NTAP · Full Picture

NetApp, Inc. — the full picture

Trailing window · 2026-05-12 to 2026-08-10

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

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 49
    quote_verified
    Assenagon Asset Management S.A. increased its stake in NetApp, Inc. by 586.7% in the second quarter, purchasing an additional 290,602 shares and now owning 340,130 shares valued at $52.64 million.
  2. 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.
  3. Capital Return Program · Buybacks & dividendsPriority 34
    1 forward row(s); quote_verified
    NetApp plans to continue returning up to 100% of free cash flow to shareholders.
  4. Acquisitions and Partnerships · M&A and divestituresPriority 32
    2 forward row(s); quote_verified
    NetApp completed an acquisition of DataPelago (stated as a recent strategic move).
  5. AI Infrastructure Partnership · Partnerships & JVsPriority 31
    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.

Threads by pillar

Revenue & Demand Priority 52 · 2 threads

Capital & Balance Sheet Priority 34 · 1 thread

Strategy & Portfolio Priority 35 · 2 threads