NetApp
NetApp Inc is a provider of enterprise data management and storage solutions. The company's segments include Hybrid Cloud and Public Cloud. It generates maximum revenue from the Hybrid Cloud segment. The Hybrid Cloud segment offers a portfolio of storage management and infrastructure solutions that help customers recast their traditional data centers with the power of the cloud. This portfolio is designed to operate with public clouds to unlock the potential of hybrid, multi-cloud operations. Hybrid Cloud is composed of software, hardware, and related support, as well as professional and other services. Geographically, the company generates the majority of its revenue from the United States, Canada and Latin America (Americas).www.netapp.com
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Search complete. 102 mentions across 56 episodes found for "NetApp".
Sep 11, 2026
speaker_1HOST
The hardware names.
speaker_1HOST
HPE up 12.42%, Dell up 11.95%, Supermicro plus 7.3%, NetApp plus 8.6%.
speaker_1HOST
Right, right.
speaker_1HOST
So basically, Oracle was the starting gun, not the winner of the race.
Rob BlackHOST
That has investors buying companies that supply the data center build-out, including Dell, Hewlett Packard Enterprise.
Rob BlackHOST
Supermicro, NetApp, the market's message today is not that inflation is suddenly harmless.
Rob BlackHOST
It's that investors are balancing three things.
Rob BlackHOST
A likely Fed hike now, falling oil prices, and continued spending on artificial intelligence.
KaseyHOST
That would be SanDisk's manufacturing partner.
NickHOST
And then in the center where Everpeer fits, we have NetApp listed as one of its closest competitors.
NickHOST
Of course, Dell, HPE, Supermicro, Hitachi, Vantara are all competitors in this data storage space or server building space, but they're a little bit more diversified.
NickHOST
They do some other items versus Everpeer and NetApp.
NickHOST
And then we have another private company that is growing very quickly called Vast Data.
KaseyHOST
We also tagged that one there at the top of this supply chain.
KaseyHOST
Vast data is a very fast growing startup.
KaseyHOST
Perhaps this becomes an IPO at some point within the next few years, we'll have to see.
Megan AntonelliHOST
So he never loses sight of who's on the other end of the workflow.
Megan AntonelliHOST
Scott and I go way back from his days at Centura, NetApp, which means between us, we've watched a whole lot of Epic Go Live, and we know exactly where things get hard.
Megan AntonelliHOST
Today, he's going to get specific about what speed to value in healthcare
speaker_0NARRATOR
AI
Scott RaymondGUEST
How are you doing? Yeah, it's been way too long for sure.
Megan AntonelliHOST
I know.
Megan AntonelliHOST
You know, it's amazing to think back to those days that, you know, I guess it was NetApp and, you know, just the beginnings of it.
Megan AntonelliHOST
But I always, I think when you came to Health Impact and when we've talked before, your background then as a nurse sort of sitting in the IT spot that you did at Memorial and everything was such a big thing.
Michael ZuberHOST
We'll see if that holds true going forward.
Michael ZuberHOST
More tech earnings, NetApp, beat top line, bottom line and raise guidance.
Michael ZuberHOST
Are we just, I mean, like what is going on in tech? Everybody's beat top and bottom and raising guidance.
Michael ZuberHOST
It's crazy.
Scott WapnerHOST
Broadcom's part of the MTUM.
Scott WapnerHOST
Other names today that are in the news, HPE, Ciena, NetApp, they're in there too.
Scott WapnerHOST
They had earnings.
Scott WapnerHOST
But what was a decided vote for semis over software feels like now it's flipped.
speaker_0HOST
and the company sees supply constraints possibly extending into fiscal year 28.
speaker_0HOST
NetApp had strong first-quarter earnings beat and full-year guidance raise.
speaker_0HOST
The company talked up broad-based demand and AI-driven TAM expansion, though implied a deceleration in the second half of the year as an overhang.
speaker_0HOST
Campbell's company guided full year 2027 below expectations and cut the company's dividend.
Carl QuintanillaHOST
We're going to talk to the founder of one new group trying to change public opinion.
Leslie PickerHOST
Plus, AI demand lifting NetApp to a record quarter.
Leslie PickerHOST
CEO George Kurian joins us to discuss that company's outlook.
Carl QuintanillaHOST
And how dark web hackers are stealing Anthropic and OpenAI's top models.
10 MINS LATER
Leslie PickerHOST
Drew, thank you.
Carl QuintanillaHOST
Thank you.
Carl QuintanillaHOST
Still ahead this morning, the CEO of data storage company NetApp will join us.
Carl QuintanillaHOST
Stocks reversing some early declines after reporting a beat on the top and the bottom lines.
Michael ZuberHOST
More tech earnings.
Michael ZuberHOST
NetApp, uh, beat top line, bottom line and raised guidance.
Michael ZuberHOST
Are we just...
Michael ZuberHOST
I mean, like, what is going on in tech? Everybody's beat top and bottom and raising guidance.
Joel ElconinHOST
We got Five Below.
Joel ElconinHOST
We got NetApp.
Joel ElconinHOST
We got Ciena.
Joel ElconinHOST
But you know what we have? More importantly, at 8.35, Todd Gordon inside Edge Capital.
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