Roger Frey

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

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🚀 2024 brought major Oracle Database upgrades! From AI-driven Vector Search to Exadata Exascale, see how Oracle is making cloud databases smarter and more efficient: https://lnkd.in/gu_QUeB6

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Infinite Reality announced our strategic partnership with Google! This 5-year partnership will help accelerate iR's offerings through Google Cloud's world-class cloud infrastructure and AI offerings. This partnership has far-reaching benefits for all of Infinite Reality's business operations and it's significance is exemplified through iR Studio. iR Studio is a revolutionary product where immersive content is authored and published for direct delivery through a web browser. It is the single place where the most amazing technologies converge to provide experiences unachievable with the web technologies of the past. Powered by Google Cloud, we are building out product offerings to transform the way people interact with such as how SMBs approach #eCommerce through immersive shopping using #iREngine and generative #AI agents to increase the efficiency and personalization of their customers' shopping experiences. This is just the beginning and the possibilities for our general purpose platform extend beyond shopping into #DigitalTwins, #CustomerService, #Education through our unique ability to recreate and augment digital media in a way reserved only for the most well-funded businesses in the past. Our #Sports and #Entertainment use cases allow every event to turn into a global experience with limitless attendance, audience engagement, and exclusive content. Stay tuned and get ready to see how we harness the power of these technologies to empower our customers to build experiences they never thought possible. Infinite Reality's leadership team has been working tirelessly to make this deal happen to enable this future. Thank you in particular to Rachel Jacobson (Rosen), Melanie Wallner, our new partners at Google Cloud, and our CEO, John Acunto for the leadership to make this happen. Full release: https://lnkd.in/gUyeEYcP

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.@AWScloud Marketplace adds 'Buy with AWS' as it expands reach, woos procurement departments https://buff.ly/3Zoyj7N AWS has added new features to AWS Marketplace that will resonate with enterprise procurement teams, grow the cloud provider's reach & bring Amazon's.. @AWSreInvent

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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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Amazon RDS Multi-AZ deployment with two readable standbys supports 6 additional AWS Regions Three-node Multi-AZ DB Cluster is now available in Asia Pacific (Hyderabad), Asia Pacific (Melbourne), Europe (Spain), Europe (Zurich), Middle East (UAE), and Israel (Tel Aviv) Regions. This deployment option supports minor version upgrades and system maintenance updates with typically less than one second of downtime when using Amazon RDS Proxy or any one of the open-source AWS Advanced JDBC Driver, PgBouncer, or ProxySQL. https://lnkd.in/g9D9RGVB #Amazon #RDS #PostgreSQL #MySQL

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Congratulations to Brian Stevens and the Neural Magic team and its announcement to be acquired by Red Hat. There are a couple of things that stand out with this announcement. 1) Neural Magic has capabilities that lead to easier deployment of open-source LLMs, which will tie in nicely with both IBM Granite Models and OpenShift. It could be a very effective bridge between the two actually. 2) I'd be particularly interested in seeing something like Sparse ML (and more ML models in general) under the Granite umbrella. I still maintain that the near-term ML possibilities remain stronger than that of LLMs, which are still in the early stages. Anyway, I think Matt Hicks and the team made an interesting call here, and it's another step towards an end-to-end open source AI platform.

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"We just signed an agreement with Meta – for them to use Oracle's AI Cloud Infrastructure – and collaborate with Oracle on the development of AI Agents based on Meta's Llama models," CTO Larry Ellison https://lnkd.in/gMbPy8eK

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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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This is a must see - 5mins of clear articulation of how and why Google Cloud differentiates in #GenAI with an unique approach and strategy relative to competitive #hyperscalers https://lnkd.in/gywMw7Dp

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📣 Discover how #RancherPrime is transforming enterprise #Kubernetes management and Platform Engineering! Check out this blog post and watch Erin Quill, SUSE’s Principal Technical Marketing Manager, demonstrate the power and simplicity of Rancher Prime in our latest video. 👉 Learn how to master Kubernetes effortlessly here: https://okt.to/cLmuY8

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📣 Discover how #RancherPrime is transforming enterprise #Kubernetes management and Platform Engineering! Check out this blog post and watch Erin Quill, SUSE’s Principal Technical Marketing Manager, demonstrate the power and simplicity of Rancher Prime in our latest video. 👉 Learn how to master Kubernetes effortlessly here: https://okt.to/Cm4BjR

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