You found the backup wrap up your go-to podcast for all things
Speaker:backup recovery and cyber recovery.
Speaker:In this episode, we explore the recent wave of consolidations
Speaker:in the backup industry and the potential dangers that consolidation
Speaker:can have in your environment.
Speaker:We discussed major acquisitions like Cohesity buying Veritas.
Speaker:Salesforce acquiring own backup and a few others and what these mean to customers.
Speaker:We also examine the risks of keeping legacy backup systems
Speaker:running after a migration or a consolidation, including security
Speaker:vulnerabilities and ongoing costs.
Speaker:We also talk about a solution to those concerns.
Speaker:A lot's going on right now and we're making sure that you're up to date.
Speaker:By the way, if you don't know who I am, I'm W.
Speaker:Curtis Preston, AKA, Mr.
Speaker:Backup, and I've been passionate about this topic for over 30 years, ever since.
Speaker:I had to tell my boss that there were no backups of the really
Speaker:important database that we just lost.
Speaker:I don't want that to happen to you, and that's why I do this podcast.
Speaker:On this podcast, we turn unappreciated backup admins into Cyber Recovery Heroes.
Speaker:This is the backup wrap up.
Speaker:Welcome to the show.
Speaker:If I could ask you to take just a quick moment and click subscribe or
Speaker:follow whichever platform you're using.
Speaker:And remember, you can watch us on YouTube or you can listen to us on your
Speaker:favorite podcast platform, and uh, I am of course w Curtis Preston, AKA, Mr.
Speaker:Backup.
Speaker:I have with me what I believe to be a brand new cohost.
Speaker:don't recognize him at all.
Speaker:Prasanna Malaiyandi, how's it going?
Speaker:Prasanna, I think you are indeed.
Speaker:Prasanna, correct?
Speaker:Yeah.
Speaker:I'm not an AI clone, so that's a good thing.
Speaker:Um, no.
Speaker:Yeah.
Speaker:And like you said, for people who wanna see the new me
Speaker:go check out our YouTube feed.
Speaker:First you need to go watch the old him from like, you know, a previous
Speaker:episode and then you watch the new you.
Speaker:Yeah, I decided it was time.
Speaker:So I had been growing out my beard and my hair for four and a half years,
Speaker:Yeah.
Speaker:So you had a, you had a, a feared.
Speaker:I think, I think the fact that it, you know, 'cause you had a,
Speaker:you know, you had a tweed, then a feared, then once it became feared,
Speaker:I think it was time to fear it.
Speaker:Yes,
Speaker:exactly.
Speaker:It was time for it to go.
Speaker:So that was gone and then I figured, ah, at the same time,
Speaker:might as well cut my hair.
Speaker:So I had started growing out my hair because I was like, okay, at the end of
Speaker:all of this, I want to donate my hair,
Speaker:right?
Speaker:So you can donate it to organizations where they'll make wigs for, uh,
Speaker:people with like cancer or who've lost hair due to treatments.
Speaker:And so I donated to a organization called Wigs for Kids.
Speaker:Yeah.
Speaker:Nice.
Speaker:I donated, I think it was like 22 or 23 inches.
Speaker:It's.
Speaker:So I hope it'll make a nice way
Speaker:The, the, the, the funny thing is that I'm pretty sure I've told you I've
Speaker:never had my hair as long as you have your current hair right now in my life.
Speaker:And then so trying to relate to you having your hair basically down to your butt.
Speaker:Like I just, I couldn't fathom that, but Well, I welcome the new you to the, you do
Speaker:look like a completely different person.
Speaker:It's really kind of funny.
Speaker:It's actually very light also, like it doesn't feel like there's something
Speaker:on my head, you know, like hair people would think it's like fairly light,
Speaker:but when you have that much hair.
Speaker:Yeah.
Speaker:Yeah.
Speaker:That is funny.
Speaker:Um, well, you know, speaking of like lightning, the load, we're gonna talk
Speaker:about like an interesting concept.
Speaker:I think this week we're taking a break from the, we're
Speaker:from the ransomware series.
Speaker:Be because there was, once again, an announcement today of yet again,
Speaker:another backup consolidation, you know, consolidation of the backup industry.
Speaker:Um, so let's talk about some of the ones that have, that we've heard about,
Speaker:uh, in the last few months.
Speaker:yeah, and I think one thing, Curtis, it's important to understand is
Speaker:a lot of these companies when they start out, they're like, oh,
Speaker:we're gonna do one particular work
Speaker:workload really, really well.
Speaker:right,
Speaker:And they make great inroads on that one particular workload.
Speaker:But then the challenge becomes most customers don't just want 20
Speaker:different backup software or backup,
Speaker:right in their environment.
Speaker:And so that's why you're also starting to see, hey, this company did a great
Speaker:job with this one particular workload.
Speaker:Let's acquire them beef up our portfolio and offer that to our customers
Speaker:along with the rest of the package.
Speaker:Yeah, I think when I look at the list of companies, and we'll talk
Speaker:about the, the actual list in a minute, uh, I do think that, um.
Speaker:Like each of them sort of picked a workload?
Speaker:Well, well actually when, when I look at the list, there's
Speaker:different ones here for for sure.
Speaker:There are different types.
Speaker:There are some that are the way you described and then there's,
Speaker:then there's at least one
Speaker:that is kind of a really big deal.
Speaker:In terms of, you know, the, the way that the, the way this whole thing
Speaker:went down and, you know, they're definitely, they definitely don't
Speaker:qualify that for the type of thing.
