NTAP · NetApp, Inc. · Earnings Call Transcripts & Audio
$210.58
+0.50 (+0.24%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$39.51B
Shares
196.42M
Volume · Oct 1
605.18K
Avg daily vol (3M)
2.57M
NetApp, Inc. Earnings Call Transcripts
Quarterly earnings calls for NetApp, Inc. (NTAP), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲6.2%
$1.66B
$750.00M
'23 Q2
22-11-29
▼5.5%
$1.53B
$65.00M
'23 Q3
23-02-22
▼5.9%
$1.58B
$245.00M
'23 Q4
23-05-31
▼10.1%
$1.43B
$149.00M
'24 Q1
23-08-23
▼6.1%
$1.56B
$233.00M
'24 Q2
23-11-28
▲5.2%
$1.61B
$313.00M
'24 Q3
24-02-29
▼33.1%
$1.06B
$291.00M
'24 Q4
24-05-30
▲7.6%
$1.54B
$248.00M
'25 Q1
24-08-28
▲6.1%
$1.66B
$299.00M
'25 Q2
24-11-21
▲2.2%
$1.64B
$299.00M
'25 Q3
25-02-27
▲0.9%
$1.07B
$340.00M
'25 Q4
25-05-29
▼9.3%
$1.40B
$233.00M
'26 Q1
25-08-27
▲2.8%
$1.71B
$305.00M
'26 Q2
25-11-25
▲4.4%
$1.71B
$334.00M
'26 Q3
26-02-26
▲33.2%
$1.42B
$404.00M
'26 Q4
26-05-28
LATEST
▲30.1%
$1.82B
$375.00M
'27 Q1
26-09-02
Conference
Investor event
2026-12-09
NetApp, Inc. (NTAP) December 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-12-08
NetApp, Inc. (NTAP) December 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-12-02
NetApp, Inc. (NTAP) December 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-08
NetApp, Inc. (NTAP) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q1
2026-09-02
NetApp, Inc. (NTAP) Q1 2027 Earnings Call Transcript
Confident tone
Pricing Capture and Component Costs
Cloud Revenue and VMware Migration
Accelerated Purchase Decisions
Revenue
$1.82B
▲ 30.1% YoY Diluted EPS
$1.88
▲ 63.5% YoY Gross margin
78.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
NetApp, Inc. (NTAP) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-05-28
NetApp, Inc. (NTAP) Q4 2026 Earnings Call Transcript
Confident tone
Profitability and operating margin
Public cloud growth and cloud services
Keystone (storage as-a-service) expansion
Revenue
$1.42B*
▲ 33.2% YoY Gross margin
96.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-02-26
NetApp, Inc. (NTAP) Q3 2026 Earnings Call Transcript
Confident tone
All-Flash Array Performance
AI Products and Solutions (AFX, AI Data Engine)
Public Cloud Services (Azure NetApp Files, FSxN)
Revenue
$1.71B
▲ 4.4% YoY Diluted EPS
$1.67
▲ 16% YoY Gross margin
70.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-12-09
NetApp, Inc. (NTAP) December 2025 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2025-11-25
NetApp, Inc. (NTAP) Q2 2026 Earnings Call Transcript
Positive tone
Operational discipline and profitability
Public cloud services
Keystone storage-as-a-service
Revenue
$1.71B
▲ 2.8% YoY Diluted EPS
$1.51
▲ 6.3% YoY Gross margin
72.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-08-27
NetApp, Inc. (NTAP) Q1 2026 Earnings Call Transcript
Positive tone
All-flash array growth
Enterprise AI opportunity
US public sector and EMEA weakness
Revenue
$1.40B
▼ 9.3% YoY Diluted EPS
$1.15
▼ 1.7% YoY Gross margin
78.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-05-29
NetApp, Inc. (NTAP) Q4 2025 Earnings Call Transcript
Confident tone
All-flash storage growth and market share
Enterprise AI opportunity
Profitability and financial records
Revenue
$1.07B*
▲ 0.9% YoY Gross margin
111.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-02-27
NetApp, Inc. (NTAP) Q3 2025 Earnings Call Transcript
Positive tone
Public Cloud and hyperscaler partnerships
AI infrastructure and GenAI
All-Flash Array business
Revenue
$1.64B
▲ 2.2% YoY Diluted EPS
$1.44
▼ 2.7% YoY Gross margin
69.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-11-21
NetApp, Inc. (NTAP) Q2 2025 Earnings Call Transcript
Confident tone
Public sector and regulated industries
Q2 financial performance
Hybrid cloud and intelligent data infrastructure
Revenue
$1.66B
▲ 6.1% YoY Diluted EPS
$1.42
▲ 29.1% YoY Gross margin
71.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-08-28
NetApp, Inc. (NTAP) Q1 2025 Earnings Call Transcript
Confident tone
