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What NetApp's latest 10-Q says: 9 signals

NetApp filed its latest 10-Q with the SEC on Sep 2, 2026. It discusses acquisition completed, capex increase and CEO change.

Public (NTAP)IT Services and IT Consulting10,000+ employeesnetapp.comLinkedIn

Filed
Sep 2, 2026
Filings
2
Signals
19

10-Q · latest 10

What NetApp's 10-Q filings say

  1. 10-Q

    Filed · 9 signals

    SEC EDGAR

  2. 10-Q

    Filed · 10 signals

    SEC EDGAR

Showing 10 of 19 filing signals. The Signal API returns all of them.

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Earnings calls

NetApp earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Cloud services revenue grew 33%, serving as a key new customer acquisition engine.The company's first-party and marketplace cloud storage services are experiencing rapid growth, indicating strong customer spending on cloud migration and hybrid cloud architectures. These customers are actively investing in cloud infrastructure and are open to new solutions that integrate with hyperscalers.
Focusing on hybrid multi-cloud transformation for enterprise customers.Customers are actively migrating workloads and require solutions that can manage data seamlessly across on-prem, hybrid, and multi-cloud environments. This is a core strategic initiative driving customer engagement and wins.
Closed over 125 AI infrastructure deals in Q1, doubling year-over-year.Company is seeing significant momentum in AI, with customers moving from proofs-of-concept to transformational initiatives. This indicates strong budget allocation for AI-ready infrastructure, data lakes, and associated data management solutions.
Customers are focused on Total Cost of Ownership (TCO) improvements.Customers are selecting solutions that offer a better TCO through efficiencies like rack space consolidation, power, and cooling. This indicates a strong focus on operational cost savings as a key purchasing criterion.
Facing product gross margin pressure from rising NAND flash costs.Product gross margins are down year-over-year primarily due to a significant uptick in flash costs. This internal cost pressure could make the company more receptive to cost-saving solutions in their supply chain or operations.
Storage-as-a-service (Keystone) offering grew approximately 80% YoY.The explosive growth of the Keystone 'as-a-service' offering indicates a significant shift in customer preference towards opex-based, flexible consumption models for on-premise infrastructure. This trend signals an opportunity for vendors with similar subscription or pay-as-you-go offerings.

Signal API · MCP

Track NetApp with the Signal API

One POST /v1/companies/enrich call with netapp.com returns NetApp 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"netapp.com","signal_types":["sec-10q"],"limit":20}'

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Questions about NetApp 10-Q

When did NetApp file its latest 10-Q?
NetApp filed its latest 10-Q on Sep 2, 2026. The one before it was filed on Feb 26, 2026.
What did NetApp disclose in its latest 10-Q?
From the filing dated Sep 2, 2026: NetApp completes acquisition of DataPelago Inc. for $144M in cash
What did NetApp say on its recent earnings calls?
Q1 FY2026: Cloud services revenue grew 33%, serving as a key new customer acquisition engine. (dated Aug 27, 2025).
Where can I read NetApp's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1002047/000119312526380207/ntap-20260731.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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