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NTAP NetApp
Servers & networking · NASDAQ · 한국어 페이지
All-flash storage, contract-built in Guadalajara and shipped via Laredo. Watch units and unit prices separately.
Current-quarter revenue estimate
Quarter ending Oct 2026 · reports Dec 1, 2026
Our estimate
$2.13B
$2.05B–$2.20B
vs a year ago
+25%
vs consensus
+1.1%
High confidence · within ±5% in 11 of 12 backtested quarters, average error 1.8%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Mexican storage systems · to Aug 2026
+187%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Mexican storage systems US Census Bureau | Company shipments | B Linked | 0.66 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.