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451 Research - Biography

Dave Simpson
Senior Analyst, Storage

Dave Simpson joined 451 Research's Storage practice as Senior Analyst in June 2011. He leads the company's research activities around data protection, in particular those driven by emerging technologies and business models, such as virtualization and cloud. Accordingly, Dave serves as the lead analyst for technologies including backup and recovery, data deduplication, disaster recovery, replication and high-availability. Prior to joining 451 Research, Dave was the Editor-in-Chief of, a website focused 100% on the data storage market and targeting IT end users, storage channel professionals, vendors and investors. Dave launched InfoStor in 1997. Prior to launching InfoStor, Dave held senior editor positions at a number of publications, including Datamation, Client/Server Today, Digital News & Review, Systems Integration and Mini-Micro Systems. He has been covering the IT industry for more than 25 years, focusing on the storage sector for the last 15 years.

Dave is based in Los Angeles, California, and reports to Research Director for Storage, Simon Robinson.

Reports by this Analyst

ExaGrid aims sling at EMC, HP, Dell, Quantum, Symantec and CommVault
MIS Impact Report - July, 2015
The privately held backup/recovery and data de-duplication specialist is a David versus several Goliaths, but it does have differentiated technology and a significant sales and development partner – Veeam.
Storage revenue set to eclipse security sales at Barracuda
MIS Impact Report - July, 2015
The company recently added backup/recovery support for Office 365, with support for more SaaS platforms to come, including Google Apps, Salesforce and Box. Storage now accounts for 43% of Barracuda's revenue, compared with about 33% one year ago.
Quorum banks on DRaaS as it preps for international expansion
MIS Impact Report - July, 2015
The disaster-recovery specialist has pulled in $45m over the years, and is approaching 500 customers, but lack of name recognition could prove to be a drawback as the market shifts from an emphasis on backup to disaster recovery.
After acquisitions, Acronis goes all in on cloud-based data protection
MIS Impact Report - July, 2015
The purchases of nScaled and BackupAgent last year accelerated Acronis' relatively late entry into cloud-based data protection. The company now expects the cloud to account for 20-25% of overall revenue this year, compared with less than 5% last year.
Seagate drops the EVault brand, 'relaunches' cloud-based data protection
MIS Impact Report - July, 2015
The company is diversifying beyond disk drive manufacturing, and its data-protection business is an important part of that strategy. As it pursues larger enterprises (a key differentiator), shedding EVault's SMB image is a smart move.
Symantec's storage group upgrades NetBackup as it preps for rebirth as Veritas
MIS Impact Report - July, 2015
Symantec's split into two companies - one of which will focus on storage and information management - is expected by year-end and could take place as early as October. Its NetBackup software will be the foundation for the new storage vendor.
With $70m in VC, Cohesity plans to upend data protection... and more
MIS Impact Report - July, 2015
Cohesity founder Mohit Aron was a cofounder of Nutanix, and the startup's backers include Sequoia, Wing Venture Capital, ARTIS, Qualcomm Ventures, Accel, Battery, Trinity and Google Ventures. It plans to disrupt the market with a 'converged secondary storage' play.
Startup CloudEndure targets multi-cloud DRaaS, 'live' workload mobility
MIS Impact Report - July, 2015
The company is building on its initial venture funding of $6.5m, and hopes to wrap up a series B round later this year as it focuses on support for a variety of public clouds, including AWS, Azure and GCP, as well as OpenStack and CloudStack.
Datto cruises past $100m as it expands beyond hybrid cloud backup/recovery
MIS Impact Report - July, 2015
The company fell just shy of $100m in 2014 revenue, and at its historical growth rate will approach $200m in 2015. Thanks in part to the acquisition of Backupify, Datto now has more than 50,000 customers.
Unitrends reshuffles the executive deck while racking up impressive revenue growth
MIS Impact Report - June, 2015
After a couple of acquisitions, the data-protection player – owned since late 2013 by Insight Venture Partners – has made a lot of recent changes, both in its product portfolio and its leadership lineup.
Rapidly growing Druva expands beyond endpoint protection into governance
MIS Impact Report - June, 2015
Last year marked Druva's fifth year of 100%-plus revenue growth. It's banking on governance to differentiate from other backup/recovery vendors, and to give it a calling card into larger enterprises. Also new to its inSync platform is support for Office 365.
