NetAppSTMicroelectronics

NetApp vs STMicroelectronics

This page compares NetApp and STMicroelectronics, examining business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, operate...

Why It's Moving

NetApp

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]
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

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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.

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Powering The iPhone: Apple's Supply Chain

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

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

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

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

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

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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Investment Analysis

NetApp

NetApp

NTAP

Pros

  • NetApp achieved record revenues of $6.57 billion in fiscal year 2025, driven by growth in all-flash storage and hybrid cloud segments.
  • The company holds the #1 market share in all-flash storage and saw a 5-fold year-over-year growth in its AI infrastructure business.
  • Strong cash flow generation with record operating and free cash flow, alongside significant shareholder returns through share repurchases and dividends.

Considerations

  • While public cloud revenue is growing, it still represents a smaller portion of total revenues, indicating exposure to hybrid cloud market fluctuations.
  • Product sales showed a slight decline recently, reflecting potential risks in hardware demand in certain quarters.
  • Short-term softness expected in public sector and EMEA markets which could pressure revenue growth in those geographies.
STMicroelectronics

Pros

  • STMicroelectronics is a leading global semiconductor manufacturer with a broad portfolio addressing automotive, industrial, and consumer markets.
  • The company benefits from strong secular growth drivers such as automotive electrification, industrial automation, and IoT expansion.
  • Robust investment in R&D and advanced semiconductor technologies strengthens competitive positioning against peers.

Considerations

  • High exposure to cyclical semiconductor demand and macroeconomic conditions makes revenue and profitability volatile.
  • Supply chain challenges and geopolitical tensions can disrupt manufacturing and sales in key regions.
  • The highly competitive semiconductor industry intensifies pricing pressures and margin risks.

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