The storage industry is fortunate enough to have pretty good scorekeeper -- IDC. They track revenue and capacity by vendor across several categories and geographies.
Every quarter, they use publicly available information to infer who sold what in what segment. And if you do a lot of OEM business, well, that revenue goes to the company that sold it, not the company that made it.
Now, like anything else, IDC is not perfect. Sometimes they infer something wrong, and then there's the endless vendor quibbling about categories -- but generally speaking, they're right much more often than otherwise.
And if you're in the heart of the storage business, you spend a lot of time looking at IDC data.
Why do I think this is interesting?
Because it shows where customers are putting their most valuable asset -- information. It's a trust thing, in my mind.
And -- strategically -- if you believe that information infrastructure starts with where information lives (e.g. storage), well, then, there are long-term implications down the road for who sold what, aren't there?
So let's dive in and see what happened in Q4 of this year.
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