Data Center Infrastructure
NetApp
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 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
Mentions NVIDIA
“NetApp launched the AI Data Engine TM , an end-to-end AI data platform co-engineered with NVIDIA that enables enterprises to find, manage, and prepare data for production AI workloads through a global metadata catalog and integrated ecosystem.”
SEC 8-K exhibit (0001193125-26-245196) · May 28, 2026
Mentions Microsoft Azure
“NetApp introduced a public preview integration between Cloud Volumes ONTAP TM and Microsoft OneLake enabling enterprises to run AI and analytics on existing NAS data in place without migration, reducing cost and accelerating time to value.”
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 · 87% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — NetApp, Inc. FY2026 Annual Report (Form 10-K), filed with the SEC95% source confidence
- NetApp Q4 and full fiscal-year 2026 results — NetApp FY2026 revenue grows 5.4% to $6.93B as AI storage wins nearly triple85% source confidence
- Futurum Group — NetApp guides FY2027 revenue to $7.325-7.575B after launching AFX and AI Data Engine platforms80% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What NetApp depends on below, and who depends on NetApp above — click any node to make it the new center, 3 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.