Coldago Research has just unveiled its seventh study on storage unicorns and once again no French company is listed. We can legitimately ask ourselves the question of the absence of French ppites in this ranking but none is eligible despite all the talent of our engineers.
This is an exercise carried out twice a year by Coldago Research after a major update of information from the field and several financial sources: the classification of unicorns in the storage field. The verdict came out last week and we find 15 companies including the 12 of December 2019 that is to say Acronis, Actifio, Barracuda Networks, Cohesity, DDN, Druva, Infinidat, Kaseya, Qumulo, Rubrik, Veeam and Veritas Technologies and the 3 new ones: Datrium, Nasuni and VAST Data.
Among these 15 companies, 12 are American – Actifio, Barracuda, Cohesity, Datrium, DDN, Druva, Infinidat, Nasuni, Qumulo, Rubrik, VAST Data and Veritas – of which 2 have strong links with Israel (Infinidat and VAST Data) and 3 are European – Acronis, Kaseya and Veeam -. Our ranking does not relate to any Asian company and France is again absent from this ranking. In fact, she never had an actor capable of climbing into these ranks. And this is not without counting the ambition, the dream or even the utopia of certain bosses, but it is clear that France is far from this status in this area. The market acts as a justice of the peace.
Long trusted by data protection players such as Acronis, Actifio, Cohesity, Rubrik, Veeam or even Veritas and even Barracuda, this ranking highlights file storage with Qumulo, already present, Nasuni and VAST Data. As for Datrium, it is the only HCI player and it is therefore rather an infrastructure that we can store alongside Infinidat or DDN. All these companies have articulated a real cloud strategy.
We also note that the fastest to reach this status are Cohesity, Rubrik and VAST Data without forgetting Pure Storage in the past, which has since gone public listed on the Nasdaq since October 2015. Datrium, in the process of being acquired by VMware, will disappear next year. ranking, but will it be all alone? We can expect further M&A movements pending IPOs in the first half of 2021.