19 annotations
These are clearly related to IT budget revisions
(No comment added)
Transcript
2023 Q2
30 Nov 22
I think the larger enterprise in those specific verticals were the ones where we saw the most substantive change in spending
(No comment added)
Transcript
2023 Q2
30 Nov 22
t could involve either them reducing the amount of capacity they use on our offerings or us proactively helping them migrate some of their workloads from a high-performance tier to a more cost-effective tier, so that they will continue to see value and benefit with us.
(No comment added)
Transcript
2023 Q2
30 Nov 22
We should also see a benefit from declining NAND prices in Q4
(No comment added)
Transcript
2023 Q2
30 Nov 22
We are optimistic that supply constraints will ease further in the second half of our fiscal year,
(No comment added)
Transcript
2023 Q2
30 Nov 22
We are seeing signs of relief in supply availability
(No comment added)
Transcript
2023 Q2
30 Nov 22
implemented a broad-based hiring freeze,
(No comment added)
Transcript
2023 Q2
30 Nov 22
we had a few customers with very large project-based workloads like chip design, that came to their natural conclusion, resulting in capacity reductions in those environments.
(No comment added)
Transcript
2023 Q2
30 Nov 22
As our cloud partners discussed on their earnings calls, growth has slowed as customers look to optimize cloud spending. This macro-related optimization caused some slowing of growth in our cloud storage services as well.
(No comment added)
Transcript
2023 Q2
30 Nov 22
Public Cloud ARR of $603 million fell short of our expectations.
(No comment added)
Transcript
2023 Q2
30 Nov 22
have slightly tempered our revenue outlook for the remainder of the fiscal year, due to near-term macro headwinds
(No comment added)
Transcript
2023 Q2
30 Nov 22
However, we are disappointed with the deceleration of growth in our cloud services.
(No comment added)
Transcript
2023 Q2
30 Nov 22
acroeconomic and market conditions such as inflation, rising interest rates and foreign exchange volatility, the continuing impact and uneven recovery of the COVID-19 pandemic, including the resulting supply chain disruptions, and the IT capital spending environment
(No comment added)
Transcript
2023 Q2
30 Nov 22
supply constraints will ease further in the second half of our fiscal year,
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Transcript
2023 Q1
13 Sep 22
We are seeing early signs of relief in supply availability.
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Transcript
2023 Q1
13 Sep 22
We will continue to grow and invest in our Public Cloud business and expect to exit fiscal 2023 with Public Cloud ARR of $780 to $820 million.
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Transcript
2023 Q1
12 Sep 22
We also completed the acquisition of Instaclustr, a leading provider of fully managed open-source database, pipeline, and workflow applications.
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Transcript
2023 Q1
12 Sep 22
Early in Q1, AWS announced that FSx for NetApp ONTAP is SAP-certified. SAP certification for Azure NetApp Files has helped drive large, business-critical deployments on that service and we are excited about the potential to see similar workloads deployed on FSx for ONTAP.
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Transcript
2023 Q1
12 Sep 22
demand across our portfolio and geographies.
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Transcript
2023 Q1
12 Sep 22
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