NetApp and Commvault Form Strategic Alliance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Should l Buy NTAP?
NetApp (NTAP) and Commvault (CVLT) announced a strategic alliance to deliver a powerful, integrated solution for enterprise data protection and cyber resilience. With this alliance, NetApp and Commvault together deliver a closed-loop recovery architecture that combines early ransomware detection signals with an automated, validated recovery workflow at scale. "This alliance reinforces NetApp and Commvault's leadership in the rapidly evolving cyber resilience and data protection market," said Dallas Olson, Chief Commercial Officer at NetApp. "Together we're helping customers make their infrastructure intelligent and secure so they have the confidence that their data is always available, protected, and recoverable-no matter where it lives-while expanding our joint go-to-market reach and driving growth in a high-demand segment."
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Analyst Views on NTAP
Wall Street analysts forecast NTAP stock price to rise
19 Analyst Rating
6 Buy
13 Hold
0 Sell
Moderate Buy
Current: 101.180
Low
110.00
Averages
124.21
High
137.00
Current: 101.180
Low
110.00
Averages
124.21
High
137.00
About NTAP
NetApp, Inc. is an intelligent data infrastructure company combining unified data storage, integrated data, operational and workload services. It creates silo-free infrastructure, harnessing observability and AI to enable data management. Its operational and workload services provide continuous optimization of performance and efficiency for infrastructure and workloads through observability and AI. Its Hybrid Cloud segment provides a unified data storage portfolio of storage management and infrastructure solutions that helps customers modernize their data centers. Hybrid Cloud includes software, hardware, and related support, along with professional and other services. Its Public Cloud segment offers a portfolio of products delivered primarily as-a-service, including related support. This portfolio includes cloud storage, data services and operational services. These solutions and services are available in the public clouds, including Amazon AWS, Microsoft Azure, and Google Cloud.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NETAPP AND COMMVAULT ENHANCE CYBER RESILIENCE THROUGH STRATEGIC PARTNERSHIP
Cyber Resilience: The article discusses the importance of enhancing cyber resilience through strategic alliances among organizations.
Collaborative Efforts: It emphasizes the need for collaboration between various sectors to effectively combat cyber threats and improve overall security measures.
See More
NetApp Launches Next-Gen EF-Series Storage Systems for AI and HPC
- Significant Performance Boost: The newly launched EF50 and EF80 storage systems deliver over 110GBps read throughput and 55GBps write throughput, representing a 250% improvement over previous generations, which will greatly satisfy enterprises' demands in AI and high-performance computing, enhancing data processing efficiency.
- Efficiency and Energy Savings: The new systems provide 1.5PB of storage in just 2U of space with a power efficiency of 63.7GBps per KW, ensuring high performance while optimizing rack density and reducing operational costs, helping enterprises achieve high performance within budget constraints.
- Support for Diverse Applications: The EF-Series storage systems are compatible with high-performance parallel file systems like Lustre and BeeGFS, accelerating HPC simulations and ensuring efficient GPU utilization, thereby providing competitive advantages for enterprises, especially in AI-driven innovation sectors.
- Market Demand Driven: As data volumes surge, the demand for high-performance storage continues to rise; NetApp's EF-Series systems simplify management and reduce complexity, enabling enterprises to quickly deploy and scale high-throughput, low-latency workloads, driving data transformation into business insights.
See More
NetApp Launches AI Data Engine to Tackle Data Challenges
- AI Data Platform Launch: NetApp has introduced the AI Data Engine (AIDE) to address data discovery and governance challenges through an automatically created and continuously updated global metadata catalog, thereby accelerating AI innovation and enhancing business decision-making efficiency.
- Collaboration with NVIDIA: AIDE is tightly integrated with NVIDIA's AI Data Platform, supporting the latest NVIDIA technologies, enabling enterprises to optimize their AI data pipelines using enriched metadata without introducing additional security risks.
- Flexible Deployment Options: AIDE will support various server options and storage environments, including the newly released NVIDIA RTX PRO GPUs, ensuring enterprises can flexibly configure their infrastructure to meet diverse use cases.
