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    Ari Terjanian • Cleveland Research Company

    Ari Terjanian's questions to NetApp Inc (NTAP) leadership

    Ari Terjanian's questions to NetApp Inc (NTAP) leadership • Q3 2025

    Question

    Ari Terjanian asked for an update on the market dynamics related to the Broadcom acquisition of VMware and the potential opportunities or challenges this creates for NetApp as customers evaluate new architectures.

    Answer

    CEO George Kurian stated that NetApp is well-positioned to support clients regardless of their path. The company offers solutions for customers who stay with VMware, those who re-platform to cloud or container-based architectures, and those who move to on-prem alternatives with partners like Microsoft and Red Hat. He believes NetApp has strong options for customers as the situation evolves.

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    Ari Terjanian's questions to NetApp Inc (NTAP) leadership • Q2 2025

    Question

    Ari Terjanian asked for clarification on the recent surge in AI deals and whether there was any pull-forward of demand due to product pricing changes.

    Answer

    CEO George Kurian attributed the doubling of AI deals to broader engagement and execution by sales teams and partners over long sales cycles. CFO Mike Berry acknowledged some product pricing changes but stated there was no material pull-forward of customer demand as a result.

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    Ari Terjanian's questions to Pure Storage Inc (PSTG) leadership

    Ari Terjanian's questions to Pure Storage Inc (PSTG) leadership • Q4 2025

    Question

    Ari Terjanian of Cleveland Research Company asked about the decision to participate in the upcoming GTC conference and how Pure Storage plans to differentiate itself in the competitive AI training market.

    Answer

    CEO Charles Giancarlo explained that while the AI training market was traditionally HPC-oriented, Pure has made modifications to its product to address HPC performance characteristics within its existing R&D budget. He expressed confidence that the new capabilities to be unveiled will 'make a big splash.'

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