NetApp, Inc. (NTAP) Q4 2026 Earnings Call Transcript

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Q4: 2026-05-28 Earnings Summary

EPS of $2.43 beats by $0.16

 | Revenue of $1.95B (12.47% Y/Y) beats by $77.01M

NetApp, Inc. (NTAP) Q4 2026 Earnings Call May 28, 2026 5:30 PM EDT

Company Participants

Kris Newton – VP of Corporate Communications & Investor Relations
George Kurian – CEO & Director
Wissam Jabre – Executive VP & CFO

Conference Call Participants

David Vogt – UBS Investment Bank, Research Division
Amit Daryanani – Evercore ISI Institutional Equities, Research Division
Erik Woodring – Morgan Stanley, Research Division
Wamsi Mohan – BofA Securities, Research Division
Timothy Long – Barclays Bank PLC, Research Division
Samik Chatterjee – JPMorgan Chase & Co, Research Division
Steven Fox – Fox Advisors LLC
Jacob Wilhelm – Wells Fargo Securities, LLC, Research Division
Michael Cadiz – Citigroup Inc., Research Division
Sreekrishnan Sankarnarayanan – TD Cowen, Research Division
Paramveer Singh – Oppenheimer & Co. Inc., Research Division
Katherine Murphy – Goldman Sachs Group, Inc., Research Division
Simon Leopold – Raymond James & Associates, Inc., Research Division
Ananda Baruah – Loop Capital Markets LLC, Research Division
Nehal Chokshi – Northland Capital Markets, Research Division

Presentation

Operator

Good day, and welcome to the NetApp Fourth Quarter and Fiscal Year 2026 Earnings Call. [Operator Instructions] Please note that this event is being recorded. I would now like to turn the conference over to Kris Newton, Vice President, Investor Relations. Please go ahead.

Kris Newton
VP of Corporate Communications & Investor Relations

Hi, everyone. Thanks for joining our Q4 and fiscal year 2026 earnings call. With me today are our CEO, George Kurian; and CFO, Wissam Jabre. This call is being webcast live and will be available for replay on our website at netapp.com. During today’s call, we will make forward-looking statements and projections with respect to our financial outlook and future prospects, including without limitation, our guidance for the first quarter and fiscal year 2027, our expectations regarding future revenue, profitability and shareholder returns and other growth initiatives and strategies.

These statements are subject to various risks


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