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Pure Storage(PSTG) - 2024 Q4 - Annual Report
2024-03-30 09:12
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 4, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number 001-37570 Pure Storage, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 27-1069557 (State or other ju ...
Pure Storage(PSTG) - 2024 Q4 - Earnings Call Presentation
2024-02-29 10:22
Fiscal Q4 & Full Year 2024 Financial Results February 28, 2024 Forward Looking Statements This presentation contains “forward-looking” statements that are based on our beliefs and assumptions and on information currently available to us. Such forward- looking statements include statements concerning our possible or expected future financial or operating results, business strategies, product development plans, technical and business advantages, competitive position, industry trends and potential growth oppor ...
Pure Storage(PSTG) - 2024 Q4 - Earnings Call Transcript
2024-02-29 10:21
Pure Storage, Inc. (NYSE:PSTG) Q4 2024 Earnings Conference Call February 28, 2024 5:00 PM ET Company Participants Paul Ziots - VP, IR Charles Giancarlo - Chairman & CEO Kevan Krysler - CFO Robert Lee - VP & CTO Conference Call Participants Amit Daryanani - Evercore ISI Meta Marshall - Morgan Stanley Timothy Long - Barclays Bank David Vogt - UBS Simon Leopold - Raymond James & Associates Thomas Blakey - KeyBanc Capital Markets Hadi Orabi - TD Cowen Eric Martinuzzi - Lake Street Capital Markets Aaron Rakers - ...
Pure Storage(PSTG) - 2024 Q4 - Annual Results
2024-02-29 05:06
Exhibit 99.1 Pure Storage Announces Fiscal Fourth Quarter and Full Year 2024 Financial Results FY24 TCV sales growth of Evergreen//One and Evergreen//Flex offerings exceeding 100% Q4 RPO growing 31% year-over-year SANTA CLARA, Calif. – February 28, 2024 – Today Pure Storage (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, announced financial results for its fiscal fourth quarter and full year 2024 ended February 4, 2024. "Our data platform strategy i ...
Pure Storage(PSTG) - 2024 Q3 - Quarterly Report
2023-12-15 08:50
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 5, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37570 Pure Storage, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 27-1069557 (State or other jurisdicti ...
Pure Storage(PSTG) - 2024 Q3 - Earnings Call Transcript
2023-11-30 09:15
财务数据和关键指标变化 - Q3财报显示,收入为7.63亿美元,同比增长13% [31] - 运营利润为1.69亿美元,超出预期 [31] - 剩余履约义务(RPO)超过20亿美元,同比增长30% [34] - 订阅服务年经常性收入(ARR)同比增长26%,接近13亿美元 [36] - 总体毛利率为74%,产品毛利率为73.1%,订阅服务毛利率为75.4% [37] 各条业务线数据和关键指标变化 - Evergreen//One的销售额预计将超过4亿美元,同比增长超过100% [43] - FlashBlade产品线在Q3表现强劲,FlashBlade//E自推出以来迅速成为业务的重要组成部分 [32][23] - Portworx在云原生应用的存储软件方面也取得了创纪录的销售 [18] 各个市场数据和关键指标变化 - 美国市场收入为5.36亿美元,国际市场收入为2.27亿美元 [37] - 在人工智能领域,Pure Storage在Q3获得了双位数的AI胜利,客户包括大型国际零售商和政府机构 [20][21] 公司战略和发展方向和行业竞争 - 公司战略聚焦于向消费和订阅服务转型,特别是Evergreen//One和Portworx的强劲需求 [32] - 公司计划在低价性能层面上积极竞争,尤其是在E系列产品的推广中 [95] - 竞争环境依然激烈,但公司在市场份额和客户满意度方面保持稳定 [110] 管理层对经营环境和未来前景的评论 - 管理层对当前宏观经济环境持谨慎态度,认为支出环境仍然具有挑战性 [40] - 尽管面临挑战,第二季度的需求增长显示出积极的趋势,预计将持续到明年 [85] 其他重要信息 - 公司在Q2回购了超过63万股股票,回购金额超过2200万美元 [38] - 预计2024财年总收入将达到28.2亿美元,同比增长2.5% [41] 问答环节所有提问和回答 问题: 关于1月季度的指导和与预期的差异 - 管理层表示,短期内的收入预期受到Evergreen//One的强劲需求和一个4100万美元的电信订单的影响 [56][57] 问题: 关于Meta订单的恢复 - 管理层确认Meta仍然是一个良好的客户,尽管本季度没有显著贡献,但未来仍有良好机会 [65] 问题: 关于AI胜利的规模和产品组合 - 管理层指出,AI领域的胜利涵盖了多个应用,包括训练基础设施和推理应用,客户包括大型汽车制造商 [78] 问题: 关于Evergreen//One的工作资本需求 - 管理层表示,Evergreen//One的销售将影响RPO和ARR的增长,预计将继续推动业务健康 [104] 问题: 关于竞争环境的变化 - 管理层认为竞争依然激烈,但公司在市场份额和客户满意度方面保持稳定 [110]
Pure Storage(PSTG) - 2024 Q2 - Quarterly Report
2023-09-14 08:55
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 6, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37570 Pure Storage, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 27-1069557 (State or other jurisdiction ...
Pure Storage(PSTG) - 2024 Q2 - Earnings Call Presentation
2023-08-31 09:17
Q2 Fiscal 2024 Results August 30, 2023 Forward Looking Statements This presentation contains “forward-looking” statements that are based on our beliefs and assumptions and on information currently available to us. Such forward- looking statements include statements concerning our possible or expected future financial or operating results, business strategies, product development plans, technical and business advantages, competitive position, industry trends and potential growth opportunities. Forward-lookin ...
Pure Storage(PSTG) - 2024 Q2 - Earnings Call Transcript
2023-08-31 09:17
Pure Storage, Inc. (NYSE:PSTG) Q2 2024 Earnings Conference Call August 30, 2023 5:00 PM ET Company Participants Paul Ziots - VP, IR Charlie Giancarlo - CEO Kevan Krysler - CFO Rob Lee - Chief Technology Officer Conference Call Participants Amit Daryanani - Evercore ISI Aaron Rakers - Wells Fargo Meta Marshall - Morgan Stanley Pinjalim Bora - JPMorgan Wamsi Mohan - Bank of America Krish Sankar - TD Cowen Sidney Ho - Deutsche Bank Shannon Cross - Credit Suisse Jason Ader - William Blair Mehdi Hosseini - Susqu ...
Pure Storage(PSTG) - 2024 Q1 - Quarterly Report
2023-06-16 06:27
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 7, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37570 Pure Storage, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 27-1069557 (State or other jurisdiction of ...