Company facts
- Industry
- Computer Storage Devices
- Headquarters
- San Jose, California
- Most recent report
- 8-K, filed Sep 11, 2026
- Incorporated
- California
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 1002047
- Fiscal year ends
- April
- Filer status
- Large accelerated filer
Financials 8 of 41
News 8 of 86
Prospectuses and Registrations 8 of 27
- S-8 Registration statement for an employee plan Sep 2, 2026
- S-8 Registration statement for an employee plan Nov 25, 2025
- 424B5 Prospectus supplement for an offering Mar 13, 2025
- FWP Free writing prospectus Mar 12, 2025
- 424B5 Prospectus supplement for an offering Mar 12, 2025
- S-8 Registration statement for an employee plan Nov 25, 2024
- S-3ASR Automatic shelf registration Feb 29, 2024
- S-8 Registration statement for an employee plan Sep 15, 2023
Proxies 8 of 33
- DEFA14A Extra proxy material Jul 28, 2026
- DEF 14A Proxy statement for a shareholder vote Jul 28, 2026
- PRE 14A Preliminary proxy statement Jul 16, 2026
- DEFA14A Extra proxy material Jul 25, 2025
- DEF 14A Proxy statement for a shareholder vote Jul 25, 2025
- DEFA14A Extra proxy material Jul 29, 2024
- DEFA14A Extra proxy material Jul 26, 2024
- DEF 14A Proxy statement for a shareholder vote Jul 26, 2024
Ownership 8 of 791
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 19, 2026
- 4 Insider reported a trade Oct 14, 2026
- 144 Notice of a proposed sale of restricted stock Oct 13, 2026
Other 8 of 23
- ARS Annual report sent to shareholders Jul 28, 2026
- SD Conflict minerals disclosure May 22, 2026
- UPLOAD Comment letter from SEC staff Apr 23, 2026
- CORRESP Reply to SEC staff Apr 2, 2026
- UPLOAD Comment letter from SEC staff Mar 9, 2026
- ARS Annual report sent to shareholders Jul 25, 2025
- SD Conflict minerals disclosure May 16, 2025
- ARS Annual report sent to shareholders Jul 26, 2024
What to read: Jul 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 0 positive, 9 notable, and 2 negative flags.
Management's Discussion (Item 2)
Revenue up 30%, restructuring, acquisition, supply chain cost pressure, and debt maturity wall.Notable- Acquired DataPelago for $193M; $87M cash paid at closing, remainder contingent on future criteria.
- Q1 FY2027 had 14 weeks vs 13 in prior year, contributing ~$65M extra services revenue and ~$22M extra operating expenses.
- Board authorized $1.0B additional stock repurchases on May 21, 2026; $1.3B remaining as of July 31, 2026.
- Off-balance-sheet purchase commitments total $2.3B as of July 31, 2026, with $2.1B due within 12 months.
Unregistered Sales and Repurchases (Item 2)
Contains share repurchase data and an unregistered stock issuance for an acquisition.Other Information (Item 5)
CEO and audit chair adopted 10b5-1 plans; new change-of-control severance agreements for top execs.Notable- CEO George Kurian adopted a 10b5-1 plan on June 15, 2026, allowing sale of up to 150,000 shares over one year.
- Audit Committee Chair Deepak Ahuja adopted a 10b5-1 plan on June 15, 2026, allowing sale of up to 11,683 shares.
- New change-of-control severance agreements for CEO, Cesar Cernuda, Syam Nair, Beth O’Callahan, and Wissam Jabre, effective August 28, 2026.
- CEO gets 200% of base salary plus target bonus, 24 months COBRA, and accelerated equity vesting on a qualifying termination after a change of control.
What changed: Jul 2026 vs. Jan 2026
About 20% of NTAP's Jul 2026 10-Q is new information. 54 paragraphs were added, 134 changed, and 99 removed. Below are the most important lines SECSift identified.
New
Changed
- Non-cancelable purchase commitments for inventory rose to $1.9 billion from $0.7 billion.
- Current portion of long-term debt added at $550 million, up from zero.
- Inventories increased to $375 million from $198 million, driven by purchased components rising to $120 million from $14 million.
- Product revenues rose to $987 million from $654 million, a 51% increase.
- Public Cloud revenues rose to $206 million from $161 million, a 28% increase.
- Services revenues rose to $1,038 million from $905 million, a 15% increase.
- Reference updated from 'Annual Report on Form 10-K for the year ended April 25, 2025' to '2026 Annual Report on Form 10-K'.
- Section heading changed from 'Risks Related to Our Business and Industry' to 'Risks Related to Our Operations'.
- Exhibit 101 now references fiscal quarter ended July 31, 2026, up from January 23, 2026.
Removed
- Elizabeth O'Callahan's 10b5-1 plan from December 18, 2025, to sell up to 12,000 shares through June 30, 2027, is no longer reported.
- Removed entire risk factor about cost structure initiatives, including ERP system implementation and outsourcing.
- Removed entire risk factor about gross margins fluctuating due to component costs, tariffs, and inflation.
- Removed mention of implementing final phase of new global ERP system in third quarter of fiscal 2026.
Everything here comes from NetApp, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Jul 2026.