NetApp Q4 2026 Earnings Call: Complete Transcript
Summary
NetApp reported record FY26 results with higher revenue, gross profit, operating income, and free cash flow. Management credited strong demand from enterprise AI, cloud adoption, and hybrid data infrastructure. The company highlighted momentum in all-flash storage, Keystone, public cloud services, and new AI-focused solutions such as AFX and AI Data Engine. NetApp also emphasized its partnerships with AWS, Azure, and Google Cloud, and it raised its share repurchase authorization while guiding FY27 revenue growth of 8%.
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Enterprise Software
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NetApp
$1B+