NTAP Earnings Prediction
The chart below shows how NTAP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NTAP sees a -1.39% change in stock price 10 days leading up to the earnings, and a +1.55% change 10 days following the report. On the earnings day itself, the stock moves by -0.81%. This data can give you a slight idea of what to expect for the next quarter's release.
NTAP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.66B
6.15%
7.59%
Gross Margin
70.99%
-0.10%
-0.36%
Operating Margin
21.59%
8.11%
10.89%
Net Margin
18.03%
20.84%
12.06%
EPS
1.42
29.09%
21.37%
No Data Available
NTAP Earnings Analysis
NetApp, Inc Corporation (NTAP.O) Earnings Conference Call
Positive
All-Flash Storage Surge: Revenue growth was driven by a 19% year-over-year increase in all-flash storage and strong performance in first-party and marketplace cloud storage services.
Record Q2 Operating Margin: We achieved record Q2 operating margin and EPS, ahead of our expectations.
Differentiated Storage Solutions: Our uniquely differentiated solutions in flash, block, cloud storage, and AI address markets, which are bolstered by both secular and company-specific tailwinds.
Strategic Growth Affirmed: We experienced solid growth across all these strategic focus areas, affirming the strength of our value proposition for both existing and new-to-NetApp customers.
Market Share Expansion: We continue to gain share in the all-flash market, far outpacing the growth rates of both the industry and all of our competition.
Negative
Revenue Growth Slowdown: Revenue growth was only 6% year-over-year, indicating a slowdown compared to previous quarters.
Operating Expenses Pressure: Operating expenses increased by 2% year-over-year, putting pressure on margins.
Free Cash Flow Decline: Free cash flow decreased to $60 million compared to $97 million a year ago, reflecting lower cash generation.
Deferred Revenue Growth Analysis: Deferred revenue was $4.1 billion, up only 2% year-over-year, suggesting slower growth in future revenue recognition.
Fiscal Year '25 Revenue Outlook: The company expects fiscal year '25 revenue growth to be between $6.54 billion and $6.74 billion, representing only 6% year-over-year growth.
NTAP FAQs
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NTAP Earning Call Sentiment
NetApp, Inc. (NTAP) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
NTAP.O
-15.57%Positive
The earnings call summary indicates strong financial performance with record high gross and operating margins, robust revenue growth across key segments, and optimistic guidance. The Q&A section did not reveal significant risks or uncertainties, and analysts seemed satisfied with management's responses. The company's strategic initiatives, such as AI and cloud expansion, are gaining traction, and there is no negative impact from external factors like competition or macro environment. Given these factors, the stock price is likely to see a positive movement of 2% to 8% over the next two weeks.
