Category Archives: Forrester

The prudence needed for storage technology companies

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Blitzscaling has been on my mind a lot. Ever since I discovered that word a while back, it has returned time and time again to fill my thoughts. In the wake of COVID-19, and in the mire of this devastating pandemic, is blitzscaling still the right strategy for this generation of storage technology, hyperconverged, data management and cloud storage startups?

What the heck is Blitzscaling? 

For the uninformed, here’s a video of Reid Hoffman, co-founder of Linked and a member of the Paypal mafia, explaining Blitzscaling.

Blitzscaling is about hyper growing, scaling ultra fast and rocketing to escape velocity, at the expense of things like management efficiency, financial prudence, profits and others. While this blog focuses on storage companies, blitzscaling is probably most recognizable in the massive expansion of Uber (and contraction) a few years ago. In the US, the ride hailing war is between Uber and Lyft, but over here in South East Asia, just a few years back, it was between Uber and Grab. In China it was Uber and Didi.

From the storage angle, 2 segments exemplified the blitzscaling culture between 2015 and 2020.

  • All Flash Startups
  • Hyper Converged Infrastructure Startups

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Veaam to boost Cloud Data Management

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Cloud Data Management is a tricky word. Often vague, ambigious, how exactly would you define “Cloud Data Management“?

Fresh off the boat from Commvault GO 2019 in Denver, Colorado last week, I was invited to sample Veeam a few days ago at their Solution Day and soak into their rocketing sales in Asia Pacific, and strong market growth too. They reported their Q3 numbers this week, impressing many including yours truly.

I went to the seminar early in the morning, quite in awe of their vibrant partners and resellers activities and ecosystem compared to the tepid Commvault efforts in Malaysia over the past decade. Veeam’s presence in Malaysia is shorter than Commvault’s but they are able to garner a stronger following with partners and customers alike.

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Commvault coming all together

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[Disclosure: I was invited by Commvault as a Media person and Social Ambassador to their Commvault GO 2019 Conference and also a Tech Field Day eXtra delegate from Oct 13-17, 2019 in the Denver CO, USA. My expenses, travel, accommodation and conference fees were covered by Commvault, the organizer and I was not obligated to blog or promote their technologies presented at this event. The content of this blog is of my own opinions and views]

This trip to the Commvault GO conference was pretty much a mission to find answers to their Hedvig acquisition just a month ago. It was an unprecedented move for Commvault and I, as an industry observer and pundit, took the news positively. I wrote in my blog about Commvault’s big bet and I liked their boldness in their approach.

But the news did not bode well back here in Malaysia. The local technology news portal, Data Storage Asean picked up the news in a rather unconvinced way. 2 long time Commvault partners I spoke to were obviously unhappy because the acquisition made little sense to them on the back of closing of the Commvault Malaysia office just weeks before this with more unsettling rumours of the Commvault team in Asia Pacific. The broken trust and the fear of what the future held for the Commvault customers in Malaysia and in the region were riding along with me on this trip.

But I have seen the beginning of the Commvault transformation from the Commvault GO conferences I have attended since 2017. This is my 3rd Commvault GO and I ended Day 1 with good vibes.

Here were some of my highlights in the first day. Continue reading →