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NetApp Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
Strategic priorities and financial discipline
Focus on revenue growth and profitability expansion, with investments in high-ROI opportunities and R&D.
Continued discipline in OpEx and cash generation, aiming to improve free cash flow.
Capital allocation strategy includes investing in the business and returning up to 100% of free cash flow to shareholders via dividends and buybacks.
Product gross margin and cost management
Achieved 59.5% product gross margin in Q2, driven by improved cost structure and favorable NAND pricing.
Expectation of stable product gross margins for the remainder of fiscal 2026, with price adjustments passed to customers as needed.
Gross margin for last quarter was 72.6%, with a focus on both margin percentage and gross profit dollars.
Business segment performance and growth drivers
Keystone business grew approximately 80% in the first half of fiscal 2026, positively impacting professional services margin.
Public Cloud segment (excluding Spot) grew 18% last quarter, with first-party and marketplace business up 32%.
Public Cloud segment targets 80%-85% gross margin, with recent quarter at 83%.
Differentiated cloud offering based on ONTAP enables seamless hybrid and public cloud integration.
How does NetApp manage NAND cost volatility?
Public Cloud differentiation and competitive moat
How will AI inferencing drive NetApp's growth?
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Latest summaries
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- QBY
Profitability returns in 2025, driven by sector focus, AI, and international expansion. - NAZARA
EBITDA and margins rose on IP focus, but regulatory changes led to major impairment losses. - HAPPYFORGE
Stable to growing financials, strong margins, and disciplined IPO fund use with no audit concerns. - RBA
Q3 revenue rose 16.5% in India; Inspira Global to acquire a controlling stake and infuse capital. - 6674
Profits and dividends revised upward on strong battery sales and improved margins. - BOROUGE
$1.1B net profit, 37% EBITDA margin, record sales, and major restructuring drive future growth. - 8059
Record Q3 profits and strong segment growth support an upwardly revised full-year outlook. - 7011
Strong order intake and profit growth drive upward revision of FY2025 forecasts and reflect key divestiture impact. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit sales and profit growth, revised forecasts, and a stock split impact.
Next NetApp earnings date
Q3 202626 Feb, 2026
NetApp
Next NetApp earnings date
Q3 202626 Feb, 2026
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Frequently asked questions
NetApp, Inc. engages in the provision of software, systems, and cloud services. It offers data management, and cloud data services. Its offerings include NetApp ONTAP storage operating system, a suite of open data storage management software; storage area network products comprising unified fabric integrated and converged switches, cabling and accessories that optimize finance and IT service delivery; NetApp Flash Arrays; NetApp Max Volume Flash Cache; all flash arrays; hybrid arrays; NetApp Element OS analytics software that provides a database service for storing sensor data. NetApp, Inc. was incorporated in 1992 and is headquartered in San Jose, California.
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