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IT Converged Systems Revenue Reached $3.9 Billion

The public cloud market has shown renewed enterprise IT investment. Meanwhile, converged systems' growth continues. Worldwide converged systems market revenue increased 4.5 percent year-over-year to $3.9 billion during the first quarter of 2020 (1Q20), according to the latest market study by International Data Corporation (IDC).

"The overall converged systems market showed resilience during a difficult macro environment in the first quarter of 2020," said Sebastian Lagana, research manager at IDC.

While the hyper-converged system market expanded, the 'Certified Reference Systems & Integrated Infrastructure' segment posted its best quarter of growth since the second quarter of 2019 (2Q19) on the strength of sales for demanding workloads in industries such as healthcare and telecommunications.

Converged Systems Market Development

Regarding market segmentation, the IDC converged systems view includes three vendor segments: certified reference systems & integrated infrastructure, integrated platforms, and hyperconverged systems.

The certified reference systems & integrated infrastructure market generated just over $1.4 billion in revenue during the first quarter, which represents a growth of 4.4 percent year-over-year and accounts for 36.8 percent of all converged systems revenue.

However, integrated platforms sales declined 8.7 percent year-over-year in 1Q20, generating $478 million worth of revenue. This amounted to 12.3 percent of the total converged systems market revenue.

Sales of hyperconverged systems grew 8.3 percent year-over-year during the first quarter of 2020, generating just under $2 billion worth of revenue. This amounted to 50.9 percent of the total converged systems market.


IDC offers two ways to rank technology suppliers within the hyperconverged systems market: by the brand of the hyperconverged solution or by the owner of the software providing the core hyperconverged capabilities.

For the branded view of the hyperconverged systems market, Dell Technologies was the largest supplier with $666.3 million in revenue and a 33.6 percent share.

Nutanix generated $260 million in branded hardware revenue, representing 13.1 percent of the total HCI market during the quarter.

Hewlett Packard Enterprise finished the quarter in the third spot with $118.7 million in revenue, which amounted to a 6 percent share.

Converged Systems Software Market Share

The rankings based on the owner of the hyperconverged software show that new systems running VMware hyperconverged software represented $841.2 million in total 1Q20 vendor revenue or 42.4 percent of the total market.

Systems running Nutanix hyperconverged software represented $561.7 million in first-quarter vendor revenue or 28.3 percent of the total market. Both amounts represent the value of all HCI hardware, HCI software, and system infrastructure software sold, regardless of how it was branded at the hardware level.

According to the IDC assessment, as hardware sales are a major factor in these market share data, it should not be assumed to solely reflect -- or completely align with -- the respective companies' overall software performance.

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