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Watch on earnings: S&P 500 IT spending growth rate and Gartner enterprise storage market forecasts, Pure Storage quarterly revenue and all-flash market share trends (competitive benchmark), AWS, Azure, Google Cloud infrastructure revenue growth (proxy for cloud storage demand).
One Sentence Summary:
NetApp: the story is balanced — all-flash array unit shipments and average selling prices - competitive intensity from pure storage, dell emc affects pricing.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.