- Expansion Capability Plans: AIDE is expected to add hybrid cloud support and multimodal data capabilities this summer, further enhancing its applicability in enterprise data governance and AI applications, helping customers better leverage their unstructured data.
See More
Shift to Paid Cloud Storage Sparks Consumer Frustration
- Rising Storage Costs: As companies like Snap and Google Photos phase out unlimited free storage, users are facing significant increases in storage fees, with Google Cloud's 200GB plan rising from $2.99 to $4.99 per month, heightening sensitivity to storage costs and impacting consumer spending decisions.
- Surge in User Complaints: Data from PissedConsumer.com indicates a continuous rise in consumer complaints regarding cloud storage issues in 2023, with many users feeling compelled to pay to retain access to personal files, highlighting a pressing demand for transparency and service quality in the market.
- Emotional Impact Intensifies: Experts note that users' emotional attachment to personal data makes the shift to paid cloud storage feel more painful, as many worry about losing their digital history, which affects their satisfaction and loyalty towards these services.
- Shifting Market Dynamics: The monetization of cloud storage services is altering consumer habits, with traditional photo storage methods being replaced by digital solutions, leading to a decline in related industries while simultaneously creating growth opportunities for emerging services.
See More
NetApp Declares $0.52 Quarterly Dividend Amid Growth Momentum
- Dividend Declaration: NetApp has declared a quarterly dividend of $0.52 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Revenue Growth Target: The company aims for an 8% revenue growth in Q4 2026, driven by strong momentum in AI and cloud services, highlighting its competitive position in a rapidly evolving market.
- Financial Performance: NetApp reported a non-GAAP EPS of $2.12, beating estimates by $0.06, with revenue of $1.71 billion exceeding expectations by $10 million, reflecting improved operational efficiency.
- Shareholder Returns: The dividend will be payable on April 22, with a record date of April 3 and an ex-dividend date also on April 3, ensuring timely returns for shareholders and bolstering investor confidence.
See More
NetApp Reports Strong Q3 2026 Earnings with Record Revenue and AI Growth
- Significant Revenue Growth: NetApp reported Q3 2026 revenue of $1.71 billion, a 4% year-over-year increase, with a 6% rise excluding the divested Spot business, highlighting the company's strong performance in cloud computing and AI.
- Surge in AI Customers: Approximately 300 customers have chosen NetApp as their AI data storage foundation, indicating the company's appeal in the AI market, particularly with the strong early momentum of its new AFX and AI Data Engine (AIDE).
- Record All-Flash Array Revenue: All-flash array revenue reached $1 billion, growing 11% year-over-year, while Keystone's storage-as-a-service revenue saw a remarkable 65% increase, further solidifying NetApp's leadership in the storage market.
- Optimistic Outlook: The CFO projected total revenue for fiscal year 2026 to be between $6.772 billion and $6.922 billion, reflecting an 8% year-over-year growth, showcasing the company's confidence in future growth, especially with ongoing investments in AI and cloud services.
See More
NETAPP AND COMMVAULT ENHANCE CYBER RESILIENCE THROUGH STRATEGIC PARTNERSHIP
Cyber Resilience: The article discusses the importance of enhancing cyber resilience through strategic alliances among organizations.
Collaborative Efforts: It emphasizes the need for collaboration between various sectors to effectively combat cyber threats and improve overall security measures.
See More
NetApp Launches Next-Gen EF-Series Storage Systems for AI and HPC
- Significant Performance Boost: The newly launched EF50 and EF80 storage systems deliver over 110GBps read throughput and 55GBps write throughput, representing a 250% improvement over previous generations, which will greatly satisfy enterprises' demands in AI and high-performance computing, enhancing data processing efficiency.
- Efficiency and Energy Savings: The new systems provide 1.5PB of storage in just 2U of space with a power efficiency of 63.7GBps per KW, ensuring high performance while optimizing rack density and reducing operational costs, helping enterprises achieve high performance within budget constraints.
- Support for Diverse Applications: The EF-Series storage systems are compatible with high-performance parallel file systems like Lustre and BeeGFS, accelerating HPC simulations and ensuring efficient GPU utilization, thereby providing competitive advantages for enterprises, especially in AI-driven innovation sectors.
