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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
NetApp
NetApp (NTAP) investor relations material
NetApp Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary26 Feb, 2026
Executive summary
Q3 FY26 net revenues reached $1.71 billion, up 4–4.4% year-over-year, with record non-GAAP EPS of $2.12 and GAAP EPS of $1.67; strong momentum in AI, cloud, and all-flash arrays, with about 300 AI-related customer wins.
Billings grew 10% year-over-year to $1.89 billion, marking the ninth consecutive quarter of growth.
Returned $303 million to shareholders via share repurchases and dividends in Q3.
Major Super Bowl deployment and launch of new AI and cloud innovations, including AFX, AI Data Engine, and integrations with AWS and Azure.
Restructuring plan implemented to redirect resources and reduce costs, resulting in $22 million in charges for the first nine months.
Financial highlights
Q3 non-GAAP gross margin was 71.2%, up 50 bps year-over-year; GAAP gross margin was 70.6%.
Non-GAAP operating margin reached a record 31.1%, up 1.1 percentage points year-over-year; GAAP operating margin was 25.3%.
Free cash flow was $271 million, with a margin of 15.8%; cash provided by operations was $317 million.
Cash and short-term investments at quarter end were $3.0–$3.01 billion; gross/long-term debt at $2.5–$2.49 billion.
YTD revenue totaled $4.98 billion, up 2.8% year-over-year; YTD non-GAAP EPS reached $5.70, up 7%.
Outlook and guidance
Q4 FY26 revenue expected at $1.795–$1.945 billion; non-GAAP EPS: $2.21–$2.31; GAAP EPS: $1.76–$1.86.
FY26 revenue guidance: $6.772–$6.922 billion; non-GAAP EPS: $7.92–$8.02; GAAP EPS: $6.07–$6.17.
FY26 gross margin: 70.7%–71.7%; operating margin: 29.3%–30.3%.
Next dividend of $0.52 per share payable April 22, 2026.
Capital expenditures for the remainder of FY26 expected between $50 million and $100 million.
Public Cloud segment revenue growth reconciliation
Drivers of 18% operating cash flow decline?
Explain the 20-day increase in Days Sales Outstanding
How are customers reacting to AFA price increases?
AI business: production vs data prep mix?
Public Cloud growth acceleration strategy?
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Next NetApp earnings date
47th Annual Raymond James Institutional Investor Conference3 Mar, 2026
NetApp
Next NetApp earnings date
47th Annual Raymond James Institutional Investor Conference3 Mar, 2026
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Frequently asked questions
NetApp, Inc. engages in the provision of software, systems, and cloud services. It offers data management, and cloud data services. Its offerings include NetApp ONTAP storage operating system, a suite of open data storage management software; storage area network products comprising unified fabric integrated and converged switches, cabling and accessories that optimize finance and IT service delivery; NetApp Flash Arrays; NetApp Max Volume Flash Cache; all flash arrays; hybrid arrays; NetApp Element OS analytics software that provides a database service for storing sensor data. NetApp, Inc. was incorporated in 1992 and is headquartered in San Jose, California.
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