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It is up +75.6% in 2026. The stock (+75.6%) and its supply side (avg +20%) are moving in step. Among connected nodes the furthest ahead is Jabil (+36.3%) and the furthest behind is Broadcom (+3.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. A substantial portion of revenue flows through large IT distributors, while the company spends on hardware components, contract manufacturing, and cloud infrastructure.","analysis_asof":"2026-09-04"},"edges":[{"direction":"revenue","counterparty":"TD SYNNEX","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2025-06-09","basis":"TD SYNNEX가 차지한 넷앱 순매출 비중","value":24,"period":"FY2025","basis_en":"Share of NetApp net revenue attributable to TD SYNNEX","qualifier":null},"note":"TD SYNNEX는 넷앱의 최대 공개 유통 고객이다. 2025 회계연도 순매출의 24%를 차지했고, 이후에도 넷앱 북미 올해의 유통사로 선정됐다.","note_en":"TD SYNNEX is NetApp's largest publicly identified distribution customer. It represented 24% of fiscal 2025 net revenue and was subsequently named NetApp's North America Distributor of the Year.","sources":[{"stance":"confirms","publisher":"TD SYNNEX 투자자관계","publisher_en":"TD SYNNEX Investor Relations","kind":"ir","lang":"en","published_at":"2025-08-13","url":"https://ir.tdsynnex.com/news/news-details/2025/TD-SYNNEX-Is-Named-NetApp-North-America-Distributor-of-the-Year-for-FY25/default.aspx","title":"TD SYNNEX, 넷앱 FY25 북미 올해의 유통사 선정","title_en":"TD SYNNEX Is Named NetApp North America Distributor of the Year for FY25","excerpt":"TD SYNNEX는 넷앱의 FY25 북미 올해의 유통사로 선정됐다고 발표했다.","excerpt_en":"TD SYNNEX has been named NetApp's North America Distributor of the Year for FY'25."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-06-09","url":"https://www.sec.gov/Archives/edgar/data/1002047/000095017025083705/ntap-20250425.htm","title":"NetApp, Inc. 2025 회계연도 Form 10-K","title_en":"NetApp, Inc. Fiscal 2025 Annual Report on Form 10-K","excerpt":"넷앱은 TD SYNNEX가 2025 회계연도 순매출의 24%를 차지했다고 공시했다.","excerpt_en":"TD Synnex Corporation accounted for 24% of net revenues in fiscal 2025."}]},{"direction":"revenue","counterparty":"Arrow Electronics","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2025-06-09","basis":"Arrow Electronics가 차지한 넷앱 순매출 비중","value":21,"period":"FY2025","basis_en":"Share of NetApp net revenue attributable to Arrow Electronics","qualifier":null},"note":"Arrow Electronics는 넷앱 제품을 재판매하는 핵심 유통 고객이다. 넷앱의 2025 회계연도 순매출 중 21%를 차지했다.","note_en":"Arrow Electronics is a major distribution customer that resells NetApp products. It accounted for 21% of NetApp's fiscal 2025 net revenue.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-06-09","url":"https://www.sec.gov/Archives/edgar/data/1002047/000095017025083705/ntap-20250425.htm","title":"NetApp, Inc. 2025 회계연도 Form 10-K","title_en":"NetApp, Inc. Fiscal 2025 Annual Report on Form 10-K","excerpt":"넷앱은 Arrow Electronics가 2025 회계연도 순매출의 21%를 차지했다고 공시했다.","excerpt_en":"Arrow Electronics, Inc. accounted for 21% of net revenues in fiscal 2025."}]},{"direction":"investment","counterparty":"Instaclustr","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2022-05-24","basis":"넷앱의 Instaclustr 인수 금액","value":null,"period":"acquisition_completed_2022-05-24","basis_en":"NetApp's purchase price for Instaclustr","qualifier":"confirmed_no_disclosed_value"},"note":"넷앱은 관리형 오픈소스 데이터베이스와 데이터 파이프라인 서비스를 제공하는 Instaclustr 인수를 완료했다. 인수 금액은 공개되지 않았다.","note_en":"NetApp completed its acquisition of Instaclustr, a provider of managed open-source databases and data-pipeline services. The purchase price was not disclosed.","sources":[{"stance":"confirms","publisher":"넷앱","publisher_en":"NetApp","kind":"ir","lang":"en","published_at":"2022-05-24","url":"https://www.netapp.com/newsroom/press-releases/news-rel-20220524-213045/","title":"넷앱, Instaclustr 인수 완료","title_en":"NetApp Closes Acquisition of Instaclustr","excerpt":"넷앱은 관리형 오픈소스 데이터 플랫폼 업체 Instaclustr 인수를 완료했다고 발표했다.","excerpt_en":"NetApp today announced it has completed its acquisition of Instaclustr."