Current Report · Items 2.02, 9.01 · 8-K

NetApp, Inc.

NTAPNASDAQEQUITYCurrent

Results of Operations and Financial Condition

Filed Feb 26, 2026Accepted Feb 26, 2026, 4:05 PM ESTCIK 1002047Accession 0001193125-26-076545

Company context

For more than three decades, NetApp has helped the world’s leading organizations navigate change - from the rise of enterprise storage to the intelligent era defined by data and AI. Today, NetApp is the Intelligent Data Infrastructure company, helping customers turn data into a catalyst for innovation, resilience, and growth. At the heart of that infrastructure is the NetApp data platform - the unified, enterprise-grade, intelligent foundation that connects, protects, and activates data across every cloud, workload, and environment. Built on the proven power of NetApp ONTAP, our leading data management software and OS, and enhanced by automation through the AI Data Engine and AFX, it delivers observability, resilience, and intelligence at scale.

Current securities

NTAPNASDAQ · EQUITY · Current

Recent company filings

Disclosure sections

Items 2.02, 9.01

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Item 2.02Item 2.02 - Results of Operations

Item 2.02 Results of Operations and Financial Condition. On February 26, 2026, NetApp, Inc. ("NetApp" or the "Company") issued a press release reporting financial results for the third quarter of fiscal year 2026, ended January 23, 2026. The press release is furnished herewith as Exhibit 99.1, to this Current Report. NetApp is making reference to non-GAAP financial information in both the press release and the conference call. A reconciliation of these non-GAAP financial measures to the comparable GAAP financial measures is contained in the attached press release. The information contained herein and in the accompanying exhibits shall not be incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing. The information in this report, including the exhibits hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended.

Filed exhibits (1)

EX-99.1 (by filename) ntap-ex99_1.htm

EX-99.1 2 ntap-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 NetApp Reports Third Quarter of Fiscal Year 2026 Results Net revenues of $1.71 billion for the third quarter, 4% year-over-year increase; Third quarter GAAP earnings per share of $1.67; record non-GAAP earnings per share of $2.12 News Summary • All-flash array revenue grew 11% year-over-year to a record $1.0 billion in the third quarter, for an annualized net revenue run rate1 of $4.2 billion • Public Cloud revenue of $174 million in the third quarter was driven by first-party and marketplace storage services, which grew 27% year-over-year • Billings of $1.89 billion in the third quarter grew 10% year-over-year, the ninth consecutive quarter of year-over-year growth • Third quarter GAAP operating income of $434 million; record non-GAAP operating income of $533 million • Third quarter GAAP operating margin of 25.3%; record third quarter non-GAAP operating margin of 31.1% • Returned $303 million to stockholders through share repurchases and cash dividends SAN JOSE, Calif. - February 26, 2026 - NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today reported financial results for the third quarter…

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