NetApp vs Jabil
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.
St. Petersburg FL contract electronics manufacturing (NYSE: JBL) ~$28.9B FY2024 revenue; $500M US AI data center manufacturing investment, hyperscaler and Apple primary EMS competing with Foxconn and Flex.
About
Jabil Inc. is a St. Petersburg, Florida-based contract electronics manufacturing services (EMS) and supply chain solutions company — publicly traded on the New York Stock Exchange (NYSE: JBL) as an S&P 500 Information Technology component — providing design, manufacturing, testing, and supply chain management services for electronics and manufactured products across cloud and digital commerce infrastructure, healthcare, automotive, industrial, and consumer markets through approximately 100,000 employees in 100+ facilities across 30+ countries. Jabil is one of the three largest global EMS providers, competing directly with Foxconn (Hon Hai) and Flex Ltd for multinational OEM manufacturing outsourcing. In fiscal year 2024 (ending August 2024), Jabil reported revenue of approximately $28.9 billion after completing the divestiture of its Healthcare segment (sold to a consortium led by PE firm CD&R for approximately $950 million in 2024), which represented a strategic decision to concentrate on higher-growth EMS segments. Jabil's $500 million announced investment in Southeast United States manufacturing for AI data center infrastructure customers — targeting hyperscale data center compute, networking, and storage hardware — is expected to be operational by mid-2026. CEO Mike Dastoor assumed leadership in 2024 following Mark Mondello's retirement, prioritizing AI infrastructure manufacturing as the primary growth vector.
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