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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 InfoStor.com, 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

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 salesforce.com. Terms of the deal were not disclosed.
Armed with series C funding, CTERA girds for expansion in cloud services
MIS Impact Report - December, 2014
The company closed a $25m series C funding round earlier this year, bringing its total financing to $45m. New investor Bessemer Venture joined the round, with existing backers Benchmark Capital, Venrock and Cisco also participating.
Can Nakivo repeat Veeam's success in VMware data protection?
MIS Impact Report - December, 2014
In short, no, because the startup was late to the party, but it is off to a good start in becoming a contender in the battle for VMware data protection. However, Nakivo's weaknesses include its lack of support for physical servers and Microsoft's Hyper-V.
Unitrends integrates PHD Virtual and Yuruware acquisitions
MIS Impact Report - November, 2014
Unitrends' sale to Insight Venture Partners in late 2013 gave the company the funds it needed to ink some acquisitions of its own and expand its portfolio to more fully embrace virtualization and the cloud. We examine those moves.
Growing at 35% per year, Vembu branches out from its backup/recovery roots
MIS Impact Report - November, 2014
The 10-year-old company has done well in the service-provider space (mostly MSPs and CSPs), and is actively recruiting VARs. Its channel lineup now exceeds 4,400 resellers, representing 60,000 business customers.
Startup OneCloud launches with disaster recovery for VMware on Amazon AWS
MIS Impact Report - November, 2014
Backed by series A funding from Charles River and Bessemer Venture, OneCloud is providing disaster recovery for VMware environments by using Amazon Web Services as the recovery infrastructure, thus enabling a 'one cloud' integration of primary datacenters and Amazon's cloud.
How BYOD is reshaping the endpoint data-protection landscape
MIS Spotlight - November, 2014
A handful of small vendors have attracted large amounts of VC as they focus almost exclusively on backup/recovery of laptops, desktops and (in some cases) mobile devices. Keep your eyes on Druva and Code 42, and among large vendors, CommVault.
Catalogic hops on the 'copy data management' bandwagon
MIS Impact Report - November, 2014
The 'startup' hopes to help IT managers get a grip on copy data proliferation, but at least for now it's only addressing NetApp-VMware environments. At the helm: Ed Walsh, formerly CEO at Storwize (acquired by IBM), Avamar (bought by EMC) and Virtual Iron (picked up by Oracle).
Bitcasa to cloud-based application developers: 'mi casa es su casa'
MIS Impact Report - October, 2014
Formerly known primarily for its unlimited capacity service for consumers, Bitcasa is making a transition from cloud-based backup and file-sharing services for consumers to being a cloud storage provider for next-generation application developers.
Druva brings funding to $67m, adds server-based data protection
MIS Impact Report - October, 2014
The endpoint backup/recovery and file sync/share specialist is using a recent cash infusion of $25m to branch out beyond its desktop/laptop roots into cloud-based server backup and recovery. Druva recently scored an additional $25m in VC funding.
Symantec boosts NetBackup appliances, but discontinues Backup Exec appliances
MIS Impact Report - October, 2014
Backup appliances are one of the bright spots in the company's data-protection portfolio, so why is Symantec discontinuing its low-end hardware?
Symantec splits to grow security and data management businesses
MIS Impact Report - October, 2014
We detail the drivers, mechanics and impact of Symantec's split into two independent public companies in order to take on the security and data management markets.
Seagate rolls Xyratex, EVault into new cloud division
MIS Impact Report - October, 2014
Seagate is continuing its quest to branch out and become much more than a disk drive manufacturer, and is pinning its hopes on burgeoning cloud capacity and object storage.
Axcient capitalizes on virtual appliances for recovery as a service
MIS Impact Report - September, 2014
Introduced in March, virtual appliances already account for almost 50% of Axcient's new deployments, and the second generation boosts backup performance by 50%. By relying largely on software rather than hardware appliances, Axcient may have found a key differentiator.
 

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