NetApp (NTAP) has inked a partnership with Aruba, a leading provider of cloud, data center, hosting and domain services in Europe, to bolster the potential data management and storage solutions nationwide. By integrating NTAP's deep expertise in data infrastructure with Aruba's advanced services, the collaboration is likely to aid businesses in managing, storing and securing their data. Although Aruba has relied on NetApp's solutions for over a decade, the recent announcement marks the formalization of thei ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is NetApp (NTAP) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. NetApp is a member of the Computer and Technology sector. This group includes 616 individual stocks and currently holds a Zacks Sector Rank of #8. The Zac ...

NetApp’s (NTAP) shares have been performing well on the trading front, with a gain of 33.7% year to date compared with the sub-industry and the S&P 500 composite’s growth of 33.4% and 18.1%, respectively. Strong financial performance is driving the stock’s trajectory. The company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters with an average surprise of 8.6%. Closing at $117.86 as of yesterday’s trading session, NTAP stock is currently trading 12.7% below its 52-week ...

The Nasdaq 100 closed higher by around 1% during Thursday's session. Investors, meanwhile, focused on some notable insider trades.When insiders sell shares, it could be a preplanned sale, or could indicate their concern in the company's prospects or that they view the stock as being overpriced. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.Below is a look at a few recent notable insider sales. For m ...

NetApp (NTAP) recently announced that Anaplan, a premier provider of business planning and decision-making platforms, is deploying NTAP’s unified data storage solution to strengthen the storage systems across its four global data centers. The initiative aims to consolidate Anaplan’s data storage across public and private clouds, streamlining its data operations and advancing innovation in artificial intelligence (AI) solutions.  Anaplan is widely recognized for its cloud-based AI-powered Software-as-a-Servi ...

Key TakeawaysNetApp's quarterly sales and profit topped estimates, but shares of the data infrastructure firm slumped on Thursday.Although NetApp generated strong sales growth in its all-flash array memory products, it said macroeconomic uncertainties were weighing on IT spending.The post-earnings drop for NetApp shares marked a reversal from a strong year-to-date performance. Data storage provider NetApp (NTAP) posted better-than-expected sales and profits for its fiscal first quarter, but its shares plung ...

NetApp, Inc. NTAP reported better-than-expected earnings for its first quarter on Wednesday.NetApp reported quarterly earnings of $1.56 per share which beat the analyst consensus estimate of $1.45 per share. The company reported quarterly sales of $1.541 billion which beat the analyst consensus estimate of $1.526 billion.NetApp said it sees second-quarter adjusted earnings of $1.73 to $1.83 per share on net revenues of $1.565 billion to $1.715 billion.“We started fiscal year 2025 on a high note, delivering ...

文章核心观点 - NetApp推出新功能,支持VMware Cloud Foundation部署,帮助客户优化IT环境,实现VMware工作负载的高效扩展 [1][2] - NetApp与Broadcom合作,简化VCF混合云环境,提供全面的存储需求和数据复制功能 [2] - NetApp与Broadcom的合作消除了混合云环境的不确定性,为客户提供统一的"智能数据基础设施" [3] - NetApp最近一季度收入和利润均超出预期,其中云存储服务收入大幅增长 [4] 公司概况 - NetApp是一家总部位于加州圣何塞的企业存储和数据管理软硬件产品及服务提供商 [3] 行业表现 - NetApp股价涨幅超过同行业平均水平 [5] - 同行业其他公司如Manhattan Associates、ANSYS和Adobe也表现良好 [7][8]

NetApp, Inc. (NTAP) reported first-quarter fiscal 2025 non-GAAP earnings of $1.56 per share, which surpassed the Zacks Consensus Estimate by 6.9%. The company reported earnings of $1.15 per share in the prior year period. The bottom line surpassed the company’s guided range of $1.4–$1.5.Revenues of $1.54 billion increased 8% year over year. NTAP projected revenues in the range of $1.455–$1.605 billion. The upside resulted from strong sales across Hybrid Cloud and Public Cloud segments, notably a growth of a ...

