Transitioned from a hyper-converged infrastructure (HCI) focus to a broad cloud platform, supporting on-prem, multi-cloud, external storage, Kubernetes, databases, and enterprise AI stacks.
Broader portfolio enables flexible modernization, hybrid cloud adoption, and AI application deployment, addressing a wider range of customer needs.
External storage and public cloud support allow customers to migrate without new hardware, mitigating supply chain and hardware price pressures.
Supply chain constraints and rising hardware costs are headwinds, but new offerings and cloud options help offset impacts.
Customers increasingly adapt by leveraging multiple vendors, public cloud, and existing hardware to manage procurement challenges.
Fiscal 2027 outlook assumes continued supply chain headwinds, higher future start dates, and slower renewal cohort growth.
Core growth drivers include hybrid cloud, external storage, cloud-native and AI capabilities, and an expanding partner ecosystem.
External storage is expected to be the fastest growth driver in the near term, with significant opportunity in the 80% of the market still using traditional storage.
Operating margin expansion is targeted, balancing investments in innovation and sales coverage with margin growth.
Investments focus on external storage, AI, cloud-native, and digital sovereignty, with additional sales hiring to capture market opportunities.
External storage bookings surged, enabling access to a larger install base without requiring architectural shifts.
NC2 platform adoption is rising, with high customer retention and use cases spanning cloud migration, disaster recovery, and global expansion.
VMware migration remains a multi-year opportunity, with automated, hardware-agnostic migrations and phased customer adoption.
Portfolio attach from Kubernetes, database automation, cloud management, and AI is expected to grow to a third of bookings by fiscal 2029.
Specialist sellers and technical experts are being added to drive adoption of newer portfolio elements.
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