Cloud backup provider Intronis surpasses 45,000 SMB customers and 2,000 MSP partners
MIS Impact Report - June, 2015
The hybrid cloud backup/recovery specialist is counting in part on international expansion – as well as enhanced support for Hyper-V – to fuel its growth. But it's playing in an extremely crowded market that may be due for consolidation.
Dell's data-protection group climbs the backup appliances ladder
MIS Impact Report - June, 2015
The company anticipates about $2bn in billings this year for its Dell Software division, and its data-protection portfolio will play a role in that goal. In this report, we focus on Dell's backup/recovery appliances and AppAssure software.
Hyper-V and the cloud fuel Veeam's race to $1bn in revenue
MIS Impact Report - May, 2015
The company has more than 145,000 customers and 30,500 channel partners. Based on our estimated revenue figures and projected growth rate, we think that Veeam could easily meet its publicly stated goal of eclipsing $1bn in 2018.
Carbonite spurns suitors, racks up record revenue
MIS Impact Report - May, 2015
In its most recent quarter, Carbonite pulled in $33m; however, it also posted a GAAP net loss of $6.2m. The company says that part of the loss was associated with defending against an unsolicited takeover bid by j2 Global.
Zetta launches disaster recovery as a service, sticks to 'no appliance' stance
MIS Impact Report - May, 2015
Unlike some vendors addressing the midrange DRaaS market, Zetta can protect both physical and virtual server environments; another differentiator is that it does not require dedicated on-premises appliances.
Quantum combines backup and archive via Rocket partnership
MIS Impact Report - May, 2015
The company joins EMC and CommVault in advocating the combination – if not true integration – of backup and archiving. At the least, it's one less throat to choke, and could save a lot of money in large unstructured-file environments.
EMC expands ProtectPoint 'direct backup,' launches high-end Data Domain
MIS Impact Report - May, 2015
At EMC World, backup/recovery themes included the increased role of primary storage systems and snapshots in the data-protection continuum, as well as the increased role of the cloud in EMC's backup hierarchy.
Hitachi Data Systems puts both feet in the data-protection pool
MIS Impact Report - May, 2015
The company's backup/recovery and snapshot management play puts it in competition with data-protection partners CommVault and Symantec, but HDS maintains that its entry into the data-protection space will not alter its existing relationships with those vendors.
Mimecast counts on unification to stand out in crowded email management melee
MIS Impact Report - April, 2015
Integrating all email management, security and archiving functions into one product is the company's primary differentiator, but versus the big guns – Symantec and HP Autonomy – Mimecast counts on the cloud.
Accelerite orchestrates disaster recovery on multiple clouds and hypervisors
MIS Impact Report - April, 2015
Its support matrix is still a work in progress, but Accelerite plans to offer disaster recovery and workload management/migration across virtually all hypervisors and clouds. Support for OpenStack is due this summer.
Zerto adds support for Hyper-V, AWS to its disaster-recovery replication repertoire
MIS Impact Report - April, 2015
Looking to thwart a horde of startup contenders in the cloud-based disaster-recovery market, while continuing to battle VMware, Zerto gets into the multi-hypervisor game (VMware and Hyper-V) and puts public clouds at the top of its agenda.
Symantec upgrades Backup Exec, prepares for return to Veritas
MIS Impact Report - April, 2015
The company's information management and storage operations will (re)become Veritas later this year. Meanwhile, a refresh of its SMB-focused data protection software is kicking off a series of pre-split product rollouts.
Continuum courts MSPs with its backup and disaster-recovery service
MIS Impact Report - April, 2015
The company recently launched a backup and disaster-recovery service aimed at its traditional customer base of MSPs. Continuum is using IBM's SoftLayer as its DR infrastructure, but the brains behind its data-protection play came from the acquisition of Idera's R1Soft offering last year.
Rubrik hopes to disrupt the data-protection market: 'no more backup'
MIS Impact Report - April, 2015
The startup's technology combines data management/protection software and a backup appliance, as well as de-duplication and compression, into a single product. Rubrik says IT organizations typically have to cobble together data-protection products from at least two vendors, and often more.
Asigra protects Docker, Office 365 in 'converged data protection' platform
