Every 8-K that Netapp Inc (NTAP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NTAP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NTAP filings page.
NetApp, Inc. (NTAP) reported a very strong start to fiscal 2027, with first-quarter GAAP net revenues of $2.03 billion, up 30% year-over-year, driven by Hybrid Cloud and Public Cloud segment growth of 30% and 28%, respectively. GAAP net income rose to $375 million and diluted EPS to $1.88, increases of 61% and 63%. Non-GAAP net income was $515 million with record non-GAAP EPS of $2.58, up 64% and 66%.
Billings grew 36% to $2.06 billion, with record all-flash array revenue of $1.3 billion and Public Cloud revenue of $206 million. GAAP operating margin improved to 23.9%, and non-GAAP operating margin to 31.9%. However, net cash from operating activities declined 25% to $503 million and free cash flow fell 35% to $401 million, while inventories increased.
NetApp acquired DataPelago, Inc. to enhance AI data infrastructure and announced multiple AI- and cloud-related product enhancements and partnerships. The company raised its full-year fiscal 2027 guidance, now expecting net revenues of $7.98–$8.23 billion and GAAP EPS of $7.35–$7.65 (non-GAAP $9.73–$10.03), and declared a quarterly dividend of $0.52 per share payable October 28, 2026.
NetApp reported record results for Q4 and fiscal 2026 and expanded capital returns. Fourth-quarter net revenues were $1.948 billion, up 12% year-over-year, with GAAP net income of $404 million and GAAP diluted earnings per share of $2.03, up 23%. Non-GAAP diluted EPS was $2.43, up 26%.
For fiscal 2026, net revenues reached $6.925 billion, up 5%, GAAP net income was $1.276 billion, and non-GAAP diluted EPS was $8.13, up 12%. Free cash flow was $1.869 billion, up 40%. The board authorized an additional $1.0 billion share repurchase with no expiration and the company returned $1.36 billion to stockholders in 2026. NetApp guided fiscal 2027 net revenues to $7.325–$7.575 billion and non-GAAP EPS to $8.70–$9.00 and declared a $0.52 per-share dividend payable on July 29, 2026.
NetApp reported a solid third quarter of fiscal 2026 with profitable growth and strong margins. Net revenues were $1.71 billion, up 4% year-over-year, while GAAP earnings per share rose to $1.67 from $1.44. Record non-GAAP earnings per share reached $2.12, supported by billings of $1.89 billion, up 10%.
All-flash array revenue hit a record $1.0 billion, growing 11% and equating to a $4.2 billion annualized run rate. Public Cloud revenue was $174 million, with first-party and marketplace storage services growing 27% year-over-year. GAAP operating income was $434 million with a 25.3% margin, and non-GAAP operating income was $533 million with a 31.1% margin.
NetApp generated $317 million in cash from operations and $271 million in free cash flow, returning $303 million to stockholders through share repurchases and dividends. For the fourth quarter, the company expects net revenues of $1.795–$1.945 billion, GAAP EPS of $1.76–$1.86, and non-GAAP EPS of $2.21–$2.31. Full-year 2026 revenue is projected at $6.772–$6.922 billion, with GAAP EPS of $6.07–$6.17 and non-GAAP EPS of $7.92–$8.02. A quarterly dividend of $0.52 per share is scheduled for April 22, 2026.
NetApp, Inc. reported that its Board of Directors increased the number of authorized directors from nine to ten and appointed Paul Fipps to fill the new board seat, effective January 8, 2026. The company states there are no arrangements, understandings, family relationships, or related party transactions involving Mr. Fipps that require disclosure. As a non-employee director, he will participate in NetApp’s standard non-employee director compensation program and is expected to enter into the company’s customary director indemnification agreement. NetApp also issued a press release about his appointment, which is included as Exhibit 99.1.
NetApp, Inc. (NTAP) filed a current report announcing that it has released financial results for the second quarter of its fiscal year 2026, which ended on October 24, 2025. The company issued a press release on November 25, 2025 detailing these results, and that release is included as Exhibit 99.1.
The company notes that the press release and related conference call use non-GAAP financial measures, and a reconciliation to comparable GAAP figures is provided in the press release. The information in this report and its exhibits is being furnished rather than filed, which limits its use for certain legal liability purposes under U.S. securities laws.
NetApp, Inc. reported the results of its latest stockholder meeting and related compensation plan changes. Stockholders approved an amendment to the Employee Stock Purchase Plan to increase its share reserve by 4,000,000 shares of common stock, allowing more employee participation in future share purchases.
They also approved an amendment to the 2021 Equity Incentive Plan, adding a further 5,000,000 shares to the plan’s share reserve for future equity awards. The Board’s Talent and Compensation Committee updated the Outside Director Compensation Policy, and all listed director nominees were elected for one-year terms. Several additional proposals received stockholder votes, with most approved and one proposal not approved.
NetApp, Inc. filed a current report to note that it released its financial results for the first quarter ended July 25, 2025. On August 27, 2025, the company issued a press release, furnished as Exhibit 99.1, that contains the detailed quarterly earnings information.
The company also highlighted that it is using non-GAAP financial measures in both the press release and its related conference call, and that reconciliations to the comparable GAAP figures are included in the press release. The information in this report and its exhibits is furnished rather than filed, which limits the legal liabilities associated with these disclosures under securities laws.