What is Everpure's gross profit margin?

Did Everpure beat or miss consensus estimates last quarter?

What were the key takeaways from Everpure’s earnings call?

What is the revenue and EPS growth rate for Everpure year over year?

What is the market's earnings forecast for Everpure next quarter?

What were the key takeaways from Everpure's earnings call?

What is Everpure's latest dividend and current dividend yield?

What guidance did Everpure's management provide for the next earnings period?

- **Record Revenue Growth**: FY26 revenue $3.7B, Q4 $1.01B (20% YoY), driven by enterprise and hyperscale expansion.
- **AI-Driven Innovations**: Launch of FlashBlade//EXA with first customer win, and 1touch acquisition to enhance data preparation for AI.
- **Hyperscale Momentum**: FY27 hyperscale revenue expected to accelerate, with Q3/Q4 concentration and 75-85% gross margins.
- **Financial Strength**: FY26 operating profit $635M (17.3% margin), FY27 guidance for 18.8% revenue growth and 26% operating profit growth.
- **Component Cost Impact**: Q1 product gross margins at lower end of 65-70% range due to component price volatility.

**【CEO Summary Section】**
- FY26 revenue reached $3.7B, with Q4 marking the first billion-dollar quarter, driven by enterprise, hyperscale, and international growth.
- Launched FlashBlade//EXA, securing the first customer and advancing discussions with dozens more, targeting AI-scale workloads.
- Acquired 1touch to enhance data preparation for AI, embedding capabilities into Purity software.
- Rebranded to Everpure, reflecting expansion from storage to comprehensive data intelligence.
- FY27 guidance: 19% YoY growth at midpoint, with hyperscale shipments concentrated in H2.

**【CFO Financial Commentary】**
- Q4 revenue: $1.01B (20% YoY), operating profit $226M (21.3% margin), FY26 operating profit $635M (17.3% margin).
- Product gross margin 67.3% in Q4, impacted by component costs; Q1 product margins expected at lower end of 65-70% range.
- Subscription revenue $440M (14% YoY), ARR $1.9B (16% growth), RPO up 40% in Q4.
- FY27 guidance: Revenue $4.3-4.4B (18.8% growth), operating profit $780-820M (26% growth).
- Hyperscale gross margins expected 75-85%, accretive to overall margins.

**【Q&A Highlights】**
- **Component Pricing & Demand**: CEO confirms Q1 growth is demand-driven, not pricing-related; Q4 wins will impact Q1 shipments. Component costs increased 4x YoY, with prices set to stabilize.
- **Hyperscale Progress**: Tarek notes FY27 hyperscale revenue acceleration, with Q3/Q4 concentration; standardized model with hyperscalers, excluding NAND procurement.
- **EXA Momentum**: Rob Lee highlights EXA's performance in MLPerf and SPECstorage benchmarks, with follow-on orders from initial customer.
- **1touch Integration**: Tarek expects 1.5% FY27 operating profit dilution, becoming accretive within 24 months; focuses on data discovery, classification, and governance for AI readiness.
- **Subscription Growth**: Tarek attributes RPO acceleration to Evergreen//One renewals, with longer-term contracts driving 40% Q4 RPO growth.


Pure Storage, Inc.(PSTG)-20260226-2026 Q4 Earnings call transcript

- **Revenue & Profit Growth**: Q3 revenue up 16% YoY to $964M, operating profit up 17% YoY to $196M, with FY26 guidance raised to 14.7% YoY growth.
- **Hyperscale Dominance**: Exceeded 1-2 exabyte shipment target, with hyperscale contributing high-margin software licensing revenue.
- **Product Leadership**: FlashBlade//EXA delivers 2x AI performance, Evergreen//One subscriptions grow 25% YoY, and ARR hits $1.8B.
- **Strategic Investments**: Planning to reinvest hyperscale profits into R&D and sales to drive enterprise and AI growth, with FY27 guidance to be updated in Q4.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue of $964 million, up 16% YoY, driven by enterprise and hyperscale demand. Operating profit reached $196 million, a 17% YoY increase.
- **Hyperscale Success**: Exceeded annual hyperscale shipment target of 1-2 exabytes by Q3, with Q4 shipments expected to continue momentum. Hyperscale business contributes high-margin software licensing revenue.
- **Product Innovation**: FlashBlade//EXA delivers twice the performance of competitors in AI workloads, while Evergreen//One subscriptions grew 25% YoY to $120 million in TCV.
- **Market Recognition**: Positioned highest for execution in Gartner Storage Platforms Magic Quadrant and recognized as a leader in Infrastructure Platform Consumption Services.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP revenue growth of 16% YoY, operating margin of 20.3%, and free cash flow of $53 million. Subscription services revenue up 14% YoY to $430 million, with ARR at $1.8 billion (17% YoY growth).
- **Gross Margins**: Product gross margin of 72.9%, driven by higher-end configs, Portworx term licenses, and hyperscale shipments. Full-year product gross margin expected near 70%.
- **Guidance Update**: Q4 revenue guidance of $1.02-1.04 billion (17% YoY), FY26 revenue up 14.7% YoY to $3.63-3.64 billion. Operating profit guidance increased to $629-639 million (13% YoY growth).

