20 Nov A Tech Analyst’s Thoughts On NetApp’s 2Q FY2018 Results

NetApp is living one of the great stories in technology right now. In a storage market dominated by Dell Technologies (with its EMC unit) and Hewlett Packard Enterprise , NetApp has just beat consensus on earnings by $0.20/share. NetApp delivered a $1.42B quarter, driving 6% growth year-over-year. More impressively is that its product revenue grew […]

27 Sep The State Of Storage: Second Quarter Enterprise Market Trends

The horse race At its heart, an IDC quarterly report is for the race watchers. Technology and market watchers want to know who is winning and—more interestingly—who isn’t. The storage market has long been dominated by a handful of big players, surrounded by a wide smattering of emergent technology companies—all of whom believe that they […]