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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

Startup Rubrik rapidly brings funding to $51m
MIS Impact Report - August, 2015
Rubrik exited stealth mode in March with $10m in initial funding, and did not waste any time securing a second round of $41m in May. Nutanix founding investor Bipul Sinha is at the helm of the company, which is counting on 'converged data management' to put the squeeze on incumbent data protection vendors.
Startup Talena tackles data protection and availability for big data
MIS Impact Report - August, 2015
The startup recently raised $12m in oversubscribed funding from backers Canaan Partners, Onset Ventures, Wipro Ventures and Intel Capital. Use cases include backup/recovery, disaster recovery, archive/compliance and test/development.
DRaaS opportunity attracts data-protection startups, VC funding
MIS Spotlight - August, 2015
It's been a long time since we saw a flurry of startups enter the data-protection market, but affordable disaster recovery as a service and business continuity are attracting innovative vendors and venture capital.
Free at last: Symantec sells Veritas to Carlyle Group for $8bn
TDM Deal Analysis - August, 2015
Unshackled from security provider Symantec, storage specialist Veritas should be more nimble, but the deal does not clear the hurdles in its path. On the plus side, Veritas gets to operate outside the scrutiny of Wall Street.
DataGravity ups security game with V2 of its 'data-aware storage' appliances
MIS Impact Report - August, 2015
The company recently launched the second version of its platform, adding security features such as custom data tags and integrations with third-party management consoles. It plans to be aggressive with new feature enhancements as part of its platform strategy for new product development.
StorageCraft claims nearly 100% annual growth in backup and recovery
MIS Impact Report - August, 2015
Fast-growing Datto is a key OEM customer, but the real fuel behind StorageCraft's momentum is its growing ranks of resellers, particularly MSPs, which now account for 65% of revenue.
Infrascale launches cloud backup accelerator and DRaaS
MIS Impact Report - August, 2015
The company may not be the most recognized name in data protection, but 10-year-old Infrascale claims more than 100,000 customers, one million devices protected and 100PB of managed capacity across its 17 global datacenters.
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.


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