NetApp Inc Q3 2022 Earnings Call Summary

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

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : I had a quick couple of questions on the Public Cloud as well and just following up on Aaron's question. I think the first one, if you can help me understand if I look at your ARR -- Public Cloud ARR, you did have an increase of about $80 million or so, which looks to be an acceleration sequentially compared to how you've done in recent quarters. How much of that is maybe attributable to CloudCheckr? And excluding that, it does still look like an acceleration. So if you can get us -- give us some more insight into how much of that is driven by some of the newer partnerships versus it does sound like more of the growth coming from partnerships that you initiated earlier, that would be great. And then I have a quick follow-up on Public Cloud ARR as well.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : George, any -- sorry, any color on what's driving the acceleration here? How much of that is coming from the earlier partnerships with Azure versus the newer partnerships with AWS?

Question: Nikolay Todorov - Longbow Research LLC - Analyst : Yes. A question on -- regarding -- given all of the constraints and the price increases you guys talked about, are you seeing any changes in customer behavior in relation as to whether they prefer hardware versus cloud solution? Or do you see any increase in appetite for fully managed solutions like your cloud services or maybe Keystone?