Performance beat was driven by broad-based strength in B2 Cloud Storage and higher-than-forecasted stability in the legacy Computer Backup segment. Management attributes accelerating B2 momentum to a major market replatforming where AI companies are shifting workloads from traditional hyperscalers to 'Neoclouds'. The company is positioning its internet-scale file system as the essential 'hard drive tier' for Neoclouds, offering a cost-efficient alternative to expensive flash storage for exabyte-scale ...