Question · Q2 2026
Hannah inquired about the specific drivers behind the accelerated growth in NetApp's all-flash business during the quarter, asking if it was due to pricing, portfolio refresh, or AI workloads.
Answer
George Kurian (CEO) noted AI was a noticeable workload driver for all-flash. He also highlighted the benefits of the full system refresh from the previous year, with customers qualifying and adopting the systems, leading to strong results, particularly in high-performance flash offerings.