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    1. Global SDS market to grow at a CAGR of 35.20 percent over the period 2015-2019


      Mon, 2 Mar 2015 Key Regions Americas APAC EMEA Key Vendors EMC HP IBM NetApp VMware Other Prominent Vendors Coraid DataCore Dell Hitachi Data Systems Nexenta Pivot3 RedHat SwiftStack Key Drivers Reduction

    2. Disappointing Fiscal 3Q for NetApp , but Fundamental Story Intact; Shares Fairly Valued


      Wed, 11 Feb 2015

      NetApp reported a rather disappointing fiscal third ..... somewhat unusual trend, but realize that Netapp 's unique fiscal calendar might have caught ..... deals in January. We are maintaining both Netapp 's narrow economic moat rating, and its

    3. Pure-Play Storage Vendor NetApp Has Carved Out a Narrow Moat


      Tue, 6 Jan 2015

      We have reinitiated coverage of NetApp and revised some key assumptions ..... share, up from $37 previously. NetApp is the third-biggest player in the ..... party tools. We continue to believe NetApp has a narrow moat based on switching

    4. Rapid Adoption of Clustered Data ONTAP Drives NetApp's 2Q; Shares Look Unattractive


      Thu, 13 Nov 2014

      NetApp 's fiscal second-quarter results were a continuation of trends of declining ..... last fiscal year's second quarter to 65% and 17.8%, respectively. NetApp generated free cash flow of $330 million and returned $652 million to shareholders

    5. Encouraging Results and Commentary on NetApp's 1Q Call; Shares Remain Overvalued


      Thu, 14 Aug 2014

      NetApp reported a strong fiscal 2015 first quarter ..... incentive compensation. During the quarter, NetApp returned $172 million to shareholders in ..... dividends ($53 million). We are pleased with NetApp 's operational progress in key product areas

    6. From Barron’s, June 30, 2014 (Part 2)


      Sat, 28 Jun 2014

      GCI, TRBAA ; loser Barry Diller ; pg 15]; International Paper [ IP ; pg 17; see link below]; storage specialist NetApp [ NTAP ; pg 19]; Adobe [ ADBE ; transformation to subscription model; but I refuse to pay more for Acrobat than what it

    7. NetApp's 4Q Revenue Growth Disappoints, but Underlying Drivers Are Intact; Shares Fairly Valued


      Thu, 22 May 2014

      NetApp finished fiscal 2014 on a mixed note. While the top line slipped, margins were a ..... over last year’s quarter while branded revenue was flat. However, NetApp delivered some impressive results on the margin front. Both adjusted gross

    8. NetApp NTAP Q4 2014 Earnings Call Transcript


      Wed, 21 May 2014

      Welcome to the NetApp Fourth Quarter and Fiscal Year 2014 Earnings Call. My name is Jamie ..... being webcast live and will be available for replay on our website at netapp .com, along with the earnings release, our financial tables, a historical

    9. Markets Rebound Despite Rising Geopolitical Tensions


      Tue, 22 Apr 2014

      NetApp can't maintain its current growth forever.

    10. NetApp Announces Restructuring Amid Constrained Spending Environment; No Change to Our View


      Thu, 13 Mar 2014

      On March 12, NetApp disclosed in an 8-K filing that it plans to implement a business realignment ..... factor. This announcement doesn't come as a complete surprise given NetApp ’s top-line performance over the last year. We still don't anticipate

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