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Stock impact report

Digital Storage Was The Star At The 2026 NAB Show [Forbes]

International Business Machines Corporation (IBM) 
Last international business machines corporation earnings: 4/20 04:08 pm Check Earnings Report
US:NYSE Investor Relations: ibm.com/investor
Company Research Source: Forbes
The current shortages of significantly increased the costs of solid-state storage. Although the prices of HDDs have risen as well, the cost of SSD storage capacity is now more than 20 times that of HDDs . A big focus of my discussions at the 2026 NAB show were about the shortage of digital storage and its impact on the industry. The upcoming Coughlin Associates report on digital storage for the professional media and entertainment market anticipates a 9.8% cumulative annual growth rate, CAGR, for digital storage revenue, reaching close to $25B by 2021, as shown below. Although the price of HDDs increased less than SSDs, they have still increased over 35% over the last year. HDDs are hard to get and this is prompting some media and entertainment customers to buy LTO magnetic tape and off-load less used content from their HDDs to their magnetic tape. The magnetic tape companies I saw at the show reported a significant uptake in interest in their products. So, the demand for storage Show less Read more
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