NetApp’s annual user conference—Insight 2015—kicks off in Las Vegas next week. It appears to us that the company could certainly use some insight about where it’s going. During the past year, the company has experienced some interesting developments, including a disruptive product upgrade, leadership changes, declining stock prices, and more.
We believe that anyone looking to NetApp for something suited to their virtualized workloads might have to keep waiting—their LUN and volume based storage seems to us to be increasingly out of place in a world where close to 80% of workloads are virtualized.
Others also believe that things are not likely to get any easier for NetApp. Jason Ader, an analyst from William Blair, recently observed:
The company still seems to be in relative denial about the core causes for its struggles and looks to have set the bar way too high for fiscal second-half revenue and margins ... We expect NetApp's downward spiral to continue and would avoid the stock.
Meanwhile, Aaron Rakers, Managing Director from Stifel, recently commented:
NetApp continues to be dismissive of the long-term competitive threat of emerging storage vendors, citing improving traction of its flash portfolio and the company’s position for the transition to hybrid cloud (Data Fabric strategy). Some 15 per cent of NetApp’s base has migrated to Clustered ONTAP from 7-mode, so there is 85 per cent of the base still to play for. Upgrading to Clustered Data ONTAP requires a forklift/rip-and-replace upgrade of existing infrastructure, and thus we believe leaving NetApp more susceptible or a target of competitive solutions from emerging storage vendors.
Fortunately, if you are fed up with the storage quo you can “break up” with NetApp and start a healthy relationship with VM-aware storage (VAS). You’ve heard of DAS, NAS and SAN—now it’s the VAS era. While we wrote the “Dear John” letter in our Wall Street Journal ad, it could easily have come from any of our customers. They'll tell you that the VAS is Greener. VM-aware storage performs faster with less hand-holding, and offers VM-level data management, protection, analysis and automation.
How is the VAS greener? Imagine you could:
It’s real at Tintri, and that’s why in competitive engagements against NetApp, we have an 80%+ win rate.
Just ask our customers. Magnus Osterlund, Senior VMware, Wintel Expert at Solid Park recently wrote on LinkedIn:
You can hear even more from other customers who selected Tintri as their choice for virtualized workloads, including US Army, University of California at Irvine, Reinhart Law, and Atlantic Metro Communications.
Ready to see why the VAS is greener? Test drive our UI and check out some of our favorite quotes from your peers who have become big VAS fans. And if you’re ready to take the next step, you can take advantage of our Time is Money promotion: share some information about your virtual environment, and we’ll provide you with some free analytics—and a Parrot drone, so you can see even more.
We believe that NetApp faces a tough road ahead. But for Tintri VM-aware storage, the future is clear and simple.
Unique control with VM-level actions for infrastructure functions including snapshots, replication and QoS make protection and performance certain in production, and accelerate test and development cycles.