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They kept that quiet. PC sales via distributors DID rise in Q2

It is a Friday and El Reg is pleased to be able to answer the burning question on the lips of readers across the land - just how did PC sales via distribution do in the second quarter? They went well. Though retailers and wholesalers bought in stock conservatively, as recorded by Gartner and IDC, channel analyst Context …
Paul Kunert, 22 Jul 2016

IaaS revenue to triple by 2020, to $43.6bn

Infrastructure as a service sold by public clouds will become a US$43.6 billion market by 2020, according to abacus-rattling firm IDC's new Worldwide Public Cloud Infrastructure as a Service Forecast, 2016-2020. In 2016 the firm expects infrastructure as a service (IaaS) hauled $12.6 billion through the door in 2015, meaning …
Simon Sharwood, 15 Jul 2016
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Clouds will gather again after wispy Q1, says IDC

The cloud infrastructure market dipped in the first quarter of 2016, but analyst outfit IDC reckons the full-year result will be much brighter, with the segment slated to pass US$37 billion for the full year. IDC Cloud Infrastructure Forecast IDC's cloud infrastructure forecast for 2016 According to the Prognosticator's …
Slippery slope sign

PC market sinking even faster than first thought, thanks to Windows 10

The abacus-shufflers of analyst firm IDC have revised their 2016 PC sales forecasts downwards. The firm now says PC shipments “... are forecast to decline by 7.3% year over year”. That's “roughly two per cent below earlier projections as conditions have been weaker than expected.” The firm names “weak currencies, depressed …
Simon Sharwood, 10 Jun 2016

Woah: NetApp is number two in the all-flash market, says IDC

NetApp is now second in the all-flash array market, according to IDC numbers we have been given. The numbers are for vendor revenues and the first quarter of 2016. The figures show NetApp having $181.1m revenues and a 22.8 per cent share, second to EMC’s $245.6m and 30.9 per cent share. It grew its all-flash business 238 per …
Chris Mellor, 08 Jun 2016
Caught_in_the_mud

Is that how you define a flash array, IDC?

Comment An IDC all-flash array (AFA) supplier numbers table, forwarded to us by EMC, appears to contain a few oddities, such as the exclusion of Dell, HDS, Kaminario and Violin products. We asked IDC and it has explained its reasoning. Our question to IDC was this: "The table doesn't mention Dell, HDS, Violin or Kaminario. That's odd …
Chris Mellor, 08 Jun 2016
4 arrows signs in arrow on wooden wall

Humanity will only buy 47 smartphones per SECOND in 2016

Prognostication-producers Gartner reckon the disappointing start to 2016 will continue for smartphone makers, with the year to end a mere seven per cent ahead of 2015. If it's accurate, that would translate to 1.5 billion units for the year – a little over 47 units per second, up from 44 units per second for 2015 (1.4 billion …

Three Four top Cisco execs leave after being made 'advisors'

Updated Last week, a Cisco reorganisation switched three of its big names to advisory roles: this week, they've left the company. The individuals involved are Mario Mazzola, Prem Jain, Luca Cafiero, and Soni Jiandani were referred to as “MPLS” within the company (Cisco was an early contributor to the protocol of the same acronym). …
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Cisco drags down the Ethernet switch market, routers grow a little

The Ethernet market remains limp, with IDC's first-quarter data showing a mere 1.4 per cent increase compared with the first quarter of 2015. By contrast, the number-cruncher reckons the router market expanded by a still-disappointing 3.3 per cent. The only Ethernet geography to show double-digit growth was the Asia Pacific, …

IDC, IDC, o crystal ball. Who's storage's biggest cheese of them all?

