Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. AI workloads are heavily dependent on the efficient movement of data. Traditional legacy ...
NetApp Inc. delivered a solid earnings and revenue beat today before raising its guidance for both metrics, saying it’s seeing strong demand for data storage services as companies upgrade their cloud ...
Shares of NetApp stumbled after reporting Q1 results, which featured a return to decelerating billings growth. Still, the company's weaker growth rates are compensated for by a cheap valuation at ~14x ...
Modern AI models demand massive, fast-moving datasets, and that pressure is exposing limits in existing infrastructure, especially for companies pursuing enterprise AI readiness across hybrid and ...
I'm rotating out of overvalued large-caps and into value plays like NetApp, which offers a rare bargain in today's market. NetApp has rebounded from sales execution issues, showing improved billings, ...
‘While we continue to observe some macro-related spending caution, the emerging enterprise AI market is driving urgency among customers to modernize data infrastructure, advance cloud transformations, ...
The Details: NetApp reported quarterly earnings of $2.05 per share, which beat the consensus estimate of $1.89. Quarterly revenue came in at $1.71 billion, which beat the Street estimate of $1.69 ...
In this storage supplier profile, we look at NetApp, which made its name synonymous with the network-attached storage (NAS) filer for the first decade or two of its existence. Since it was founded, ...
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