NetApp, Inc. (NTAP) 53rd Annual Nasdaq Investor Convention December 9, 2025 8:30 AM EST
Firm Contributors
George Kurian – CEO & Director
Convention Name Contributors
Erik Woodring – Morgan Stanley, Analysis Division
Presentation
Erik Woodring
Morgan Stanley, Analysis Division
Superior. So we will get began, not a whole lot of turnaround time right here. So my title is Erik Woodring. I lead Morgan Stanley’s U.S. IT {hardware} protection. I am happy to be joined by George Kurian, CEO of NetApp.
Earlier than we begin, shortly, earlier than we start, please see the Morgan Stanley analysis disclosure web site at www.morganstanley.com/researchdisclosures.
After which from the NetApp aspect, at present’s dialogue might embrace forward-looking statements relating to NetApp’s future efficiency, that are topic to danger and uncertainty. Precise outcomes might differ materially from the statements made at present for quite a lot of causes described in our most up-to-date 10-Ok and 10-Q filed with the SEC and obtainable on our web site at www.netapp.com. We disclaim any obligation to replace any data along with forward-looking statements for any purpose.
Query-and-Reply Session
Erik Woodring
Morgan Stanley, Analysis Division
So I am, once more, delighted to be joined this afternoon by George Kurian, CEO of NetApp. I feel, George, perhaps the most effective place to start out. I do know final week at a separate convention, you form of mentioned the October quarter fairly totally.
As an alternative of doing a overview, perhaps similar to what are two or three highlights that you just need to depart the group along with your key takeaways from the quarter or the January quarter information — full-year information, everybody ought to form of pay attention to as form of a place to begin for our dialog?
George Kurian
CEO & Director
Sure. I feel, to begin with, thanks for having me. Thanks for being right here. In Q2, ex of our Spot enterprise divestiture, we grew 4% year-on-year. We had continued robust momentum in our
