NetApp, Inc. (NTAP) Q1 2026 Earnings Call Transcript


NetApp, Inc. (NASDAQ:NTAP) Q1 2026 Earnings Conference Call August 27, 2025 5:30 PM ET

Company Participants

George Kurian – CEO & Director
Kris Newton – VP of Corporate Communications & Investor Relations
Wissam G. Jabre – Executive VP & CFO

Conference Call Participants

Ananda Prosad Baruah – Loop Capital Markets LLC, Research Division
Ari Nareg Terjanian – Cleveland Research Company LLC
Asiya Merchant – Citigroup Inc., Research Division
David Vogt – UBS Investment Bank, Research Division
Erik William Richard Woodring – Morgan Stanley, Research Division
Krish Sankar – TD Cowen, Research Division
Mehdi Hosseini – Susquehanna Financial Group, LLLP, Research Division
Samik Chatterjee – JPMorgan Chase & Co, Research Division
Simon Matthew Leopold – Raymond James & Associates, Inc., Research Division
Timothy Patrick Long – Barclays Bank PLC, Research Division
Wamsi Mohan – BofA Securities, Research Division

Operator

Good day, and welcome to the NetApp First Quarter of Fiscal Year 2026 Earnings Call. [Operator Instructions] Please note, this event is being recorded.

I would now like to turn the conference over to Kis Newton, Vice President, Investor Relations. Please go ahead.

Kris Newton

Hi, everyone. Thanks for joining us. With me today are CEO, George Kurian; and CFO, Wissam Jabre. This call is being recorded live and will be available for replay on our website at netapp.com.

During today’s call, we will make forward-looking statements and projections with respect to our financial outlook and future prospects, including, without limitation, our guidance for the second quarter and fiscal year 2026, our expectations regarding future revenue, profitability and shareholder returns and other growth initiatives and strategies. These statements are subject to various risks and uncertainties, which may cause our actual results to differ materially. For more information, please refer to the documents we file from time to time with the SEC and on our website, including our most recent Form 10-K and Form



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