data or information recession, and people and data are living longer and getting larger, both for big data and little data.

The big if in this acquisition which IMHO is a fair price for both parties based on realistic valuations is if they can collective execute on it. This means that Imation and Nexsan need to leverage each other’s strengths, address any weakness, close gaps and expand into each other’s markets, channels and sell the entire portfolio as opposed to becoming singular focused on a particular area tool or technology. If Imation can execute on this and Nexsan leverages their new parent, the result should be moving from the roughly $85M USD sales to $100M+ then $125M then $150M and so forth over the next couple of years.

Even if Imation keeps maintains revenues or a slight increase, which would also be a good deal for them, granted the industry pundits may not agree, so let us see where this is in a few years. However if Imation can grow the Nexsan business, then it would become a very good deal. Thus, IMHO the price valuation for the deal has the risk built into, something like when NetApp bought the Engenio business unit from LSI back in 2011 for about $480M USD. At that time, Engenio was doing about $705M USD in revenue and seen by many industry pundits as being on the decline, thus a lower valuation. For its part, NetApp, has been executing maintaining the revenue of that business unit with some expansion, thus their execution so far is being rewarding for taking the risk.

Let us see if Imation can do the same thing.

Now, does that mean that Nexsan was the last of the independent storage vendors left?

Hardly, after all there is still Xiotech, excuse me, Xio as they changed their name as part of a repackaging, relaunch and downsizing. There is DotHill who supplies partners such HP, or Dothills former partner supplier InfoTrend. If you are an Apple fan then you might know about Promise, if not, you should. Lets not forget about Data Direct Networks (DDN) that is still independent and at around $200M (give or take several million) in revenue, are very much still around.

How about Xyratex, sure they make the enclosures and appliances that many others use in their solutions, however they also have a storage solutions business focused on scale out, clustered and grid NAS based on Lustre. There are some others that I am drawing a blank on now (if you read this and are one of them, chime in) in addition to all the new or current generation of startups (you can chime in as well to let people know who you are to be bought).

There is still consolidation taking place, both of smaller vendors by mid-sized vendors, mid-sized vendors by big vendors, big vendors by mega vendors, and startups by established.

Again congratulations to both Imation and Nexsan, let us see who or what is next on the 2013 mergers and acquisition list, as well as who will join the where are they now club.

Disclosure: Nexsan has been a StorageIO client in the past; however, Imation has not been a client, although they have bought me lunch before here in the Stillwater, MN area.

With Imation having their own brand name and identity, not to mention TDK and Memorex, now I have to wonder will Nexsan be real or Memorex or something else? ;)

Ok, nuff said.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press, 2011), The Green and Virtual Data Center (CRC Press, 2009), and Resilient Storage Networks (Elsevier, 2004)

twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved

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Are social media and networking a waste of time?

Are social media and networking including twitter, blogs, google+ and linkedin among other venues and mediums a waste of time or only for those who have nothing else to do?

As with most things, the answer is it probably depends.

However IMHO the answer is NO, social media and networking when incorporated as a part of doing business is not a waste unless like anything else you let it become a waste of time.

I have chosen to leverage social media networking along with traditional mediums, venues, news letters, in person events, and other means of communicating, learning and doing business vs. ignoring it.

Does that I mean I jump on or join in every new social networking medium or venue? Nope, however I’m always watching to see where to invest time and effort and find the return or benefit.

 

Some observations about social media and networking include:

You get out of social media and networking what you put into it: When it comes to LinkedIn, Michael Naylor told me several years ago to get involved with and you will get out of what you put into LinkedIn (or other venues for that matter). Now about eight or nine years later, even despite the spam, I completely agree how true Mikes advise has been and remains.

Engagement, interaction, discussion (or debate) are all part of the discourse in and around social media and networking. Louis Gray who got me hooked on twitter and some other mediums years ago has a great blog post that unless you are engaging or interacting, you are not social networking. What that means is simply using social networking media and mediums as a broadcast or one way communication platform is just that, talking at vs. talking with or too people. Thus get out of your comfort zone, step out from behind your pulpit or podium and engage with audiences or participants vs. talking at them to get out of what you put into it.


Dont be afraid of joining different groups or venues, listen, lurk, observe, learn from others in the same or adjacent areas online, however also keep time in perspective to get other tasks completed. This also means you can build your own castle or venue for people to come to or you can do a hybrid including your own site(s) as well as taking discussions and conversations to where other audiences are.

