NetApp Inc Investor Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Samik from JPMorgan. The first question I had was for Anthony. Anthony in your presentation, you went through the cloud operations business, which you're building as sort of the infrastructure optimization as well as operations optimization. Now you had that 11 billion TAM number, if I'm not wrong. If you get to sort of dissect that a bit in terms of how to think about those market opportunities? And when you now think about organic or inorganic sort of expansion, is it a third pillar to that growth strategy? Or is it just building vertically up that stack at that point? The second question I had was for Cesar here. I think the broader investor perception is that NetApp does really well with large enterprises, but the commercial segment is an opportunity. How much of that is a go-to-market versus a product push? And how much are you relying on the cloud strategy to get into the commercial segment?