NTAP · Full Picture

NetApp, Inc. — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Product Launch and Transition · Products & launchesPriority 37
    1 forward row(s); quote_verified
    StorageGRID 12.1 provides performance improvements enabling up to 400 percent higher throughput and 12 TB/s for AI Factories.
  2. Capital Return Program · Buybacks & dividendsPriority 35
    1 forward row(s); quote_verified
    NetApp plans to continue returning up to 100% of free cash flow to shareholders.
  3. Acquisitions and Partnerships · M&A and divestituresPriority 33
    2 forward row(s); quote_verified
    NetApp completed an acquisition of DataPelago (stated as a recent strategic move).
  4. AI Infrastructure Partnership · Partnerships & JVsPriority 32
    1 forward row(s); quote_verified
    OpenNebula Systems and NetApp have partnered to integrate NetApp ONTAP with OpenNebula's cloud orchestration platform to power enterprise clouds and AI factories.
  5. Revenue Performance and Mix · Revenue growth & mixPriority 30
    quote_verified
    NetApp reported quarterly revenue of $1.95 billion and EPS of $2.03, with EPS missing expectations (reported in the Sarasin filing summary).

Threads by pillar

Revenue & Demand Priority 40 · 2 threads

Capital & Balance Sheet Priority 35 · 1 thread

Strategy & Portfolio Priority 36 · 2 threads