Data Center Infrastructure
NetApp
30-Second Executive Brief
Executive Assessment
NetApp functions as a regional institution within Data Center Infrastructure, backed by 0% sourcing coverage, with a stable competitive position.
- Maintains 2 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Data Center Infrastructure category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 3
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
NetApp provides enterprise data storage and data management systems, positioning its platform as intelligent data infrastructure for AI training and inference workloads. NetApp reported fiscal-year 2026 net revenue of $6.93 billion (up 5.4% year-over-year) with non-GAAP EPS of $8.13, driven by over 1,100 AI and data-preparation wins during the year; the company guided fiscal-year 2027 net revenue to $7.325-7.575 billion after launching its AFX unified storage platform and AI Data Engine.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions CGI Inc.
“NetApp announced a deepened global alliance with CGI where NetApp Keystone will power CGI's block storage solutions within its shared services platform.”
SEC 8-K exhibit (0001002047-26-000003) · Sep 2, 2026
Mentions SK Telecom
“NetApp and SK Telecom announced the completion of a joint proof of concept, using NetApp AFX systems with SK Telecom's Petasus AI Cloud, demonstrating a solution that enables enterprises to scale AI infrastructure in virtualized environments while maintaining high performance.”
SEC 8-K exhibit (0001002047-26-000003) · Sep 2, 2026
Mentions Tata Consultancy Services (TCS)
“NetApp announced a strategic partnership with Tata Consultancy Services to better help organizations discover, classify, and govern data across locations, reduce the impact of cyber-attacks, speed up recovery times, and provide insights on sensitive data locations and permissions.”
SEC 8-K exhibit (0001002047-26-000003) · Sep 2, 2026
Mentions Red Hat
“NetApp announced new data management capabilities optimized for Red Hat OpenShift that enable advanced levels of resilience and scale for virtualized environments, on-premises and in the cloud.”
SEC 8-K exhibit (0001002047-26-000003) · Sep 2, 2026
Mentions Amazon Web Services
“NetApp achieved AWS High Performance Computing Competency for ONTAP , validating its ability to deliver scalable, high-performance storage solutions for HPC workloads on AWS.”
SEC 8-K exhibit (0001193125-26-245196) · May 28, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing
- U.S. Securities and Exchange Commission (EDGAR) — NetApp, Inc. FY2026 Annual Report (Form 10-K), filed with the SECgovernment
- NetApp Q4 and full fiscal-year 2026 results — NetApp FY2026 revenue grows 5.4% to $6.93B as AI storage wins nearly triplemarket-data
- Futurum Group — NetApp guides FY2027 revenue to $7.325-7.575B after launching AFX and AI Data Engine platformsmarket-data
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding NetApp — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
AI storage wins nearly tripled while overall revenue grew only 5.4%
23% confidenceNetApp reported over 1,100 AI and data-preparation wins in fiscal 2026, up from 400 the prior year, while total net revenue grew 5.4% year-over-year to $6.93 billion.
This is InsightNodes' own interpretive read: NetApp's AI and data-preparation wins jumped from 400 to over 1,100 in a single year, yet total FY2026 revenue growth was a modest 5.4%. That gap suggests AI wins are still a small share of the deal base or carry lower average contract value relative to legacy storage revenue being replaced or maintained flat.
NetApp Q4 and full fiscal-year 2026 results · Aug 14, 2026