DataCentric - Episodes Tagged with “Netapp”

Is the Enterprise Infrastructure Market Rebouding?

NAND Research — Fri, 05 Mar 2021 10:00:00 -0500

Earning's season for 4Q has come to a close, with Dell Technologies, Hewlett Packard Enterprise (HPE), NetApp, and Pure Storage all annouceing over the past two weeks. This is enough to giving us an idea of how healthy the enterprise storage & server markets are as we leave 2020. The news is actually pretty good.

Hosts Matt Kimball & Steve McDowell, both senior technology analysts at Moor Insights & Strategy, talk about it on this DataCentric.

NetApp talks about Cloud Native, Containers, & HCI

NAND Research — Thu, 07 Nov 2019 15:00:00 -0500

NetApp is about more than just about on-prem enterprise storage. They are changing with the industry as it embraces HCI, Cloud Native, and Kubernetes as part of the Data Fabric. This is critical to the company's strategy.

We had the chance to sit separately with NetApp's SVP & GM of Cloud Native (which includes its Kubernetes/Containers activity) Anthony Lye to talk about how NetApp and its enterprise customers view that space, as well as how they are evolving from an "on-prem first" storage player into a multi-cloud and cloud-native solution.

We also had a great conversation with NetApp's Chief HCI Architect Adam Carter at the show who talked about the philosophy behind NetApp's untraditional approach to HCI.

This one is a great listen, and we owe a serious debt of graditude to both Anthony and Adam for making the time at a busy event, as well as the entire NetApp A/R and PR team who made it all happen.

00:00 - 05:15 Matt & Steve hit on some recent news & travel, including Micron 3D XPoint and FujiFilm's IT Summit
05:15 - 24:00 NetApp HCI with Adam Carter, as well as Matt & Steve's post-interview discussion & thoughts
24:00 - 34:50 NetApp's Cloud Native and Container Strategy with NetApp GM and SVP Anthony Lye
34:50 - 36:32 Wrapping Up

Special Guests: Adam Carter and Anthony Lye.

Links:

May 28, 2019: Earnings Extravaganza! HPE! Pure Storage! NetApp! Plus China, Huawei, Lenovo, and More!

NAND Research — Tue, 28 May 2019 00:00:00 -0400

Last week was a big week for earnings, with Hewlett Packard Enterprise beating the street and providing some intriguing commentary in their conference call, Pure Storage misses its number while putting up great growth numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China & Huawei.

Looking to jump to the part you're interested in? Here's where things line up:

1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean?
3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake
14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo
23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum.
32:00 China: Some uneducated discussion about latest news.
38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings
41:32 What’s coming up? HPE Discover.