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TBR Datacenter Second Quarter Vendor Performance Review Slides
 

TBR Datacenter Second Quarter Vendor Performance Review Slides

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You can visit www.tbri.com for more information on this and our other reports. ...

You can visit www.tbri.com for more information on this and our other reports.

The TBR Computing research team recorded a webinar on Tuesday, Oct. 23, 2012 recapping vendor performance as reported in TBR's 2Q12 Data Center Vendor Benchmark, with a focus on how specific vendor, go-to-market and resource management strategies impact financial performance. TBR Senior Analyst Christian Perry shared his perspective on the results and provided additional insight into the performance and future of the data center market.

He covered topics such as:

•The overall server market is lagging behind the historical performance of previous years, but new players in the x86 server market and innovation in the proprietary server space will help boost overall revenues in the coming quarters.

•The convergence megatrend continues to impact the product lines of data center vendors pairing servers, storage and networking to simplify configuration and speed time to deployment. These paired offerings are providing more performance and capacity over former products that attempted to marry these previously disparate pieces.

•The continuing rise of enterprise mobility is placing more strain on system infrastructures as data demands skyrocket. Further, we'll cover how the impending inclusion of Microsoft's Windows 8 on business-focused tablets will expand the landscape for use cases in corporate environments. This trend will provide more opportunities for data center vendors looking to help customers navigate this increasingly tricky data topography, particularly as the daily enterprise data pool grows larger.

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    TBR Datacenter Second Quarter Vendor Performance Review Slides TBR Datacenter Second Quarter Vendor Performance Review Slides Presentation Transcript

