Everpure (P) 46th Annual William Blair Growth Stock Conference summary

Company evolution and strategy

• Transitioned from a point solution provider to a broad-based storage infrastructure leader, expanding from hardware to data management and intelligence layers.

• Leveraged proprietary software and IP to address new market segments, including hyperscalers and AI-focused tech companies.

• Recent rebranding and acquisition of 1touch signal a move into data insights, security, and broader data management.

Hyperscaler and cloud opportunity

• Hyperscaler business is growing, with software enabling significant efficiency and cost advantages over SSD-based solutions.

• Customer base for hyperscale solutions is broadening to include more cloud providers and AI tech titans.

• Revenue from hyperscalers reached tens of millions in FY 2026, expected to multiply this year, with supply constraints noted.

• Anticipates more clarity and potential ramp-up in hyperscaler business in the second half of the year.

Enterprise market dynamics

• Achieved strong organic growth and share gains in enterprise, with momentum continuing into the current year.

• About a third of recent growth attributed to pricing actions and some pull-forward, but underlying demand remains robust.

• AI is driving increased storage demand as enterprises modernize infrastructure to support new workloads and data value.

• Expects AI to provide constructive tailwinds for storage market growth in both the medium and long term.