NetApp Q4 2026 Earnings: AI & Cloud Drive Record Growth

NetApp's Q4 and fiscal year 2026 earnings call highlights a landmark year driven by AI adoption and cloud expansion. CEO George Kurian emphasized NetApp's leadership in hybrid multi-cloud data infrastructure, enabling enterprises to activate large volumes of unstructured data critical for AI workloads. The company's strategic partnerships with Google Cloud and leading hyperscalers underscore its role in sovereign cloud and AI-driven environments.

The quarter saw record revenue of $1.95 billion, up 12% year-over-year, with strong growth in all-flash storage, public cloud services, and the Keystone storage-as-a-service offering. NetApp reported 500 AI and data preparation wins in Q4 alone, reflecting robust demand across industries including financial services, aerospace, and government sectors. The company's focus on operational discipline resulted in record operating margins and free cash flow.

Looking ahead to fiscal 2027, NetApp projects accelerated revenue growth of 8% with continued margin expansion. The company plans to invest in AI innovation and expand its sales resources to capture opportunities in emerging segments like NeoCloud and sovereign clouds. NetApp's comprehensive hybrid cloud platform and AI data solutions position it as a key enabler of digital transformation for enterprises worldwide.

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