    • TBR’s Computing Business QuarterlySMResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar SeriesOct. 18, 2012 TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .
    • Computing Business Quarterly Research Highlights and Outlook: Webinar Presenters TBR Ken Hyers Senior Analyst Email: ken.hyers@tbri.com Twitter: @kenhyers2 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook TBRThe Windows 8 sales boost will not come until at least 4Q12, butpositive reviews build anticipation and promise high demandComputing Devices Vendor Trends for 2012 • PC sales are being hit by Windows 8 deferrals caused by customer anticipation and the shift to tablets. • Windows 8 will drive sales, but not until late 4Q12/1Q13. • Tablets are generating all the industry buzz. • Windows 8 tablets will shake up an already competitive market when they go on sale in 4Q12. • However, Windows 8 tablets face an uphill battle: Apple continues to dominate the market and Google’s Nexus made an entrance to strongly positive reviews. • Nokia faces its make-or-break moment with the Windows 8- based reboot to its Lumia smartphone platform in 4Q12. • A miss with Windows 8 could spell doom for the former leader in global smartphone share. SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES3 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook TBRWindows 8 anticipation will continue to defer sales for premium-pricedPCs in 3Q12PC Vendor Trends for 2012 • PC sales are sluggish as consumers and even some enterprise buyers wait for Windows 8. • Tablets sales are affecting PCs — the TBR CSAT shows many businesses are trading low-end laptops for tablets. IMAGE SOURCE: WEALTHMANAGEMENT.COM • PC vendors are focused on selling into emerging markets in advance of an anticipated Windows 8 rush. • Enterprise buyers will wait until 2013 for Windows 8. • To date, Ultrabooks have been a disappointment for many. • Numerous Ultrabook models were promised for 1H12, but few were actually delivered. IMAGE SOURCE: SLASHGEAR • In 2H12, as vendors deliver, will consumers step up?4 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: PC Vendors TBRDell and HP are playing the profitability game but losing traction againstmore agile PC growth leadersDell, HP and Lenovo will unveil a barrage of Windows 8 models in 4Q12 Dell Choosing not to participate in heavy PC discounting COMPUTER BUSINESS QUARTERLYSM in the run-up to Windows 8, Dell’s desktop and Dell Inc. notebook revenue declined by 9% and Second Calendar Quarter 2012 Second Fiscal Quarter 2013 Ended Aug. 3, 2012 19%, respectively. TBR OUTLOOK — POSITIVE TBR SCORE (0-10 SCALE) COMPUTER BUSINESS QUARTERLYSM  5.04 Publish Date: Sept. 12, 2012 Hewlett-Packard Corp. Second Calendar Quarter 2012 Author: Christian Perry (christian.perry@tbri.com), Computing Practice Senior Analyst; Krista Macomber, Computing Practice Analyst Content Editor: TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . HP John Spooner, Computing Practice Director Third Fiscal Quarter 2012 Ended July 31, 2012 Year-to-year PC revenue declines in 2Q12 are due to TBR OUTLOOK — NEGATIVE  TBR SCORE (0-10 SCALE) 4.07 the impact of low-priced competitors and increased competition from tablets. Publish Date: Sept. 13, 2012 Authors: Ezra Gottheil (ezra.gottheil@tbri.com), Computing Practice Senior Analyst; Jack Narcotta (jack.narcotta@tbri.com), Computing Practice Analyst TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Content Editor: John Spooner, Director of Computing Practice COMPUTER BUSINESS QUARTERLYSM Lenovo Group Lenovo Second Calendar Quarter 2012 First Fiscal Quarter 2013 Ended June 30, 2012 A balanced approach to profitability and pricing drove TBR OUTLOOK — POSITIVE TBR SCORE (0-10 SCALE) Lenovo’s PC sales and increased its traction in h 5.10 international markets. Publish Date: Sept. 7, 2012 Authors: Ezra Gottheil (ezra.gottheil@tbri.com), Computing Practice Senior Analyst; Beau Skonieczny, Computing Practice Analyst Content Editor: John Spooner, Computing and Storage TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Practice Director SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES5 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook TBRPent-up demand for Windows 8 tablets will drive new device salesstarting in 4Q12 and continuing in 1Q13Tablet Vendor Trends for 2012 • TBR studies show large, pent-up demand for Windows 8 tablets. • The Windows 8 tablet can and will cannibalize some PC sales. IMAGE SOURCE: BGR • Windows 8 tablets will open a new front against Apple by establishing a higher-priced category for tablets. • Apple and iOS will dominate tablets well into 2013. • Apple will maintain its lead in unit sales and revenue in IMAGE SOURCE: INTOMOBILE 1H13, driven by the Mini. • Google’s Nexus and Amazon’s Fire 2 HD will expand the market for Android but only at the low-end of the price-band range. • Windows RT tablets offer little performance enhancements over the best Android tablets, but are too expensive.IMAGE SOURCE: MICROSOFT 6 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Tablets TBRLower-priced tablets will be Android vendors most competitive offeringsas device vendors await Windows 8 to tap into new growth avenuesThe consumer tablet market has divided, with Apple in the top tier and Android at thebottom; however, the commercial market is still undefined. Apple COMPUTER BUSINESS QUARTERLYSM iPad revenue in 2Q12 was driven by Apple’s Apple Inc. aggressive international rollout of the new Second Calendar Quarter 2012 Third Fiscal Quarter 2012 Ended June 25, 2012 iPad, which helped drive double-digit tablet growth across all regions. COMPUTER BUSINESS QUARTERLYSM TBR OUTLOOK – POSITIVE TBR