Darren Raiguel

“I will discuss the quarter, our segments, and our overall strategy, and then Elaine will cover our results in more detail. From a product perspective, we had modest growth in both gross billings and net sales, coming off a strong year and a tough compare, as Mark noted.”

“As you just heard from Mark, we delivered a very good year with broad-based demand across the business with increasing contribution from AI. Let me dive a bit more into the business drivers.”

“What I'll say is we've been selling Pure as a Service, which is their offering, for years now. We saw for our customers looking for a more customized approach. We know their environment and the other components of their data center and their cloud play.”

“Big iron networking has the longest lead time for us. Following that, all categories have extended times, but wireless has been particularly delayed for several months or even longer in some instances.”