Cloud [music] services company NetApp shares dipping into the red after hitting a new high in the session today. NetApp which has collaborated with some of the biggest names in the cloud industry including Amazon Web Services, Google Cloud and Microsoft Azure is seeing strong growth in the last few quarters. Most recently, smashing estimates for both revenue and earnings per share. Let's bring in George Curry and NetApp CEO. We've also got Yahoo Finances. Brian Sazzy joining in on the conversation. George, it is great to have you on. You know, we've seen a number of notes uh from analysts cross through talking about or at least warning about the slowdown that could come in this space from the enterprise side. What do you see a as you look to 2022?>> We see continued strong demand. We have really good drivers behind our business from a demand side. both the use of data to make businesses go faster and the core idea of cloud and digital driving business transformation. So we feel really good about our prospects for this year.>> George, have you seen any easing uh in the supply chain challenges you talkedabout a couple weeks ago on your earnings call? >> We continue to work to improve availability of parts and to meet our strong customer demand. I think it's going to continue to be a bit choppy for a few more quarters, but uh we are got good deep relationships with our suppliers and we're starting to see improvements.>> And George, where are you seeing those shortages?>> I think we see issues specifically to select pieces of the semiconductor supply chain. And then of course logistics and freight is another area where we've had to pay premiums to bring use um airbase distribution and expedite parts to certain parts of the world. >> You know, it's been interesting to kind of watch uh the growth and the different uh companies here operating in the cloud space compete to continue some of that growth. I mean, as you see it right now in this chapter ofwhere things are at, I mean, what's NetApp kind of doing tokind of help all those players in the cloud space and what the needs have shifted to? Yeah, >> I think we see businesses now moving their core applications to the public cloud infrastructures and we are able to bring technologies and work closely with the biggest cloud providers Amazon, Microsoft, Google to help businesses deploy those applications on the public cloud. This has profound implications for how we can make businesses go faster. So, we've helped vaccine makers bring vaccines to the market faster. We helped Ducati Motors, for example, reduce the time to bring new motorcycle prototypes to market by about 30%. So, these are the core idea of using data to help businesses go faster and we're a cornerstone of that. Yeah, we've been talking so much about how that transition, the use of more digital, more data has accelerated during the pandemic and I think there's a lot of questions about how much of that runway you can maintain now that a lot of that transition has happened. Can you give us a little more insight on what you see? Where are the big growth opportunities that you're especially excited about? I think we see datadriven digital business as in its first chapter. Meaning data used to be a byproduct of how businesses operated. They'd sort of have a big store and they collect a little bit of data around how you know customers you know participated in that store. Now they're using data as an input to drive business rather than as a byproduct. And we're in the early innings of that. I think you can see data growth being phenomenal, right? There's statistics which say there's more been more data created in the last couple of years than in the preceding several centuries of human history. So, I think that pace is not going to goaway.>> And George, I've been talking to a lot of uh tech CEOs lately and they'restarting to spend even more time on recruiting top talent within your company. How much time are you spending right now making sure you have the right talent to meet this really strong demand backdrop?>> We do that as part of our daily job, right? I think a big part of my job is to both build confidence in the outlook of the business and spend time building our team. We have a very strong culture of trust, communications as well as inclusive uh opportunity for all of our employees. And that has stood us in goodstead over many years and is clearly an area of strength as we recruit new talent. >> And George, to follow up on Brian's point, I mean, how competitive is the landscape for you right now? We've heard from so many companies who've talked about higher expenses they're looking at because of the competition for those jobs to fill those jobs. What does that look like for you right now? >> It's always been competitive in our market. You know, we are a talentdriven business and so we've done many things over the years to continue to be able to bring really good talent to NetApp. I think the innovation that we are working on is a source of inspiration to a lot of people. I think the idea of flexible working models where we can bring talent into our organization regardless of their physical geography is another area of strength. And then honestly the culture.