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External Storage System Sales: IBM, Huawei Grow; Dell, HPE, NetApp Plummet

IDC reports that robust mainframe sales during the second quarter gave IBM a big storage boost, while the recovery of China from the worst of the pandemic pushed Huawei sales up nearly 50 percent. Dell, HPE and NetApp, meanwhile, saw double-digit declines.

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1. Dell Technologies

Dell Technologies maintained its No. 1 position by a very comfortable margin with enterprise external storage systems revenue in the second quarter of $1.7 billion. That gave it a market share of 27.0 percent, which was just under the total market share of its next three competitors combined. However, that revenue was down 10.7 percent compared with the same quarter last year, IDC said.

Dell in late August reported second fiscal quarter 2021 storage revenue of $4.01 billion, which was down 4 percent compared with last year‘s $4.18 billion. That figure accounts for all of Dell’s storage sales, and not just those of its external storage systems.

Dell‘s midrange and its SMB storage sales were down significantly during the second calendar quarter, but its high-end storage sales grew, Lagana said. “So it’s not all bad news,” he said.

Dell is banking on its new PowerStore midrange line, which replaces multiple incompatible legacy storage lines, for growth in its midrange storage business.



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