HPE taking market share in storage, compute, and converged systems

[CalvinZito]

IDC recently released their Q4 worldwide trackers for storage, servers, and converged systems. In each, HPE increased market share vs key competitors. In this post, I'll briefly discuss these and point you to where you can read more. 

I noticed a CRN article last week titled "HPE Touts Q4 Share Gains in Servers, Storage Versus Dell". I thought to myself, what the heck, how come I didn't know about this? Well, sometimes even I miss things. But I didn't want you to miss this. We had a great Q1 quarterly announcement at the beginning of March and it's great to see HPE is firing on all cylnders. Don't get me wrong - no one is running a victory lap as there's still a lot of work to do! 

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A few things from CRN

Here are a couple of things that were in the CRN article. 

HPE’s quarter-over-quarter growth of 13.7 percent is more than double that of Dell’s, which was 5.6 percent,” HPE said in a statement provided to CRN. “HPE’s strong performance is based on continued demand for compute solutions that span from industry-standard servers to high-end supercomputing.

In Q4CY’20, when the overall Storage market declined and Dell/EMC, NetApp, and Pure Storage declined, HPE grew 10.8 percent year over year and gained 1.3 percentage points of market share,” said HPE. “HPE cemented its position as the #2 market leader for Storage.

Read what IDC said

In addition to the Storage and Server releases that CRN discussed, IDC also released their Converged System quarterly report. Here are links where you can read the IDC releases:

• Worldwide Enterprise External OEM Storage Systems Market
• Worldwide Server Market
• Worldwide Converged System Market

One technical note - the HPE Q1 covers November 2020 through January 2021. IDC is looking at calendar quarters so there is significant overlap between HPE's Q1 and the IDC Q4 reports. 

A few more storage observations

Yeah, I used to be the HPEStorageGuy and will always be though I'm covering more of HPE these days. Here are a few things about HPE Storage. I'll include looking at Converged Systems since that is where HCI and dHCI fit. 

1. This is what momentum looks like, when strategy, innovation, execution and customer experience come together to fuel business growth. In a quarter where the overall Storage market declined -2.1% YoY, HPE grew 10.8% and garnered #2 market position, and gained 1.3 pts market share worldwide while Dell, NTAP, IBM and Pure all declined. HPE’s strategy of helping customers unlock the power of data is clearly working.

2. Tom Black’s vision and strategy to help customers unleash data and agility is clearly working. In a quarter when the overall Storage market declined 2.1% YoY while HPE grew 10.8% HPE is the #2 market leader and gained 1.3 percentage points of market share while Dell lost -1.1 percentage points during the same period.

3. HPE growth in Storage in consecutive quarters is built upon a winning strategy that’s focused on providing our customers what they need. HPE has a Storage portfolio that brings industry-leading innovation with HPE Primera and HPE Nimble Storage dHCI to help customers accelerate their data-driven transformation.
4. HPE delivered another exceptional quarter in HCI. For the second quarter in a row, HPE outperformed the hyperconverged systems market by a wide margin, growing 25 percent year-over-year, which is 3 times faster than the overall market growth of 7.4 percent. Based on this strong performance, HPE gained 2 points of revenue share year-over-year.

Chris Mellor at Blocks and Files has an article looking at the Converged Systems report that is titled, Dell extends HCI+hardware lead in Q4, and HPE is growing fast. But what about Nutanix?

Chris includes a quote from Tom Black, SVP and GM of HPE Storage, on this market in his article. 

The momentum in HPE’s HCI business continues to accelerate. This is now the second consecutive quarter in which we have clearly outperformed the market.

Learn more

Here are a few other related things I wanted to point you to. 

• We announced new AMD processors in our HPE ProLiant servers this week - learn about it in 32 reasons why HPE ProLiant servers with AMD EPYC processors define innovation
• I want to highlight that you can take HPE Nimble Storage dHCI for a test drive - check out how in Experience HCI 2.0: Take dHCI for a test drive today
• And hopefully you didn't miss our recent HPE SimpliVity news - there's an overview of it and other technical blogs you can see here using the HCI tag on our blog. 

About Calvin Zito (formerly HPEStorageGuy, formerly The Storage Godfather - but still Calvin)

I'm Calvin Zito and November 2020 marks 37 years with HP/HPE. I've worked in HPE Storage since 1990. I was recently recognized as a 11 time VMware vExpert. As an early adopter of social media and active participant in communities, I've blogged for over 13 years. I'm also an avid Boise State fan! You can find me on Twitter as @CalvinZito. If you don't follow me on Twitter, please do it now! You can also contact me via email. 

Calvin Zito
Hewlett Packard Enterprise

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