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Samit Chatterjee

Managing Director and Senior Equity Research Analyst at J.P. Morgan

Samik Chatterjee is a Managing Director and Senior Equity Research Analyst at J.P. Morgan, specializing in the computer and technology sectors with coverage of leading companies such as Apple, Qualcomm, and Cisco. Recognized for his strong performance, Chatterjee ranks among the top analysts on TipRanks and StockAnalysis, maintaining a 68% success rate and an average return per rating of 11.8% over nearly 500 recommendations. His career at J.P. Morgan began in 2007, progressing through multiple roles across equity sectors and attaining executive level leadership in 2025, with earlier experience at Baxter International. He holds key FINRA securities licenses and is known for his expertise in technology hardware and related industries.

Samit Chatterjee's questions to NetApp (NTAP) leadership

Question · Q2 2026

Samit Chatterjee with J.P. Morgan asked about the accelerating trend in AI-related deals, customer feedback on the new AFX solution, and the reasons for the Q3 revenue guidance being flat to modestly down quarter-over-quarter, which deviates from typical seasonal growth.

Answer

CEO George Kurian noted a growing volume of AI wins (approximately 200 deals) with a stable mix across data prep, training, and inferencing, and strong early interest in the AFX platform, though it's too early to attribute current results to it. CFO Wissam Jabre attributed the Q3 seasonality to a dynamic macro environment and expected sub-seasonal performance in the U.S. public sector due to the recent shutdown.

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Question · Q2 2026

Samit Chatterjee asked about trends in NetApp's AI-related deals, including the acceleration in deal volume and customer feedback on the new AFX solution. He also inquired about the Q3 revenue guide's seasonality compared to prior years.

Answer

George Kurian (CEO) noted an acceleration in AI wins (approximately 200 deals) with a stable mix across data prep, training, and inferencing, and strong early interest in AFX. Wissam Jabre (CFO) attributed Q3's below-average seasonality to a dynamic macro environment and expected temporary headwinds in the US public sector due to the recent shutdown.

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