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Oct 29, 2021

NetApp Q2 2022 Earnings Report

NetApp demonstrated strong growth and expanded its cloud partnerships.

Key Takeaways

NetApp reported strong second-quarter results, with revenue growth driven by expanded cloud partnerships and substantial innovation. The company's performance exceeded guidance, leading to raised full-year expectations for revenue, EPS, and Public Cloud ARR. NetApp is gaining market share in all-flash and object storage while rapidly scaling its public cloud business.

Net revenues grew 11% year-over-year to $1.57 billion.

Public Cloud ARR increased 80% year-over-year to $388 million.

All-flash array annualized net revenue run rate increased 22% year-over-year to $3.1 billion.

GAAP net income per share of $0.98, compared to $0.61 in the second quarter of fiscal year 2021

Total Revenue
$1.57B
Previous year: $1.42B
+10.6%
EPS
$1.28
Previous year: $1.05
+21.9%
Gross Profit
$1.06B
Previous year: $933M
+13.5%
Cash and Equivalents
$4.55B
Previous year: $3.65B
+24.7%
Free Cash Flow
$252M
Previous year: $121M
+108.3%
Total Assets
$9.22B
Previous year: $8.42B
+9.5%

NetApp

NetApp

Forward Guidance

The Company provided the following financial guidance for the third quarter of fiscal year 2022: Net revenues are expected to be in the range of: $1.525 billion to $1.675 billion GAAP Non-GAAP Earnings per share is expected to be in the range of: $0.93 - $1.03 $1.21 - $1.31