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.

網域存儲技術

<p>NetApp (NTAP) 公佈了強勁的第三季度業績，超出了分析師對收入、調整後每股收益和調整後息税折舊攤銷前利潤的預期，這得益於高利潤率的細分市場、全閃存陣列和公共雲服務。管理層重申了收入指引，並上調了每股收益指引。文章強調了分析師在財報電話會議中提出的關鍵問題，重點關注成本波動、毛利率可持續性、平坦的收入指引、人工智能交易的成熟度以及未上調的全年收入展望</p>

網域存儲技術第三季度財報電話會議中的 5 個深刻分析師提問