Speaker:So let's talk about, um, and I think, you know, just again, before we get
Speaker:to the list, if for the companies that picked one workload, kicked the butt out
Speaker:of that workload and then got acquired by somebody that wanted that workload.
Speaker:Good on them, right?
Speaker:Um, they didn't shoot for the moon, they didn't try to boil the ocean,
Speaker:um, and then they got acquired.
Speaker:Um, and maybe, you know, you could argue that maybe the payday isn't as big if
Speaker:they don't boil the ocean successfully.
Speaker:And then, um, uh, but it's an actual payday,
Speaker:Yeah.
Speaker:Well, and I think also it's not just building the
Speaker:product, it's also selling it.
Speaker:Right.
Speaker:And I think as a smaller company, having that sales force who can go
Speaker:out and touch all of these customers becomes really difficult and expensive.
Speaker:Yeah.
Speaker:Yeah.
Speaker:I mean, um, well let, well, let's talk about the products first.
Speaker:We'll talk about, uh, let's just list them first and, uh, why don't
Speaker:you talk about, um, the first one, I think that started this whole thing.
Speaker:I.
Speaker:Yeah.
Speaker:So, and by the way, all of this is just this year,
Speaker:Yeah.
Speaker:Yeah.
Speaker:This year for sure.
Speaker:Yeah.
Speaker:yeah.
Speaker:So the first one, which I think kind of astounded a lot of folks,
Speaker:was Cohesity acquiring Veritas.
Speaker:Yes.
Speaker:Specifically Cohesity, well, I would call it Cohesity, acquiring most of Veritas.
Speaker:Which was, which was interesting.
Speaker:We, we'll talk about that.
Speaker:Um, and then we have, and I don't know, I think it's in this order.
Speaker:And then we have Salesforce, and this is a really interesting one.
Speaker:Salesforce acquiring own backup.
Speaker:I think they're called own software
Speaker:Own software.
Speaker:Yeah, well it was own backup I think was the product.
Speaker:And then own software.
Speaker:Uh, and then we have Veeam Acquiring Alcion, which is one I missed.
Speaker:I don't know how I missed that one.
Speaker:Yeah, that was a couple of weeks ago.
Speaker:And then today the big one that came out
Speaker:was Commvault acquiring Clumio.
Speaker:Yeah.
Speaker:And these are all companies that I've, you know, I've had something to do
Speaker:with over the years, none of which.
Speaker:Just double checking.
Speaker:None of which I've actually worked for.
Speaker:Uh, but I've worked with them, you know, talked to them, you know, aware of them.
Speaker:And, um, the, you know, and when, and when you look at this list, three of them
Speaker:are what I would call startups, right?
Speaker:Uh, you know, basically they, they created a company to do a thing,
Speaker:and then they got acquired.
Speaker:Hopefully to do the thing.
Speaker:Right.
Speaker:And then there's Veritas, which is, is very different than that.
Speaker:was a very surprising move because.
Speaker:I would argue that Veritas is probably, now, they're probably number
Speaker:three in terms of backup market.
Speaker:I, I don't, I actually don't have up to date numbers on that.
Speaker:I, I, there's certainly, I.
Speaker:They've certainly gone down the list in terms of if we look at new
Speaker:product, you know, um, you know, it's kind of like, um.
Speaker:It's kinda like you and I both own Teslas and for a while there, like the
Speaker:model Y was the most popular car in the world, but that doesn't mean that
Speaker:it's most popular car on the road.
Speaker:Right.
Speaker:Um, certainly Veritas became less popular as a new product,
Speaker:um, over the last few years.
Speaker:And, um, but I think that they still had due to, and and that's I think
Speaker:what we're gonna end up talking about at the end of the episode here due to.
Speaker:The stickiness of backups,
Speaker:Yeah.
Speaker:they were still in a huge amount of, um, you know, environments.
Speaker:I, I would say that it's, you know, the saying that like, you never
Speaker:get fired for picking vendor X,
Speaker:right?
Speaker:Because they're the stable one, they're the
Speaker:mature ones.
Speaker:They're the ones that everyone uses.
Speaker:I would say Veritas was probably that vendor
Speaker:it
Speaker:the longest time.
Speaker:yeah.
Speaker:And they were, when I, when I was using it, like, you know, all the time they
Speaker:were, that they were that product.
Speaker:Right.
Speaker:They were the one that you, you know, um,
Speaker:the breadth, right?
Speaker:yeah, yeah, yeah.
Speaker:So let's talk about, uh, for, for those that don't follow
Speaker:it the way that you and I do.
Speaker:Let me just describe Veritas, Veritas, um, I would put like Veritas
Speaker:Commvault, TSM, Arcserve networker.
Speaker:These were, uh, did I forget any from, well, like data protector.
Speaker:Yeah.
Speaker:These were what I would call what we would now probably call legacy backup products.
Speaker:That doesn't mean that they're, that they're old, it just means that they
Speaker:were from a time when if you were a backup product, you did everything right,
Speaker:It was like wave one of backup products.
Speaker:were.
Speaker:Yeah.
Speaker:Um, and this is what I grew up on.
Speaker:Um, and the, you know, some of that initial wave, uh,
Speaker:these companies are gone.
Speaker:You know, my first commercial backup product was actually called SM Arc, which,
Speaker:about that.
Speaker:Yeah.
Speaker:funny because, and you may recall that I, now, now that I've, you
Speaker:know, learned things, I don't like that they call themselves SM Arc.
Speaker:It should have been called s and back, but, but I digress.