**【Q&A Highlights】**
- **Commodity Pricing Impact**: Higher NAND/DRAM prices expected to boost top-line revenue growth, with Evergreen//One model insulating from spot price volatility.
- **Hyperscale Business Model**: Exploring new revenue models for FY27 that may alter gross margin dynamics, with focus on scaling DirectFlash technology.
- **Investment Strategy**: Planning to reinvest hyperscale profits into R&D, sales, and marketing to drive enterprise and AI growth, with FY27 guidance to be provided in Q4.
- **Neocloud Expansion**: FlashBlade//EXA targeting AI/neoclouds with 2x performance advantage, positioning Pure as a hyperscale alternative to traditional SSDs.

Pure Storage, Inc. (PSTG) Q3 2026 Earnings Call Transcript

- **Revenue Acceleration**: Q2 revenue up 13% YoY to $861M, with subscription services (48% of total) growing 15% YoY. FY26 guidance raised to $3.6B-$3.63B (14% YoY midpoint).
- **High-Margin Wins**: Meta collaboration yields >90% margins, with potential 1-2 exabyte deployment by FY26 end. Subscription gross margin 76.5%.
- **Product Momentum**: FlashBlade//E sales drove 40%+ product GM expansion. Portworx wins 70%+ infrastructure space savings for financial institutions.
- **Strategic Shifts**: Enterprise Data Cloud adoption accelerating, with 62% Fortune 500 penetration. DirectFlash offers 70% lower TCO vs legacy storage.

**【CEO Summary Section】**
- **Revenue Growth**: Q2 revenue of $861 million, up 13% YoY, driven by strong enterprise adoption of Evergreen//One, Cloud Block Store, and Portworx. Subscription services revenue grew 15% YoY to $414.7 million, accounting for 48% of total revenue.
- **Customer Wins**: Notable wins include a global IT consulting firm adopting Enterprise Data Cloud, a financial institution migrating to Kubernetes with Portworx, and a food products company reducing cloud costs by 40% with Cloud Block Store.
- **Hyperscale Progress**: First revenue recognized from Meta collaboration, with potential for 1-2 exabytes of DirectFlash deployment by FY26 end. DirectFlash offers 70% lower power/space requirements vs legacy SSDs.
- **Product Launches**: FlashBlade//EXA, FlashArray//XL R5, and FlashArray//ST announced at Accelerate conference, targeting AI/ML workloads.

**【CFO Financial Commentary】**
- **Financial Highlights**: Operating profit of $130 million (15.1% margin), up 300bps YoY. Free cash flow of $150 million (17.4% margin). RPO grew 22% to $2.8 billion, ARR up 18% to $1.8 billion.
- **Gross Margins**: Total GM 72.1%, subscription GM 76.5%, product GM 68% (vs 64% prior quarter). Improved product mix (high-end FlashBlade//E) and pricing discipline drove margin expansion.
- **Guidance Update**: FY26 revenue guidance raised to $3.6B-$3.63B (14% YoY midpoint vs prior 11%), operating profit $605M-$625M (10% YoY). Q3 revenue expected $950M-$960M (15% YoY).
- **Share Buyback**: $42M returned to shareholders, $109M remaining under buyback authorization.

**【Q&A Highlights】**
- **Meta Collaboration**: Tarek clarifies Meta revenue not material in Q2 but 'possibly more than 1-2 exabytes' by FY26 end. Royalty-based model yields >90% margins. 
- **Gross Margin Drivers**: 40%+ product GM improvement from mix shift to higher-end FlashBlade//E and Portworx deals. Software-defined storage (Fusion V2) enables 30%+ data reduction efficiency gains.
- **Hyperscale Expansion**: Early-stage co-engineering with multiple hyperscalers beyond Meta. DirectFlash adoption could accelerate as hyperscalers transition from HDD/SSD to flash-only architectures.
- **Nutanix Partnership**: Nutanix will integrate Pure arrays into its hypervisor, enabling customers to modernize apps while retaining existing storage. General availability expected Q4 FY26.
- **Macro Environment**: CEO notes macro uncertainty 'disappeared' in H2, with strong pipeline visibility supporting guidance increase. Enterprise Data Cloud adoption accelerating amid AI/ML spend growth.

