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Analyst
Param Singh
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 15on tracked calls
- Challenge rate
- 0%none of 15 questions
- Companies
- 3questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 15 of 15 questions from 3 companies
NTAPNetApp11 questions · 7 reporting periods · 0 of 11 challenging
Calendar 2026 Q3
I wanted to understand where do you see gaps in your technology portfolio today?
Show response
George framed DataPelago (AI analytics/inferencing) and JetStream (VMware cloud DR) as disciplined tuck-ins strengthening cloud and AI.
Calendar 2026 Q2
I wanted to understand the incremental revenue opportunity from AIDE.
Show response
George outlined two use cases: a sticky moat for the installed base and net-new AI wins where NetApp is not the incumbent.
Calendar 2026 Q1
Really appreciate if you could give some more color on what's driving this incremental growth on the product side. What are you seeing in terms of adoption?
Show response
George attributed product growth to large deals closing as planned from start of fiscal year, with more expected in Q4.
Help us think through what can you pass through to customers? What's your supply chain agreements?
Show response
Wissam outlined multiple levers: price adjustments, multi-supplier qualification, hybrid flash alternatives for price-sensitive workloads, Keystone consumption model, and cloud offerings. HDD price increases modest compared to NAND/memory. No shortage concerns on non-NAND components.
Calendar 2025 Q4
what are you hearing from customers technically? Do you feel you're there yet? And if you could share, what mix of your AI wins are with existing customers
Show response
George confirmed strong new customer acquisition in both on-prem (AI, unified data management, cyber resilience) and cloud (~50% of cloud customers are net new to NetApp). For enterprise AI, NetApp ahead of all competition with integrated stack, hybrid capability, and in-place data intelligence. Competitors only have point products.
wouldn't it be reasonable to assume that off of 5% you know, normalized go through this year, you should see an acceleration to next year
Show response
George acknowledged mix shift to faster-growing components (cloud, Keystone, all-flash, AI) implies acceleration but declined to guide FY27 at this time.
Calendar 2025 Q2
I really want to understand, you know, what are some of the technical advantages that you have in addressing these AI workloads versus some of your competitors in the market?
Show response
George cited three advantages: performance/scaling proof points (SuperPOD, NVIDIA certifications, reference architectures), data management (privacy, security, governance, multitenancy), and unique hybrid cloud integration (Vertex, Bedrock). 150 wins in Q4, very small AI penetration of installed base implies long runway.
what are some of the applications that customers are talking about within AI inferencing where they feel, you know, NetApp is best positioned
Show response
George outlined three AI use case categories: data infrastructure modernization (data lakes, analytics), AI centers of excellence (national AI platforms, enterprise AI factories with NVIDIA reference architectures), and cloud-based inferencing service providers leveraging hybrid cloud capabilities.
Calendar 2025 Q1
What percentage of those were displacements of competitive opportunities versus replacing your existing ACD or hybrid footprint
Show response
George emphasized deal slippage was procurement-timing related, not competitive. Noted 43% flash penetration implies preponderant new footprint/new logos.
Calendar 2024 Q4
when do you think Keystone can start to become a much more meaningful part of the overall NetApp story
Show response
George highlighted zero churn, broadening partner base, and expected faster percentage growth than product business.
what are some of the changes that you've recently implemented that's driving a recovery in that growth
Show response
George cited focused hyperscaler go-to-market, broadened first-party offerings, and subscription stabilization as key drivers.
PEverpure, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
if you could provide some quantitative insight into the memory pricing
Show response
CEO said memory and NAND prices are up 5 to 10x on the spot market, prior long-term contracts are void, and everything is now quoted with 30-day longevity; demand is so high it still sells at those levels.
Calendar 2026 Q1
what else may be required from either an organic or inorganic investment to increase the value proposition for customers
Show response
CEO said 1touch adds context to data (turning it into self-describing information for AI) within the operational environment, cutting ETL/human labor; the Enterprise Data Cloud lets customers manage data by software policy.
Calendar 2024 Q4
Do you think customers might be more likely to move directly to a hyperscaler with your Purity platform
Show response
CEO said the hyperscale (foundational storage) sale won't materially shift enterprise decisions on where to place data or applications.
AKAMAkamai Technologies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what do you have in terms of megawatts? what is your pipeline? How much you can expand?
Show response
Leighton said Akamai keeps expanding to more cities and sites (700 cities, 130 countries) and is well positioned to secure data-center space and power for large customers.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| NTAP NetApp | 11 | 0%none of 11 questions |
| P Everpure, Inc. | 3 | 0%none of 3 questions |
| AKAM Akamai Technologies | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 3 | 0%none of 3 questions | 3 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI5
- Revenue Growth5
- Demand5
- Competitive Dynamics4
- Innovation & R&D3
- M&A2
- Supply Chain2
- Cost Pressure1
- Margin1
- Pricing1
Show all 14 topics
- Capex Investment1
- Geographic Expansion1
- Guidance Reliability1
- Subscriber Growth1