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NetApp Q4 Earnings Highlights

$NTAP (+2,03%)


๐Ÿ”น Adj. EPS: $1.93 (Est. $1.89) ๐ŸŸข; +7% YoY

๐Ÿ”น Revenue: $1.73B (Est. $1.72B) ๐ŸŸข; +4% YoY

๐Ÿ”น All-Flash ARR: $4.1B; +14% YoY

๐Ÿ”น Public Cloud Rev: $164M; +8% YoY


Q1 Guide:

๐Ÿ”น Adj. EPS: $1.48โ€“$1.58 (Est. $1.66) ๐Ÿ”ด

๐Ÿ”น Revenue: $1.46Bโ€“$1.61B (Est. $1.60B) ๐ŸŸก

๐Ÿ”น Gross Margin (Non-GAAP): 71%โ€“72%

๐Ÿ”น Op. Margin (Non-GAAP): 25%โ€“26%


FY26 Guidance:

๐Ÿ”น Revenue: $6.625Bโ€“$6.875B

๐Ÿ”น Adj. EPS: $7.60โ€“$7.90

๐Ÿ”น Gross Margin (Non-GAAP): 71%โ€“72%

๐Ÿ”น Op. Margin (Non-GAAP): 28.8%โ€“29.8%


Other Key Q1 Metrics:

๐Ÿ”น Gross Profit (Non-GAAP): $1.20B; Record

๐Ÿ”น Op. Income (Non-GAAP): $496M; Record

๐Ÿ”น Cash from Ops: $675M (vs. $613M YoY)


Dividend Update:

๐Ÿ”ธ Next dividend: $0.52/share, payable July 23, 2025


Strategic & Product Highlights:

๐Ÿ”ธ Innovation: New ASA/FAS50 storage arrays, EF portfolio QLC support, BlueXP AI tools, AI/ML data vaulting, ransomware protection, Trident 25.02 for Kubernetes

๐Ÿ”ธ Cloud Focus: Exited Spot by NetApp; stronger Microsoft & Google Cloud integrations

๐Ÿ”ธ AI Leadership: Validated by NVIDIA for DGX SuperPOD; integrated with NVIDIA AI Data Platform

๐Ÿ”ธ NFL Partnership: Named Official Intelligent Data Infrastructure Partner


Executive & Recognition:

๐Ÿ”ธ New Appointments:

โ€ƒโ€ข Frank Pelzer to Board

โ€ƒโ€ข Beth Oโ€™Callahan as Chief Administrative Officer

๐Ÿ”ธ Awards:

โ€ƒโ€ข Google Cloud Infra Partner of the Year

โ€ƒโ€ข Gartner Peer Insights: Customersโ€™ Choice

โ€ƒโ€ข CRN: Top AI, Storage, Data Center & Partner Awards

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