Speaker:Um, because our archive is not backup, but, um, and by the way, SMR and Veritas,
Speaker:uh, they were from the same town up there in, in Minneapolis or, well, nearby.
Speaker:Nearby.
Speaker:They were from, they were from a suburb of Minneapolis, both of them.
Speaker:But Veritas, you know, back in the day when there were like 37 different flavors
Speaker:of Unix and um, and uh, windows and.
Speaker:How many different database products there were.
Speaker:There were like three big ones in Informix, Oracle, Sybase then, then
Speaker:you added to that, uh, SQL server.
Speaker:Um, and these were the guys that they did every flavor of Unix.
Speaker:They did every flavor of database and um, what's that?
Speaker:Mainframes,
Speaker:And well, actually, I don't think they did
Speaker:did they never touch mainframes?
Speaker:Was it
Speaker:don't think so.
Speaker:This was, yeah, this was sort of the open systems backup world.
Speaker:The mainframe folks, uh, you know, kept to them,
Speaker:kept to themselves.
Speaker:Right.
Speaker:They also didn't do, uh, VMS as, I don't think, I don't think.
Speaker:Which is weird,
Speaker:Any of the new, well, you know, we were kind of killing it off, you know,
Speaker:it was like, you know, you didn't wanna do mainframe, you didn't wanna
Speaker:do VMS, just like, and I'll tell you a story, um, again, back when I was
Speaker:back in the day, I think we need like, I think we need some music for that.
Speaker:If you could edit that in Curtis.
Speaker:um, like when I was brand new in backup, there was A-A-V-M-S
Speaker:box in the data center and.
Speaker:For two and a half years that I spent at this company.
Speaker:I said the following, I, I don't even have a login to that.
Speaker:I don't even, I don't, oh, you need, you need VMS backups.
Speaker:Go talk to the admin.
Speaker:you need to talk to this guy.
Speaker:And, uh, Ron, Ron Rodriguez, the guy that whose job I took,
Speaker:but I didn't know anything.
Speaker:I knew Unix, but I didn't know anything about VMS and I was like, yeah, I,
Speaker:you know, if you, if you need VMS backups, you gotta go talk to, um.
Speaker:Um, you know, to run, yeah.
Speaker:For two and a half years.
Speaker:I said, I, I, nobody even gave me a login.
Speaker:I don't, you know, I don't know, you know, but, uh, so VMS was still kinda weird, but
Speaker:the but Veritas net backup, backup exec was much more a Windows centric product.
Speaker:Right.
Speaker:Like an SMB mid-market
Speaker:yeah, exactly.
Speaker:Um, and Veritas acquired backup exec from Seagate Backup a hundred years
Speaker:ago, and they, they were gonna merge the two products that never, that never
Speaker:Sometimes it's better never to merge.
Speaker:Yeah.
Speaker:Uh, I, I, I'm pretty sure they gave it the old college try,
Speaker:but that just didn't happen.
Speaker:was what they did was they did just literally everything.
Speaker:And then they continued to add new workloads as they came, right?
Speaker:When VMware came out, when v you know, um, when, uh, HyperV came out, when
Speaker:the cloud came out, when they, they did their best to add all the new, oh, and
Speaker:by the way, you also, in that backup world, you also had to support every
Speaker:kind of tape library, every kind of deduplication, target, you know, um.
Speaker:also built their own deduplication, if I recall
Speaker:They did build their own deduplication.
Speaker:That was the way it was because the backup environments were that way, you.
Speaker:Yeah.
Speaker:You know, I, I would go into environments and they go, well, we've got 37 Soliris
Speaker:boxes, 15 a IX boxes, 12 HPUX boxes, et cetera, et cetera, et cetera.
Speaker:And if you didn't check every one of those boxes, you wouldn't get that deal.
Speaker:Yep.
Speaker:Um, and we've now completely consolidated that world.
Speaker:Right?
Speaker:It's now basically Linux and Windows.
Speaker:because production has been consolidated.
Speaker:Your backup environments have also been simplified.
Speaker:Yeah.
Speaker:Yeah.
Speaker:Um, and so, but, but all those workloads are still around, right?
Speaker:You know, um, the, the, I mean, that's a beautiful thing about Unix, most
Speaker:of these versions of Unix haven't had new code written for them for,
Speaker:for more than a decade, and they're still running just fine, right?
Speaker:Um, and so.
Speaker:Products like NetBackup, networker, TSM, you know, and the fact that
Speaker:they covered all those old products, they continue to have a market,
Speaker:Yeah.
Speaker:not a new market.
Speaker:Right?
Speaker:Yeah.
Speaker:Because that's not where all the new workloads are going,
Speaker:right?
Speaker:It's when customers move to first virtual machines, and then
Speaker:when they move to the cloud.
Speaker:It's like, oh, why do I need the same infrastructure and the same?
Speaker:And it also I think, comes back to why do I have to manage
Speaker:those backups the same way
Speaker:when the way I manage production in the cloud is very different than
Speaker:how it was on
Speaker:exactly.
Speaker:Um, so they just became, you know, a lot less, um, popular and, uh, and so, um,
Speaker:Cohesity, which is a, you know, a new, uh,
Speaker:new, yeah.
Speaker:That's wave two.
Speaker:Yeah.
Speaker:Sort of that, the, the consolidated, um,
Speaker:Yeah.
Speaker:Integrate data protection
Speaker:appliance.
Speaker:Cohesity.
Speaker:Veeam.
Speaker:Well, Veeam, I'd say Veeam.
