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Oct 25, 2024

NetApp Q2 2025 Earnings Report

Reported a 6% increase in net revenues year-over-year, driven by record all-flash storage and strong cloud storage services performance.

Key Takeaways

NetApp reported strong Q2 fiscal year 2025 results, with net revenues of $1.66 billion, a 6% increase year-over-year. The company saw record performance in all-flash storage and strong growth in first party and marketplace cloud storage services. Net income was $299 million, or $1.42 per share, while non-GAAP net income was $392 million, or $1.87 per share.

Net revenues reached $1.66 billion, a 6% increase year-over-year.

All-flash array annualized net revenue run rate hit a record $3.8 billion, up 19% year-over-year.

First party and marketplace cloud storage services revenue grew approximately 43% year-over-year.

Returned $406 million to stockholders through share repurchases and cash dividends.

Total Revenue
$1.66B
Previous year: $1.56B
+6.1%
EPS
$1.87
Previous year: $1.58
+18.4%
Operating Margin
21%
Previous year: 20%
+5.0%
Gross Profit
$1.17B
Previous year: $1.11B
+5.6%
Cash and Equivalents
$2.22B
Previous year: $2.62B
-15.2%
Free Cash Flow
$97M
Previous year: $97M
+0.0%
Total Assets
$9B
Previous year: $9.07B
-0.8%

NetApp

NetApp

Forward Guidance

The Company provided the following financial guidance for the third quarter of fiscal year 2025: Net revenues are expected to be in the range of: $1.610 billion - $1.760 billion GAAP Non-GAAP Earnings per share is expected to be in the range of: $1.41 - $1.51 $1.85 - $1.95