Quantum(QMCO) - 2023 Q4 - Earnings Call Transcript

Yes, I think thatÂ's probably where you see things happening. The hyperscalers are--you know, itÂ's a big part of our revenue and itÂ's slowing down a bit, and whereas a year to two years ago we were the only company that had a hyperscaler tape offer, now two other companies now offer something similar to us, and you can imagine through the supply chain pressures, the hyperscalers want to be sourcing from multiple vendors to manage their risk, so weÂ're sharing some of that load with other players as well. ...