Cisco, HP drop cloud infrastructure market share

Cisco is leading the public cloud infrastructure market in Q4 2014, while HP leads in private cloud, said Synergy Research Group.

Cisco and HP accounted for 27 percent of worldwide revenues of the cloud infrastructure equipment market.

Both Cisco and HP dropped their respective share of the cloud market from the previous quarter as their sequential revenue growth did not quite match overall market growth.

Microsoft and Dell grew its cloud share.

Following the sale of IBM x86 server biz to Lenovo, IBM dropped to fifth place, behind Microsoft and Dell. Lenovo is now the seventh ranked vendor.

Total Q4 cloud infrastructure equipment revenues — including hardware and software – rose 9 percent to over $13 billion.

Cloud infrastructure market vendors

Cisco’s overall leadership is mainly due to its dominance of the networking segment and its rapidly growing position in servers.

HP is the market leader in cloud servers, a main challenger in storage and also part of the pack chasing Cisco in networking.

Microsoft has total dominance of the server OS segment and is one of the leaders in virtualization applications.

IBM remains a major player in both servers and storage. Servers, OS, storage and networking combined account for 92 percent of the cloud infrastructure market, with the balance comprising cloud security, cloud management and virtualization applications.

“We are seeing strong growth across private, public and hybrid cloud deployments and across all geographic regions. While it remains relatively small, by far the highest growth is being seen in hybrid cloud and I expect this to continue over the next five years,” said Jeremy Duke, founder and chief analyst at Synergy Research Group.

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