Though the stock market has rallied back near all-time highs as investors shook off concerns of macro slowdowns and insufficient Fed rate cuts, a number of individual stocks have still been hit hard in the wakeWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha sin ...

数据存储平台 - 公司数据存储平台支持广泛的结构化和非结构化数据，可以在混合云和公有云环境中进行大规模部署，包括关键生产、测试和开发、分析、灾难恢复、备份和恢复、人工智能和机器学习等各种工作负载[146] - 公司推出了业界首个AI存储即服务Evergreen//One for AI，可为GPU提供保证的存储性能，支持训练、推理和高性能计算工作负载[147] - 公司推出了下一代Pure Fusion，这是一种首创的自动化存储云架构，可消除现有企业数据存储系统中的数据孤岛[147] 环境、社会和治理(ESG) - 公司发布了第三份环境、社会和治理(ESG)报告，表示公司的数据存储平台相比机械硬盘存储可减少高达10倍的能耗,相比固态硬盘可减少高达5倍的能耗[149] 订阅服务收入 - 公司订阅服务收入在2025财年第二季度和前两个季度同比分别增长25%和24%,主要由于Evergreen订阅服务(包括Evergreen//One)销售增长所致[161] 地区收入 - 公司2025财年第二季度和前两个季度美国市场收入同比分别增长9%和11%,其他地区市场收入同比分别增长16%和21%[162] 订阅年度经常性收入(ARR) - 公司订阅年度经常性收入(ARR)在2025财年第二季度末达到15.11亿美元,同比增长24%[164] 剩余履约义务(RPO) - 公司在2025财年第二季度末的剩余履约义务(RPO)为23亿美元,其中48%预计将在未来12个月内确认为收入[165] 存储即服务产品 - 公司的存储即服务产品(包括Evergreen//One、Evergreen//Flex和Cloud Block Store)的总合同价值(TCV)销售是公司评估这些消费和订阅型产品表现的关键指标[166] 成本和毛利率 - 产品成本收入和毛利率增加主要由于产品销售和产品组合的增加所致，部分被过时库存费用的降低所抵消[168] - 订阅服务成本收入增加主要由于支持不断增长的Evergreen订阅安装基础所致，包括Evergreen//One和Portworx[169] - 产品毛利率下降主要由于FlashBlade//E、FlashArray//E和FlashArray//C解决方案的销售强劲,使客户能够将成本敏感型工作负载从磁盘转移到全闪存解决方案[169] - 订阅服务毛利率上升主要由于提高了支持交付Evergreen订阅服务的服务物流工作流程的自动化[170] 费用 - 研发费用增加主要由于员工薪酬和相关成本(包括股票激励)的增加,以及设备采购和设施相关成本的增加[173] - 销售和营销费用增加主要由于员工薪酬和相关成本(包括股票激励)的增加[175] - 一般及行政费用增加主要由于员工薪酬和相关成本(包括股票激励)的增加[178] 重组和减值费用 - 公司在第一两个季度确认了1590万美元的重组和减值费用,主要与2024财年第四季度启动的一次性裁员和终止福利相关[180] 其他收支 - 其他收支净额增加主要由于利息收入的增加以及美元相对于某些外币贬值导致的外汇收益增加[181] 法律诉讼 - 公司目前未参与任何可能对业务产生重大不利影响的法律诉讼[212]

The computer storage devices industry players are well-poised to gain from solid momentum in cloud computing, Internet of Things (IoT), auto, connected devices, virtual reality and Artificial Intelligence (AI) in the long run.Per a report from Gartner, worldwide IT spending is projected to reach $5.26 trillion in 2024, indicating an increase of 7.5% from the 2023 levels. This is an improvement over the earlier projection of overall spending of $5.06 trillion. Gartner also reported that data center systems s ...

Pure Storage (PSTG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this data storage company have returned -5.5%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Computer- Storage Devices industry, which Pure Storage falls in, has lost 13.6%. The key question now is: What could be the stock's future direction?Wh ...

Pure Storage (PSTG) reported non-GAAP earnings per share (EPS) of 44 cents for second-quarter fiscal 2025, which beat the Zacks Consensus Estimate by 15.8%. The company reported non-GAAP EPS of 34 cents in the prior-year quarter. Total revenues soared 11% from the year-ago quarter to $763.8 million and beat the Zacks Consensus Estimate by 1%. The top-line expansion stemmed from healthy demand trends across the data storage platform as customers shift cost-sensitive workloads to all-flash. Steady momentum in ...

