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5 Keys To Understanding NetApp’s Second-Quarter Financials

‘As I’ve said many times, our public cloud services not only allow us to participate in the rapidly growing cloud market, but they also make us a more strategic data center partner to our enterprise customers, driving share gains in our hybrid cloud business,’ says NetApp CEO George Kurian.

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Friends Among The Cloud Players  

NetApp has built some very unique relationships with the top three public cloud providers.

During the second fiscal quarter, Amazon Web Services unveiled the general availability of Amazon FSx for NetApp Ontap, which Kurian described as a native, fully managed AWS storage service powered by NetApp’s Ontap storage technology.

“This new first-party product is fully integrated into the AWS console and is sold, supported, run and billed by AWS, making it easy and cost-effective for customers to take advantage of NetApp’s suite of enterprise-grade data services while running in an AWS native experience,” he said.

FSx for NetApp Ontap is currently being used by some customers in pilot programs, he said.

Google Cloud this quarter said NetApp will provide storage infrastructure for its Google Distributed Cloud Hosted, which is Google’s technology for hosting data customer-owned data centers and colocation facilities, Kurian said. Google is also previewing the integration of Google Cloud VMware Engine with NetApp Cloud Volumes Service, which Kurian called a fully managed service for storage and disaster recovery.

Finally, Microsoft this quarter removed the white-listing of Azure NetApp Files, which has been generally available since May 2019.

“Now customers can instantaneously leverage Azure NetApp Files to accelerate the deployment of mission-critical applications to Azure,” Kurian said. “Additionally, we expanded the backup/restore service and cross-region replication capabilities for Azure NetApp Files.”

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