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NetApp (NTAP) investor relations material
NetApp AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 3:30 P.M. Pacific Time and presided over by the CEO.
Introductions included board members standing for re-election and key executives.
Meeting conducted in accordance with bylaws and Delaware law, with rules of conduct accessible online.
Agenda included matters described in the 2026 proxy statement.
Board and executive committee updates
Board nominees for election were presented for terms expiring at the 2027 annual meeting.
Board unanimously recommended approval of all management proposals.
Shareholder proposals
Five proposals were presented: election of directors, advisory vote on executive compensation, ratification of auditors, amendment for officer exculpation, and a stockholder right to act by written consent.
The shareholder proponent for proposal five was not present, so no vote was held on that item.
- Raised full-year outlook on robust AI-driven demand, margin strength, and broad-based business growth.NTAP
Citi’s 2026 Global TMT Conference - Fiscal 2027 guidance raised as AI adoption and cloud growth drive record results and market share gains.NTAP
Goldman Sachs Communacopia + Technology Conference 2026 - Record Q1/FY27 revenue and EPS growth, raised outlook, fueled by AI and cloud demand.NTAP
Q1 2027 - Q3 FY26 delivered record EPS, strong cloud and flash growth, and raised full-year guidance.NTAP
Q3 2026 - Q2 FY26 delivered record margins and EPS, strong AI and cloud growth, and raised FY26 guidance.NTAP
Q2 2026 - Q1 revenue up 1% to $1.56B, record cash flow, #1 all-flash share, FY26 outlook reaffirmed.NTAP
Q1 2026 - Q1 FY25 saw record margins, 8% revenue growth, and raised FY25 guidance on strong flash and cloud.NTAP
Q1 2025 - Record FY25 results and strong FY26 outlook driven by all-flash, cloud, and AI growth.NTAP
Q4 2025 - Q3 FY25 revenue rose 2% with strong cloud and AI momentum, but guidance was trimmed.NTAP
Q3 2025
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