Gartner Research

Gartner Invest/Research Community Vision: EMC Can Cope With Tough New Markets by Controlling the Software Stack

Published: 17 June 2014

ID: G00264370

Analyst(s): Andrew Neff , Roger W. Cox


We believe that EMC is the "best house in a tough neighborhood" — well-positioned, but facing macroeconomic and competitive challenges — but its growth initiatives will dampen near-term returns. To see growth accelerate and satisfy investors, it will need to control the storage software stack.

Table Of Contents


  • Introduction
  • The Starting Point
    • Slowing Growth, but Still a Solid Performer
    • A Tougher Market to Be In
  • Implications for Investors
    • Addressing the Challenges

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