NetApp vs Cognizant
Side-by-side comparison of AI visibility scores, market position, and capabilities
San Jose CA intelligent data infrastructure (NASDAQ: NTAP) ~$6.5B FY2025 revenue; ONTAP all-flash arrays + Azure/AWS/GCP cloud storage services, NVIDIA AI pipeline partner competing with Pure Storage and Dell EMC.
About
NetApp, Inc. is a San Jose, California-based intelligent data infrastructure company — publicly traded on NASDAQ (NASDAQ: NTAP) as an S&P 500 Information Technology component — providing cloud-led, data-centric storage and data management solutions for enterprises deploying hybrid multi-cloud architectures, AI workloads, and modern application environments through approximately 11,000 employees worldwide. NetApp's product portfolio centers on its ONTAP operating system for all-flash arrays (AFF/ASA product lines), delivering unified storage for block, file, and object workloads — and its cloud storage services: Azure NetApp Files (ANF, native Microsoft Azure integration), Amazon FSx for NetApp ONTAP (AWS native integration), and Cloud Volumes ONTAP for Google Cloud — which collectively enable enterprises to use the same ONTAP data management capabilities on-premises and in all three hyperscale clouds. For fiscal year 2025 (ending April 2025), NetApp reported approximately $6.5 billion in revenue with continued all-flash array growth and cloud storage services expanding at 20%+ annually. CEO George Kurian has led the company since 2015, executing the strategic transformation from on-premises storage vendor to intelligent data infrastructure platform. NetApp's AI data pipeline solutions — purpose-built for NVIDIA DGX and GPUDirect Storage workflows — position the company as infrastructure for enterprise AI training and inference at scale.
Teaneck NJ IT services (NASDAQ: CTSH) $19.7B FY2024 revenue; Belcan engineering $1.3B acquisition, GenAI 100+ engagements, NextGen transformation competing with Infosys, Wipro, and Accenture.
About
Cognizant Technology Solutions Corporation is a Teaneck, New Jersey-based information technology services and consulting company — publicly traded on the NASDAQ (NASDAQ: CTSH) as an S&P 500 Information Technology component — providing IT services, digital transformation consulting, cloud migration, enterprise application management, and business process outsourcing through approximately 340,000 employees primarily in India (Chennai, Hyderabad, Pune delivery centers) serving clients in financial services, healthcare, manufacturing, and communications sectors in North America, Europe, and the rest of world. In fiscal year 2024, Cognizant reported revenues of $19.7 billion with modest growth as the IT services sector emerged from the 2023 discretionary spending slowdown, with the company's NextGen strategy (investing in generative AI services, cloud-native application transformation, and digital operations) driving bookings growth. CEO Ravi Kumar S. — joined January 2023 from Infosys — has executed a talent and client engagement restructuring focused on "moving up the value chain" from labor-arbitrage IT outsourcing toward higher-value consulting and AI-integration services: the Belcan acquisition ($1.3 billion, 2023) added 5,500 engineering services professionals serving US aerospace and defense customers (Boeing, Lockheed Martin, General Dynamics), expanding Cognizant beyond IT services into engineering R&D outsourcing. Cognizant's generative AI practice (partnering with Google Cloud, Microsoft Azure, AWS for GenAI implementation) grew to 100+ active GenAI client engagements by 2024 as enterprise clients deployed AI copilots, process automation, and customer service chatbots on Cognizant-managed cloud infrastructure.
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