Storage - NAND Research

Research Note: Western Digital FQ4 2024 Earnings

Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.

Quick Take: Western Digital’s FQ3 2024 Earnings

Western Digital reported strong earnings for its third quarter of fiscal 2024, with revenue reaching $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share at $0.63. WD exceeded consensus estimates.

Quick Take: NetApp’s Updates to Google Cloud Offering & GenAI Toolkit Reference

NetApp is expanding its collaboration with Google Cloud to enhance data utilization for generative AI and hybrid cloud workloads, introducing its Flex service level for Google Cloud NetApp Volumes.

Additionally, NetApp previewed its GenAI toolkit reference architecture that facilitates retrieval-augmented generation (RAG) using Google Cloud’s Vertex AI platform.

Quick Take: VAST Data’s Nvidia DPU-Based AI Cloud Architecture

VAST Data recently introduced a new AI cloud architecture based on Nvidia’s BlueField-3 DPU technology. The architecture is designed to improve performance, security, and efficiency for AI data services. The approach seeks to enhance data center operations and introduce a secure, zero-trust environment by integrating storage and database processing into AI servers.

Research Note: Dell APEX Files for Microsoft Azure

Dell recently introduced its new APEX File Storage for Microsoft Azure, designed to enhance businesses’ multi-cloud capabilities. The new solution integrates Dell PowerScale OneFS, its high-performance storage system, into the Azure cloud, allowing customers to manage and consolidate data efficiently, reduce costs, and improve data security and protection. It also utilizes Azure’s AI tools to provide quicker insights.

Quick Take: NetApp’s Real-Time Ransomware Detection For ONTAP

NetApp announced new cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time ransomware protection for primary and secondary data, regardless of whether it’s stored on-premises or in the cloud.

Quick Take: Wasabi AiR Intelligent Media Storage

Wasabi AiR integrates artificial intelligence to transform how video content is stored, accessed, and utilized. The new offering combines the cost-effectiveness and high performance of Wasabi’s object storage with sophisticated AI capabilities, including automatic metadata tagging and multilingual searchable speech-to-text transcription.

Subscription Growth Fuels Pure Storage Earnings Beat

In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services. The most interesting aspect of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue.

Quick Take: Hammerspace Hyperscale NAS For AI & HPC

Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.

Quick Take: VAST Data and Supermicro Collaborate on Scalable AI Solution

Supermicro/VAST Data’s new solution provides innovative parallel architecture and unified global namespace ensure optimal GPU utilization, scalability, and smooth data access from edge to cloud, eliminating the usual trade-offs between performance and capacity.

Research Note: NetApp Autonomous Ransomware Protection

NetApp recently announced enhanced cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time malware protection for both primary and secondary data, irrespective of whether it’s stored on-premises or in the cloud.

Quick Take: WEKA Brings Data Platform to NexGen Cloud

WekaIO is partnering with NexGen Cloud, the leading UK-based sustainable infrastructure-as-a-service provider, to establish a high-performance foundation for NexGen Cloud’s upcoming AI Supercloud. This Supercloud and NexGen Cloud’s Hyperstack GPU-as-a-Service platform will leverage WEKA’s technology.

Research Note: Pure Storage FQ4 2024 Earnings

In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services.

One of the most exciting aspects of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue

Research Note: IBM’s Enhanced FlashSystem Malware Detection

IBM’s new FlashSystem ransomware detection capabilities are driven by advanced AI technologies, new fourth-generation FlashCore Module (FCM) technology, and IBM Storage Defender software enhancements.

Research Note: Hammerspace Hyperscale NAS

Quick Take: Dell’s PowerScale F210 and F710

Dell Technologies today announced the introduction of two new all-flash storage arrays, the PowerScale F210 and F710, as part of its commitment to delivering AI-optimized infrastructure. The PowerScale platform is designed to be AI-ready, offering exceptional performance, scalability, efficiency, federal-grade security, and multi-cloud agility.

After A Year: Checking in on IBM Ceph

It’s been about a year since IBM brought Red Hat’s OpenShift Data into the IBM Storage group. In that time, IBM has focused on addressing data challenges in AI scaling and the storage requirements to support the rapidly growing data, along with various formats and locations, within the modern hybrid-cloud enterprise.

Research Note: HPE GreenLake for Block Storage Release 3

Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP.

