Gartner Research

Gartner Invest/Research Community Vision: Disruptive Change Likely to Pressure Enterprise Storage Margins

Published: 10 May 2013

ID: G00252361

Analyst(s): Andrew Neff

Summary

Storage vendors' healthy margins are likely to see pressure from open-source, cloud and software-defined offerings. Investors need to watch for the catalyst that brings change that may come from storage, software and/or startup vendors. Company Impact: 6501.JP, DELL, EMC, HPQ, IBM, NTAP, ORCL.

Table Of Contents

Analysis

  • Synopsis
  • The Starting Point and the Discussion
    • Threats Loom Large
    • Margin Decline Could Come Quicker Than We Think
    • Some Possible Disruptive Forces
    • Embedded Software and Risk Evasion Will Keep Things Stable for Now
  • Potential Impact on Vendors and Ecosystems
  • Implications for Investors

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