Speaker:I put Veeam like right at the beginning of that second wave where it was Windows
Speaker:centric, uh, disc centric, disc only.
Speaker:Really?
Speaker:Right.
Speaker:Um, they're like, tape.
Speaker:What's, what's tape?
Speaker:Right?
Speaker:They, they only, they only added tape after massive customer demand to do that.
Speaker:I would say Avamar is in that wave as
Speaker:Avamar is in that wave as well.
Speaker:Yeah.
Speaker:Um.
Speaker:Yeah.
Speaker:And, they've gotten a lot of traction, right?
Speaker:Cohesity, um, and.
Speaker:But I think, you know, and we can talk all day about what exactly they were
Speaker:thinking when they acquired NetBackup.
Speaker:What are they, what's their plan there?
Speaker:Uh, I'm, I am, I am, I, I have zero inside knowledge.
Speaker:I am only a hundred percent convinced that the answer is they ultimately
Speaker:want to turn as many customers of NetBackup into, uh, Cohesity customers.
Speaker:Right.
Speaker:Um, and by, and by that I mean customers of the new platform.
Speaker:It is interesting that they didn't acquire all of Veritas
Speaker:that's the thing, right?
Speaker:So, so what did they, they left behind, did they leave behind Backup
Speaker:Exec and Enterprise Vault, which is, I don't know that, I don't know.
Speaker:I, I understood the enterprise ballpark.
Speaker:I didn't understand why they didn't bring backup exec.
Speaker:There's, I'm sure there's reasons that I don't, that I'm not
Speaker:privy to, but these are two very different products back, exact.
Speaker:'cause, you know, we talked about it's, you know, it's a workload centric product.
Speaker:Yeah, I do also wonder if maybe Cohesity thought that they already
Speaker:have that covered with their existing product, or maybe it
Speaker:might be also a go to market, like
Speaker:if their sales team
Speaker:is not capable of having that as a channel.
Speaker:yeah.
Speaker:And so then, um.
Speaker:Yeah, so basically Enterprise Vault, which is an an archiving product, right?
Speaker:And backup exec, which is a Windows centric backup product.
Speaker:Those stayed and they're forming a new company, which
Speaker:currently doesn't have a name.
Speaker:They're
Speaker:I thought it's called new company, isn't
Speaker:they call it DataCo,
Speaker:Oh, DataCo.
Speaker:which cannot possibly be the new, I mean, maybe I'm wrong.
Speaker:Maybe it'll be DataCo.
Speaker:We'll see.
Speaker:Um, there have been weirder name companies, but anyway,
Speaker:um, so we got that coming out.
Speaker:Um, let's, we gotta talk
Speaker:What comes next?
Speaker:Uh, let's talk about, uh, Salesforce acquiring
Speaker:this is your favorite.
Speaker:what's that?
Speaker:I know this one is your favorite topic to talk about with Salesforce
Speaker:Yeah.
Speaker:Yeah.
Speaker:'cause Salesforce, yeah.
Speaker:I mean, it's such an important database for so many people and the fact that they
Speaker:don't back it up, that the vast majority of them don't back it up just kills me.
Speaker:Right.
Speaker:well, I think you should talk also, I know we've had past episodes, but sort of
Speaker:like their attempts to do backup, right.
Speaker:Yeah.
Speaker:Yeah.
Speaker:They've had, they've had like two, so for the longest time they
Speaker:kind of back up all of your data.
Speaker:But if you need it, it costs, if you need it to do a restore, it cost, it
Speaker:was, it was $10,000 to do a restore.
Speaker:It was, it was like four to six weeks expected delivery time and
Speaker:zero expectation of recoverability.
Speaker:Like literally, this is all in the contract, right?
Speaker:So it's like they, they're like, you didn't pay to, you
Speaker:didn't pay to back it up.
Speaker:So we, we, we, we just designed it in a way that was easy us, easy for us
Speaker:to back up and, uh, and, and we don't really care whether or not you restore.
Speaker:That was that, it was the
Speaker:then they killed it off though, right?
Speaker:And then they killed it off at one point, right.
Speaker:They
Speaker:Then, well, they, they came out with their own backup product,
Speaker:which as I recall, they pulled and then they brought back, they, they
Speaker:had some attempts, uh, of coming.
Speaker:I think what they saw was that a number of companies like our former employer,
Speaker:Druva, a number of companies, had got some success with backing up Salesforce.
Speaker:And they're like, Hey, I think maybe we're leaving money on the table.
Speaker:Ultimately, I, I think it, apparently they have ultimately said, this is too hard.
Speaker:We're gonna just gonna go buy somebody that, um,
Speaker:Well, and I think that own software was sort of the leader
Speaker:in the Salesforce backup space.
Speaker:yeah, yeah.
Speaker:And so, uh, so that, that's very much like what you talked
Speaker:about in the beginning, right?
Speaker:Is that.
Speaker:Here's a product.
Speaker:They just do Salesforce backup.
Speaker:And Salesforce is like, let's buy one of those, you know?
Speaker:Um, easy peasy, lemon squeezy.
Speaker:Um, and so that, um, I, and by the way, we're not talking too much
Speaker:about like the number, like the acquisition numbers and whatnot.
Speaker:That's not really the point here, but that's a perfect goon
Speaker:where you just basically, you're obviously, you're a Salesforce
Speaker:customer, you wouldn't be using it.
Speaker:And then, um.
Speaker:And now you're, you know, now you're just sending your checks to a different place.
Speaker:That's an easy one because there's not really any.
