业绩总结 - Q2FY25总收入为7.638亿美元，同比增长11%[9] - 订阅年化经常性收入（ARR）增长24%，达到15.1亿美元[9] - 非GAAP营业收入为1.386亿美元，非GAAP营业利润率为18.1%[19] - Q3FY25的收入指导为8.15亿美元，同比增长6.8%[36] - FY25的收入指导为31亿美元，同比增长10.5%[38] - FY25的非GAAP运营收入指导为5.32亿美元，非GAAP运营利润率为17%[38] 用户数据 - 客户总数达到13,000，其中62%为财富500强客户[8] - 客户满意度得分（NPS）为82，创行业最高[8] 现金流与财务状况 - 现金及可交易证券总额为18.2亿美元[8] - 运营现金流为2.266亿美元[19] - 自由现金流（非GAAP）为134.2百万美元[72] - 总运营费用（GAAP）为429.2百万美元，占总收入的66.4%[55] - 总运营费用（非GAAP）为349.6百万美元，占总收入的54.0%[60] 产品与市场表现 - FlashArray//E和FlashBlade//E的销售表现强劲，推动了高客户需求[9] - FY25的TCV销售（Evergreen//One和Evergreen//Flex订阅服务）预计为5亿美元，同比增长约25%[38] - Q2 FY25的产品毛利为2.72亿美元，毛利率为67.8%[42] - FY25的非GAAP总毛利为20.73亿美元，毛利率为73.2%[42] 未来展望 - FY25的收入增长率指导为10.5%，在没有不利因素的情况下，预计年增长率为12.5%[40] - FY25的Evergreen//One和Evergreen//Flex的净影响约为2%[40] 费用与支出 - 运营收入（GAAP）为24.9百万美元，运营利润率为2.2%[66] - 运营收入（非GAAP）为106.0百万美元，运营利润率为16.4%[71] - 资本支出为25.2百万美元[71] - 由于重组和减值，相关费用为16.8百万美元，占总收入的2.4%[53] - 股权激励费用（SBC）为75.2百万美元，占总收入的11.6%[56] - 与收购相关的交易和整合费用为2.8百万美元，占总收入的0.1%[71] - 由于前总部的使用权资产减值，相关费用为16.8百万美元，占总收入的0.6%[60]

财务表现 - 第二季度总收入同比增长11%[1] - 第二季度非GAAP毛利率为72.8%[2] - 第二季度非GAAP营业利润率为18.1%[2] - 第二季度经营活动现金流为2.266亿美元，自由现金流为1.666亿美元[2] - 第三季度收入预计为8.15亿美元，同比增长6.8%[6] - 2025财年收入预计为31亿美元，同比增长10.5%[7] - 第二财季总收入为7.64亿美元，同比增长10.9%[23] - 毛利润为5.40亿美元，毛利率为70.7%[23] - 净利润为3567万美元，每股收益为0.10美元[23] - 经营活动产生的现金流为2.27亿美元[26] - 第二财季总营收为7.55亿美元，同比增长8.4%[31] - 非GAAP毛利率为72.8%，较上年同期增加0.4个百分点[30] - 非GAAP营业利润为1.39亿美元，同比增长24.4%[31] - 非GAAP每股收益为0.44美元，同比增长29.4%[31] - 经营活动产生的现金流为2.27亿美元，同比增长123.1%[34] - 自由现金流为1.67亿美元，同比增长257.8%[34] 业务发展 - 订阅服务年度经常性收入(ARR)同比增长24%[2] - 2025财年订阅服务合同总值(TCV)销售预计增长约25%[7] - 产品收入为4.03亿美元，订阅服务收入为3.61亿美元[23] - 订阅服务收入占总营收的74.0%，同比增长3.4个百分点[29] - 产品收入占总营收的67.8%，同比下降2个百分点[29] 研发及营销投入 - 研发费用为1.95亿美元，销售及市场费用为2.50亿美元[23] - 研发投入为1.05亿美元，同比增长17.2%[31] - 销售及市场推广费用为1.39亿美元，同比增长17.1%[31] 其他 - 第二财季新增客户数据未披露[23] - 公司未来展望和业绩指引未提及[23] - 新产品和新技术研发、市场扩张和并购等新策略未提及[23] - 2025财年非GAAP营业利润率预计为17%[7] - 现金及现金等价物余额为9.80亿美元[26]