IDC’s number crunchers have crunched their quarterly enterprise storage numbers and found HPE has done very well, while the storage market has declined somewhat and ODM supply to hyperscalers has plunged downwards. The overall enterprise storage market was worth $8.2bn in the first 2016 quarter, down seven per cent on a year …
Chris Mellor, 03 Jun 2016
4 arrows signs in arrow on wooden wall

Anaemic hyperscale orders hurt server makers in Q1

A pause in hyper-scale deployments has triggered the first year-on-year decline in seven quarters for global server shipments and revenues. Also a “clear end to the enterprise refresh cycle” contributed to the Q1, 2016 slow down, according to IDC, the tech market watcher. In essence, Q1 2015 revenues were flattered by a major …
Drew Cullen, 02 Jun 2016
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IDC rolls out all-flash crystal ball again and it's all gone a bit weird

IDC has issued all-flash array revenue numbers showing EMC is the belle of the AFA ball, with Pure fourth in the market, behind EMC, IBM and HPE, while NetApp and Huawei are wallflowers. The numbers more or less agree with Gartner’s all-flash array (AFA) supplier revenue shares published in April, but differ in detail. We …
Chris Mellor, 01 Jun 2016

Q. What do you call a sales-growing letdown? A. Pure Storage

All-flash shipper Pure Storage delivered higher-than-expected revenue for its first fiscal 2017 quarter, but also had the first quarter-on-quarter revenue decline in its history since the IPO. Analysts thought it could have done better. Is this seasonality emerging for the first time or was there some other reason its turbo- …
Chris Mellor, 26 May 2016
Surface Book

Booming sales of flippy detachables offers hope to glum PC market

Booming sales of computers and tablets with detachable and rotating keyboards brought some cheer to the ailing PC market in the first quarter of 2016, according to research. Sales of detachables and convertibles rose 40 per cent to 3.6 million units in the first quarter of the year, offering a boon to the shrinking computer …
Kat Hall, 24 May 2016
arlington_cemetery_648

The PC is dead. Gartner wishes you luck, vendors

The PC market is doomed. We know this. You know this. Gartner knows this, but it reckons vendors can bleed out a few more pennies if they start selling high-end rigs for gamers. "PCs are no longer the first or only devices users are choosing for internet access," said Meike Escherich, principal research analyst at Gartner. …
Sony Xperia Go rugged Android smartphone

Q. What's the difference between smartphones and that fad diet you all got bored of? A. Nothing

For those wondering if we've reached Peak Smartphone: global smartphone shipments saw their first ever quarterly drop, say analysts. Research house Strategy Analytics says that shipments in the first quarter of 2016 declined by three per cent over the same period in 2015. This marks the first time analysts have recorded …
Shaun Nichols, 28 Apr 2016

Smartphone growth? Not in Q1, says IDC

Prospects for handset-makers just got worse, with the smartphone market recording its worst quarterly growth ever. Remember how at the end of March, Gartner predicted a mere seven per cent smartphone growth for 2016, the first time the market hadn't managed double-digit growth? That forecast is starting to look like rose- …
Douanier_rousseau_hungry_lion_art

You're only young but you're going to die: Farewell, all-flash startups

Comment Following news of its restructuring there will inevitably be layoffs at X-IO’s Colorado Springs facility. We hear that the company is working to get staff employment with other companies. The situation is fast-developing and X-IO’s concern is its employees and not the media, so we'll hear more later. Our interest here is not …
Chris Mellor, 27 Apr 2016
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EMC results: It'll all come out in the post-Dell deal wash

+Comment EMC saw many pockets of growth in its first fiscal 2016 quarter’s results but overall revenues declined because core legacy product revenues fell, as did RSA and the enterprise content business. These declines more than offset the impressive growth rates of newer products. In the EMC earnings call, CEO and chairman Joe Tucci …
Chris Mellor, 21 Apr 2016

12,000 chopped: Intel finds its inner paranoid

Only the Paranoid Survive, or so former Intel chief executive Andy Grove once wrote. And it seems that, faced with the demise of the PC market, Intel CEO Brian Krzanich has found his inner Andy Grove. Grove, who died last month aged 79, left both an awesome business record and some great quotes behind him. While Intel co- …
European flag with sad face

Brexit would pinch UK tech spend but the EU wouldn't care – survey

If the United Kingdom chooses to leave the European Union – a so-called “Brexit” - Europe's information technology industries would not bat an eyelid and IT spending in the sceptred isles would only experience a “mildly negative” dip. That's the consensus opinion to which analyst outfit IDC is putting its name after polling …
Simon Sharwood, 18 Apr 2016
graveyard_648