Speaker:It's not like when, earlier when we talk about Veritas acquiring backup exec, um,
Speaker:there's this like, integration thing.
Speaker:Zero integration.
Speaker:It's already integrated.
Speaker:You just, you just send your checks to a different place.
Speaker:Right?
Speaker:Um, maybe your
Speaker:And you get all the benefits.
Speaker:Yeah, yeah, exactly.
Speaker:Uh, that one made a perfect sense.
Speaker:So the next one to that came up, I think this was actually two weeks
Speaker:ago or a week ago from this recording date was Veeam Acquiring Alcion.
Speaker:So I used to actually work with the co-founder of
Speaker:, Yep.
Speaker:back in the day.
Speaker:Um, his prior startup was actually one that was focused
Speaker:solely on Kubernetes backup.
Speaker:Called Kasten, which
Speaker:acquired by Veeam.
Speaker:He spent some time at Veeam and then he's like, Hey, I'm gonna go do something new.
Speaker:So he left Veeam and then he started Alcion.
Speaker:yep,
Speaker:Alcion was a Microsoft 365 backup solution,
Speaker:And this, yeah, this is that perfect thing, just like you
Speaker:said of where they, they just, I.
Speaker:We're j we're just gonna do this one thing.
Speaker:And what I remember about Alcion is that what they focused on was ease of
Speaker:installation and ease of use, right?
Speaker:Rather than we're gonna be the fastest or we're gonna be the most complex, or,
Speaker:you know, the most feature rich, uh, they said we want to make, we wanna like
Speaker:have you click a couple of buttons and then you've got yourself 365 backup.
Speaker:Yeah, and I know at least looking at a bunch of their blog
Speaker:posts and other things, right.
Speaker:They were also very focused on ransomware protection.
Speaker:I.
Speaker:Right, and
Speaker:making sure that that is all secure.
Speaker:So
Speaker:I think it totally makes sense.
Speaker:Like Veeam was like, Hey, we've already worked with this company
Speaker:with a lot of the folks before.
Speaker:They have a solution that is doing well in the market, right?
Speaker:Let's bring it in-house, leverage the Veeam uh, selling machine,
Speaker:Right, So you get this out to our customers as well.
Speaker:Yeah, and I'm trying to remember, I.
Speaker:Veeam had, this is sort of like the Salesforce story where Veeam had had
Speaker:tried, uh, creating their own 365 backup, and I, you know, the product
Speaker:was out there, it was selling, right.
Speaker:But I think they took a look at what Alcion had done and said, yeah, we
Speaker:like this better, so we'll just buy it.
Speaker:Yeah, and I know Veeam has done this in the past.
Speaker:For instance, when they did their cloud backup, so like AWS backup, they had built
Speaker:their own and then they had acquired N2WS.
Speaker:If
Speaker:back in the day, Curtis, and then they, I think they eventually
Speaker:built their own after that, so,
Speaker:Yeah, the N2WS thing was sort of a Charlie Foxtrot I would call it, because
Speaker:it, it was a good product, it was well known, and, uh, they bought it.
Speaker:And then, um, basically the government customers of N2WS didn't like the, the
Speaker:Russian sort of aspect of Veeam that was.
Speaker:Present at the time, which they, I believe they since addressed,
Speaker:but, uh, they had to like sell it off right after they bought it.
Speaker:And then they, and then they came out with their own,
Speaker:uh, but then they decided, yeah, yeah.
Speaker:Yeah, and it's interesting also just sticking with Veeam, I'm just
Speaker:waiting for the time when the, 'cause you know that the Veeam Co-founders
Speaker:went and started their own startup,
Speaker:right.
Speaker:The OI think.
Speaker:OOTBI.
Speaker:Yeah.
Speaker:Right.
Speaker:So it's just a matter of time because they're building immutable
Speaker:storage specifically for Veeam.
Speaker:My guess is at some point they may get acquired
Speaker:Yeah.
Speaker:Yeah.
Speaker:Um, what are you and I not why we should be making some, some
Speaker:product for, yeah, for Veeam.
Speaker:Um, the, um, well, I actually currently do work for a company
Speaker:that is working with Veeam.
Speaker:Um, so maybe, hey, who, who knows, maybe we'll get acquired by Veeam.
Speaker:Before we go.
Speaker:to the next one.
Speaker:So like you were saying, I think the last one, right, with Salesforce acquiring
Speaker:own software, I think with this one, with Veeam acquiring , it makes sense
Speaker:because it is, here's a product which does really well in their space.
Speaker:It makes sense with our existing product portfolio because we either have a gap
Speaker:or our customers are demanding it, we'll acquire them, bring it in-house, and then
Speaker:hopefully they still continue to flourish.
Speaker:Even while being part of the larger organization.
Speaker:Right now the final one is we, it's, it's brand new.
Speaker:It literally just came out this morning, right?
Speaker:Uh, as, as of the date we're recording it, which is, uh, September 25th.
Speaker:But, um, this one I.
Speaker:Doesn't appear to be as good of a story as the other ones.
Speaker:Um, Commvault acquiring Clumio.
Speaker:And, and I say that because the, the, the number, and I, I know we said we
Speaker:were gonna talk about numbers, but it's, it's, it's kind of all we know
Speaker:about it at this point is that they were acquiring it for $47 million, which is.
Speaker:Like a fifth of the invested money in Clumio, which means
Speaker:it's, that's not a success story.
Speaker:Um, which means generally that they're acquiring it for reasons
Speaker:that we don't quite understand.
Speaker:Um, we also understand they're acquiring part of it, kind of like the Cohesity one.