Let me put this a different way, I like to fish and catch. Sometimes I know where the fish are based on experience and when they might bite, then there are other times when they move. This means knowing when and where to go to different locations to catch a fish or catch a conversation.

Going where the fish are, fall on the St. Croix river

Building on the above, don’t be afraid to get involved or start a conversation.

Sure on some venues you will get spammed and a bunch of responses that you might not like particular if venturing out away from the safety of your own castle or site. However use those conversations and engagements to learn and interact, see what is on people’s minds or that they are interested in vs. what you want to tell them.

Where wasting time can come into play is trying to be part of every discussion, watching what everybody is doing or saying in all the various venues. For the trick has been to pick which venues are useful for where I want to invest time along with what I will get out of them in addition to using different tools to help find the applicable conversations and discussions. If you are not using things as basic as Google alerts you are probably spending too much time out looking for conversations or discussions, or, you are missing out on them altogether.

I have also noticed that there tends to be a correlation between those who are involved in one way communication and comment diminishing or dismissing social media and networking as a waste of time or not practical, hmm, go figure.

Otoh, I have also noticed those who tend to be involved in one way or non interactive discussions or that limit comments and discourse tend to also have lower numbers of followers, appear on fewer lists or get shared by others, hmm, go figure.

I have also noticed that some who do very well in cyberspace may not do as well in person and vise versa, however there are many who can do both. Likewise there are those who do well in columns that support interactive comments and those who do not.

Perhaps there is a hadoop big data analytics algorithm out there for someone who has lots of time to do some research on all of this?

In the meantime, for those interested, check out Johnny Bentwood (@JonnyBentwood) and some of the things he has done around analytics and social media and metrics if so interested.


What this all means is that to each their own, that is comfort zones. If your comfort zone and sphere of influence is in one way communication via print, online, video or what ever, then play to your strengths. Likewise, if yours is as a commentator or something else, go with it.

Leverage and get involved, don’t be scared, find your voice, engage, take part, however also be ready to be challenged while increasing your network of contacts, ability to learn and get out of what ever you put into it. Otherwise, stay in your comfort zone or within your sphere of influence.

As to if social media and networking are a waste of time and only for those who have nothing to do, well, if that is the case, last year was a banner year for me and my business. That is both in terms of activity, contacts, coverage, awards and accolades not to mention increasing discussions and experience in other areas as well as being involved in traditional media and venues or activities. I guess if that is the result of being involved or investing in social media and networking it is an honor to be among those who waste time and have nothing better to do.

Why do I take time out of my busy schedule to share this?

Simple, you get out of things what you put into it, and granted some will simply take advantage as opposed to contributing back, maybe they too will evolve to give back what they take out.

Feel free to engage or simply read and lurk, that option is all yours.

Ok, nuff said for now, have to get some other work projects done now.

Cheers
Gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press, 2011), The Green and Virtual Data Center (CRC Press, 2009), and Resilient Storage Networks (Elsevier, 2004)

twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2012 StorageIO and UnlimitedIO All Rights Reserved

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Who or what is your sphere of influence?

Disclosure: I used to be an IT customer working in different organizations, than worked for various vendors, than for an analyst firm before starting StorageIO. Thus I have been at various seats around the proverbial IT table, having listened to as well as being part of various stories from different vantage points, thus my view and sphere or focus or influence may be different from yours.

 

Who is your sphere or circle of influence?

If you listen to vendors your perceptions will be one thing, if you listen to customers, your perceptions will be different. Or, if you simply read and get information and perspectives via the media and depending upon their sources or opinions, guess what!

 

Taking a step back for a moment.

Recently I have attended either in person, or via virtual means various vendor briefings and announcements, as well as meeting and talking with IT professionals face to face or via phone and other means. Likewise I see and read various industry related material via printed (yes some still exist), online, web, blogs, podcasts, videos, tweets from different sources ranging from traditional media or journalist organizations using in-house staff or a combination of staff and freelance writers as well as upstart new media, to vendors and vars, research analyst among others.

What jumped out at me as a perspective is something that should be as clear as seeing through both pairs of eyes or listening with two ears (assuming no ailments). That is, if all you listen to are vendors guess what your thought and perspective basis will be.

Likewise, if all you do is listen to users guess what the perspective is going to be? Another angle is that if you are in academia or research areas, and those that you associate with are also only in that venue, guess what? Or, how about if all you do is listen to particularly media or blog venues, to vars or specific analysis, or, get your info second or third hand hopefully you start to see the picture here. How about if all you do to get your information is by reading press releases or customer case studies, while providing some information, what about the story behind the story and what it all means?

