earnings
confidence high
sentiment positive
materiality 0.70
NetApp Q3 FY2026: revenue $1.71B (+4% YoY), record non-GAAP EPS $2.12, all-flash array revenue $1.0B (+11%)
NetApp, Inc.
2026-Q3 EPS reported
$4.32
revenue$4,977,000,000
- Net revenues $1.713B (+4% YoY); GAAP EPS $1.67 (+16%), record non-GAAP EPS $2.12 (+11%).
- All-flash array revenue hit record $1.0B (+11% YoY); Public Cloud storage services grew 27% YoY.
- Billings $1.886B (+10% YoY), ninth consecutive quarter of YoY growth; operating cash flow $317M.
- Q4 guidance: revenue $1.795B-$1.945B, non-GAAP EPS $2.21-$2.31; full FY2026 non-GAAP EPS $7.92-$8.02.
- Dividend $0.52/share payable April 22 to holders of record April 3; returned $303M to shareholders in Q3.
item 2.02item 9.01