SCORE (0-10 SCALE)  6.47 Asus Asus Second Calendar Quarter 2012 Second Fiscal Quarter 2012 Ended June 30, 2012 Publish Date: August 14, 2012 Authors: Ezra Gottheil (ezra.gottheil@tbri.com), Computing Practice Senior Analyst; Beau Skonieczny, Computing Practice Analyst TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Asus led the quarter in non-iOS tablet sales, as the Content Editor: John Spooner, Computing Practice Director launch of the $199 Nexus 7 tablet aided the TBR OUTLOOK – POSITIVE TBR SCORE (0-10 SCALE) company’s relatively strong sales of the premium-  5.08 priced Transformer tablet. Publish Date: Sept. 20, 2012 Author: Beau Skonieczny (beau.skonieczny@tbri.com), Computing Practice Analyst TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Content Editor: Ezra Gottheil , Computing Practice Senior Analyst COMPUTER BUSINESS QUARTERLYSM Lenovo Group Lenovo Second Calendar Quarter 2012 First Fiscal Quarter 2013 Ended June 30, 2012 Strong demand by public sector customers for the TBR OUTLOOK — POSITIVE TBR SCORE (0-10 SCALE) ThinkPad Tablet fueled tablet revenue growth for h 5.10 Lenovo in 2Q12; however, tablet sales grew from a Publish Date: Sept. 7, 2012 Authors: Ezra Gottheil (ezra.gottheil@tbri.com), Computing Practice Senior Analyst; Beau Skonieczny, Computing Practice Analyst TBR relatively small sales base. T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Content Editor: John Spooner, Computing and Storage Practice Director SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES7 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook TBRGlobal demand for smartphones continues to increase rapidly, but fickleconsumer tastes make targeting the mass market risky for vendorsSmartphone Vendor Trends for 2012 • Smartphone sales are rapidly expanding, but few vendors are profiting. • Differentiation is the key to profits. • Samsung won the industry shift from low-margin feature phones to high-end smartphones. • Apple’s iPhone dominates the high-end market. • Few vendors have the scale to compete across all price bands IMAGE SOURCE: SAMSUNG and markets. • Windows 8 offers Nokia an opportunity to reboot its Lumia smartphone platform. • If Nokia is to survive, failure is not an option. IMAGE SOURCE: NOKIA8 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Smartphones TBRSmartphone vendors will invest in portfolio development as they look forways to stand out from the competitionThe iPhone 5 will slow adoption of competing premium smartphones COMPUTER BUSINESS QUARTERLYSM Apple Apple Inc. Anticipation for the iPhone 5 led to a sequential Second Calendar Quarter 2012 Third Fiscal Quarter 2012 Ended June 25, 2012 iPhone sales decrease of 28.4% in 2Q12. TBR OUTLOOK – POSITIVE TBR SCORE (0-10 SCALE) COMPUTER BUSINESS QUARTERLYSM  6.47 Nokia Publish Date: August 14, 2012 Authors: Ezra Gottheil (ezra.gottheil@tbri.com), Computing Practice Senior Analyst; Beau Skonieczny, Computing Practice Analyst TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Samsung Second Calendar Quarter 2012 Content Editor: John Spooner, Computing Practice Director Second Fiscal Quarter 2012 Ended June 30, 2012 Strong worldwide demand for Samsung’s flagship TBR OUTLOOK — NEGATIVE TBR SCORE (0–10 SCALE) Galaxy smartphones supported the company’s 5.00 second-place position in 2Q12 smartphone revenue. Publish Date: Aug. 9, 2012 Authors: Jack Narcotta, Computing Practice Analyst (jack.narcotta@tbri.com) TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Content Editor: John Spooner, Computing Practice Director COMPUTER BUSINESS QUARTERLYSM Motorola HTC HTC Second Calendar Quarter 2012 Despite a year-to-year revenue decline of 27.1%, HTC Second Fiscal Quarter 2012 Ended June 30 2012 was able to record the third-highest smartphone TBR OUTLOOK – POSITIVE TBR SCORE (0-10 SCALE) revenue in 2Q12.  5.18 Publish Date: May 18, 2012 Authors: Ken Hyers, Computing Practice Senior Analyst (ken.hyers@tbri.com), and Jack Narcotta, CP Analyst (jack.narcotta@tbri.com) TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . Content Editor: John Spooner, Computing Practice Director SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES9 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook TBR Questions?10 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • Computing Business Quarterly Research Highlights and Outlook: Webinar Presenters TBR Ken Hyers Senior Analyst Ken.Hyers@tbri.com @kenhyers For further information, please contact: John Spooner James McIlroy Director, Computing Practice Vice President, Sales john.spooner@tbri.com mcilroy@tbri.com11 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Backup TBRBackup12 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Key Trends TBRPC sales slowed on the verge of a Windows refresh, leaving lower-pricedvendors able to penetrate emerging markets and gain global shareSluggish sales for PCs are temporary 2Q12 PC REVENUE GROWTH VS. PC GROSS MARGIN TBR 60% 50% Apple 40% PC Gross Margin Fujitsu devices 30% Samsung 20% Toshiba Dell HP ASUS Panasonic Lenovo 10% Acer 0% Sony -10% -20% -20% -10% 0% 10% 20% 30% SOURCE: TBR AND COMPANY DATA PC Revenue Growth YTY SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES13 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Key Trends TBRWith Apple dominating the consumer tablet space, Windows 8 will createopportunities for vendors to capitalize on commercial salesAndroid has failed to make inroads into the enterprise TBR 2Q12 TABLET REVENUE GROWTH VS. TABLET GROSS MARGIN 60% 50% Apple 40% Samsung 30% Gross Margin Motorola Mobility Fujitsu devices Toshiba 20% ASUS Acer Dell 10% RIM Amazon Lenovo 0% Sony -10% -20% -100% -80% -60% -40% -20% 0% 20% 40% 60% 80% 100% SOURCE: TBR AND COMPANY DATA Tablet Revenue Growth YTY SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES14 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Key Trends TBRThe iPhone 5 launch will slow adoption of competing premiumsmartphones and negatively impact Samsung’s sales in 2H12Samsung’s and Apple’s dominance in smartphones leaves little room for competitors TBR 2Q12 SMARTPHONE REVENUE GROWTH VS. SMARTPHONE GROSS MARGIN 60% 50% Apple 40% Motorola Mobility Samsung Gross Margin 30% HTC Huawei ZTE Fujitsu Devices 20% LG Dell RIM ASUS Lenovo, 10% Acer 2966.7% YTY 0% Nokia Sony -10% -20% -150% -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% //3000% 400% SOURCE: TBR AND COMPANY DATA Smartphone Revenue Growth YTY SOURCE: TBR RESEARCH AND ESTIMATES; COMPANY DATA AND ESTIMATES15 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: About TBR TBRAbout TBR16 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: Webinar Overview TBRTBR’s Computing Business Quarterly (CBQ) reports deliver unique insightand value through in-depth analysis in a concise, consumable format• TBR reports are unique due to their deep, TBR Computing Business Quarterly Portfolio holistic analysis of leading vendor businesses.• Financial modeling and TBR insights help customers gain a better understanding of COMPUTER BUSINESS QUARTERLYSM vendor business models. Computing Devices Benchmark Second Calendar Quarter 2012• TBR reports and webinars are responsive to Publish Date: Sept. 28, 2012 client timelines, clear and concise, and provide Authors: insights across multiple layers of a vendor’s Ken Hyers, Senior Analyst Ezra Gottheil, Senior Analyst organization and infrastructure. Jack Narcotta, Analyst Beau Skonieczny, Analyst Angela Lambert, Research Analyst• TBR’s strategic assessment provides an impartial check on a vendor’s progress in its Content Editor: John Spooner (john.spooner@tbri.com), Computing Practice Director TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . strategic objectives.17 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: 3Q12 Research Topics TBRWindows 8 will continue to impact the PC and tablet space in 3Q12 bycreating growth opportunities for vendorsQuarterly Focus Areas TBR Perspective • Uncover how PC vendors are leveraging Windows 8 to gain traction inThe Impact of the consumer and commercial space. Windows 8 • Discuss how Windows 8 will counter the consumerization trend. • Explore how poorly curated app stores create opportunities for PC andPC & Tablet Vendor tablet vendors. Ecosystems • Examine how cloud services and content sharing is impacting vendor revenue streams and brand loyalty. • Analyze vendors’ approach to the low-cost tablet space and what it means to broader tablet sales strategies.Tablet Price Wars  • Determine how Windows RT and x86 Windows 8 tablets will be successful. • Reveal how vendors are using M&A as a lever for rapid share growth and brand penetration.Partners and M&A  • Uncover the underlying partner strategies vendors are using to drive technology improvements and patent apprehension. • Reveal how Windows 8 tablets will target specific verticals, such as education and financial institutions.Vertical-specific Differentiation  • Determine the impact content will have on vendors effectively tapping into new vertical markets.18 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • CBQ 2Q12 Research Highlights and 2012 Outlook: 3Q12 Research Topics TBRVendors that establish more robust device ecosystems and differentiatedcapabilities will gain competitive advantages in 2H12Quarterly Focus Areas TBR Perspective Discuss how Windows Phone 8 will help Microsoft gain traction inThe Impact of  smartphones.Windows 8 • Explore whether the Windows 8 mobile device app ecosystem is rich enough to meet customer expectations.Mobile Device Ecosystems  • Consider how tablet vendors are building ecosystems around specific verticals. • Discuss how tablet vendors will use pricing as a lever to target specificTablet Price Wars  customer segments. • Determine the impact of a lower-priced iPad on the market. • Provide insight on how content partnerships and media offerings willSoftware & Service promote device sales and brand loyalty. Differentiation • Offer perspective on how advanced search services such as Siri will evolve and impact mobile devices. • Examine how the release of the iPhone 5 will impact smartphone sales. • Analyze the impact of Apple Passbook across the ecosystem of mobileiPhone 5 Counters  wallet solutions. • Show how and where maps issues create opportunities for other smartphone vendors.19 TBR Quarterly Webinar Series | 10.18.12 | www.tbri.com | ©2012 Technology Business Research Inc.
    • About TBR Contact Us Technology Business Research (TBR) is a leading independent technology 1.603.929.1166 market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and info@tbri.com professional services vendors. www.tbri.com 11 Merrill Drive Serving a global clientele, TBR provides timely and accurate market research Hampton, NH 03842 and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information USA needs on an inquiry or proprietary consulting basis. TBR has been empowering corporate decision makers since 1996. To learn how our analysts can address your unique business needs, please visit our website or contact us today. TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .This report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. TechnologyBusiness Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is notand should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This reportis copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.