Pure Storage, Inc. (PSTG) Q2 2026 Earnings Call Transcript

- **12% Revenue Growth**: Q1 FY26 revenue of $779 million reflects strong demand for E family and SaaS solutions.
- **Fusion 2.0 Leadership**: Over 100 customers leveraging Fusion 2.0 for unified data management.
- **AI Storage Breakthrough**: FlashBlade//EXA delivers unmatched GPU cluster scalability for AI workloads.
- **Evergreen//One Surge**: Subscription services revenue up 17%, TCV sales jump 70% to $95 million.
- **Meta Hyperscale Deal**: 1-2 exabytes expected in H2 FY26, with licensing fee model for revenue.
- **10.6% Operating Margin**: Q1 operating profit of $82.7 million, supported by 77.2% subscription margin.
- **Tariff Resilience**: Evergreen//One absorbs tariff costs, protecting subscription rates.
- **Hyperscale Leverage**: Shared capabilities reduce R&D costs for future hyperscaler wins.


**【CEO Summary Section】**
- **Q1 FY26 Revenue Growth**: 12% year-over-year to $779 million, driven by strong demand for E family solutions and storage-as-a-service (SaaS) offerings.
- **Fusion 2.0 Adoption**: Over 100 customers are actively using or testing Fusion 2.0, enabling unified data management across global estates.
- **AI & HPC Innovation**: Launched FlashBlade//EXA, the industry's highest-performing storage platform for AI and HPC, featuring disaggregated architecture for GPU cluster scalability.
- **Virtualization Breakthroughs**: Signed major deal with Nutanix to integrate Pure Storage with Nutanix Cloud Platform, addressing modern virtualization needs. Highlighted wins in automotive and healthcare sectors.
- **Hyperscale Progress**: On track to deliver 1-2 exabytes of hyperscale solutions with Meta in H2 FY26, with production validation testing progressing as planned.
- **Evergreen//One Momentum**: Subscription services revenue reached $406 million (17% YoY growth), with TCV sales jumping 70% to $95 million.
- **Leadership Transition**: CFO Kevan Krysler announced departure, with plans for smooth transition.

**【CFO Financial Commentary】**
- **Revenue Performance**: U.S. revenue grew 9% to $531 million, international revenue surged 21% to $248 million, reflecting global expansion.
- **Profitability**: Operating profit of $82.7 million (10.6% margin), up from $75 million (9.5% margin) in Q1 FY25. Subscription services margin improved to 77.2%.
- **Gross Margin**: Total gross margin 70.9%, product margin 64% (up 1.1pts QoQ), driven by E family strength and QLC flash cost moderation.
- **Cash Flow**: Operating cash flow $284 million, capital investments $72 million (hyperscale, Fusion 2.0, Evergreen//One).
- **Guidance**: Reaffirmed FY26 revenue guidance of $3.1-3.2 billion (10-12% growth), with Q2 revenue expected at $845 million (10.6% YoY).

**【Q&A Highlights】**
- **Hyperscale Dynamics**: Meta's 1.5-2 year design cycle for next-gen data centers delays revenue recognition, but 1-2 exabytes expected in H2 FY26.
- **FlashBlade//XL Economics**: Disaggregated architecture targets sovereign clouds and GPU farms, with margins expected to match or exceed company average.
- **Macro Impact**: No significant pull-in seen in Q1; Evergreen//One absorbs tariff costs, protecting subscription rates.
- **Evergreen//One Scaling**: TCV sales growth of 70% reflects broader customer adoption, with hyperscale opportunities driving future expansion.
- **Meta Collaboration**: Pure's role as DFM software module partner in Meta's hyperscale strategy, with licensing fee model for revenue recognition.
- **Subscription Margin Resilience**: Tariff costs absorbed in backend operations, no impact on subscription gross margins.
- **Hyperscale Investment Leverage**: Shared capabilities (e.g., flash supplier testing) across hyperscalers reduce incremental R&D costs.


