NetApp Inc. reported its first quarter fiscal year 2026 earnings with adjusted earnings per share (EPS) of $1.55, slightly beating the consensus estimate of $1.54. The company posted revenue of $1.56 billion, surpassing expectations of $1.55 billion and marking a 1.2% year-over-year increase. NetApp's all-flash array revenue rose 6% year-over-year to $893 million, with annual recurring revenue (ARR) reaching $3.6 billion. Billings grew 4% year-over-year to $1.51 billion, representing the seventh consecutive quarter of year-over-year growth. The company also reported a net income of $233 million and record first quarter free cash flow of $620 million, maintaining its position as the leader in all-flash storage. Nutanix Inc. delivered strong fourth quarter fiscal year 2025 results with adjusted EPS of $0.37, beating estimates by $0.04, and revenue of $653.3 million, up 19.2% year-over-year and above the $642.5 million consensus. Nutanix's annual recurring revenue (ARR) reached $2.22 billion, and net income was $38.7 million. The company highlighted a strong finish to fiscal 2025 with revenue growth, improved profitability, and expanded strategic partnerships in cloud and AI. Pure Storage Inc. reported second quarter fiscal year 2026 revenue of $861 million, exceeding the estimated $846.2 million and reflecting a 13% increase year-over-year. Adjusted EPS was $0.43, beating estimates by $0.04. The company raised its full-year 2026 revenue guidance to $3.60 billion to $3.63 billion, above the prior estimate of $3.52 billion, and forecasted third quarter revenue between $950 million and $960 million, above the consensus estimate of $913.2 million. Pure Storage also projected non-GAAP operating income of $605 million to $625 million, representing 8% to 12% growth year-over-year. These results underscore continued growth and positive momentum across the enterprise storage sector.