Q2 total revenue growth of 11% year-over-year Subscription services ARR growing 24% year-over-year SANTA CLARA, Calif., Aug. 28, 2024 /PRNewswire/ -- Today Pure Storage (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technologies and services, announced financial results for its second quarter fiscal year 2025 ended August 4, 2024. "In a world where energy demands are soaring, the power savings of Pure Storage alone make the move from hard disks to Pure technology a smart c ...

The upcoming report from Pure Storage (PSTG) is expected to reveal quarterly earnings of $0.38 per share, indicating an increase of 11.8% compared to the year-ago period. Analysts forecast revenues of $756.59 million, representing an increase of 9.9% year over year. The consensus EPS estimate for the quarter has undergone a downward revision of 4.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during thi ...

Pure Storage, Inc (PSTG) is scheduled to report second-quarter fiscal 2025 results on Aug 28. PSTG expects revenues to be $755 million for the quarter, implying an increase of 9.6% from the year-ago figure. The Zacks Consensus Estimate is pegged at $756.6 million, indicating an improvement of 9.9% from the prior-year level. The Zacks Consensus Estimate for earnings is pegged at 38 cents per share, implying a rise of 11.8% from the prior-year level. PSTG beat on earnings in each of the trailing four quarters ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Pure Storage (PSTG) , which belongs to the Zacks Computer- Storage Devices industry. When looking at the last two reports, this data storage company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 28.28%, on average, in the last two quarters. For the last reported quarter, Pure Storage came out with earnings ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Pure Storage (PSTG) reports results for the quarter ended July 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 28. O ...

文章核心观点 - 分析师的股票评级建议对投资者选股决策的影响有限 [6][7][8] - 分析师评级存在积极偏差,不能完全反映股票的未来价格走势 [7][12] - 使用Zacks Rank评级体系可以更有效地预测股票价格走势 [9][13][14] 公司概况 - Pure Storage(PSTG)当前平均券商评级(ABR)为1.86,介于强烈买入和买入之间 [3] - 21家券商中有12家给予强烈买入评级,占57.1% [4] 行业分析 - 分析师评级存在积极偏差,不能完全反映股票的未来价格走势 [7][12] - Zacks Rank评级体系能更有效预测股票价格走势,与分析师评级有明显区别 [9][13][14][15] 投资建议 - 单纯依据分析师的ABR评级做出投资决策可能不太合适 [6][18] - 可以将Zacks Rank评级作为验证分析师评级的有效工具 [9] - 目前Pure Storage的Zacks Rank为3(中性),投资者需谨慎对待其买入评级 [18]

In collaboration with industry peers, Pure Storage commits to expanding the capabilities of high performance Ethernet for large-scale AI and HPC initiatives SANTA CLARA, Calif., Aug. 13, 2024 /PRNewswire/ -- Pure Storage® (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced that it joined Ultra Ethernet Consortium (UEC), a Linux Foundation initiative dedicated to building a complete, open, and accessible Ethernet-based architecture to acc ...

Pure Storage, Inc's (PSTG) shares have been performing well on the trading front, with a gain of 51.4% year to date compared with the S&P 500 composite's growth 19.2%. Headquartered in Mountain View, CA, Pure Storage provides software-defined all-flash solutions that are uniquely fast and cloud-capable for customers. Its primary offerings are FlashArray and FlashBlade products, which include FlashArray//C, FlashArray//XL, FlashArray File Services, FlashBlade//S and FlashBlade//E. The company offers its prod ...