- Market Demand Driven: As data volumes surge, the demand for high-performance storage continues to rise; NetApp's EF-Series systems simplify management and reduce complexity, enabling enterprises to quickly deploy and scale high-throughput, low-latency workloads, driving data transformation into business insights.
See More
NetApp Launches AI Data Engine to Tackle Data Challenges
- AI Data Platform Launch: NetApp has introduced the AI Data Engine (AIDE) to address data discovery and governance challenges through an automatically created and continuously updated global metadata catalog, thereby accelerating AI innovation and enhancing business decision-making efficiency.
- Collaboration with NVIDIA: AIDE is tightly integrated with NVIDIA's AI Data Platform, supporting the latest NVIDIA technologies, enabling enterprises to optimize their AI data pipelines using enriched metadata without introducing additional security risks.
- Flexible Deployment Options: AIDE will support various server options and storage environments, including the newly released NVIDIA RTX PRO GPUs, ensuring enterprises can flexibly configure their infrastructure to meet diverse use cases.
- Expansion Capability Plans: AIDE is expected to add hybrid cloud support and multimodal data capabilities this summer, further enhancing its applicability in enterprise data governance and AI applications, helping customers better leverage their unstructured data.
See More
Shift to Paid Cloud Storage Sparks Consumer Frustration
- Rising Storage Costs: As companies like Snap and Google Photos phase out unlimited free storage, users are facing significant increases in storage fees, with Google Cloud's 200GB plan rising from $2.99 to $4.99 per month, heightening sensitivity to storage costs and impacting consumer spending decisions.
- Surge in User Complaints: Data from PissedConsumer.com indicates a continuous rise in consumer complaints regarding cloud storage issues in 2023, with many users feeling compelled to pay to retain access to personal files, highlighting a pressing demand for transparency and service quality in the market.
- Emotional Impact Intensifies: Experts note that users' emotional attachment to personal data makes the shift to paid cloud storage feel more painful, as many worry about losing their digital history, which affects their satisfaction and loyalty towards these services.
- Shifting Market Dynamics: The monetization of cloud storage services is altering consumer habits, with traditional photo storage methods being replaced by digital solutions, leading to a decline in related industries while simultaneously creating growth opportunities for emerging services.
See More
NetApp Declares $0.52 Quarterly Dividend Amid Growth Momentum
- Dividend Declaration: NetApp has declared a quarterly dividend of $0.52 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Revenue Growth Target: The company aims for an 8% revenue growth in Q4 2026, driven by strong momentum in AI and cloud services, highlighting its competitive position in a rapidly evolving market.
- Financial Performance: NetApp reported a non-GAAP EPS of $2.12, beating estimates by $0.06, with revenue of $1.71 billion exceeding expectations by $10 million, reflecting improved operational efficiency.
- Shareholder Returns: The dividend will be payable on April 22, with a record date of April 3 and an ex-dividend date also on April 3, ensuring timely returns for shareholders and bolstering investor confidence.
See More
NetApp Reports Strong Q3 2026 Earnings with Record Revenue and AI Growth
- Significant Revenue Growth: NetApp reported Q3 2026 revenue of $1.71 billion, a 4% year-over-year increase, with a 6% rise excluding the divested Spot business, highlighting the company's strong performance in cloud computing and AI.
- Surge in AI Customers: Approximately 300 customers have chosen NetApp as their AI data storage foundation, indicating the company's appeal in the AI market, particularly with the strong early momentum of its new AFX and AI Data Engine (AIDE).
- Record All-Flash Array Revenue: All-flash array revenue reached $1 billion, growing 11% year-over-year, while Keystone's storage-as-a-service revenue saw a remarkable 65% increase, further solidifying NetApp's leadership in the storage market.
- Optimistic Outlook: The CFO projected total revenue for fiscal year 2026 to be between $6.772 billion and $6.922 billion, reflecting an 8% year-over-year growth, showcasing the company's confidence in future growth, especially with ongoing investments in AI and cloud services.
See More
