Mark Timm

By migrating to OCI and transitioning to OCI Kubernetes Engine with virtualization enabled on its nodes, CNCF was able to achieve a more flexible cost model—saving an estimated at $1 million annually. Learn more: https://lnkd.in/gDm8Daic

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Both OCI File Storage (FSS) and Lustre drastically reduce container image fetch and execution times on repeat accesses. Learn more: https://lnkd.in/gYu2nMJV

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NetApp delivered a solid earnings beat w/ its $1.7B quater with growth across the board, but big growth in as-a-Service (~65% y/y). Unsurprisingly maintained strong profitability despite cost pressures. Still, some surprises: Financial highlights: • Revenue: $1.71B (+4% YoY; +6% ex-Spot) • EPS: $2.12 (+11% YoY), above guidance • Gross margin: 71.2% (+50 bps YoY); operating margin: 31.1% • All-flash revenue: $1B (+11% YoY) • Keystone STaaS: ~+65% YoY • Public cloud (ex-Spot): +17% YoY Non-financial highlights: • ~300 AI customer engagements in the quarter • AI Data Engine moving toward GA in Q4 • Continued competitive wins driven by cyber resilience capabilities Interesting Observations: • AI workloads still ~60% data prep vs ~40% production • Public cloud gross margin reached ~85% — highly accretive • Cloud AFX adoption beat internal expectations + already landed neocloud win • AFA revenue $1.0B implies a $4.2B annualized run rate Memory Crunch Impact: • George said they've already raised prices and will do so again if needed. • Giving customers ~90–120 days to adjust purchasing plans after price changes. • Not yet seeing supply shortages & aren't aware of imminent shortages Congratulations to George Kurian & the team. Nicely done. #NetApp #Earnings #Storage #AIInfrastructure #HybridCloud #Cloud #EnterpriseIT

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🚨 New Episode of Telemetry News Now! 🎧 In the latest TNN episode, Phillip Gervasi and Justin Ryburn discuss a series of significant industry developments: 🏢 Oracle’s substantial $40B investment in Nvidia chips for OpenAI’s Texas data center 💰 Salesforce’s $8B purchase of Informatica to enhance its AI-driven CRM 📞 AT&T’s acquisition of fiber from Lumen for $5.75B 🤖 Extreme Networks’ venture into agentic AI with Platform ONE ✅ Cisco’s revamp of its certification program to align with the needs of AI, automation, and modern networking ➕ And much more! Whether you’re deeply involved in NetOps or just trying to keep up, this episode is filled with insights you won’t want to miss. 🎙️ 👉 Listen now and stay ahead:

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HUGE NEWS! Just announced today at #AWSreInvent: Rubrik Agent Cloud for Amazon Bedrock AgentCore! 🤖 This new integration will allow customers to easily enable monitoring, governance, and remediation for agents across multi-cloud resources and infrastructure. With Rubrik Agent Cloud for Amazon Bedrock AgentCore, you can automate complex tasks while keeping pace with a new, rapidly expanding attack surface. This is a game changer 👉 https://bit.ly/3Y0ZmWq

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🚨 A single point of failure (#SPOF) can take down your entire #SaaS system. Learn how JFrog's SRE team built a framework to identify, assess, and mitigate SPOFs across complex architectures: https://gag.gl/qHptww #SRE #DevOps #CloudResilience

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Datadog’s Oracle Cloud Infrastructure Quickstart is now GA. This fully managed, single-flow setup can get you started collecting metrics and logs from your entire OCI stack in minutes, with support for more than 30 services. And, Datadog will automatically detect new resources to avoid gaps. Learn more in our blog post: https://bit.ly/3HmXNO4

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