The story of data backup and recovery provider Veeam Software Inc. is about to get much more interesting thanks to two industry game-changers that took place in past months: Dell’s EMC acquisition that included VMware Inc. and VMware’s partnering with Amazon Web Services Inc.

“The ascendancy of Veeam came about as a focus company on VMware backup,” said Dave Vellante (@dvellante) (pictured, left), co-host of theCUBE, SiliconANGLE Media’s mobile live streaming studio, during the VeeamOn 2017 event in New Orleans, Louisiana, today.

Noting Veeam’s steady gains, Vellante added that this evolved to replication and availability in general.

Vellante and theCUBE co-host Stu Miniman (@stu) (pictured, right) discussed this and other news from VeeamOn. (* Disclosure below.)

Veeam earned $600 million in bookings last year; it’s growing 30 percent year-over-year; and 70 percent of the Fortune 500 use it, according to Vellante.

Two metrics driving the backup market are Recovery Point Objective, or the amount of data customers can afford to lose, and Recovery Time Objective, or the speed at which they can get applications back up and running. Veeam has built its brand in part by shrinking these numbers, and its Continuous Data Protection announcement (a new disaster recovery as-a-service enhancement) at the show proceeds in this vein.

“Not using snapshots really allows them to dial down. Rather than a 15-minute RPO, it’s down to 15 seconds,” Miniman said.

Another announcement at the show is Veeam’s Availability Suite Version 10, which adds a new layer of VMware compatibility.

VMware has raised compatibility questions with its introduction of VAIO (vSphere API for IO filtering), which lets third-party data services intercept Input/Output before it is stored, Miniman explained.

The people have spoken, but did VMware hear them?

“If I’m doing [VAIO] and I’m doing Amazon, how do those play together? How do things like VMware support in AWS work for a company like Veeam?” Miniman asked.

It would be unfortunate for VMware customers if Amazon keeps it from going all in and integrating with Veeam, customers’ clear backup favorite, Miniman and Vellante stated.

As if that weren’t a big enough tangle, VMware’s new loyalties to Dell EMC might also come into play. “Does VMware sub-optimize it’s business and its ecosystem to stack the deck for Dell EMC? Historically, no, but this is something that we have to watch,” Vellante added.

Watch the complete video interview below, and be sure to check out more of SiliconANGLE’s and theCUBE’s independent editorial coverage of VeeamOn 2017. (* Disclosure: TheCUBE is a paid media partner for VeeamOn 2017. Neither Veeam Software Inc. nor other sponsors have editorial influence on theCUBE or SiliconANGLE.)

Photo: SiliconANGLE