Charlie Leeming

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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Red Hat #OpenShift on #OCI is the ultimate solution for enhancing flexibility, scalability, and choice in your cloud strategies. With the recent integration of Red Hat OpenShift and Oracle Cloud Infrastructure (OCI), organizations can now enjoy the benefits of a hybrid cloud application platform and the premier distributed cloud. This expanded collaboration allows for validated and supported configurations of Red Hat OpenShift to operate on OCI, enabling organizations to optimize their cloud strategies. If you're looking for a reliable and efficient way to manage your cloud infrastructure, look no further than Red Hat OpenShift on OCI. #oracle #oraclecloudinfrastructure #redhat #cloud https://lnkd.in/eQhcHWZF

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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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Market Context: Kubernetes, Hyperscalers, and Red Hat OpenShift My take on the news announcing the integration of Red Hat OpenShift on Oracle Cloud Infrastructure (OCI), merging a leading Kubernetes platform with a top distributed cloud. This collaboration supports configurations of Red Hat OpenShift on OCI, providing customers with flexible, cost-effective, and secure deployment options across multiple cloud environments. The partnership enhances enterprise capabilities for managing scalable, distributed applications, and supports AI and ML workloads, signifying a substantial advancement in cloud computing and container orchestration technologies. Read the full article here 👇 https://lnkd.in/eheeyHmG

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Simplify your workflow with ValueOps ConnectALL! Seamlessly integrate and normalize data from dozens of tools, bringing everything from planning to monitoring into one platform. #DigitalTransformation #ValueStreamManagement #Broadcom Broadcom's ValueOps Value Stream Management

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I was fortunate to spend time w Thomas Robinson and the Domino Data Lab team at NetApp Insight this week. Here’s what I learned & really like about this non-obvious partnership: - AI and Data Science is only as reliable as the data flowing through the pipeline: Domino understands that data hygiene begins and ends with the underlying data platform (trust me, not everyone gets that), and believes NetApp provides the best capabilities for both Domino and its customers. - There’s a strong “better together” story: Domino leverages NetApp’s data management functions thru NetApp’s extended CSI capabilities (I also learned about how extensive that CSI driver is). - But we can still date other people: Domino will run on anybody’s on-prem storage, but it’ll run better with NetApp’s (see previous bullet). Don’t interpret this to say you get a degraded experience on non-NetApp storage, but rather you get an enhanced experience with it. - Strong Cloud Experience & ROI: Domino’s AWS-hosted services rely on what NetApp delivers - this includes saving cloud storage costs by leveraging ONTAP Cloud’s impressive dedupe capabilities (you don’t get that with any CSP-provided service on any cloud - CSPs are disincentivized). There’s a lot more I could say, but nobody’s paying me to write this! It is clear that the way Domino thinks about data integrity, governance, and the AI & Analytics data pipeline truly differentiates them from many of their competitors. It’s one reason that NetApp is rightfully highlighting the relationship.

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Learn here how combining #OpenShift Virtualization with Amazon FSx for NetApp ONTAP creates a powerful solution for organizations seeking to optimize their hybrid environments and manage both VMs and containerized applications within a unified Kubernetes platform on AWS, enhancing operational efficiency and flexibility. Read more here... Golan Abraham Banumathy Sundhar Mickey Shaul Mayur Shetty John McAuley Firas Yasin, PMP George James Jim White Isaac (Ike) Arias #ROSA #KVM #FSxN #RedHat #NetApp #AWS #k8s

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Most organizations are using at least three automation technologies to monitor workloads, integrations, changes and tools proliferating across hybrid cloud environments. But this fragmentation compromises efficiency, delays remediation, risks fines for compliance failures and erodes customer satisfaction. @Broadcom VP and GM of Agile Operations Division, @Serge Lucio looks at how unified automation monitoring can provide end-to-end visibility that helps cloud architects, workload and business teams maintain efficiency as they minimize risks to service delivery and customer satisfaction. https://lnkd.in/ghV6e784 #DigitalTransformation #AutomationMonitoring #WorkloadAutomation

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Maximizing the value of GenAI with Amazon Bedrock and Amazon FSx for NetApp ONTAP. The AI journey starts with your unstructured data - your File Share. #netapp #aws #cloudcomputing #data #innovation #devops #sre #productivity #softwareengineering #engineering #softwaredeveloper #linux #developer #technology #python #docker #software #java #programming #devopsengineer #business #ai #future #datascience #businessintelligence #analytics #userexperience #artificialintelligence #softwaredesign #storage #RAG #digitaltransformation #machinelearning #softwarearchitecture #management #customerrelations #gettingthingsdone #success

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Magic happens when #Karpenter users add Xosphere. Xosphere’s increased insight leads to better cost optimization outcomes. Schedule an appointment to learn more: https://lnkd.in/dsibkiKE #ec2 #aws #kubernetes #k8s #costoptimization #finops #gcp #googlecloud #SpotVM #GoogleCloudConsulting Xosphere FinOps Foundation

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The speed at which these models improve is staggering, so is the cost to build them. Only way to keep up is to leverage principles such as AWS Bedrock so you have the flexibility you need to quickly select the model that works best for your task. https://lnkd.in/gNAR63YC https://lnkd.in/g_FtP6e9

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The Kubernetes ecosystem may get too complicated for its own good. Picking stack components has become a top Kubernetes pain point! You can learn more from this new survey by Spectro Cloud. #openshift #aro #rosa #osd #rhoic https://lnkd.in/g8T88f4a

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#DAIS2024 is a wrap!! Jensen and Ali spoke about hardware accelerated Apache Spark extensively in the keynote https://lnkd.in/gr3CbAiZ Databricks processes 4 exabytes of data per day NVIDIA believes data processing is the largest data center workload today NVIDIA has worked for 5 years around the clock to build a library that accelerates Apache Spark using GPUs delivering 2x-5x and provides 30% TCO NVIDIA and Databricks are working on getting Photon ported to GPUs Speedata.io team was super busy showing how we accelerate Apache Spark 20x-200x and provides 50x better performance/$ than CPUs and GPUs.

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Effortlessly Manage File Storage on AWS with Amazon FSx for NetApp ONTAP Amazon FSx for NetApp ONTAP is a fully managed cloud file system service that offers NetApp's proven data management capabilities. It allows you to easily migrate file-based applications and data to the AWS cloud without having to modify your applications. This simplifies file storage management and takes advantage of the scalability and security features of the AWS cloud. More about this topic on AWS official site. And if you want to find out more about cloud cost optimization visit https://umbrelly.cloud/

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