Speaker:Right.
Speaker:Yeah, they said they were, uh, uh, acquiring some assets.
Speaker:Now we don't, we don't know what those assets are or
Speaker:which parts they're taking
Speaker:from that.
Speaker:And I, you know, I, I, I competed against Clumio, uh, when I was at Druva, and I
Speaker:remember looking at it and I remember certain aspects of it I really liked.
Speaker:Um, and, um,
Speaker:I remember,
Speaker:the SQL backup
Speaker:for the way they did
Speaker:yeah, the way they did SQL Backup, that was, yeah, that was a big one.
Speaker:Um, and the, I, I do remember having kind of a feeling that I felt they were
Speaker:kind of tried trying to boil the ocean,
Speaker:um, which is, which is.
Speaker:Kind of, it's kind of easy to do in the backup world because there's so many
Speaker:different backup problems to deal with.
Speaker:And, um, but yeah, I, I don't, I don't think ultimately they boiled that ocean.
Speaker:Um, and, and we, what we don't yet know is we don't know what they've acquired.
Speaker:We don't know, um, we don't know what's gonna have to
Speaker:existing customers, et cetera.
Speaker:Right.
Speaker:Yeah,
Speaker:But,
Speaker:I could see, just speculation.
Speaker:It would be interesting if what they acquired was mainly
Speaker:sort of their deduplication engine that runs in the cloud,
Speaker:because as you know, right, Commvault has their metallic surface
Speaker:service.
Speaker:Right.
Speaker:Yeah.
Speaker:But from everything I've heard, it's.
Speaker:Not very scalable and my guess is it's sort of been more of a lift and shift.
Speaker:Now, this was a while ago.
Speaker:Maybe things have changed.
Speaker:Yeah, I don't, I don't think so.
Speaker:Yeah.
Speaker:but yeah.
Speaker:Benefit of the doubt.
Speaker:Right.
Speaker:But I'm guessing maybe they're looking at this as a way to sort
Speaker:of re-architect their backend to
Speaker:become more efficient and
Speaker:It is.
Speaker:Yeah.
Speaker:'cause that was the other thing that I remember was really cool about Clumio
Speaker:is that they really were into like.
Speaker:The latest gen of like serverless computing and things like that, even
Speaker:more so than Druva was at the time.
Speaker:I remember thinking that, um, although we were, we were, we had been in the
Speaker:cloud much more, and it's like we are, we're well aware of serverless computing.
Speaker:We use serverless computing where it makes sense, right?
Speaker:And we were possibly too big.
Speaker:Doing too many backups to certainly to use serverless for everything.
Speaker:Right.
Speaker:But that, but I know that I, I, you're, you're right.
Speaker:My understanding is that you're correct, right?
Speaker:That with Commvault, it's basically the, like, if, if you look at how they
Speaker:describe the product, it's basically Commvault just running in the cloud.
Speaker:And that's why they, why they have such feature parity between the two products.
Speaker:I, I do not believe, and anyone can feel free to.
Speaker:Correct me.
Speaker:Um, I do not believe it's, it's a rewrite for the cloud.
Speaker:Yeah.
Speaker:But I think the biggest thing is, I know you mentioned earlier sort of
Speaker:Veritas when they bought backup exec.
Speaker:Right.
Speaker:I think the question is how difficult is it to integrate this technology
Speaker:if that's what they bought it for into their existing stack.
Speaker:That's always
Speaker:and, and by the way, what, what could be the case with Clumio is that they're
Speaker:like, we're buying this backup piece and maybe there's some skunkworks
Speaker:project that we don't know about.
Speaker:And they're like, yeah, you don't get this one.
Speaker:This one's, this one's my new pet project.
Speaker:I'm gonna go work on that now.
Speaker:Whatever that, you know, who knows, who knows what it is.
Speaker:I think we have a nice segue into, um, this idea of when backup products get
Speaker:acquired, when companies get acquired, when you have consolidation of any kind,
Speaker:you often have, um, old backup products.
Speaker:That get left by the wayside.
Speaker:Right.
Speaker:Or backup installations that get left by the wayside.
Speaker:You were, you know, I'll just, I'll just make up something.
Speaker:You were a net backup customer, and then Cohesity acquires, uh, net backup.
Speaker:And then your worst fears are realized, and I, I'm just making up a story here.
Speaker:Your worst fears are realized.
Speaker:And you know, you get a letter that says, uh, we're shutting down
Speaker:NetBackup and you have to move.
Speaker:Right.
Speaker:Um,
Speaker:Or the cost becomes so prohibitive, right?
Speaker:that's another, that's another thing, you get told that like you have to
Speaker:upgrade to something because you know the licensing and, you know,
Speaker:um, and so what happens, and by the way, I, I, I apologize to Cohesity.
Speaker:Like, I'm not saying that's what you're gonna do.
Speaker:I'm just saying I needed to make up a story and you were in the list.
Speaker:But, um, the.
Speaker:The concern and I, I made a LinkedIn post this morning that, that was talking
Speaker:about this, this, this problem of legacy backup solutions, and I wanted to talk
Speaker:about how big of a deal it is to have a backup product just sitting around
Speaker:that you're not really using anymore.
Speaker:Why?
Speaker:Why would they have it sitting around?
Speaker:Why don't they just shoot it in the head?
Speaker:Pulling office space, I think was what my comment was.
Speaker:Yeah.
Speaker:Why don't they just pull an office space on the backup system?
Speaker:Why don't they do that?
