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NetAppIonQ

NetApp vs IonQ

NetApp and IonQ are compared on this page to help readers understand how their business models, financial performance, and market context differ. The content is presented in a clear, neutral tone, out...

Why It's Moving

NetApp

NetApp Powers Ahead with Q1 Earnings Beat and AI-Optimized Data Tools Launch

  • Q1 revenues hit $1.559 billion, up from $1.541 billion last year, with non-GAAP net income per share guidance of $7.60-$7.90 signaling robust profitability ahead.
  • Secured #1 market share in all-flash storage for Q1 2025, highlighting NetApp's dominance in high-performance data solutions critical for AI workloads.
  • Launched NetApp Trident 25.06 and new management systems, enhancing Kubernetes scalability, security, and disaster recovery to meet exploding containerized app needs.
Sentiment:
🐃Bullish

Investment Analysis

NetApp

NetApp

NTAP

Pros

  • NetApp consistently delivers profits, with recent earnings per share growth and a forward price-to-earnings ratio that appears reasonable relative to peers.
  • The company’s hybrid and public cloud storage offerings, including the ONTAP platform, position it well in modernising enterprise data infrastructure.
  • NetApp provides a modest but reliable dividend, supported by a track record of profitability and cash generation.

Considerations

  • Revenue growth is subdued, with only slight year-over-year increases recently, suggesting limited near-term expansion potential in a competitive sector.
  • The stock’s technical performance has been middling, underperforming a majority of the broader market over the past year.
  • While valuation looks attractive, there is a risk that the company could be a ‘value trap’ if earnings power does not improve.
IonQ

IonQ

IONQ

Pros

  • IonQ operates in the rapidly emerging quantum computing sector, offering differentiated trapped-ion technology with potential for long-term disruption.
  • The company’s technology is accessible today, with commercial systems available for customers to begin experimenting with quantum applications.
  • IonQ has raised its profile as a US-based pioneer in quantum computing, which may attract strategic partnerships and government interest.

Considerations

  • IonQ is not yet profitable, with negative return on equity, reflecting significant ongoing investment and uncertain near-term commercialisation prospects.
  • Quantum computing remains unproven at scale, and IonQ faces intense competition from both well-funded startups and tech giants.
  • The company’s financials show it is burning cash, with no clear path to sustainable profitability in the foreseeable future.

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NetApp (NTAP) Next Earnings Date

NetApp's next earnings date for Q3 FY2026 is targeted for February 26, 2026. This release will cover the quarter ending in late January 2026. Investors should note that while this aligns with the company's guidance and analyst estimates, official confirmation may follow prior to the event.

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