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Pure Storage
Pure Storage (PSTG) investor relations material
Pure Storage 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Strategic direction and product evolution
Focus on leading the transition to all-flash storage, emphasizing simplicity, reliability, and the Evergreen business model.
Evergreen//Forever enables non-disruptive hardware and software upgrades, turning capital purchases into ongoing subscriptions.
Evergreen//One offers storage as a service with SLAs for performance, availability, and ransomware protection, shifting customers from CapEx to OpEx models.
The Enterprise Data Cloud initiative aims to provide cloud-like flexibility and governance for enterprise storage, with future plans to integrate third-party products.
FlashBlade//Exa and Hydrogen appliances target AI workloads, hyperscalers, and GPU cloud providers, offering scalable performance and flexibility.
Market trends and customer adoption
Rising NAND prices and supply constraints are shifting some customers toward subscription-based models like Evergreen//One.
Total cost of ownership for flash is increasingly competitive with hard drives, especially as flash offers longer lifespans and lower operational costs.
Energy efficiency and data center power consumption are growing concerns, but AI adoption is currently a stronger driver for storage upgrades.
Adoption of flash over hard drives is currently tempered by high NAND prices, but expected to rebound as prices normalize.
KubeVirt and Portworx are gaining traction as customers seek alternatives to VMware and move toward containerization.
Financial and competitive landscape
NAND price cycles have historically provided slight revenue tailwinds when prices rise, with margins remaining stable.
Competitors are raising prices, which benefits Pure's position due to product efficiency and density.
New entrants are mainly seen in GPU cloud environments, while traditional enterprise competition remains stable.
Win rates in GPU cloud deals are less predictable due to smaller deal volumes, but expected to improve with new products.
Hyperscale partnerships are expanding, with exabyte shipments exceeding initial projections, driven by AI demand.
Evergreen/One demand drivers in tight market?
FlashBlade EXA's competitive edge for AI clouds?
NAND price cycles: growth tailwind or headwind?
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Next Pure Storage earnings date
Q4 202625 Feb, 2026
Pure Storage
Next Pure Storage earnings date
Q4 202625 Feb, 2026
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Pure Storage, Inc. provides technology and data storage solutions in the United States and internationally. It offers all-flash storage solutions for clients to help them with cloud computing, enterprise mobility, big data analytics, and next-generation business systems.
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