NetApp (NTAP) reported strong Q3 results, exceeding analyst estimates for revenue, adjusted EPS, and adjusted EBITDA, driven by high-margin segments, all-flash arrays, and public cloud services. Management reconfirmed revenue guidance and raised EPS guidance. The article highlights key questions from analysts during the earnings call, focusing on cost volatility, gross margin sustainability, flat revenue guidance, AI deal maturity, and the unraised full-year revenue outlook.

网域存储技术

<p>NetApp (NTAP) 公布了强劲的第三季度业绩，超出了分析师对收入、调整后每股收益和调整后息税折旧摊销前利润的预期，这得益于高利润率的细分市场、全闪存阵列和公共云服务。管理层重申了收入指引，并上调了每股收益指引。文章强调了分析师在财报电话会议中提出的关键问题，重点关注成本波动、毛利率可持续性、平坦的收入指引、人工智能交易的成熟度以及未上调的全年收入展望</p>

网域存储技术第三季度财报电话会议中的 5 个深刻分析师提问