Daily Archives: November 28, 2011
The rumour mill is going again that Commvault is an acquisition target, and this time, NetApp. The rumour is not new but someone Commvault has gotten too big in the past couple of years to be swallowed up. But this time, it could happen as NetApp is hungry, …. very hungry.
NetApp took a big hit a couple of weeks back, when it announced its Q3 numbers. Revenues fell short of analysts expectations and the share price took a big hit. While its big rival, EMC, has been gaining much momentum on all fronts, it appears that NetApp is getting overwhelmed by the one-stop-shop of EMC. EMC is everything to everyone who wants storage, data protection software, services, data management, scale-out, data security, big data, cloud storage and virtualization and much more. NetApp, has been very focused on what they do best, and that is storage. Everything evolves around their crown jewel, Data ONTAP and recently added Engenio to their stable of storage solutions.
NetApp does not mix the FAS storage with the Engenio and making sure that their story-telling gels but in the past few years, many other vendors are taking the “one-stack-fits-all” approach. Oracle have Exadata, where servers, storage, database and networking in all-in-one. Many others are doing the same, while NetApp prefers a more “loose-coupled” partnerships, such as their “Imagine Virtually Anything” concept partnership with VMware and Cisco, in the shape of FlexPod. FlexPod is a flexible infrastructure package comprising presized storage, networking and server components designed to ease the IT transformation journey–from virtualization all the way to cloud computing.
Commvault would be a great buy (going to be very expensive buy) for NetApp. Things fits perfectly if NetApp decides to abandon its overly protective shield and start becoming a “one-stop-shop” to its customers, starting with data protection. Commvault is already the market leader in the Enterprise Disk-based Backup and Recovery market, and well reflected in Gartner’s Magic Quadrant January 2011 report.
It’s amazing to see how Commvault got to become the leader in this space in just a few short years, and part of its unique approach is providing a common core engine called the Common Technology Engine (CTE). The singular core architecture allows different data management components – Backup, Replication, Archiving, Resource Management and Classification & Search – to share resource and more importantly detailed knowledge of true data management.
In the middle of this year, NetApp had an OEM deal with Commvault to resell their SnapProtect solution, which integrates with NetApp’s SnapMirror solution. The SnapProtect manages NetApp snapshots and SnapMirror replications and also enhances the solution as a tape-out for SnapMirror. Below shows how the Commvault SnapProtect fits into NetApp’s snapshots and SnapMirror data protection architecture.
Sources of NetApp’s C-Level said that NetApp is still very much focused on their ONTAP strategy and with their “loosely-coupled” partnerships with key partners like VMware, Cisco, F5 and Quantum. But at the back of NetApp’s mind, I believe, it is time to do something about it. This “focused” (also could be interpreted an overly cautious) approach is probably seeing the last leg of its phase as cloud computing is changing all that. The cost of integration of different, yet flexible components of storage, data protection and data management components, is prohibitive to cloud service providers and NetApp must take a bolder approach to win the hearts of these providers. Having a one-stop-shop isn’t so bad anymore; it is beginning to make sense and NetApp had better do something quick. Commvault is one of the best out there and NetApp shouldn’t lose that chance.Note: While the rumours of NetApp and Commvault are swirling, there’s been rumours that Quantum could be another NetApp target.