AI / GenAI Opportunity
All-Flash and Storage Portfolio Momentum
Public Cloud Segment
Revenue
$1.54B
▲ 7.6% YoY Diluted EPS
$1.17
▲ 69.6% YoY Gross margin
71.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-05-30
NetApp, Inc. (NTAP) Q4 2024 Earnings Call Transcript
Confident tone
AI opportunity and partnerships
Operational and financial discipline
All-flash portfolio growth
Revenue
$1.06B*
▼ 33.1% YoY Gross margin
111.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-02-29
NetApp, Inc. (NTAP) Q3 2024 Earnings Call Transcript
Confident tone
Record profitability and margins
All-flash product momentum
Public Cloud business refocus
Revenue
$1.61B
▲ 5.2% YoY Diluted EPS
$1.48
▲ 393.3% YoY Gross margin
71.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-11-28
NetApp, Inc. (NTAP) Q2 2024 Earnings Call Transcript
Revenue
$1.56B
▼ 6.1% YoY Diluted EPS
$1.10
▼ 67.7% YoY Gross margin
71.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-08-23
NetApp, Inc. (NTAP) Q1 2024 Earnings Call Transcript
Revenue
$1.43B
▼ 10.1% YoY Diluted EPS
$0.69
▼ 28.1% YoY Gross margin
69.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-05-31
NetApp, Inc. (NTAP) Q4 2023 Earnings Call Transcript
Revenue
$1.58B*
▼ 5.9% YoY Gross margin
68.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-02-22
NetApp, Inc. (NTAP) Q3 2023 Earnings Call Transcript
Revenue
$1.53B
▼ 5.5% YoY Diluted EPS
$0.30
▼ 72.7% YoY Gross margin
65.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-11-29
NetApp, Inc. (NTAP) Q2 2023 Earnings Call Transcript
Revenue
$1.66B
▲ 6.2% YoY Diluted EPS
$3.41
▲ 248% YoY Gross margin
65.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-08-24
NetApp, Inc. (NTAP) Q1 2023 Earnings Call Transcript
Revenue
$1.59B
▲ 9.2% YoY Diluted EPS
$0.96
▲ 9.1% YoY Gross margin
65.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-06-01
NetApp, Inc. (NTAP) Q4 2022 Earnings Call Transcript
Revenue
$1.68B*
▲ 8% YoY Gross margin
64.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-02-23
NetApp, Inc. (NTAP) Q3 2022 Earnings Call Transcript
Revenue
$1.61B
▲ 9.8% YoY Diluted EPS
$1.10
▲ 37.5% YoY Gross margin
66.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-11-30
NetApp, Inc. (NTAP) Q2 2022 Earnings Call Transcript
Revenue
$1.57B
▲ 10.6% YoY Diluted EPS
$0.98
▲ 60.7% YoY Gross margin
67.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-08-25
NetApp, Inc. (NTAP) Q1 2022 Earnings Call Transcript
Revenue
$1.46B
▲ 11.9% YoY Diluted EPS
$0.88
▲ 151.4% YoY Gross margin
68.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-06-02
NetApp, Inc. (NTAP) Q4 2021 Earnings Call Transcript
Revenue
$1.55B*
▲ 11% YoY Gross margin
66.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-02-24
NetApp, Inc. (NTAP) Q3 2021 Earnings Call Transcript
Revenue
$1.47B
▲ 4.7% YoY Diluted EPS
$0.80
▼ 33.9% YoY Gross margin
66.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-12-01
NetApp, Inc. (NTAP) Q2 2021 Earnings Call Transcript
Revenue
$1.42B
▲ 3.3% YoY Diluted EPS
$0.61
▼ 40.8% YoY Gross margin
65.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-08-26
NetApp, Inc. (NTAP) Q1 2021 Earnings Call Transcript
Revenue
$1.30B
▲ 5.4% YoY Diluted EPS
$0.35
▼ 16.7% YoY Gross margin
66.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-05-27
NetApp, Inc. (NTAP) Q4 2020 Earnings Call Transcript
Revenue
$1.40B*
▼ 12% YoY Gross margin
67.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-02-12
NetApp, Inc. (NTAP) Q3 2020 Earnings Call Transcript
Revenue
$1.40B
▼ 10.2% YoY Diluted EPS
$1.21
▲ 23.5% YoY Gross margin
67.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-07-31
NetApp, Inc. (NTAP) Q1 2020 Earnings Call Transcript
Revenue
$1.24B
▼ 16.1% YoY Diluted EPS
$0.42
▼ 60% YoY Gross margin
66.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–34 of 34 earnings calls
Key facts
CIK
1002047
CUSIP
64110D104
13F (30d)
35 filings
21 filers
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