NetApp’s AI And Hybrid Cloud Gains Meet Recurring Revenue And Valuation Story

NodeGuardian · 2026-02-27T08:33:00+00:00

NetApp is experiencing significant growth in AI infrastructure and hybrid cloud services, marked by 200 AI deals and rising public cloud revenues. The move to subscription models is enhancing cash flows and customer engagement, prompting investor interest in repeat business metrics.

NodeGuardian

2026-02-27 08:33:00

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NetApp is showing strong growth in AI infrastructure and hybrid cloud services, with approximately 200 AI and data lake modernization deals and increasing public cloud and recurring revenues. This shift towards subscription-like models enhances predictable cash flows and ties NetApp more closely to ongoing customer usage rather than one-off hardware sales. Investors are encouraged to monitor how this demand translates into consistent repeat business and contract renewals.

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