For example, if all a reporter, blogger, media analyst, journalist or free-lance writer does to get their info is from vendors, guess how those discussions might be influenced. Or, if an analyst, advisor, researcher, consultant, var or independent blogger only gets their product and industry trends perspectives from vendors, guess how that might be shaped. Let alone, if your focus is on quantitative vs. qualitative depending upon information sources your view or influence will vary.

While sitting in as well as listening in remotely on some of those vendor briefings it dawned on me how perhaps there are those who only get their information on trends, perspectives and industry challenges let alone on product or competitive positioning from those venues, or, in the after the fact market research accounting numbers. After all, if your time is spent on the traveling media, analyst and blogger briefing circuit going from one big tent to another with little or no time to engage with others in the ecosystem, guess what the perspectives might possible be?

I was also wondering recently in a different venue that was filled with IT customers (e.g. users) along with some vendors and vars a similar thought. That is, if attendees never listened or attended vendor, var or third-party produced events and seminars how they would get information and dialogue exchange for forming opinions.

Or if bloggers, media, free-lance writers our journalist only get their information from vendor briefings or talking with handpicked reference customers or pre-screened and scripted pundits, is if they are getting or even asking about the bigger or broader story, the story behind the story for their viewers or readers.

Now this is not saying that any one of those is a negative or inappropriate or non important venue or source, rather, simply point out that views and perspectives eve if formed by yourself can be shaped by your sources of information.

In other words, leverage various forms of information and knowledge exchange including different venues. Form your own perspectives based on different sources and exchanges or discussions leveraging that gray matter (not talking about hair either) that sits behind your eyes, slightly above your mouth and between those ears.

 

What to do or who to listen to?

I spend my talking with manufactures, vars, service providers, bloggers, consultants, media and financial analysts, and of course, lots and lots of IT customers to gauge what is going on, the issues, challenges, opportunities, who has been naughty and nice. Consequently, my view and sphere of influences tend to be more applied and rooted with what is going on in many IT shops vs being shaped by what others want me to hear, see or think.

Something that I have found over the years is that talking directly with IT customers in real-time enables quicker perspectives and feedback on their needs and issues for when I talk with vars or vendors as well as the media.

Likewise, having regular in-depth discussions with vendors, vars and service providers helps to give perspective on where those groups are going and looking to discuss with their technologies. At times the discussions are under NDA (both on the customer as well as the var, vendor or service provider sides) and other times they are in the open depending upon the conversation or topic sensitivity.

I say leverage all the different resources, views and perspectives that are available and depending on who you are or what you do, set up dialogue with others given how easy it is to do with various mediums or venues. For example, if you are a media, financial, research or consulting advisory analyst or self-proclaimed pundit, set up open and two-way dialogue with IT customers, vars, public relations, consultants as well as media in addition to traditional vendor controlled analyst relations (while you are at it, set up some information vendor dialogue as well).

Who Are You and Your Influences
Figure 1 Some spheres of influence and influences

So who are you and what are your circles or spheres of influence as well as those that you influence (Figure 1)? If you are a media (e.g. journalist, writer, blogger, freelancer, editor, publisher) than set up relationships with various analysts, advisors, consultants, vars, customers and so forth. If you are the customer, likewise set up relationships with both traditional and new or nontraditional analysts and media venues, other customers and vars. hopefully you start to see the picture which is either hibernate, lurk, or proactively engage with others in a medium or way that suits your needs or requirements.

If you have only been a vendor or var, learn about the others around the table and likewise, if only have been a media or analyst, learn about the vendors and the customers, the vars and so forth. Expand your horizons and sources of information exchange, debate or discussion. After all, you may still come back to the same premises or perspectives, however at least you can say and prove that thesis on the basis of having discussed or researched it with your broader, diverse network of contacts.

Likewise, when sharing information or knowledge, keep in mind that there are different audiences, some of whom may have seen before what you have found to be new and revolutionary while others will have perhaps a 180 degree view and others on the same page if not same ball park.

 

Bottom line

Use your brain to read, listen, learn, discuss, ask questions, share information and form your own opinions, thoughts and perspectives. Rest assured, no one medium, venue or source has the complete insight into your specific environment, requirements, issues and challenges and if it does, that would be truly revolutionary!

And that is all that I have to say about that, at least for now…

Ok, nuff said.

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 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved