SimpliVity results scream 'I'm perfect for you, HPE!'
But no formal announcement on wedding
"No comment" is what SimpliVity usually says to questions about a rumoured takeover by HPE (it's what HPE says too).
But SimpliVity has revealed more – stuff that can be taken as saying it would be a really good bride.
"First, we just closed Q3, which we have not yet announced," said CEO Doron Kempel. "Results were very good: significant growth relative to Q2 and year over year; record software sales exceeding 70 per cent of total sales; much larger deals, including a noteworthy Red Bull Racing's Formula One team that is standardising on SimpliVity after seeing twice the performance outcomes relative to the other HCI [hyperconverged infrastructure] competitors."
Kempel announced more good news. "We closed a mega government cloud project, a large telco cloud project, and maintained a very high win ratio – in the 80 per cent range – despite attempts by the competition to discount inferior HCI or bundle legacy gear," he said.
SimpliVity's x86 server support is covering more ground, according to Kempel. "As HCI's acceptance increases, the market is recognising and embracing SimpliVity's unique and profoundly valuable data services platform. We have increased traction globally with Lenovo, Cisco and Dell, and foresee a world where SimpliVity OmniStack is qualified to run on all x86 servers." he said. "Expect to see additional announcement regarding expanded x86 platform support later this quarter."
OK, that's Cisco, Dell-EMC, and Lenovo. Which big guys are left? HPE and... who? Huawei? Hitachi? Fujitsu? We're in second-tier territory now.
Kempel says SimpliVity has "a very strong pipeline" and is "focused on building a great business".
We could be looking at the Kaminario of HCI systems. Will this be the Donald Trump of HCI, the second-string candidate that scores a big win? Run by its Israeli-born CEO, does this startup love a good David-and-Goliath story?
Sling that stone and join the big company club at the same time. ®