财务数据和关键指标变化 - 公司Q1营收为15.4亿美元,同比增长8%,超出预期中值 [39] - 产品收入为6.69亿美元,同比增长13% [40] - 支持收入为6.31亿美元,同比增长3% [40] - 公有云收入为1.59亿美元,同比增长3% [40] - 毛利率为72%,同比提升160个基点,接近历史高点 [41] - 产品毛利率为60%,符合预期 [41] - 支持业务毛利率为92%,保持高水平 [41] - 公有云毛利率为71%,较上一季度的68%有所改善 [42] - 营业利润率为26%,创下Q1新高 [43] - 每股收益为1.56美元,超出预期高端 [43] - 经营活动现金流为3.41亿美元,同比下降25% [44] - 自由现金流为3亿美元,同比下降28% [45] - 现金及短期投资约30亿美元,财务状况健康 [46] - 递延收入为42亿美元,同比下降不到0.5%,好于过去3个季度 [46] 各条业务线数据和关键指标变化 - 混合云业务收入同比增长8%,产品收入同比增长13%,主要得益于全闪存存储的强劲表现 [15] - 全闪存阵列年化收入达到34亿美元,同比增长21% [15] - 推出新一代高性能全闪存阵列AFF A系列,受到客户积极反馈,表现超预期 [16] - 容量型和块优化全闪存阵列系列也实现了强劲增长,在多种工作负载和行业中实现了竞争对手的替换 [17][18] - 公有云业务收入为1.59亿美元,同比增长3%,增长受到自有云存储服务的强劲表现所抵消了订阅服务的下滑 [26][27] 各个市场数据和关键指标变化 - 亚太和欧洲市场表现良好,美国公共部门(尤其是联邦)由于预算挑战而有所放缓 [64] - 客户正在优先投资于战略项目,这部分业务持续表现良好 [64] - 尚未看到大规模的数据中心更新,这可能标志着更广泛的经济复苏和企业信心 [64] 公司战略和发展方向及行业竞争 - 公司专注于闪存、块存储、云存储和AI等高增长领域,这些领域受益于行业和公司自身的增长动能 [11] - 公司的差异化智能数据基础设施平台能够帮助客户解决最重要的数据挑战,在公有云和混合云中发挥作用 [13][14] - 公司在AI工作负载方面拥有深厚的理解和经验,是客户选择的合作伙伴 [20][21][22] - 公司在GenAI领域与行业领导者合作,推出了针对云端和本地的解决方案 [24][25] - 公司相比整机系统供应商表现更出色,是行业中的领导者 [96][97] 管理层对经营环境和未来前景的评论 - 尽管宏观环境仍存在不确定性,但公司坚定有信心,预计全年收入和利润将超预期 [10][35][48] - 公司在重点领域保持强劲增长势头,展现出良好的执行力 [10][29] - 公司看好未来增长潜力,将保持严格的运营管理,提升业务模式的杠杆效应 [30] 其他重要信息 - 公司CFO Mike Berry宣布将于本财年末退休,George Kurian对其表示感谢和赞赏 [32][52] - 公司将于下月举办INSIGHT客户大会,届时将发布创新路线图并展示如何帮助客户实现AI时代的智能数据基础设施 [31] 问答环节重要的提问和回答 问题1 **Krish Sankar 提问** NAND价格上涨是否影响了全闪存阵列的需求,以及对毛利率的影响 [53][54] **Mike Berry 回答** 公司已经提前采购了大部分2025财年的NAND,可以缓解未来价格上涨的影响 [55][56] 目前尚未看到需求受到明显影响,客户预算以美元计,价格变化影响有限 [56] 问题2 **Samik Chatterjee 提问** 公司如何看待当前的宏观经济环境对客户IT支出的影响 [61][62] **George Kurian 回答** 尽管经济环境有所改善,但仍存在一定的地缘政治风险和利率变化的不确定性 [63] 公司在各个市场都看到了广泛的强劲需求,但美国联邦公共部门有所放缓 [64] 客户正在优先投资于战略项目,这部分业务表现良好,但尚未看到大规模的数据中心更新 [64] 问题3 **Amit Daryanani 提问** 公司如何看待未来产品毛利率的走势 [87][88] **Mike Berry 回答** 公司之前提到的产品毛利率走势预期没有变化,仍预计全年在上半年的基础上略有下降 [89]