Pure Storage, Inc. (PSTG) Q1 2026 Earnings Call Transcript

- **Record Revenue Growth**: FY25 total revenue $3.2B (+12%), capping with Q4 11% growth.
- **Hyperscale Breakthrough**: Design win with top 4 hyperscaler, progressing to FY27 production.
- **Fusion Revolution**: 30+ customers activated, enabling 1,000+ array data cloud management.
- **AI Expansion**: Portworx adoption in 25% of Fortune 500 for Kubernetes/ML, FlashBlade GTC showcase.
- **Financial Strength**: $526M free cash flow, $374M share buybacks, FY26 guide for 17% operating margin.
- **Risk Management**: Tariff contingency plans, $250M capex for hyperscale scale-up.


**【CEO Summary Section】**
- Delivered Q4 revenue growth of 11% and FY25 total revenue of $3.2B, exceeding $3B milestone for the first time.
- Highlighted strategic wins: 
  - Design win with top 4 hyperscaler, progressing to deployment with DirectFlash technology.
  - Launch of 150TB DirectFlash Module (DFM), with 300TB model planned for late 2025.
  - Expansion of E family solutions, driving 10x unstructured data growth for AI workloads.
- Fusion v.2 launch enabling enterprise data cloud: 
  - Automates data management across 1,000+ arrays, reducing manual silo management.
  - Case studies: 89% power reduction for telco, 30% cost savings for manufacturer via Portworx.
- AI advancements: 
  - FlashBlade to showcase unmatched AI infrastructure performance at NVIDIA GTC.
  - Portworx adoption in 2 Fortune 50 companies for Kubernetes migration.

**【CFO Financial Commentary】**
- Q4 GAAP net income: $420M; Non-GAAP EPS: $1.08 (vs. $0.95 guidance).
- FY25 operating margin: 17.4%, up from 16.2% FY25.
- Key financial highlights: 
  - Subscription ARR: $1.7B (21% YoY growth).
  - RPO: $2.6B (14% YoY growth).
  - Free cash flow: $526M (16.6% of revenue).
  - Share buybacks: $374M (6.7M shares) in FY25.
- FY26 guidance: 
  - Revenue: $3.5B (11% growth).
  - Operating margin: ~17%.
  - Product gross margin: mid-60s (aligned with long-term target).
- Hyperscale investments: 
  - $227M in FY25 for R&D, data centers, and DirectFlash expansion.
  - New $250M share repurchase program announced.

**【Q&A Key Themes】**
- **Fusion Adoption**: 30+ customers activated in Q4, with 117% NDR and 77% subscription margin.
- **Hyperscale Progress**: 
  - Testing multiple performance tiers with hyperscaler.
  - FY27 production ramp requires $250M+ in capex for scale.
- **Margin Dynamics**: 
  - E family sales drove Q4 product GM to 62.9% (vs. 65% target).
  - Expect QLC flash price moderation to improve margins in FY26.
- **Geographic Performance**: 
  - U.S. revenue up 12%, international flat YoY due to macro uncertainty.
- **AI Impact**: 
  - Portworx adoption in 25% of Fortune 500 for Kubernetes/ML workloads.
  - Fusion enables real-time AI data access across silos.


Actual											0.23	-0.02	0.06	0.01	0.13	0	0.14	0.22	0.36	0.25	0.32	0.31	0.53	0.08	0.34	0.5	0.5	0.32	0.44	0.5	0.45	0.29	0.43	0.58	0.6905
Forecast											0.2168	-0.1578	0.0042	-0.0022	0.0917	-0.0585	0.053	0.1239	0.2629	0.0429	0.2187	0.2548	0.3865	0.0372	0.2758	0.3987	0.4361	0.2104	0.3687	0.4141	0.4146	0.2458	0.3882	0.5799	0.6451
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+6.09%	+87.33%	+1328.57%	+554.55%	+41.77%	+100.00%	+164.15%	+77.56%	+36.93%	+482.75%	+46.32%	+21.66%	+37.13%	+115.05%	+23.28%	+25.41%	+14.65%	+52.09%	+19.34%	+20.74%	+8.54%	+17.98%	+10.77%	+0.02%	+7.04%

PSTG

PSTG fundamentals

PSTG Q4 2026 Earnings

Earnings Call

You can ask Aime

PSTG

PSTG fundamentals

PSTG Q4 2026 Earnings

Earnings Call

PSTG Earnings Call Summary for Q4/20265:00 PM on Feb 25, 2026

PSTG Earnings Call Summary for Q3/20265:00 PM on Dec 2, 2025

PSTG Earnings Call Summary for Q2/20265:00 PM on Aug 27, 2025

PSTG Earnings Call Summary for Q1/20265:00 PM on May 28, 2025

PSTG Earnings Call Summary for Q4/20255:00 PM on Feb 26, 2025

You can ask Aime