MIS Impact Report - April, 2015
Highlights of Asigra Cloud Backup v13 include hypervisor-level replication for disaster recovery as a service, as well as support for open source FreeBSD on ZFS and CentOS, the Linear Tape File System, Docker containers, and Office 365.
HP targets EMC with low-end backup/de-duplication appliances
MIS Impact Report - March, 2015
HP recently launched backup appliances aimed at the low end of EMC's Data Domain lineup. The StoreOnce appliances support HP's new Recovery Manager Central software for 'flat backups' of HP's 3PAR StoreServ arrays.
Google puts the heat on Amazon Glacier with Google Cloud Storage Nearline
MIS Impact Report - March, 2015
The company is matching Amazon's penny-per-GB-per-month pricing for Glacier, but touts retrieval times of seconds rather than hours. In the hyperscale cloud backup/archiving arena, the 'race to zero' has begun.
Startup CloudVelox enables migration to, and DR from, AWS
MIS Impact Report - March, 2015
Cisco was a primary investor in CloudVelox's recent $15m series C round, which brought its total financing to $33m. The company's other backers include Mayfield, Pelion and Third Point. It shipped its first products in late 2013 and now has about 50 customers.
After SteelStore acquisition, NetApp broadens its data-protection strategy
MIS Impact Report - March, 2015
Array-based snapshots and replication remain the cornerstones of NetApp's data-protection strategy, but the SteelStore cloud storage appliances it acquired from Riverbed in 2014 strengthen NetApp's cloud-based backup/recovery position.
Connected Data enters business market with private-cloud file sync and share
MIS Impact Report - March, 2015
Led by ex-BlueArc and Drobo executives, the startup has secured $30m in VC funding and is targeting Box and Dropbox with a private-cloud alternative for enterprises and SMBs.
Netmail combines email archiving, security and storage management
MIS Impact Report - February, 2015
The email management specialist is showing signs of growth, despite having to compete with heavyweights such as HP, Symantec, EMC, Cisco, Barracuda and a bevy of smaller email specialists. Its all-in-one integration is a key differentiator versus both direct and tangential rivals.
Catalogic launches cataloging software for NetApp/VMware environments
MIS Impact Report - February, 2015
Formerly the data-protection assets of Syncsort (which were acquired by a pair of private equity firms), the 'startup' hopes to capitalize on the copy data management trend pioneered by Actifio. Catalogic recently launched the 2.0 version of its ECX software.
Free from CA, Arcserve enters the backup appliance market
MIS Impact Report - February, 2015
On the heels of CommVault's entry into the backup/recovery appliance market, Arcserve, which was spun off from CA Technologies in 2014, becomes the last (almost) pure-play software vendor to embrace hardware appliances.
Actifio targets the midmarket with its 'business resiliency cloud'
MIS Impact Report - February, 2015
The startup has raised $207.5m in VC funding, and may take in another $100m before going public. The IPO could happen late this year. Actifio hopes that its new service will enable midmarket expansion.
CommVault enters backup appliance market via NetApp partnership
MIS Impact Report - January, 2015
The combined forces of the two companies could disrupt the playing field in the backup/de-duplication appliance market, and the duo has its sights set squarely on EMC and Symantec.
Quantum adds cloud options to StorNext multitier storage strategy
MIS Impact Report - January, 2015
The company sees the cloud as just another storage tier in its workflow-centric (no changes necessary) approach to near-term and long-term data protection and content sharing. It recently added three options under its overall cloud umbrella.
EMC data-protection update: two acquisitions and a portfolio refresh
MIS Impact Report - January, 2015
Recent announcements ran the gamut from two cloud backup-related acquisitions to updates across EMC's data-protection portfolio, all of which highlight trends in the backup/recovery space.
Infrascale rounds out Eversync buy with VMware data protection
MIS Impact Report - December, 2014
Earlier this year, Infrascale closed a $16.3m series B round and bought Eversync for its backup appliances and support for enterprise-class applications. The company also recently – and belatedly – introduced support for VMware.
Datto diversifies into SaaS data protection via Backupify buy
TDM Deal Analysis - December, 2014
On the heels of EMC reaching for Spanning Cloud Apps, Datto – who? – has picked up Spanning competitor Backupify for protection of data stored on SaaS platforms such as Google Apps and Terms of the deal were not disclosed.


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