| Stage | DELL | % of rev | NTAP | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $47.0B | 100.00% | $1.7B | 100.00% | DELL ×27.42 |
| Gross profit | $9.8B | 20.93% | $1.2B | 70.58% | NTAP +49.7pp |
| Operating income | $5.4B | 11.46% | $434M | 25.34% | NTAP +13.9pp |
| Pre-tax income | $5.1B | 10.92% | $433M | 25.28% | NTAP +14.4pp |
| Net income | $4.1B | 8.80% | $334M | 19.50% | NTAP +10.7pp |
| Stage | DELL | NTAP | Gap · A − B |
|---|---|---|---|
| Revenue | $47.0B100.00% | $1.7B100.00% | DELL ×27.42 |
| Gross profit | 20.93%$9.8B | 70.58%$1.2B | NTAP +49.7pp |
| Operating income | 11.46%$5.4B | 25.34%$434M | NTAP +13.9pp |
| Pre-tax income | 10.92%$5.1B | 25.28%$433M | NTAP +14.4pp |
| Net income |
| 8.80%$4.1B |
| 19.50%$334M |
| NTAP +10.7pp |
DELL · TDC 10-KFeb 27 '26
“In addition, we buy servers from Dell Technologies Inc., storage disk systems from NetApp, Inc., and graphics processing units ("GPU") from NVIDIA.”
NTAP · TDC 10-KFeb 27 '26
“In addition, we buy servers from Dell Technologies Inc., storage disk systems from NetApp, Inc., and graphics processing units ("GPU") from NVIDIA.”