Lee Caswell

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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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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"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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Want to know what's going on with Broadcom and VMware read our analysis. SiliconANGLE theCUBE Research continues to kill it with original "high frequency insights" like no one else. We are covering the Broadcom/VMware action like a blanket. SiliconANGLE & theCUBE #theCUBEresearch https://lnkd.in/dw4igVgz

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Our #Elasticsearch experts helped NetApp showcase the power of Cloud Volumes ONTAP and optimize performance. NetApp now has: ✔️ A clear understanding of Cloud Volumes ONTAP's benefits ✔️ Valuable marketing resources ✔️ Ongoing partnership for further optimization Read their journey 👉 https://ow.ly/9Pvv50RMhuM

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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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When Broadcom’s IT team needed a high-availability private cloud to support 26 business units and four functions, they chose VMware Cloud Foundation (VCF). 📈 Here’s what they achieved in just three months: ✅ 300 hosts available for testing ✅ Streamlined tools through a developer services catalog ✅ Actionable insights with executive dashboards The result? A seamless user experience and improved operational efficiency across their organization. Dive into the details: https://brcm.tech/47zGvFT

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 Don't miss the future of AI-driven data storage! 🤖 Tune into #theCUBE for exclusive coverage of NetApp's "Unified Data Storage Built for the AI Era" event on May 14. https://lnkd.in/gM8Uz2Bm 🔑 Highlights: -Discover the stark contrast between AI leaders and laggards as revealed in NetApp's latest “Cloud Complexity Report.” -Learn how unified, reliable data can significantly boost AI initiatives across various industries. 🗣️ “AI is only as good as the data that fuels it,” said Pravjit Tiwana, GM and SVP of cloud storage at NetApp. “Both the AI leaders and AI laggards show us that in the prevailing hybrid IT environment, the more unified and reliable your data, the more likely your AI initiatives are to be successful.” Watch the full coverage to gain invaluable insights! #NetAppDataStorage #DataEvolution #LiveTechNews

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In this clip, Rüdiger Schulze, Senior Technical Staff Member, Observability and OpenTelemetry for IBM Z and LinuxONE at IBM, tells us that collaboration with the OpenTelemetry open-source community has recently begun, focusing on supporting OpenTelemetry on Linux for mainframes. They have established a Special Interest Group (SIG) to address OpenTelemetry support for mainframes. He shares the findings from a recent survey that indicated growing interest among users in learning how to use OpenTelemetry with mainframes. The Open Mainframe Project The Linux Foundation

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Why has hybrid multi-cloud become the go-to strategy for enterprise storage deployments? Infinidat CMO Eric Herzog provides an excellent breakdown of this IT infrastructure trend in this piece from Solutions Review. https://okt.to/79AxIt

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Check out this interview with NetApp CEO George Kurian on how data management is key to unlocking AI’s potential https://zurl.co/dsk2 #ai #genai #data #aiinfrastructure

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What’s so exciting about unified data storage? ✨ #theCUBE is live with NetApp theCUBE.net In this exclusive we hear from Sandeep Singh, senior VP and GM of enterprise storage at NetApp to discuss the company’s approach to unified data storage. “Data has become so much more about having to not only store and serve the data, but protect from ransomware attacks and #cybersecurity threats… the one challenge everybody articulates is complexity,” says Singh. Compounding complexity “Complexity gets compounded through bespoke infrastructure silos and the reality for a lot of enterprise organizations is they have 10 different bespoke infrastructure silos, and when they talent shortages and skill gaps, they’re having to go retain and re-automate,” he furthers. NetApp’s approach to unified data storage brings confidence in an organization’s data, according to Singh. 👉 Join the conversations! theCUBE.net #LiveNews #NetAppDataStorage #EnterpriseTech #UnifiedData #AIinfra #ITpros Rob Strechay

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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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Celebrating the $1T market cap milestone with Broadcom CIO, Alan Davidson, following a remarkable 24% stock gain in just one day! Consolidating all data on Incorta cloud marks a pivotal moment as we bid farewell to all remaining #datawarehouses and associated #ETL scripts. In today's fast-paced business landscape, embracing cutting-edge technologies is crucial. Companies daring to explore new horizons and drive innovation to unprecedented heights are the ones leading the way. #Innovation #CloudMigration #BusinessTransformation

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We continue to gain momentum at Pure Storage as more and more customers entrust their data to our platform. Two recent proof points: the Gartner Magic Quadrant for all Primary Storage where Pure has for the 5th year running been positioned highest on the Ability to Execute axis and furthest on the Completeness of Vision axis - in fact, this year we have separated out even further from other storage suppliers. Secondly, IDC's latest Worldwide Quarterly Enterprise Storage Systems Tracker shows Pure growing 42.1% in the External OEM Storage Systems Market in APJC, far outpacing the overall market's 10.5% growth. Pure's Platform Strategy is paying dividends not just for us but for our customers and partners who appreciate our ability to redefine the standards for enterprise-grade agility and simplicity - and we empower them to focus on leveraging data for AI initiatives and other data-driven innovation as opposed to the constant migrations for forklift tech refreshes that were the standard in data storage - but that no Pure customer has ever had to undergo. We are so grateful to all our customers and partners who continue to invest in Pure - your investments directly connect to our ability to innovate faster than any other data platform in the market - thank you. #data #DataStorage #IT #innovation #technology #GartnerMQ #IDCMarketscape

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💥Cool stuff!💥Discover here how Orion a leading wealth tech company, slashed its storage costs by 65% by leveraging Amazon FSx for NetApp ONTAP. Learn how this powerful partnership has enhanced disaster recovery, improved performance, and provided peace of mind for their financial advisor clients. #costoptimization #dataprotection #highperformance #filesystem #innovation #blockstorage #MSSQL

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Pure Storage put up an excellent quarter plus a big announcement on the Hyperscaler with their DirectFlash. What was once a company that leveraged off the shelf tech with software innovation is now innovating on the hardware.

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🌐 NetApp's AI and Cloud Innovation NetApp's strong fiscal results highlight growth in AI and cloud technology. Thanks to its partnership with NetApp, Domino Data Lab is helping customers stay at the forefront of advancing data-centric innovations. Read how NetApp's intelligent data solutions empower customers to harness AI effectively. 🔗https://gag.gl/sr3rqh #NetApp #AI #CloudComputing #DataIntelligence

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