MS MSFT Microsoft Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

This win demonstrates the value of NetApp's integration with Azure Databricks for AI, highlighting the synergies and the strength of the cloud partnership.

Azure NetApp Files is gaining traction with large enterprises migrating to the cloud, which bodes well for Microsoft's cloud platform.

NetApp's first-party and marketplace cloud storage services revenue grew 32% year-over-year, making it a key growth engine and a de facto proxy for enterprise cloud storage consumption expansion. — Strong 'storage-as-a-software' growth within hyperscaler marketplaces underscores the underlying demand for enterprise storage and the stickiness of cloud provider ecosystems.