Looking to the Future
“Our infrastructure business remains very strong, storage remains very strong, and cloud costs continue to increase,” said Rozanovich. “Every CIO I talk to says their Amazon Cloud or Google Cloud costs have gone up 25% yearly. We think about some of the things like the egress costs of the cloud, what we’re seeing is more people are now starting to say, ‘Hey, I’d rather put the storage on-prem.’ So our storage business went through the roof last quarter, which I think is a huge opportunity for us here in North America. That’s one area where I think you’re going to see continued strength.”