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Jul 29, 2022

NetApp Q1 2023 Earnings Report

NetApp achieved record Q1 billings, revenue, gross profit dollars, operating income, and EPS.

Key Takeaways

NetApp reported a strong start to fiscal year 2023, with Q1 net revenues increasing by 9% year-over-year to $1.59 billion. The company set new Q1 records for billings, revenue, gross profit dollars, operating income, and EPS, driven by broad-based demand across its portfolio and geographies.

Net revenues for the first quarter grew 9% year-over-year to $1.59 billion, 13% in constant currency.

Q1 product revenue grew 8% year-over-year to $786 million, the sixth consecutive quarter of year-over-year growth.

Q1 billings were $1.56 billion, an increase of 13% year-over-year, 18% in constant currency.

NetAppâ„¢ Public Cloud annualized revenue run rate (ARR) increased 73% year-over-year to $584 million.

Total Revenue
$1.59B
Previous year: $1.46B
+9.2%
EPS
$1.2
Previous year: $1.15
+4.3%
Gross Profit
$1.05B
Previous year: $999M
+4.7%
Cash and Equivalents
$3.44B
Previous year: $4.55B
-24.4%
Free Cash Flow
$216M
Previous year: $191M
+13.1%
Total Assets
$9.54B
Previous year: $9.16B
+4.2%

NetApp

NetApp

Forward Guidance

The Company provided the following financial guidance for the second quarter of fiscal year 2023: Net revenues are expected to be in the range of: $1.595 billion to $1.745 billion GAAP Non-GAAP Earnings per share is expected to be in the range of: $0.93 - $1.03 $1.28 - $1.38