NetApp vs Samsara
NetApp and Samsara are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. It explains how each company approaches growth, governance, and customer segments, without offering advice or predictions. Educational content, not financial advice.
NetApp and Samsara are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. It explains how each company approaches growth...
Why It's Moving
NetApp Bolsters AI Leadership with Microsoft Award and Strategic Hires Amid Data Storage Surge
- Won 2025 Microsoft Americas Partner of the Year (SDC Canada) for native Azure embedding, enabling faster AI modernization and seamless multicloud operations.[2]
- Appointed Willem Hendrickx to advance EMEA & LATAM growth on December 8, directly addressing rising AI-driven demand for data storage solutions.[4]
- Recent Q2 earnings beat (EPS $2.05 vs. $1.89 expected) and raised FY guidance highlight sustained AI and all-flash storage momentum, with shares reacting positively post-report.[1][3][5]
Samsara hits profitability milestone as Q3 earnings crush estimates, fueling enterprise momentum.
- Revenue hit $416M, up 29% YoY and topping $402.5M expectations, driven by 219 new large customers with $100K+ ARR—a quarterly record.
- Achieved first GAAP profitability with $79.8M operating income; ARR reached $1.745B, up 29% YoY, boosted by AI features like Multicam and Connected Workflows.
- Analysts raised forecasts post-earnings, highlighting enterprise traction and innovations like Smart Compliance, despite notes on extended sales cycles for mega-deals.
NetApp Bolsters AI Leadership with Microsoft Award and Strategic Hires Amid Data Storage Surge
- Won 2025 Microsoft Americas Partner of the Year (SDC Canada) for native Azure embedding, enabling faster AI modernization and seamless multicloud operations.[2]
- Appointed Willem Hendrickx to advance EMEA & LATAM growth on December 8, directly addressing rising AI-driven demand for data storage solutions.[4]
- Recent Q2 earnings beat (EPS $2.05 vs. $1.89 expected) and raised FY guidance highlight sustained AI and all-flash storage momentum, with shares reacting positively post-report.[1][3][5]
Samsara hits profitability milestone as Q3 earnings crush estimates, fueling enterprise momentum.
- Revenue hit $416M, up 29% YoY and topping $402.5M expectations, driven by 219 new large customers with $100K+ ARR—a quarterly record.
- Achieved first GAAP profitability with $79.8M operating income; ARR reached $1.745B, up 29% YoY, boosted by AI features like Multicam and Connected Workflows.
- Analysts raised forecasts post-earnings, highlighting enterprise traction and innovations like Smart Compliance, despite notes on extended sales cycles for mega-deals.
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 BasketPowering 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 BasketTech'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
Explore BasketWhich 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 BasketPowering 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 BasketTech'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
Explore BasketPowering 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
Explore BasketPost-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
Explore BasketGoogle'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
Explore BasketThe $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
Explore BasketInvestment Analysis
NetApp
NTAP
Pros
- NetApp reported earnings and revenue that slightly exceeded estimates for the quarter ended April 2025, indicating consistent operational performance.
- The company exhibits strong profitability metrics, including a high return on equity of over 150% and return on invested capital above 40%, reflecting efficient capital use.
- NetApp has a solid market capitalization and is considered to have an economic moat, suggesting a competitive advantage in its sector.
Considerations
- NetApp operates in a highly competitive technology sector, facing pressure from larger peers that may impact market share and growth potential.
- Revenue growth has shown signs of deceleration compared to fast-growing peers in cloud and data management spaces, limiting expansion prospects.
- The firm’s performance is sensitive to macroeconomic conditions affecting enterprise IT spending, which may introduce cyclicality and execution risks.
Samsara
IOT
Pros
- Samsara showed strong revenue growth of over 33% in 2024, demonstrating robust demand for its IoT connected operations platform.
- The company recently surprised positively on earnings and revenues, reflecting improving execution and market acceptance.
- Analysts' consensus suggests a significant upside potential of around 27% over the next year, supported by expectations of sustained growth in IoT adoption.
Considerations
- Samsara’s stock price has experienced significant volatility, with a 24% decline over the past year and a low valuation score indicating potential overvaluation risks.
- The company remains unprofitable with a sizable net loss in recent periods, highlighting ongoing challenges in achieving sustained profitability.
- Samsara operates in a rapidly evolving and competitive enterprise software sector, making it vulnerable to shifts in market sentiment and execution risks.
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