NetApp Inc at Robert W Baird Global Consumer, Technology & Services Conference Summary - Thomson StreetEvents

NetApp Inc at Robert W Baird Global Consumer, Technology & Services Conference Summary

NetApp Inc at Robert W Baird Global Consumer, Technology & Services Conference Summary - Thomson StreetEvents
NetApp Inc at Robert W Baird Global Consumer, Technology & Services Conference Summary
Published Jun 04, 2025
6 pages (3044 words) — Published Jun 04, 2025
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Abstract:

Edited Brief of NTAP.OQ presentation 4-Jun-25 7:10pm GMT

  
Brief Excerpt:

...A. Hybrid Cloud segment, which is largely the traditional sale, a CapEx sale of product and associated support with a growing portion of storage as a service and then a public cloud segment that includes our relationship with hyperscalers as well as additional public cloud services available through marketplace. B. And together, those businesses make up more than 2/3 of the total revenue. C. We set records for non-GAAP operating margin and non-GAAP EPS. D. If you combine the top four, it's $250 billion this year, which is a lot of money. E. I feel like, I beat the cloud growth vectors to death, but I will add that our first-party and marketplace services have been growing in excess of 40%, almost the entirety of last fiscal year, and we expect continued very strong growth there. F. And so we expect to see continued uptick. G. But we did say on our recent earnings call that in Q4, we saw about a fivefold increase in the business around AI. H. We closed over 150 AI or data lake modernization...

  
Report Type:

Brief

Source:
Company:
NetApp Inc
Ticker
NTAP.OQ
Time
7:10pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "NetApp Inc at Robert W Baird Global Consumer, Technology & Services Conference Summary" Jun 04, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/NetApp-Inc-at-Robert-W-Baird-Global-Consumer-Technology-Services-Conference-B16319334>
  
APA:
Thomson StreetEvents. (2025). NetApp Inc at Robert W Baird Global Consumer, Technology & Services Conference Summary Jun 04, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/NetApp-Inc-at-Robert-W-Baird-Global-Consumer-Technology-Services-Conference-B16319334>
  
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