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NTNX compared with NTAP: revenue, margins and what each company keeps, and the suppliers and customers both name
NTNX
Nutanix, Inc.
Change
Mkt cap
Revenue
Revenue
NTAP
NetApp, Inc.
Change
Mkt cap
Revenue
Revenue
vs
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NTNX
Nutanix, Inc.
vs
NTAP
NetApp, Inc.
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
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Event sensitivity
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Supply-chain overlap
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NTNX
Nutanix, Inc.
Change
58.38
▼
−0.30%
· post 58.43
Mkt cap
$15.8B
Revenue
$757M
Q4 FY26
Revenue
$2.9B
FY26
NTAP
NetApp, Inc.
Change
171.08
▲
+1.00%
· post 169.97
Closed
Nov 6 '26
Mkt cap
$33.2B
Revenue
$1.7B
Q3 FY26
Revenue
$6.5B
FY25
vs
Compare
Closed
Nov 6 '26
NTNX
Nutanix, Inc.
vs
NTAP
NetApp, Inc.
58.38
▼
−0.30%
post 58.43
Price
171.08
▲
+1.00%
post 169.97
$15.8B
Mkt cap
$33.2B
Q4 FY26
$757M
Revenue
$1.7B
Q3 FY26
FY26
$2.9B
Revenue
$6.5B
FY25
Change
Change
NTNX
58.38
▼
−0.30%
vs
NTAP
171.08
▲
+1.00%
Closed
Nov 6 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only NTNX
10
GOOGL
Google Cloud
customer
MSFT
Microsoft Azure
customer
AMZN
Amazon Web Services
customer
CSCO
Cisco Systems
customer
6 more · NTNX chain
›
Shared
0
No shared counterparties.
Only NTAP
2
TDC
Teradata
customer
—
Lenovo (Beijing) Information Technology
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR