Disruptive Technology Forces Driving Opportunity

Laura DuBois, Program Vice President

Storage, eDiscovery and Information Governance

What are Today’s Leading CIO

Challenges?

2

Source: IDC End-User Survey, July, 2013, N=308

0.6%

18.2%

27.9%

28.9%

29.9%

35.4%

38.3%

47.4%

50.6%

Other

Effectively leveraging big data

IT staff productivity, headcount and skills

Making effective use of cloud

Improving business agility and IT credibility

Dealing with the impact of mobile devices

Disaster recovery / high availability capabilities

Security, Compliance and change control

Cost/constrained capital budgets

0% 10% 20% 30% 40% 50% 60%

Why does this

matter ..….

Strategies Transformative to the

Business

3

Apps…

Engage …

Show …

Predict …

“Monetize”

Help… Available

now ….

Same Objectives are Driving Adoption of

Disruptive Technology

Flash-enabled Software Defined

Cloud Services Data Protection

Flash Becoming a Component of

Every Data Center

Virtual

infrastructure

Performance and

energy/space

Growing use

cases

Usage 51:49

Flash-enabled

Write

minimization

$/GB declines

SSD

PO HDD

CO HDD

$.692

$.183

$.034

Projected $/GB 2017

Spending Across Multiple Vectors

Source: IDC Reports #240424, 244353, and 244353 1: CAGR is 2012-2017 unless otherwise noted 2: CAGR is 2012-2016

2014 Spend and CAGR 1

AFA $0.8B

58%2

E-SSDs $4.2B

27.2%

2

Hybrid $8.3B

21.1%

3

3: External systems

Use case: tier, indices, metadata

Capacity needs

Application specific or MWL

Available data services

Write minimization/overhead

Storage protocols supported

Opportunity! Flash workloads need protection.

Flash-enabled

What is Software-Defined

Storage and Why Does it Matter?

Software decoupled – commercial or open

Runs on commercially available, off the shelf hardware

Software

Defined

Software-defined Storage

Persistent

data stores

Internal

External

Cloud

Object

noSQL

Data

organization

Object

Block

File

Delivery

model

Software-only

Appliance

Cloud service

Hyperconverged

Storage

services

Metadata Mgmt

Federation

Access Interfaces

Data Services

Management/QoS

API Access

Opportunity: Commercial Software-

defined Storage

Market 22.5% CAGR

• Overall storage at 3%

Motivations and drivers

8

$2.8B

Revenue ($B)

$1.5B

2017 2014

Source: IDC’s WW Software-defined Storrage Taxonomy #240500

Software

Defined

Opportunity! Software only AND Appliance Offerings.

CSP

Enterprise and MSPs

Small and Mid-size

9

Changes: Protection and Recovery

Landscape

Physical Virtual

Backup

Back-office

Structured

Data center

Data only

300 GB

Initial SANs

+ Options

C-level focus

+ Unstructured

+ Edge

Data and image

Multi-TBs

Silos

Native formats

-as-a-Service

++ Objects

++ Endpoints

Storage pooling

Search/Analytics

Reuse

Performance Consolidation “Information

‘matters”

In the Past … Today … In the Future …

Data Protection

Information Matters. Measuring the

Cost of Downtime

$224,952

$498,958

$1,659,482

$-

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

1000-4999 (n=106) 5000-9999 (n=72) 10000+ (n=87)

Mean Cost of Downtime/Hour

10

Q:For your most mission critical application, what is your estimated cost of downtime per hour?

Source: Storage Quickpoll, 2013, n=307

$12M Savings

$4M Savings

$2M Savings

Opportunity! Measure Value through Faster RTOs.

Converged, Integrated and/or

Engineered Systems….

11

Data Protection

Opportunity! Deliver Software as an Appliance.

Purpose Built

Backup

Appliances

Integrated

Target

$3.4 B Market Opportunity

Vendor Rev Y/Y

Growth

1. EMC $498.7 10.7%

2. SYMC $108.5 21.9%

3. IBM $53.6 2.3%

4. HP $30.6 -20.1%

Q2-14 Vendor Performance

Adoption of Public Cloud?

3.3 3.4 3.5 3.6 3.7 3.8 3.9 4

New apps

Web

Server IaaS

IT Mgmt apps

IT Help desk

Storage IaaS

Personal productivity apps

Mobile apps

Collaboration apps

Data backup/Archive

Email

12

Cloud Services

Q. How likely are you to adopt public cloud services for …

Doc #242464 / Aug 14, 2013, N=493

Opportunity! Archiving as a Service.

Archiving Market Dynamics

Today

13

Backup as archive

Market consolidation

Cloud/SaaS

Expanding content

Fourth driver or #1 driver

Role of analytics

Cloud Services

Use the Cloud as a Target for

Recovery?

14

SLA

Cost

DR Site

WLs

• Platform agnostic

• VM and application aware

• Multi Hypervisor

• Offload host/application

• Controlled automation

• Replication options

• Management integration

• Multi-site / multi-cloud

Cloud Services

Opportunity! Recovery as a Service.

Summary: Disruptors Drive New

Opportunities

Software Defined

Cloud Services

Flash-Enabled

Data Protection

Disruptive

Technology is

Creating New

Opportunities

Opportunity: Symantec and You

Identify flash workloads • Not all AFAs and HFA have full suite of data services

• SLA driven, mixed workloads require range of services

Customer appetite for Software-defined storage • Software stack coupled with COTS or Appliance

• Opportunity scale out file/obect based storage offering

Protect and extend with appliances • Leverage as mechanism for hybrid cloud

• Extend value proposition with more use cases

Go after the untapped cloud services opportunity • Recovery to and in the Cloud

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Laura DuBois

Program VP, Storage and GRC Infrastructure

ldubois@idc.com @baldydubois

+1-508-988-7990

http://blog.idcstorage.com

Thank You!