Chris Wolf

NetApp delivered an enviable beat/beat quarter with strong guidance. My comments on the Qtr included in SiliconAngle's coverage, but here's my quick take: ▶︎ Killing it in All-Flash, ARR ↑19% y/y ▶︎ AFA should only grow w/ new A- & C-Series, announced last week ▶︎ Strongest cloud story of any storage company: ↑43% hybrid, ↑9% public ▶︎ Public Cloud Gross Margin grew to 74% from 66% year ago. ▶︎ Very strong Keystone as-a-service ↑55% y/y. ▶︎ Record Operating Margin 29% What we're watching: ▶︎ Enterprise AI tailwinds slow to arrive: will new AI strategy pay off? ▶︎ Public Cloud Gross Margin target 75-80% - on the way, not quite there. Overall revenue growth 6% y/y - solid relative to past quarters industry-wide but need to see competitive earnings over next few weeks to compare relative to industry. Stellar quarter. Congratulations to George Kurian & the team! https://lnkd.in/eHtQ_bC9

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Amazon FSx for NetApp ONTAP now supports #NVMe-over-#TCP for simpler, lower-latency shared block storage. Read more here...

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Yesterday, Rick Vanover joined me for a sit-down episode of NetApp ONAIR to have a general discussion around the state of the industry around virtualization, how backup is in NO WAY "boring," and how Veeam Software is empowering users with #GenAI to improve backup and recovery. Also, Rickatron has a few new tshirts to make now. Put this on in the background while you're working, as there's a lot of solid nuggets of info and wisdom in here!

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"Pure Storage's platform provides a unified and integrated data storage and delivery system across customers' various data environments." Thanks Jon Fortt for having Charles Giancarlo on CNBC Closing Bell: Overtime to discuss our Q1 FY25 earnings! You're the best! Watch the discussion here: https://lnkd.in/gEpA5Ti8

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Data Classification excellent for customers and so easy to demo! Other solutions take months and tens of thousands in services to roll out.

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see your service in action in a single map, and spot what goes wrong quickly

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Derek Elbert from World Wide Technology breaks down the technical details of how they leverage the NetApp portfolio to simplify delivery of solutions to customers. This was a fantastic (and my favorite) interview and really gets into the gooey, geeky details. Love it, Derek! 🤘 Thanks to Rob Strechay and Rebecca M. Knight for an awesome set of interviews this week with The Cube! #datacenter #AI #cloud #storage #flash #datamanagement

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🏆 Domino Volumes for NetApp ONTAP (DVNO) has been recognized by CRN as one of the top products showcased at the recent SuperComputing 24! DVNO empowers enterprises to rapidly access and manage NetApp ONTAP data anywhere—across on-prem, cloud, or hybrid environments—while reducing DevOps overhead and cutting processing costs by up to 50%. With one-click creation and management, data scientists can focus on innovation, not infrastructure. https://gag.gl/64VsbD Explore how DVNO simplifies data access and accelerates AI projects. https://gag.gl/guRyCC #AI #DataScience #SuperComputing24 #NetApp #Innovation

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Just in time for #Climateweek2024! Thank you to the The New York Times for spending some time with me and Pure Storage to discuss how the global hunger for #AI is driving a need for new ways of recording, storing and managing data. It is all going to come down to #efficiency and using better science to solve hard problems. "As the leaders of business in this new era, we have a responsibility to build A.I. in a way that is sustainable, responsible and scalable to support our future." #ESG #DataPlatform https://lnkd.in/gBBZ3Q7p

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Meet Google AlloyDB Omni—a game-changer in on-premises database management supported by #HPEServices. Learn how it delivers seamless deployment, unmatched speed, and exceptional scalability, all within your on-premises environment. https://hpe.to/6044oPxZj