The new release represents a significant advancement in block storage technology. It offers the industry’s first disaggregated, scale-out block storage with a 100% data availability guarantee.

Research Note: Western Digital FQ2’24 Earnings

Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.

VAST Data More Than Doubles Valuation to $9.1B in Latest Funding Round

VAST Data recently announced a $118 million in a Series E funding round, elevating its valuation to $9.1 billion post-money. The valuation is more than double that of VAST’s previous funding round.

WEKA Lights Up the Vegas Sphere for U2

Supplying the data infrastructure for something like U2’s show at the Sphere in Las Vegas is significant challenge.

This piece looks at how WEKA stepped up to meet the demanding challenges of one of the biggest bands in the world.

Research Note: Lenovo Fiscal Q2 2024 Earnings

This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.

Research Report: Tackling IT Complexity with Simplified Enterprise Storage

In this sponsored Research Paper, we take a look at how reducing the complexity of enterprise storage has positive rippling impact that improves IT operations.

IBM Introduces its Storage Scale System 6000

IBM recently introduced its Storage Scale System 6000. IBM’s cloud-scale global software-defined data platform addresses the escalating demands of data-intensive workloads and artificial intelligence (AI) applications.

NetApp Releases 2023 Data Complexity Report

NetApp released its 2023 Data Complexity Report results showing the impact of cloud migration, cybersecurity, and even sustainability on enterprise data infrastructure.

VAST Data to Provide Data Infrastructure for Lambda

Lambda and VAST Data have engaged in a new strategic partnership that brings the VAST Data Platform to Lambda.

NetApp And Equinix Metal Introduce BM Storage-as-a-Service

NetApp and Equinix Metal this week introduced a new Bare-Metal-as-a-Service (BMaaS) storage solution, integrating NetApp Storage with Equinix Metal to operate as an as-a-service model through NetApp Keystone.

Research Note: Inside the Dell PowerMaxOS 10.1 Update

Dell Technologies has updated its high-end block storage OS, PowerMaxOS, with version 10.1. The update focuses on several key areas, including data reduction, power usage monitoring, and cybersecurity certification.

Inside Hitachi Vantara’s new Virtual Storage Platform One

Hitachi Vantara’s new Virtual Storage Platform One is designed to address the challenges faced by IT leaders who need to scale data and modernize applications across complex, distributed hybrid and multi-cloud infrastructures.

Cloudian, AMD & Micron Boost Performance of Object Storage

Cloudian, in partnership with AMD and Micron, recently demonstrated a significant breakthrough in object storage performance and energy efficiency, delivering extreme performance levels from Cloudian’s software-defined object storage solution.

Inside Pure Storage’s New Evergreen Offerings

Pure announced that it would pay back its customers for the power and rack costs for its Evergreen//One Storage-as-a-Service.

The company also introduced new guarantees for its overall storage portfolio that make its storage easier to procure while increasing its longevity. The new options include flexible financing, enhanced resilience, and AI-powered service capabilities.

Research Note: Pure Storage’s New & Updated Evergreen Offerings

Pure Storage introduced several enhancements that the bar for how Infrastructure- as-a-Service is delivered. At the same time, the company expanded its longevity programs to give IT organizations an unprecedented level of investment protection.

In Conversation: Infinidat CMO Eric Herzog on Strengthening Enterprise Storage

Enterprise storage is changing as IT organizations demand more flexible, more affordable, easier to use, cyber-resilient, and higher-performance storage solutions.

Infinidat CMO Eric Herzog and NAND Research Principal Analyst Steve McDowell delve into the evolving needs of enterprise storage, and how Infinidat’s recent innovations expand the options available to enterprise IT.

Dell Launces APEX Block Storage for Azure

This week, Dell has launched its new APEX Block Storage for Azure, just days after it released its APEX Cloud Platform for Microsoft Azure.

Let’s look at what Dell is delivering.

Komprise’s Unveils Storage Insights Tool to Help Tame Unstructured Data Sprawl

Komprise recently announced a new data management capability, Storage Insights, delivered as part of the latest update to its leading Intelligent Data Management platform.

Infinidat Adds All-Flash Capabilities in InfiniBox SSA & Introduces Higher-Capacity Model

Infinidat announced an increase in the capacity of it InfiniBox SSA II array and introduced new scalability options for its entry-level models. It also unveiled a unique software capability delivers the power of an all-flash array from within InfiniBox for workloads that need that extra bit of performance.

