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Friday, July 06, 2012
quest/kwest/ (noun): A long or arduous search for something.
This week's news confirmed the widely speculated rumor that Dell's quest for Quest is nearly over. First of all, congratulations to Vinny Smith and his team for outstanding execution and maximizing shareholder value. Well done and well deserved.
Quest brings to Dell a portfolio of tools with a strong emphasis on Identity and Access Management, Performance Monitoring, Windows Server Management and Database Management. As one of the largest (if not THE largest) OEMs for Microsoft, Dell should be in strong position to wrap Quest tools around their Microsoft portfolio. They say the deal is expected to close in Dell's fiscal Q3, which should be perfectly timed to the upcoming, and much anticipated, release of Windows 2012.
It's no secret that Dell is a large reseller channel for CommVault and over the many years of our partnership, Dell's storage team led by Darren Thomas has made very wise decisions building out its storage portfolio with a combination of acquisitions, organic R&D and partnerships. Along the way, CommVault has plugged Simpana software into Dell's products including Compellent, EqualLogic and PowerVault solutions to help Dell deliver on a continuum of price and performance as Jeff Echols discussed during his recent live interview from last month's Dell Storage Forum conference in Boston. As a result, thousands of enterprise customers have benefited.
So, when I look past the headlines, I like the opportunity ahead for CommVault. I've been fielding a lot of questions on what the Quest and AppAssure acquisitions mean to CommVault. The short and simple answer is: not as much as you might think. We just don't play in the same market segment and there's little to no product overlap. Even after the acquisition closes, I expect that enterprises are more likely to consider CommVault whereas small organizations may look at AppAssure and Quest.
Why? Let me come at this from three vantage points.
This is the value Dell finds with CommVault in the enterprise and why we continue to be excited about our partnership. CommVault is going to continue to focus on the enterprise. We're taking market share and we're going to win. And, we're looking forward to working with Dell and all of our partners as we together solve our customers' data management pain points.
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The content of this blog reflects the thoughts and opinions of the author, and does not represent the thoughts, opinions, plans or strategies of CommVault Systems, Inc. ("CommVault") and CommVault undertakes no obligation to update, correct or modify any statements made by the author of this blog. Any and all third party links provided by this blog are not affiliated with, nor endorsed by, CommVault.