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21:30
May 28 ◎
May 28 ◎
NVDA
MSFT
AMZN
DELL
NTAP
▾
HIGH
The AFX solution powering NVIDIA SuperPOD environments indicates a close partnership and integration with NVIDIA's AI infrastructure, suggesting mutual dependency and demand for AI storage.
"NetApp's disaggregated AFX solution for their NVIDIA SuperPOD environment enabled independent scaling of compute and storage, delivering flexible, future-proof infrastructure."
NVDA WATCH
This win demonstrates the value of NetApp's integration with Azure Databricks for AI, highlighting the synergies and the strength of the cloud partnership.
"A leading insurance company accelerated financial risk modeling and data science by connecting Azure Databricks directly to their data in Azure NetApp files, ensuring security, governance, and performance."
MSFT WATCH
Wins on AWS for GenAI deployments demonstrate the viability of NetApp's cloud storage service with AWS, showing value in the partnership for AI workloads.
"An Asian engineering company streamlined its GenAI chatbot deployment on AWS by leveraging FSx for NetApp on tap."
AMZN WATCH
NetApp's AI wins are increasingly from non-incumbent accounts with large data sets, indicating share gains against competitors like Dell and Pure Storage in AI-focused workloads. — This signals a potential shift in the competitive landscape for AI storage, with NetApp demonstrating success in displacing incumbents.
"I was particularly pleased with the fact that a very large percentage of our AI wins were from customers who we are not the incumbent, you know, data infrastructure provider."
DELL WATCH
PSTG WATCH
NetApp guides to an acceleration in revenue growth for FY27, driven by AI momentum, cloud growth, and a positive demand environment. Despite component cost pressures, the company expects gross margin to moderate but maintain strong operating leverage.
"We expect fiscal year 2027 revenue to be in the range of 7.325 to $7.575 billion. At the $7.45 billion midpoint, this implies 8% year-over-year growth, representing an acceleration from the 5% growth we successfully delivered in fiscal"
NTAP WATCH
The Google Cloud Distributed Cloud agreement has a significant support revenue component, as evidenced by a large increase in unbilled remaining performance obligations (RPO). — The deal frames NetApp as a core data layer for sovereign cloud infrastructure, providing a durable multi-year revenue stream.
"Another significant achievement is our expanded partnership with Google Cloud for Google Distributed Cloud, which underscores both the growing opportunity in AI and sovereign cloud environments and the strength of our technology."
GOOGL WATCH
HIGH
22:30
Feb 26 ◎
Feb 26 ◎
AMZN
MSFT
MU
STX
WDC
▾
HIGH
AWS is a key distribution partner; NetApp's FSx for NetApp ONTAP is winning workloads in AWS, indicating strong joint go-to-market traction.
"a retailer, after experiencing a ransomware attack, moved off a competitor's infrastructure to the cloud. They chose AWS FSx for NetApp ONTAP for its support of immutable volume copies providing data protection against cyber attacks."
AMZN WATCH
Azure NetApp Files is gaining traction with large enterprises migrating to the cloud, which bodes well for Microsoft's cloud platform.
"A multinational insurance company aiming to overcome the complexity of its legacy infrastructure and improve agility selected Azure NetApp Files for its proven performance, ease of use, and enterprise-grade reliability."
MSFT WATCH
NetApp management explicitly notes that its customer purchasing behavior in Q3 and Q4 is not driven by pull-ins ahead of memory price increases, contrary to market speculation. — This suggests that the strength in Q3/Q4 is durable fundamental demand, and memory supply constraints are not causing customers to over-order, reducing future demand risk.
"our Q3 results were not a result of pull-ins. And importantly, our Q4 guidance does not rely on pull-ins."
MU WATCH
STX WATCH
WDC WATCH
NetApp's AI deal mix shows 60% of AI business is in data prep/readiness and 40% in production training/inferencing, indicating a meaningful shift from pilots to production workloads. — The shift of AI storage workloads from preparation to production these early stages suggests AI infrastructure investment is progressing past the initial buildout phase.
"Within our mix of business this quarter, roughly 60% were still in the data prep, data readiness, data lake models, and 40% were in production training or production inferencing use cases."
NVDA WATCH
AMD WATCH
Management is bullish on the second half, citing a strong pipeline of large deals, recovery in federal, and policy to navigate memory cost inflation. Despite memory headwinds, they expect margin stability and strong EPS growth.
"We are on track to deliver our strongest year yet. And looking ahead, I am confident that our visionary approach to a data-driven future will enable us to outpace market growth and capture additional share."
NTAP WATCH
HIGH
22:30
Nov 25 ◎
Nov 25 ◎
NVDA
ANDURIL
MSFT
AMZN
GOOGL
▾
HIGH
NetApp's new flagship AI storage product is certified for NVIDIA's flagship AI infrastructure, indicating alignment with NVIDIA's ecosystem for AI workloads.
"We launched AFX, an ultra scalable, extreme performance, disaggregated storage platform, certified for NVIDIA SuperPOD."
NVDA WATCH
NetApp's AI storage solutions are likely used in defense and sovereign AI initiatives, where private companies like Anduril are active, but the reference is indirect.
"Many customers begin their AI journey by updating data lake environments and storage grid object storage delivers the optimized performance"
ANDURIL WATCH
NetApp's first-party and marketplace cloud storage services revenue grew 32% year-over-year, making it a key growth engine and a de facto proxy for enterprise cloud storage consumption expansion. — Strong 'storage-as-a-software' growth within hyperscaler marketplaces underscores the underlying demand for enterprise storage and the stickiness of cloud provider ecosystems.
"In Q2, we expanded our native AI capabilities in Azure and Google Cloud, adding to what is already available in Amazon Web Services."
MSFT WATCH
AMZN WATCH
GOOGL WATCH
Management raised full-year profitability guidance (gross margin, operating margin, EPS) despite a muted top-line outlook, driven by confident execution, favorable mix shifts, and disciplined cost management.
"We are raising gross margin, operating margin, and EPS ranges for the fiscal year."
NTAP WATCH
HIGH
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