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NetApp’s JetStream Acquisition Explained: The VMware Synergies Investors Should Watch!

NetApp has added another piece to its expanding intelligent data infrastructure strategy with the August 6, 2026 acquisition of JetStream Software, a specialist in VMware disaster recovery and workload migration. The transaction comes as enterprises reassess where VMware workloads should reside, balancing existing on-premise investments against growing use of hyperscale cloud infrastructure. JetStream gives NetApp technology that can protect VMware environments running on virtually any storage platform and recover them onto NetApp-backed cloud services such as Azure NetApp Files. The move follows a record fiscal 2026 in which NetApp generated $6.93 billion of revenue, while all-flash, Public Cloud and Keystone reached new highs and AI-related customer activity accelerated materially. NetApp also acquired AI infrastructure company DataPelago in July, indicating a broader effort to strengthen both data activation and mobility across hybrid environments. JetStream could therefore extend that strategy beyond NetApp’s traditional installed base.