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Dell Keeps Top Spot In External OEM Storage While Huawei, NetApp Show Big Gains

Revenue in the first quarter was up a bit while total capacity swelled over the prior year, with Dell Technologies, HPE, and Hitachi all showing a sales decrease, according to IDC’s latest look at worldwide enterprise external OEM storage systems sales.

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NetApp, the second-largest storage vendor in terms of worldwide enterprise external OEM storage systems sales, and the largest independent vendor in this market, saw first quarter sales of $728.9 million, up 1.8 percent over the $715.7 million the company sold a year earlier, according to IDC. That gave it a 10.9-percent market share, which was the same it had last year.

However, the IDC numbers did not paint an accurate picture of NetApp’s storage sales. NetApp on June 2 reported that its storage hardware sales for its fourth fiscal quarter 2021, which ended April 30, reached $360 million, down from $386 million a year ago, even as its software sales reached $480 million, up from last year’s $407 million.

NetApp is growing less focused on storage hardware, and more focused on storage software and cloud-related storage and compute technology. That focus was clearly shown most recently early this month when NetApp introduced a new version of its Ontap storage software targeting on-premises and cloud deployments, as well as FlexPod as a service and enhanced Keystone storage subscription services.

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