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High materiality7/10

NetApp and Oracle Partner to Bring ONTAP to OCI, Expanding Cloud Storage

Sep 29, 2026, 2:25 PM EDT8 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strategic cloud/storage partnership may expand NetApp's addressable market within Oracle's customer base and drive incremental OCI-related deployments, though immediate financial terms are unknown. Similar past partnerships (e.g., storage integrations with cloud providers) have driven medium-term ARR growth for storage software vendors.

AI summary

What happened, with direct paths to the underlying reporting

NetApp and Oracle announced a fully managed storage service that brings NetApp ONTAP data management to Oracle Cloud Infrastructure, enabling native data management for AI and enterprise workloads. The collaboration could expand NetApp's OCI footprint, unlocking cross-sell opportunities and accelerating cloud migrations for customers adopting NetApp storage solutions.

  • NetApp and Oracle launch a fully managed storage service on OCI. It brings ONTAP data management to OCI.
  • Aims to simplify migration of AI and enterprise workloads to the cloud. NetApp ONTAP will be native to OCI.
  • OCI will host NetApp ONTAP capabilities natively. Strengthens joint storage offering from NetApp and Oracle.
  • May expand NetApp's OCI exposure and cross-sell opportunities. Could boost ARR through managed storage and data services.

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