Strategic Intelligence Report
Generated July 29, 2026
Data Center Infrastructure
NetApp
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Jose, California, USA
Website
Employees
11,700 (FY2025)
Founded
1992
Listing
NTAP · NASDAQ
Market Cap
$33.27B
Revenue (TTM)
$6.93B
Price
USD169.8 (+5.36%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- AI Data Centers: NetApp supplies enterprise data storage and management systems used in AI and hyperscale data center environments.
Competition / Other
- Pure Storage: NetApp competes with Pure Storage and other enterprise storage vendors.
Strategic Risks
- Intense competition in enterprise storage hardware
- Cloud storage substitution risk
Future Outlook
- Growth in AI training and inference data storage deployments
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Jun 2026) — NetApp, Inc. FY2026 Annual Report (Form 10-K), filed with the SEC
- NetApp Q4 and full fiscal-year 2026 results (May 2026) — NetApp FY2026 revenue grows 5.4% to $6.93B as AI storage wins nearly triple
- Futurum Group (May 2026) — NetApp guides FY2027 revenue to $7.325-7.575B after launching AFX and AI Data Engine platforms
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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