PC market shambling towards an unquiet grave

The ongoing decline in PC shipments has continued in Q1 2016, according to Gartner and IDC. Depending on which set of numbers you prefer, the cold number is that between 60.6 million (IDC) and 64.8 million (Gartner) machines shipped in the quarter. The misery is clear in the table below. Vendor Gartner Q1 shipments ( …

Dell/EMC will rule the cloud, for a while

Once Dell gobbles EMC for good, the combined company will rule the cloud. That's The Register's conclusion after grabbing analyst firm IDC's abacus and having somee fun with its latest Worldwide Quarterly Cloud IT Infrastructure Tracker, the data it publishes after combining sales of servers, storage, and Ethernet switches by …
Simon Sharwood, 11 Apr 2016
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Shall we? Shan't we? Nutanix inches towards IPO

Background + Comment Nutanix has filed an updated pre-IPO document indicating it could IPO sooner rather than later this year. The hyper-converged systems market, in which single scale-out products combine server compute, storage, networking and hypervisor software in one orderable entity with virtual SAN capability, is hot. In recent weeks: …
Chris Mellor, 08 Apr 2016
Horse_racing

Hyper-converged prospects? Thanks to firm-gobbling habit and OEM deal, Dell has 3

EMC-Dell deal Dell has three horses in the hyper-converged system race: VMware’s VSAN colt, EMC’s ScaleIO mustang and OEM’d Nutanix’s filly. Come 2017, VMware and EMC should be inside Dell and eyes will look quizzically at the Dell Nutanix OEM deal. Specifically, Dell says it has the broadest hyper-converged stable offering available from …
Chris Mellor, 05 Apr 2016
VCE VxRail

EMC's virtue is its VCE, but Cisco and NetApp's Flexpods slightly floppy

IDC’s Converged Systems Tracker for 2015’s fourth quarter shows EMC’s VCE unit is doing very well, Flexpod reference architecture systems are limp, and hyper-converged system growth is properly perky. Over all the converged systems market grew revenue 8.5 per cent year over year to $3.1bn in 2015’s last quarter. Within this …
Chris Mellor, 04 Apr 2016

NetApp dropped the ball by letting EMC gobble Data Domain

IDC has published its quarterly confirmation that EMC’s Data Domain is crushing the competition in the purpose-built backup appliance market. The analyst outfit’s Worldwide Quarterly Purpose-Built Backup Appliance Tracker for 2015’s fourth quarter lists the top five vendors’ revenue amounts and shares for both the 2015 and …
Chris Mellor, 29 Mar 2016

Thin client market gets even thinner, down seven per cent in a year

Thin client sales have dipped 6.9 per cent in a year, to just 5.08 million, according to the abacus-shufflers at analyst firm IDC, which says 5.454m devices shipped in 2014. The firm thinks the dip is attributable to economic factors, rather than a loss of interest in thin clients or desktop virtualisation (VDI). Lower public …
Simon Sharwood, 29 Mar 2016
Julie Larson-Green Microsoft Corporate Vice President, Windows Experience

Mud sticks: Microsoft, Windows 10 and reputational damage

Comment So, Windows 10 isn't the saviour of the PC industry after all – and is beginning to look more like a Windows Vista than a Windows XP. PC growth predictions have been revised down by IDC. A range of companies including HP Ink and Northamber blame Windows 10 for flagging sales. "We have not yet seen the anticipated Win10 …
Andrew Orlowski, 25 Mar 2016
Microsoft Surface Pro 3

One in five PCs will be a tablet with detachable keyboard by 2020

Tablets with detachable keyboards are set to capture a fifth of the PC market by 2020, in Western Europe at least, say the abacus-shufflers at IDC. The firm says Typoslabs, as we prefer to call the devices, accounted for just five per cent of PC sales in 2015. But by 2018 combined sales of typoslabs and pure tablets will …
Simon Sharwood, 18 Mar 2016
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IDC storage tracker: The report's out. Vendors are losing it

IDC's latest quarterly storage tracker * shows HPE gaining share in enterprise storage, and everyone else except the "others" category losing it, as overall market revenues gently slumped 2.2 per cent year-on year. HPE might say "it StoreServs them right," as that is the product line that is driving all its storage growth. …
Chris Mellor, 14 Mar 2016
A fix for the troubled Windows 10 Start menu

Hey Windows 10, weren't you supposed to help PC sales?