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Ever hear the saying "turn lemons into lemonade?" I'm talking to customers across our country in all industries that are facing the Broadcom/VMware challenges. Here are some of my findings: 1. It's not just about ESX, it's about all of the skills/integration points. 2. Organizations are frustrated by the lack of empathy and they are nervous about the go forward path and what risk that may introduce into the business. 3. IT Leaders are now dealing with the overhead of all this while trying to deliver services to address business/customer demands. 4. Lastly, what I see as the most impactful. IT orgs that are looking at this as a "replacement strategy" vs an opportunity are having the toughest time. Here's the good news. We understand this, we've been working with customers and migrating their apps/data to Nutanix AND on AHV long before Broadcom/VMware, in fact, before Broadcom's intentions were made public over half our customers were leveraging AHV, so we know how to get this done and de-risk this process at scale. Secondly, this IS an opportunity. It's an opportunity to accelerate your IT innovation roadmap, adopt public cloud services, accelerate application transformation to cloud native technologies and put in place a Data ILM & Governance Framework so you can start taking advantage of GenAI. Now is the time, it's not a replacement, it's the "Next Gen" of your organization and we are helping business of all sizes, in all verticals, around the Globe take advantage of a less than ideal situation. #Nutanix #Transform #Roadmap

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Carahsoft entered into a distributor agreement with NetApp to serve the #publicsector, making NetApp offerings available through Carahsoft’s reseller partners and its NASA Solutions for Enterprise-Wide Procurement V and National Association of State Procurement Officials ValuePoint contracts. Learn more about the agreement here: https://ow.ly/3hAH30sIl6f

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We just launched Edge Compute Stack 3.5 -- it's got a lot of bells and whistles -- I like how Network World breaks down the state of the edge computing market, what companies need in terms of edge infrastructure, and how ECS 3.5 helps them get there in this article. https://bit.ly/3VKJFBf

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Don’t let a cyberattack catch you off guard. Implement a Cyber Resiliency Plan and use Cleanroom Recovery to protect your critical data. Learn more about Commvault’s approach to cyber defense in this ITOps Times article: https://ow.ly/Vgea30sISb8

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We roll our own Solaris boot images to OCI, and manage software releases / upgrades using zfs send / zfs recv, all from behind a frontend TCP load balancer in a FIPS-2 compliant VPN environment. Benefits: Nobody has access to our host secrets, not even Oracle. No shared certs, no shared keys, no shared anything. The only way in is via an account compromise that leads to a ssh key compromise. You can't beat simplicity when it comes to security design!

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While #cloudcomputing is a great and quick way to accelerate growth and testing, and expand resources and availability, it’s important it’s not be equated with traditional on-premise #virtualization that limits you to costly configurations that may or may not meet your ROI targets and may not even be used for a few years (plus the need for someone to manage them physically—which may be required for sensitive sectors like banks and ID providers etc..). Cloud computing infrastructure allows you to “flexibly optimize resources” enabling modern trends like #microservices, #serverless, and more active #security_monitoring and #event_logging. They even allow you to have your own physical servers dedicated just for you (like #IBM’s bare metal configuration for your #VPC). If done right, these resources provide huge cost-savings and are as secure as any on-premise server can get. However, it’s important we get the basics right so we don’t miss out on these potential benefits and to educate ourselves as much as we can. Also to hire people who know what they’re doing.. I had an IT guy telling me that their cloud VMs are very secure on the web, because they.. they are accessed via SSH 🤦🏽‍♂️😳 Well, you better enable SSH if you’re remotely accessing a VM! But that’s not what your website visitors use to access your website! SSL/TLS is used for “secure transfer of data between the browser and your website”. #SSH on the other hand is a “secure SHELL” which is what you use to LOG IN to a remote server/computer—typically via a #CLI. Clear, sir?

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Splunk Cloud Platform is now generally available on Microsoft Azure! Read on to see how Microsoft and Splunk are empowering organizations to scale digital transformation, accelerate innovation, and strengthen security. #SplunkPartners https://bit.ly/3OtIwuF

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