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Revenue by Segment
Details revenue contributions from each business unit, offering a view into the company's diverse income streams and identifying key growth areas or potential vulnerabilities.NetApp’s Product revenue is clearly the most volatile line—its March‑2026 spike reflects big all‑flash/AI deals that drove quarterbeat upside—while Public Cloud and Keystone-style recurring revenue are compounding steadily and carry materially higher gross margins, helping lift company profitability. Support is the predictable annuity that steadies cash flow, and Professional Services is scaling. The tradeoff: reliance on large transactions plus rising component costs and inventory expansion raises cadence and margin risk even as management leans into buybacks and aggressive FCF returns.
Date | Product | Support | Professional and Other Services | Public Cloud |
|---|---|---|---|---|
Jun 30, 2026 | $987.00M | $720.00M | $112.00M | $206.00M |
Mar 31, 2026 | $966.00M | $688.00M | $112.00M | $182.00M |
Dec 31, 2025 | $786.00M | $654.00M | $99.00M | $174.00M |
Sep 30, 2025 | $788.00M | $647.00M | $99.00M | $171.00M |
Jun 30, 2025 | $654.00M | $647.00M | $97.00M | $161.00M |
Mar 31, 2025 | $845.00M | $625.00M | $98.00M | $164.00M |
Dec 31, 2024 | $758.00M | $621.00M | $88.00M | $174.00M |
Sep 30, 2024 | $768.00M | $635.00M | $87.00M | $168.00M |
Jun 30, 2024 | $669.00M | $631.00M | $82.00M | $159.00M |
Mar 31, 2024 | $806.00M | $623.00M | $87.00M | $152.00M |