Speaker:well, because they still need the data if they ever have to restore.
Speaker:yeah,
Speaker:It's not like they never need it, that
Speaker:they can put a bullet in it, but
Speaker:Now I, I would ar Yeah.
Speaker:I would argue that the number one reason is that many people are using their
Speaker:backup system is an archive system.
Speaker:Right.
Speaker:Which they shouldn't be, but you know, whatever.
Speaker:Um, because what
Speaker:you see that I called you out on that because I knew you were gonna mention
Speaker:Yeah.
Speaker:Yeah.
Speaker:Um, the, because you know, that's not what a backup system's really for, to,
Speaker:to get the spreadsheet from, you know, a year ago, that's not really what it's for.
Speaker:It's to restore the server the way it looks yesterday.
Speaker:Right.
Speaker:Um.
Speaker:If you had a decent archive system, you would be able to just, you know,
Speaker:gimme the, gimme all the versions of this spreadsheet over the last year.
Speaker:Um, but so what's the problem with leaving it sitting around?
Speaker:Well, it's probably powered up, connected to the network
Speaker:and forgotten about,
Speaker:right?
Speaker:No one's touching.
Speaker:It's like that example you said of your VMS system, right?
Speaker:You're like, I don't have login.
Speaker:I don't know that system.
Speaker:I'm not touching it.
Speaker:Right?
Speaker:Everyone like your backup admins are probably gonna forget about it
Speaker:because nothing's going to that, right?
Speaker:All your backups are going to your new infrastructure.
Speaker:Everyone wants to always play with the shiny new toy.
Speaker:Yeah.
Speaker:Shiny new toy.
Speaker:Exactly.
Speaker:It's like, squirrel.
Speaker:Squirrel.
Speaker:Um, but I told you my A DHD knock, knock joke.
Speaker:Knock
Speaker:think you have who's there?
Speaker:A DH, D, squirrel.
Speaker:Anyway, so, um, welcome, welcome to
Speaker:And so, so they, they get forgotten.
Speaker:And so Curtis, what's the problem when they're sort of left
Speaker:dude.
Speaker:Security backup systems are already as like.
Speaker:Insecure is the wrong word.
Speaker:Not secure.
Speaker:Like, I don't know what the word, what the word used there.
Speaker:They already have enough security concerns, right?
Speaker:Just as a production system that's actively being used.
Speaker:If it, if it's like left in the corner and nobody's looking at it, that is a
Speaker:giant security hole waiting to happen.
Speaker:Right?
Speaker:Like what sort of issues come about?
Speaker:Well, I mean, you know, we talked about, go back and listen to the red team
Speaker:episode, uh, with Dwayne about, um.
Speaker:How much he uses the backup system as a target, you know, uh, to, to, you know,
Speaker:to infiltrate an environment, right?
Speaker:So if you, if you, if you're not keeping up with the patches and you're
Speaker:not doing all that sort sort of stuff, and no one's watching it, right?
Speaker:You don't see weird stuff going on, right?
Speaker:Um, if you're not seeing that stuff, then how are you going to know
Speaker:when somebody's doing something weird with your backup system?
Speaker:Um, the, Hmm, go ahead.
Speaker:the other thing also is are people going and cleaning up agents
Speaker:that exist on all the systems that it was previously backing up
Speaker:Probably not, right?
Speaker:right.
Speaker:So those are still out there, and if they has connectivity, then
Speaker:someone can misuse that as well.
Speaker:Yeah, and I would say another big issue is cost.
Speaker:If you still need this system to restore your data, you are
Speaker:probably going to continue to pay for support for this system
Speaker:so that you can continue to use it, support for the boxes, support for
Speaker:the hardware, support for the disc, support for the tape support, for
Speaker:the backup software you're paying.
Speaker:All that support for a system that essentially is, is going unused
Speaker:the vast majority of the time.
Speaker:Yeah.
Speaker:Um, and then, then the other thing I would say, and then we could segue
Speaker:into, you know, um, my other thought, which is, um, the other thing is that
Speaker:backup system, I've already said this once, but I just say in a different way
Speaker:that backup systems are not designed.
Speaker:For using it the way you want to use it, right?
Speaker:You what you're looking for is the needle in the hay sky.
Speaker:You're looking for the, the one file that you can't remember.
Speaker:You can't remember what server it was on.
Speaker:You can't remember what directory he was in.
Speaker:You just know there was a spreadsheet that maybe you remember that the
Speaker:spreadsheet was called Apollo, right?
Speaker:But you don't remember what system it was on or whatever, right?
Speaker:Um, or you're looking
Speaker:that's, Spain may not even be around anymore,
Speaker:Yeah.
Speaker:And, and, and, you know, we live in America.
Speaker:And in America, uh, you also can get sued and you can, if you've got that
Speaker:backup system around, and the, the, the tapes are still even by the way,
Speaker:even if the backup system is dead and what you have is a giant pile
Speaker:of tapes, that data is discoverable right in, in, in the US at least.
Speaker:, so and we don't do this a lot.
Speaker:Um, you know, for those that are listening, if this is your
Speaker:first, uh, podcast, uh, we don't do this a lot, but this is what
Speaker:we ended up talking about today.
Speaker:This is why the company that I work for exists, which is S2|DATA.
Speaker:It's the one that you hear the promotion on it, you know the commercial
Speaker:in the beginning of the thing.
Speaker:Basically, we can take over that backup system.
Speaker:We can allow you to continue to get access to that data without having to
Speaker:do all the stuff that I talked about.