Very few if any ever thought Windows 10 would truly reinvigorate the PC industry, and they were right - IDC has pulled down forecasts on traditional device sales for 2016. The analyst has clipped unit expectations by a couple of per cent, claiming global notebooks and desktops shipments into channels are now on course to …
Paul Kunert, 14 Mar 2016
Amazon data center

2015 server sales hit all-time record of 9.7m machines

The global server industry is in rude health, clocking up a record 9.7 million shipments in 2015 and hauling US$55.1 billion through the door along the way. That's eight per cent more revenue and 4.9 per cent more shipments than recorded in 2014, according to analyst firm IDC's Worldwide Quarterly Server Tracker. Cloud is …
Simon Sharwood, 11 Mar 2016
Parthenon

Commvault visits Nutanix's Acropolis, adds AWS/Azure action

Commvault has extended its Commvault Data Platform (CDP) with support for Nutanix hyper-converged appliances and improved on-premises-to-public-cloud mobility and protection. The Service Pack 3 additions are: IntelliSnap support for NEC and Nutanix API access via S3, REST, and Office 365 Online WOPI Interfaces to CDP …
Chris Mellor, 10 Mar 2016

WLAN sales closing in on wired Ethernet sales

The global Ethernet switch market has stirred and started tapping messages on the underside of its coffin-lid, according to prognosticator IDC, managing measurable growth in Q4 2015 rather than the of-late-usual shrinkage. At US$6.4 billion, Q4 2015 exhibited an almost-beating heart, with more than 3.2 per cent growth compared …
DAve_Richards

WANdisco boss: 'We're seeing a humongous movement to the cloud'

+Comment WANdisco has active-active replication technology that's been used for disaster recovery and other business continuity-type uses. That's all well and good but not epoch-making or associated with major disruptions ... until now. If what WANdisco CEO and cofounder Dave Richards says is true, the entire on-premises IT …
Chris Mellor, 03 Mar 2016

Pure pleasure with stonking final fiscal 2016 quarter

It was pure pleasure as Pure Storage reported a final fiscal 2016 quarter with revenues up higher than expected and losses down. The company reported fourth-quarter revenues of $150.2m, a 128 per cent increase from the year-ago quarter and a 14 per cent rise from the third quarter's $131.4m. There was a net loss of ‑$44.3 …
Chris Mellor, 03 Mar 2016

Cisco to partners: We're all doing services now – resistance is futile

Cisco Partner Summit This week, Cisco gathered its partners in San Diego to make one thing abundantly clear: it's not just about network boxes any more. The company that made its name helping everyone move data from point A to point B has laid out a new vision for itself and its vendors, which will see Cisco put itself everywhere from security to …
Shaun Nichols, 02 Mar 2016

Ker-ching! IBM paid 10 times Cleversafe’s funding for the startup

IBM has revealed it shelled out $1.309bn for Cleversafe and its object storage software in October last year. This tidy cash sum, almost 10 times Cleversafe’s total of $135.4mn funding, was included in a 10-K document IBM filed with the SEC on Feb 23. That represents a lovely payout for Cleversafe’s investors. IDC reckons …
Chris Mellor, 25 Feb 2016
De Vaartkapoen. Pic: Bianca Bueno

2016: The year IT sales will go sdrawkcaB

The world will spend US$2.3 trillion on information technology hardware, software and services in 2016, but that represents a “major slowdown” according to analyst firm IDC. Smartphones and China are mostly to blame for the decline. The former is at fault because new buyers are drying up, which makes it harder for smartphones …
Darren Pauli, 18 Feb 2016

Public enemies: Azure, Amazon, Google, Oracle, OpenStack, SoftLayer will murder private IT

Analysis On-premises IT is facing decimation by six public cloud enemies: Amazon, Azure, Google, OpenStack, Oracle and SoftLayer, who are on course to have the majority of customers' IT spend by 2018. An Internet retailer, started up as an online book store, and a website search facility have kickstarted an IT phenomenon which could …
Chris Mellor, 16 Feb 2016
Exit sign. Pic:  Lukas Kästner