Amazon Unveils New Cloud Storage Offerings at AWS Storage Day

At Amazon’s recent AWS Storage Day, Amazon announced updated to FSx for Lustre, Logical air-gap for AWS Backup, and expanded DataSync integrations.

Pure Storage Demonstrates the Sustainability of Flash in New ESG Report

Pure Storage takes ESG seriously, making it not just a pillar of its messaging but a core part of the company’s values. Earlier this month Pure Storage released its annual ESG Report, detailing its progress on the environmental, social, and governance issues that most impact the company, its customers and its stakeholders. Insight: Pure’s Flash […]

Pure Storage Brings Cloud Block Store To Microsoft’s Azure VMware Solution

Pure Storage is bringing its Cloud Block Store (CBS) to Microsoft AVS, allowing users to provision storage as needed to fully use an Azure AVS deployment without having to scale out compute resources.

VAST Data Unveils New VAST Data Platform

The new VAST Data Platform extends VAST’s universal storage capabilities with new data access and analytics features. The VAST Data Platform combines the VAST DataStore, VAST DataBase, and VAST DataSpace. The company also teased the VAST DataEngine, coming sometime next year. Let’s look at each of these elements.

In Conversation: VAST Data CMO Jeff Denworth on the New VAST Data Platform

At the launch of VAST Data’s new VAST Data Platform, principal analyst Steve McDowell talked with VAST CMO & cofounder Jeff Denworth about the new offering.

Lenovo Unveils New ThinkSystem Storage Offerings Targeted At AI And SMB

Lenovo announced two new storage offerings that build on its overall infrastructure momentum. The new ThinkSystem DG series of enterprise storage arrays are designed to balance the needs of high-performance workloads, such as AI, with capacity-optimized performance. Lenovo’s new ThinkSystem DM3010H storage array brings the enterprise-level features of the ThinkSystem DM series to the SMB market.

IBM FlashSystem 5045 Arrives With Enhanced Data Resilience Capabilities

IBM introduced its new entry-level FlashSystem 5045 release are a broad set of features that bring enhanced data protection and cyber-resiliency into IBM’s entry-level flash storage space.

NetApp Updates BlueXP With New Cyber-Resiliency Features

NetApp recently updated its BlueXP hybrid-cloud management tool with new data protection and cybersecurity features.

In Conversation: Taruna Gandhi, VP Marketing, Pure Storage Digital Experience Team

At the recent Pure Storage Accelerate, Principal Analyst Steve McDowell had a conversation with Taruna Gandhi, Pure Storage’s VP/Marketing for its Digital Experience business about the shifting needs of the enterprise storage market.

Pure Storage Unveils New Market-Expanding Storage Products At Pure Accelerate

At Pure Accelerate, Pure Storage announced a new capacity-optimized scalable storage solution, new generations of its FlashArray storage products, new flash modules, and even new data resiliency SLAs in Evergreen//One. There’s a lot here that will make Pure’s customers happy. Its new capacity-optimized solutions should also give investors something to smile about. Replacing HDDs with Flash […]

Scality ARTESCA 2.0 Object Storage Focuses On CyberSecurity And Enterprise Features

Background Scality is a company with the wind at its back. Chief Marketing Officer Paul Speciale recently told me that the company outgrew the overall storage market in 2022, increasing its business by about 20% year-on-year. A surprising amount of that business, nearly 40%, was from public sector business, while another 40% was from enterprise […]

Infinidat Grows Its Momentum With New Cloud & Cyber-Resiliency Offerings

Background The storage market is the most competitive that I’ve ever seen. While enterprise sales cycles are unusually elongated, and the market is stuttering forward in fits-and-starts, innovation continues unabated. Nearly any solution currently offered by the top five storage vendors can be deployed without regret – there’s no dog in the bunch. As a […]

Inside the IBM FlashSystem Realtime Ransomware Detection

Background As the market for cybersecurity products explodes, we’re also beginning to see innovative approaches to detecting threats built into the infrastructure. A storage array, for example, should be able to detect data corruption. After all, storage is where your data lives. The challenge, however, is that a storage array often needs more context to […]

Category: Storage