NetApp (NTAP)
November 22, 2022
We assume some sort of moderate “beat and lower” from NetApp (NTAP; $73.88; E/W) reports its FQ2 (Oct) results and outlook next Tuesday (11/29 after market). We expect another gradual realization from management that macro…
November 4, 2022
Earlier this week, we virtually sat in on the keynote presentation at NetApp’s (NTAP; $68.04; E/W) Insight 2022 user conference, led by CEO George Kurian, which highlighted NTAP’s vision for the “evolved cloud” that aims…