Unified storage wins for the third quarter included: The United States Navy, North Texas Tollway Authority, China Unicom, Mitsubishi Heavy Industries Ltd., and WesternGeco. Other key enterprise customer wins are ATAC, Group Peugeot Citroen, Inmarsat, Integris Health, John Deere, MFS Investment Management, Renault F1 Team, Wells Fargo Inc., and Weta Digital Effects.
NearStore, NetApps near-line backup product launched a year ago, has over 4 petatypes installed in the field, Warmenhoven said.
NearStore offer faster access to data than is offered by tape storage gear (hence the name "NearStore"), while falling below the cost of full-blown NAS appliances (see NetApp's Backup Plan).
NearStore customer wins in the quarter included: TRW, Whitehead Institute, Norsk Hydro, and a major defense agency.
Gross margins of 61.3 percent were lower than 61.9 percent estimated due to lower hardware and service margins. NetApp said its lower hardware margins are an indicator of its continued growth into large enterprise accounts. "Our systems gross margin came down...but software is a larger percentage of revenue as bigger customers want more added value which comes from software," said Warmenhoven. "All I care about is that our overall corporate gross margin continues to grow."
NetApp expects its fourth-quarter revenue to rise 2 percent to 6 percent from $228.5 million in the third quarter, implying revenue of $233 million to $242.2 million.
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