Toshiba denies it will exit the PC market

Toshiba is denying Japanese reports that it will exit the PC business. The company is restructuring in the wake of an accounting scandal in which it overstated profit by $2bn over seven years. To any outsider, the cutthroat PC market would seem a good place to start, The company is the world’s seventh biggest PC maker, …
Drew Cullen, 16 Feb 2016

By 2019 world will spend $2.8 TREELLION on the rubbish we write about

Information technology analyst house IDC says that world spending on information technology will hit US$2.8 trillion in 2019, up from this year's $2.46 trillion. Healthcare outfits will do the heaviest lifting, lifting their spending by a compound annual growth rate of 5.5 per cent. Financial services types, the media sector …
Simon Sharwood, 05 Feb 2016
Toshiba Satellite P series laptop

Toshiba, Fujitsu and Vaio may be about to merge laptop ops

From Taiwan, an advance on a tantalising rumour: Toshiba, Fujitsu and Vaio look to be seriously considering a merger of their laptop-making operations. Vaio, the laptop spin-off from Sony, publicly floated the idea in late 2015. At that time it was thought that Toshiba would probably like the idea, as relieving itself of its …
Simon Sharwood, 01 Feb 2016
Our plucky Playmonaut celebrates his riches with a bevy of beauties

Stop everything! PC sales did increase in the UK over Christmas

Finally some PC shipments have arrived on our desk that reveal the products customers are actually buying – and the real picture is far less negative than most other analysts’ stats state. Both IDC and Gartner track shipments into distributors and retailers, not actual sales to punters, and after a sustained period of channel …
Paul Kunert, 27 Jan 2016

Shocker: Clearing 2015's vast PC backlog was 'costly' for vendors

Stuffing European retailers and distributors’ shelves with PCs proved to be a pricey gamble that didn’t pay off for major suppliers: it took eleven months of last year and hefty price cuts to clear. Some 76.3 million computers were shipped into EMEA channels in 2015, down 18.2 per cent year-on-year, according to numbers from …
Paul Kunert, 26 Jan 2016
Schoty_Abacus

IDC's abacus fiddlers say a third of all IT spend goes on cloud

IDC abacus acrobats have worked out that a third of IT infrastructure spend is going to the cloud, up from just under a quarter a year ago. In IDC’s latest Worldwide Quarterly Cloud IT Infrastructure Tracker it’s revealed that $7.6 Bn was spent on cloud IT infrastructure in the third 2015 quarter. IT infrastructure spend …
Chris Mellor, 15 Jan 2016
Trophy. Image via Shutterstock

HPE tops IDC's all-flash array list. But look who's not on the list

+Comment Research house IDC has put out an all-flash array marketscape* which deliberately excludes most of the available all-flash arrays. HPE tops its AFA list. IDC identifies three leaders: EMC with its XtremIO product HPE with its 3PAR 7450c Pure Storage and its FlashArray //m Can we put them in a 1-2-3 order? The …
Chris Mellor, 14 Jan 2016

Intel Skylake delays, Win10 and stock glut blamed for Q4 PC sales shrinkage

PC sales into the EMEA channel bombed in Q4 - it was partly the fault of Microsoft for releasing a free upgrade to Win10 but mostly due to high stocks levels that continued to plague retailers and disties. The mages at Gartner estimated that 22.5 million boxes were shipped into third party sellers in the final quarter of 2015 …
Paul Kunert, 13 Jan 2016
Stanley Kubrick's The Shining

2015's horror PC market dropped nine per cent

PC sales ended 2015 on a low note, according to analyst firms IDC and Gartner. The former firm says 2015's final quarter saw 71,889,000 PCs fly off assembly lines around the world, -10.6 per cent growth compared to the same quarter in 2014. Gartner's numbers are similarly grim: 75.7 million shipped for the quarter, down 8.3 …
Simon Sharwood, 13 Jan 2016

Opinion

Baby looks taken aback/shocked/affronted. Photo by Shutterstock

Kat Hall

Plans for 2 million FTTP connections in next four years 'not enough'
Microsoft CEO Satya Nadella
Stranded_ships

Chris Mellor

Thousands of layoffs announced as spinning rust enters its death spiral

Features

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