Speaker:Because we have, in most cases, when I say MO cases, I mean like 98% of the backup
Speaker:software products that are out there.
Speaker:We have a way to access that data.
Speaker:Um, without needing a backup software, and this is whether it's on tape or disk.
Speaker:Um, and we can basically assume control of the, we can do either two things.
Speaker:Either we can assume control of the media and put it in our vault.
Speaker:We have an actual vault that, um, consists of a, of a bank that we acquired, right?
Speaker:So we have an actual bank vault that we're now using as a tape vault and, um.
Speaker:The, and we, we can, we can take it ownership of the media, uh, whether
Speaker:it's disco tape, and then, uh, basically, uh, inventory it all with
Speaker:this proprietary software we have called TRACS and get all the metadata and give
Speaker:you a portal, a web portal that is in the cloud and you can search for and
Speaker:tell us whatever you're looking for, and then we can send you the data.
Speaker:But we can also do, uh, that's the, I would call that the Cadillac service
Speaker:less expensive if you wanna do that as you maintain access to the media.
Speaker:And then we, we give you some software that runs on a server that
Speaker:needs physical access to the media.
Speaker:And we do everything I just described.
Speaker:It's just you managing the media.
Speaker:Yeah.
Speaker:And go ahead.
Speaker:And I think one of the things that sort of implicitly comes about with
Speaker:this solution, right, is the fact that that data is out of the cust,
Speaker:at least the Cadillac version, it's out of the customer's environment,
Speaker:right?
Speaker:So if the customer gets hit version, it's out of the cyber attack,
Speaker:right?
Speaker:This is less data that is out there, less data that the
Speaker:customer also has to manage and
Speaker:worry about with
Speaker:Yeah.
Speaker:So the, the, the, um, in most cases, uh, this is data that's,
Speaker:it's offline data, right?
Speaker:And so literally there, there's no backup system that's running.
Speaker:Um, there's, there's nothing to attack, whether it's in the
Speaker:customer's environment or not.
Speaker:In our, we're shutting down the net backup server, we're shutting down the, you know,
Speaker:whatever server, um, uh, again, whatever product you've moved off of, and we
Speaker:support all of the different products and.
Speaker:Yeah.
Speaker:Um, it's funny, you know, sometimes one day we're helping somebody
Speaker:move from, uh, you know, let's say networker to, to Commvault.
Speaker:Another day we're helping somebody from move from Commvault to networker, right?
Speaker:Uh, basically the idea, the, the point is to solve the problems we talked about
Speaker:a few minutes ago, kill that server.
Speaker:Shut it down, get rid of that.
Speaker:The, the, the, uh, the security risk and the cost risk of stop paying maintenance
Speaker:for something you're not using anymore.
Speaker:And then, um, uh, but don't lose access to the data.
Speaker:And also, and, and you can access it for eDiscovery purposes or for
Speaker:just simple, we need this file.
Speaker:Um, but also what we can do is.
Speaker:You could say, look, um, the only thing we really want are, um, exchange
Speaker:backups, whatever it is, whatever it is that you're looking for.
Speaker:The only thing we want is exchange backups.
Speaker:So we can go through, scan the, uh, the backups, um, scan the
Speaker:metadata and say, okay, these are the disks, these are the tapes.
Speaker:That have this type of data and then allow you to delete everything else, right.
Speaker:Which then reduces your risk.
Speaker:Um, because again, if you have the data, you have to give it, right?
Speaker:Which I think a lot of people don't realize keeping data around
Speaker:is as risky as not having the data
Speaker:Yeah.
Speaker:Yeah.
Speaker:You could argue it's, it's riskier.
Speaker:I mean, unless you have a, a, um.
Speaker:A regulatory reason to keep it.
Speaker:And if you have a regulatory reason to keep exchange, that doesn't
Speaker:mean you gotta keep everything else
Speaker:Yep.
Speaker:right.
Speaker:You should have segregated, segregated it upfront, but you didn't.
Speaker:And now you want to get rid of everything but exchange or whatever it is you want to
Speaker:keep, we can, um, extract that data out.
Speaker:And get and allow to delete everything else.
Speaker:Right.
Speaker:And we can, we can do that for you as well, right?
Speaker:Yeah.
Speaker:Um, but uh, yeah, so keeping a backup system around after some sort of
Speaker:consolidation, like what we talked about in the first half, is a real risk.
Speaker:It's expensive.
Speaker:It's, um, the reward is very, very little.
Speaker:The cost is very, very high.
Speaker:And I think I should probably put this first, the cyber risk is very, very high.
Speaker:And real.
Speaker:And very, very real.
Speaker:Yeah.
Speaker:Um, and, uh, S2|DATA can definitely help with that.
Speaker:If you're interested, um, um, you know, uh, check it out.
Speaker:Uh, s two data.com s the number two, data.com.
Speaker:Well, uh, all new Prasanna, I,
Speaker:thanks for
Speaker:So, no, this is a good episode.
Speaker:Yeah, I'm, there's still, what, three more months left in the year.
Speaker:I'm wondering if there's gonna be more consolidations
Speaker:Well, it's time for, it's time when, um, when I start getting asked for
Speaker:predictions for the, which is the worst thing I hate doing, but you know,
Speaker:Yeah.
Speaker:I predict there will be more data.
Speaker:And, um, I, I predict that once again in 2025 there will be people that will lose
Speaker:data because they weren't backing up their stuff, especially stuff in the cloud.
Speaker:yeah.
Speaker:And we will continue to bring it to you here on the backup wrap up.
Speaker:That is a wrap,