NetApp vs TELUS

NetApp and TELUS are compared on their business models, financial performance, and market context to help readers understand how each company operates and competes. The page presents neutral, accessible information for a general audience, avoiding speculation or promotional language. Educational content, not financial advice.

NetApp and TELUS are compared on their business models, financial performance, and market context to help readers understand how each company operates and competes. The page presents neutral, accessib...

Comparison Snapshot

Key Financial Metrics

NTAP

Metric

TU

$18.64B

Market Cap

$20.56B

27.32%

Potential Profit

12.84%

Buy

Analyst Rating

Hold

Why It's Moving

NetApp Bolsters Board with ServiceNow Veteran as AI Data Momentum Builds.

Appointed Paul Fipps to the Board on January 12, 2026, bringing expertise in global customer operations to fuel NetApp's expansion in enterprise data services.
Q2 FY2026 delivered record operating profit with GAAP margin at 23.4% and non-GAAP at 31.1%, plus $353 million returned to stockholders via repurchases and a $0.52 per-share dividend.
Reiterated full-year FY2026 guidance highlighting AI integrations, hybrid cloud growth, and ransomware resilience features boosting investor confidence in future revenue streams.

Sentiment:

🐃Bullish

NetApp Bolsters Board with ServiceNow Veteran as AI Data Momentum Builds.

Appointed Paul Fipps to the Board on January 12, 2026, bringing expertise in global customer operations to fuel NetApp's expansion in enterprise data services.
Q2 FY2026 delivered record operating profit with GAAP margin at 23.4% and non-GAAP at 31.1%, plus $353 million returned to stockholders via repurchases and a $0.52 per-share dividend.
Reiterated full-year FY2026 guidance highlighting AI integrations, hybrid cloud growth, and ransomware resilience features boosting investor confidence in future revenue streams.

Sentiment:

🐃Bullish

Investment Analysis

NetApp

NTAP

Pros

NetApp maintains a strong presence in data management and cloud storage, serving both enterprise and public sector clients globally.
The company has a solid balance sheet with consistent cash flow generation and a healthy dividend yield, supporting shareholder returns.
Recent analyst consensus is positive, with multiple upgrades and a forecast for moderate stock price appreciation over the next year.

Considerations

NetApp faces intense competition from larger cloud infrastructure providers, which could pressure margins and market share.
Revenue growth has been relatively flat in recent quarters, reflecting challenges in transitioning fully to cloud-based offerings.
The stock trades at a higher valuation multiple compared to sector peers, increasing sensitivity to market sentiment shifts.

TELUS

TU

Pros

TELUS benefits from a diversified business model spanning telecommunications, health, and insurance services across Canada.
The company has a strong track record of dividend growth and maintains a reliable payout ratio supported by stable cash flows.
TELUS continues to invest in network infrastructure and digital transformation, positioning it for long-term growth in key sectors.

Considerations

Regulatory scrutiny and potential policy changes in the Canadian telecom sector could impact profitability and expansion plans.
High levels of debt from recent acquisitions and infrastructure spending may constrain financial flexibility in a rising rate environment.
The company's growth is closely tied to the Canadian economy, making it vulnerable to regional economic downturns or housing market weakness.

About The Companies

NetApp (NTAP)

NetApp, Inc. (NTAP) is a US-based provider of data storage systems and cloud data services, helping organisations store, manage and protect data across on-premise and cloud environments. In recent years NetApp has shifted from primarily selling hardware to emphasising software, cloud integrations and subscription-based services — a move that aims to grow recurring revenue and improve margins but requires execution. Investors should watch subscription growth, software mix, gross margins, free cash flow and customer retention, as these signal the success of the cloud transition. Key strengths include long-standing enterprise relationships and partnerships with major cloud providers, while risks include cyclical IT spending, strong competition from cloud hyperscalers and software rivals, and execution risk during the transition. This is general informational content only and not personalised advice; values can fall as well as rise. Consider your objectives and consult a qualified financial adviser before investing.

TELUS (TU)

TELUS Corp is a major Canadian communications technology company that offers a wide array of services to consumers, businesses, and the public sector. While known for its core telecommunications products like wireless, internet, and television services, TELUS has expanded its operations significantly. The company operates through several key segments, including TELUS Technology Solutions, which handles its traditional mobile and data services. It also has a growing presence in innovative sectors through TELUS Health, which provides healthcare technology and software solutions, and TELUS Digital Experience, which focuses on artificial intelligence and customer experience technologies. This diversification highlights the company's ambition to be a key player not just in telecoms, but in the broader technology landscape. As with any investment, it's worth noting that past performance doesn't predict future results, and an organisation's value can fluctuate.

NetApp (NTAP) Next Earnings Date

NetApp's next earnings release is scheduled for February 26, 2026, which will cover the company's Q3 fiscal year 2026 results. This date aligns with the company's official earnings calendar and has been confirmed across multiple financial data sources. The earnings report will provide investors with updated financial performance metrics and forward guidance for the company's data storage and cloud infrastructure business.

NetApp (NTAP) Next Earnings Date

NetApp's next earnings release is scheduled for February 26, 2026, which will cover the company's Q3 fiscal year 2026 results. This date aligns with the company's official earnings calendar and has been confirmed across multiple financial data sources. The earnings report will provide investors with updated financial performance metrics and forward guidance for the company's data storage and cloud infrastructure business.

Which Baskets Do They Appear In?

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Powering The iPhone: Apple's Supply Chain

Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.

Published: August 3, 2025

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Tech's Divergent Strength

While the broader market sends mixed signals, tech-focused indexes are hitting record highs, creating a clear divergence from industrial stocks. This theme focuses on the technology companies and their key suppliers that are driving this powerful, innovation-led rally.

Published: July 25, 2025

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Which Baskets Do They Appear In?

Powering Amazon's $100B AI Expansion

Amazon's strong earnings were driven by its AWS cloud division, which is now set for a $100 billion infrastructure investment. This massive expansion creates a significant opportunity for companies that supply the essential hardware and components for data centers and AI.

Published: August 3, 2025

Explore Basket

Powering The iPhone: Apple's Supply Chain

Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.

Published: August 3, 2025

Explore Basket

Tech's Divergent Strength

While the broader market sends mixed signals, tech-focused indexes are hitting record highs, creating a clear divergence from industrial stocks. This theme focuses on the technology companies and their key suppliers that are driving this powerful, innovation-led rally.

Published: July 25, 2025

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Powering Oracle's Cloud Expansion

Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.

Published: July 3, 2025

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Post-Merger Network Shakeup

A carefully selected group of companies positioned to benefit from HPE's $14 billion acquisition of Juniper Networks. This merger creates a powerful new player in AI-native networking, challenging industry leader Cisco and sparking innovation across the entire data center ecosystem.

Published: July 2, 2025

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Google's Growth Engine

As Google pours billions into AI and cloud infrastructure, a select group of technology suppliers are reaping the rewards. These carefully chosen stocks represent the companies providing the essential hardware and technology that power Alphabet's ambitious growth plans.

Published: June 30, 2025

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The $4 Trillion Tech Race

Behind Nvidia and Microsoft's historic race to a $4 trillion valuation lies an entire ecosystem of essential suppliers. These carefully selected companies provide the critical infrastructure, semiconductors, and hardware that make the AI revolution possible.

Published: June 30, 2025

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NetApp vs TELUS

Comparison Snapshot

Why It's Moving

NetApp Bolsters Board with ServiceNow Veteran as AI Data Momentum Builds.

NetApp Bolsters Board with ServiceNow Veteran as AI Data Momentum Builds.