Pure Storage Inc (NYSE:PSTG) stock is moving sharply lower today, despite the data storage name reporting generally upbeat second-quarter results, including better-than-anticipated earnings and revenue. Though the company maintained its full-year revenue outlook, it lowered its guidance for subscription-as-a-service (SaaS) related total contact value, while FactSet reported that its operating income guidance came in below expectations. It's also worth noting that sector peer NetApp (NTAP) is plummeting desp ...

财务数据和关键指标变化 - 公司Q2收入为7.64亿美元,同比增长11% [10] - 订阅服务年度经常性收入(ARR)增长24%,达到15亿美元以上 [24] - 总RPO(剩余履约义务)同比增长24%,达到23亿美元 [25] - 总体毛利率为72.8%,与去年同期持平 [27] - 产品毛利率为69.5%,反映了公司//E系列产品销售的强劲增长 [28] - 订阅服务毛利率提升至76.4% [27] - 经营利润为1.39亿美元,经营利润率约18% [29] 各条业务线数据和关键指标变化 - FlashArray//E和FlashBlade//E产品线销售保持强劲增长 [24] - Evergreen//One服务订阅业务保持良好发展,但大单的签约时间有所延长 [13][26] - 公司正在积极推进向客户提供基于GPU的AI存储即服务 [12] 各个市场数据和关键指标变化 - 美国市场收入为5.38亿美元,国际市场收入为2.26亿美元 [27] - 新增客户261家,现已服务62%的财富500强企业 [27] 公司战略和发展方向及行业竞争 - 公司推出下一代Fusion存储云架构,帮助客户消除数据孤岛 [11] - 公司在AI存储领域保持领先优势,正在积极拓展AI训练、推理和数据管理等机会 [14][15] - 公司的DirectFlash技术在性能、密度和能效方面保持行业领先地位,有望进一步拓展超大规模数据中心市场 [18][19][20] - 公司在企业级存储市场持续增强竞争力,已成为行业第二大全闪存供应商 [23] 管理层对经营环境和未来前景的评论 - 公司尚未看到宏观环境和客户采购意愿发生重大变化,但客户正在更加关注云、软件和SaaS服务的成本管控 [22] - 公司相信存储市场将在当前IT环境下保持韧性,但尚未看到明显的转折点 [22] - 公司对未来保持信心,将继续扩大市场份额,维持在存储行业的领导地位 [23] 其他重要信息 - 公司正在与主要超大规模数据中心客户进行深入合作,预计年内将获得首个设计中标 [18][41][42][43] - 公司将在今年年底推出150TB的DirectFlash模块,进一步提升产品性能和能效优势 [19][66][67][68] 问答环节重要的提问和回答 问题1 **Amit Daryanani 提问** Evergreen//One TCV目标从6亿美元下调至5亿美元的原因 [37][38][39] **Charlie Giancarlo 和 Kevan Krysler 回答** 大型Evergreen//One交易签约时间延长,但公司仍对Evergreen//One业务保持信心 [38][39] 问题2 **Howard Ma 提问** 产品收入占比下降,但总收入指引未变的原因 [46][47][48] **Charlie Giancarlo 和 Kevan Krysler 回答** CapEx销售和Evergreen//One小单业务保持良好,大型Evergreen//One交易延长导致影响 [47][48] 问题3 **Quinton Gabrielli 提问** 150TB DirectFlash模块的订单情况及对客户转型的影响 [66][67][68] **Charlie Giancarlo 和 Rob Lee 回答** 150TB模块有助于公司进一步降低成本,为更低价位的产品创造机会,不会对客户转型造成障碍 [67][68]

Pure Storage (PSTG) reported $763.77 million in revenue for the quarter ended July 2024, representing a year-over-year increase of 10.9%. EPS of $0.44 for the same period compares to $0.34 a year ago.The reported revenue represents a surprise of +0.95% over the Zacks Consensus Estimate of $756.59 million. With the consensus EPS estimate being $0.38, the EPS surprise was +15.79%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall St ...

Pure Storage (PSTG) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.79%. A quarter ago, it was expected that this data storage company would post earnings of $0.22 per share when it actually produced earnings of $0.32, delivering a surprise of 45.45%.Over the last four quarters, th ...

Q2 Fiscal 2025 Financial Results August 28, 2024 Forward Looking Statements and Non-GAAP Information This presentation contains forward-looking statements regarding our products, business and operations, including but not limited to our views relating to future period financial and business results, demand for our products and subscription services, including Evergreen//One, our technology and product strategy, specifically customer priorities around sustainability, the environmental and energy saving benef ...