EMC Q3 2014 revenue grew 9 percent to $6 billion

Enterprise storage vendor EMC today said its third quarter revenue grew 9 percent to $6 billion.

The EMC revenue growth was supported by 24 percent increase in revenue at Pivotal, 17 percent at VMware and 6 percent at EMC Information Infrastructure.

EMC Q3 revenue grew 8 percent in North America, 15 percent in EMEA, 4 percent in APJ, 1 percent in Latin America and 9 percent in BRIC+ 13 markets.

In SDDC, NSX customer numbers grew to over 250 from over 150 last quarter.

In end user computing, VMware grew new license bookings more than 60 percent over last year’s Q3. And within this desktop license bookings once again grew double-digits.

EMC Installation Infrastructure Q3 revenue growth in storage accelerated to 6 percent, unified and backup recovery portfolio rose 6 percent, which was held by accelerated growth of both VNX and Data Domain.

Emerging Storage products grew 47 percent and this category is almost 60 percent the size of the high-end. “CIOs continue to invest heavily in areas that will take their business to the third platform and are redeploying dollars from their second platform savings to do so,” said EMC chairman and CEO Joe Tucci.


XtremIO are all flash array surpassed the $0.5 billion mark on an annualized demand run rate in Q3.

Isilon’s growth accelerated again in Q3, driven by a strength in financial services and manufacturing, as well as by newer growth sectors in the areas of video surveillance and analytics where its native Hadoop capabilities allow cost and time efficient analysis of Big Data. Isilon has over 400 customers running Hadoop on iphone systems.

VCE surpassed $2 billion annualized demand run rate for Vblock and Vblock related products and services exiting Q3, which was the sixth consecutive quarter of greater than 50 percent growth in demand.

“In 2014, we expect combined revenue from NSX, AirWatch, Pivotal, XtremIO, ViPR, and ScaleIO to be approximately $1 billion and growing extremely rapidly,” Tucci said.

EMC also announced its converged infrastructure joint venture with Cisco. Cisco and VMware will continue to have a strong commitment to and equity interest in VCE.

Rajani Baburajan
[email protected]

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