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Pure Storage (PSTG) investor relations material
Pure Storage Analyst Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Analyst Day 2025 summary25 Sep, 2025
Strategic Vision and Technology Direction
Emphasizes a shift from traditional, siloed enterprise storage to a unified, software-defined enterprise data cloud, enabling global data accessibility, automation, and policy-driven governance.
AI is driving customers to rethink data architectures, making data, not just software, the core of competitive advantage.
Launches a unified data plane and intelligent control plane, supporting all workloads (block, file, object, ML/AI, containers) with consistent, reliable, and scalable performance.
Fusion and Purity software unify all storage types and tiers, creating a network effect and simplifying management across workloads.
Evergreen architecture ensures non-disruptive upgrades and long-term value, supporting SaaS-like economics and operational efficiency.
Product Innovation and Market Expansion
FlashBlade Exa, built on scalable metadata engines, targets high-performance AI and NeoCloud workloads, with benchmarks as the fastest AI storage engine.
DirectFlash modules and software are tailored for hyperscalers, offering high density, lower power, and supply chain advantages, with access to nearly half the global NAND market.
The solution spans hot, warm, and cold storage tiers, competing with both SSDs and HDDs, and is highly valued for agility and integration ease.
Evergreen//One delivers block, file, and object storage as a service, with transparent SLAs, zero planned downtime, and guaranteed energy efficiency across on-premises, cloud, and co-location environments.
Over 1,000 customers have adopted Evergreen//One, reflecting strong traction in vendor-managed SLAs and platform stickiness.
Financial Performance and Market Position
Achieved 13% year-over-year revenue growth in Q2, with $861M in revenue and 15% operating margin.
Subscription revenue reached 40% of total and is expected to remain high, with 20% of revenue now from subscriptions.
Invests 15% of revenue in R&D, supporting ongoing innovation and product development.
Holds 15% enterprise storage market share, with significant net gains over competitors since 2013.
Recognized as a leader in Gartner's Magic Quadrant for Enterprise Storage Platforms as of June 2025, with a Net Promoter Score of 81.
Hyperscaler solution: market penetration outlook?
EDC: customer readiness for architectural shift?
AI market: Pure's differentiation & feature roadmap?
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Next Pure Storage earnings date
Q3 20262 Dec, 2025
Next Pure Storage earnings date
Q3 20262 Dec, 2025
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Frequently asked questions
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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