NetApp, Inc. (NTAP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Katherine Murphy
Goldman Sachs Group, Inc., Research Division

Hi, everybody. Welcome to the NetApp fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of having CEO, George Kurian, here with us today. My name is Kat Murphy. I cover NetApp and IT hardware here at Goldman Sachs. We have about 35 minutes for today’s discussion, inclusive of audience Q&A.

Before I begin, I’ll read a quick safe harbor. NetApp asked you to read their safe harbor disclosure. Today’s discussion may include forward-looking statements regarding NetApp’s future performance, which is subject to the risks and uncertainties. Actual results may materially differ from the statements made today for a variety of reasons described in NetApp’s most recent 10-K and 10-Q filed with the SEC and available on their website at netapp.com. NetApp disclaims any obligation to update information in the forward-looking statements for any reason.

So with that, thank you, everyone, for being here. George, thank you for your time. It’s a privilege to have you here on stage.