Mike Lynch estate owes HPE $943M over Autonomy fallout
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Software
22 Jul 2025 | 31
Cloudian pulls ahead...
Well, the analysis was interesting and similar to some of the comments I've recently made here on what's up with Scality. Both companies are private so metrics and data are hard to get. Scality does have a higher headcount than Cloudian. Revenue is about the same, but Cloudian's smaller headcount gives it a better revenue per employee ratio than Scality. On that basis, Cloudian appears more efficient with its funding. Scality recently eliminated their COO and CMO positions, which seems odd for a healthy company. It probably means revenue is not where it should be and their runway is getting shorter. Scality probably needs more revenue and they look like they are under pressure to do something. Neither company looks like an IPO is in their future as their annual revenues are still well below $100M. HPE got a good look at Scality for their $10M two years ago and have not pushed the buy button. HPE's side deal with Cloudian In EMEA is probably a sign that some of HPE's customers don't want Scality and HPE doesn't want to lose the business. Scality has worked more closely with HPE and Cisco than Cloudian, but Cloudian may be moving to get closer to Cisco with the $100M line of credit they just got from Digital Alpha Capital. Cloudian stated this line of credit will be used to setup customers with either Cloudian-branded QCT storage servers or Cisco UCS storage servers. This leaves me to wonder why Cloudian did not leverage its existing partner relationship with Lenovo, which sells a storage server with Cloudian's software pre-installed. Both Cisco and Lenovo don't have an object storage software to call their own. If Lenovo has ambitions in the enterprise data storage market, and I think they do, then they would be smart to acquire Cloudian. Cisco has bought dozens of companies since their founding in 1984 and did a terrible job with some of them. Remember Whiptail? That $415M mess was shoved in a hole in 2015 just two years after Cisco bought it. In the end, money talks and if Cloudian can get the multiple it wants from Lenovo or Cisco, a deal will get done and the funders will have a payday. Cleversafe minted quite a few millionaires when it was acquired by IBM for $1.3B in October 2015.