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Positive potential to uplift Arrow's services revenue via Keystone and strengthen its data-storage offerings; execution risk tied to partner adoption and competition; historically, distributors expanding cloud/storage offerings can catalyze incremental revenue but require ramp time.
What happened, with direct paths to the underlying reporting
Arrow Electronics (ARW) announced availability of managed storage services for NetApp Keystone, developed with NetApp. Arrow becomes the first distributor to offer the service, designed to simplify Storage-as-a-Service delivery for channel partners and MSPs and accelerate customer adoption of Keystone's consumption-based infrastructure. The move could expand ARW's services revenue and strengthen its data-management solutions footprint across its partner ecosystem.
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