}]},{"direction":"cost","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-01-08","basis":"넷앱이 Broadcom의 스토리지 컨트롤러·파이버채널 부품과 기술에 지급하는 금액","value":null,"period":"supplier_relationship_observed_2025-01-08","basis_en":"Amount paid by NetApp for Broadcom storage-controller and Fibre Channel components and technology","qualifier":"confirmed_no_disclosed_value"},"note":"Broadcom은 넷앱의 OEM 파트너로서 Emulex 호스트 버스 어댑터와 Brocade 파이버채널 스위치를 넷앱 스토리지 구성에 공급한다. 상대별 구매액은 공개되지 않았다.","note_en":"Broadcom is an OEM partner whose Emulex host bus adapters and Brocade Fibre Channel switches are used in NetApp storage configurations. Supplier-specific purchasing value is not disclosed.","sources":[{"stance":"mentions","publisher":"대한무역투자진흥공사","publisher_en":"Korea Trade-Investment Promotion Agency","kind":"research","lang":"ko","published_at":"2025-01-08","url":"https://dl.kotra.or.kr/pyxis-api/2/digital-files/51c26374-36f2-459c-8a20-1b98f546e75e","title":"미국 AI 데이터센터 수요 증가에 따른 유망 품목 및 진출 전략","title_en":"Promising Products and Market Entry Strategies amid Rising U.S. AI Data Center Demand","excerpt":"스토리지 컨트롤러 칩은 브로드컴·마벨 등이 제조하고 넷앱은 맞춤형 스토리지 하드웨어 플랫폼을 설계한다.","excerpt_en":"Broadcom and Marvell make storage controller chips, while NetApp designs customized storage hardware platforms."},{"stance":"confirms","publisher":"넷앱","publisher_en":"NetApp","kind":"ir","lang":"en","published_at":"2019-11-13","url":"https://www.netapp.com/newsroom/press-releases/news-rel-20191113-results-379973/","title":"넷앱 2020 회계연도 2분기 실적 발표","title_en":"NetApp Reports Second Quarter of Fiscal Year 2020 Results","excerpt":"넷앱과 Broadcom은 Emulex HBA와 Brocade 스위치를 포함한 검증 아키텍처를 공동 발표했다.","excerpt_en":"NetApp and Broadcom published a new NetApp Verified Architecture."}]},{"direction":"cost","counterparty":"자빌","counterparty_slug":"jabil","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-09-22","basis":"넷앱이 자빌에 지급하는 하드웨어 위탁생산 비용","value":null,"period":"supplier_relationship_observed_2026-09-22","basis_en":"Contract-manufacturing fees paid by NetApp to Jabil","qualifier":"confirmed_no_disclosed_value"},"note":"자빌은 넷앱 하드웨어의 위탁생산사로 식별된다. 넷앱은 생산을 외주화하고 있으며, 자빌에 지급하는 개별 제조비는 공개하지 않았다.","note_en":"Jabil is identified as a contract manufacturer for NetApp hardware. NetApp outsources production but does not disclose manufacturing payments to Jabil individually.","sources":[{"stance":"mentions","publisher":"더 빌드아웃","publisher_en":"The Buildout","kind":"analysis","lang":"en","published_at":"2026-09-22","url":"https://thebuildout.co/company/NTAP","title":"NetApp, Inc. (NTAP): AI 인프라","title_en":"NetApp, Inc. (NTAP): AI Infrastructure","excerpt":"공급망 분석은 Flex와 자빌을 넷앱의 위탁생산사로 식별한다.","excerpt_en":"Supply-chain wiring names Flex Ltd. and Jabil Inc."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-06-05","url":"https://www.sec.gov/Archives/edgar/data/1002047/000119312526259683/ntap-20260424.htm","title":"NetApp, Inc. 2026 회계연도 Form 10-K","title_en":"NetApp, Inc. Fiscal 2026 Annual Report on Form 10-K","excerpt":"넷앱은 주요 하위 조립품 생산과 최종 시스템 구성을 위탁생산사에 맡긴다고 공시했다.","excerpt_en":"We use contract manufacturers for the production of major subassemblies and final system configuration."},{"stance":"confirms","publisher":"일렉트로닉스 워치","publisher_en":"Electronics Watch","kind":"research","lang":"en","published_at":"2022-11-05","url":"https://www.researchgate.net/publication/365131113_Regional_Risk_Assessment_The_Electronics_Industry_in_Hungary","title":"지역 위험 평가: 헝가리 전자산업","title_en":"Regional Risk Assessment: The Electronics Industry in Hungary","excerpt":"보고서는 자빌의 Tiszaújváros 공장에서 넷앱을 비롯한 전자 장비를 생산한다고 설명한다.","excerpt_en":"Other electronic appliances are still produced in the factory, such as NetApp."}]}]}