NetApp acquires JetStream Software to extend VMware DR coverage
NetApp (NASDAQ: NTAP) has completed the acquisition of JetStream Software, a San Jose-based vendor specialising in VMware disaster recovery and workload migration. The deal, announced on 12 August 2026, adds JetStream's recovery and mobility technology to NetApp's existing data management portfolio, with the stated aim of helping enterprise customers protect and migrate VMware workloads across on-premises and cloud environments.
The acquisition is positioned by NetApp as a response to a familiar enterprise dilemma: large organisations continue to run critical applications on VMware, yet face growing pressure to adopt cloud infrastructure. JetStream's software lets customers begin that transition with disaster recovery as a first step, leaving production workloads in place until cloud strategies are ready to absorb them. Once acquired, the technology will extend protection to VMware environments running on third-party storage, a segment that NetApp's existing SnapMirror replication tool does not address directly.
The deal
NetApp's chief executive George Kurian said the acquisition expands the company's ability to keep customer data "secure, available, and ready for what comes next," framing the move within a broader narrative around AI-era data infrastructure. Pravjit Tiwana, Senior Vice President and General Manager for Cloud Storage and Services at NetApp, said the combined offering is designed to make NetApp's presence inside hyperscaler environments "the easiest destination for enterprise VMware workloads."
JetStream co-founder and chief executive Tom Critser said joining NetApp would extend the reach of its technology to more organisations globally. NetApp did not disclose the financial terms of the acquisition, the size of JetStream's customer base, or any revenue contribution expected from the deal.
Market context
The acquisition lands at a point of significant flux in the VMware ecosystem. Broadcom's 2023 acquisition of VMware and subsequent licensing changes prompted a wave of enterprise customers to reassess their virtualisation strategies, with some accelerating cloud migration timelines and others evaluating alternative hypervisors. That disruption has created a commercial opening for vendors offering VMware-compatible recovery and migration tooling that is not tied to Broadcom's pricing model.
NetApp competes in the enterprise data infrastructure market against Dell Technologies, Pure Storage, Hewlett Packard Enterprise and the hyperscalers' own first-party storage services. In the cyber resilience and disaster recovery segment specifically, it faces competition from Zerto (now owned by HPE), Veeam, and Commvault, all of which have been expanding their VMware coverage. Adding JetStream broadens NetApp's addressable base beyond its own ONTAP-attached storage environments, which has historically been a constraint on its DR and migration business.
The deal also has a regulatory read-across worth noting. As enterprise VMware workloads migrate to hyperscaler environments under agreements such as Azure NetApp Files, they fall under cloud data-residency and data-governance frameworks including the EU's GDPR, the UK GDPR, and sector-specific rules under DORA for financial services firms. Customers using JetStream-powered migration paths will need to ensure that recovery targets meet their jurisdictional compliance requirements, particularly where data sovereignty obligations restrict cross-border replication. NetApp did not address these requirements in its announcement.
NetApp says the JetStream technology will be integrated with its broader cloud storage portfolio across major hyperscalers. No integration timeline or product roadmap details were disclosed, and the company's safe harbour statement cautions that all forward-looking product plans remain subject to change.