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Park Place Technologies now offers full FlashArray support for M and X series arrays at 30-40% less than Everpure renewal pricing, with direct-to-engineer support from Level 3 engineers with deep Everpure expertise. ​Let's talk: parkplacetechnologies.com/th…
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Where is AI's real long-term memory stored? Large language models keep their parameters in GPU memory. But in enterprise AI, "company-specific knowledge" is something different: vector databases. In RAG (Retrieval Augmented Generation) architecture, models query company-specific data in real time. These queries come from a vector store. The vector store loads from ultra-fast storage. $PSTG is a natural player in this layer. Positioning itself as a vector store backend with FlashArray. As enterprise AI adoption accelerates, this thesis becomes clearer. Companies will want to feed their own data to LLMs. The speed of that feed will determine everything. An early and quiet position. Not investment advice.
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If you see $PSTG as "just a storage company," you're reading it wrong. Pure Storage holds a strategic position in the memory layer of AI infrastructure. AI inference is highly sensitive to latency. Model weights and vector databases must load from ultra-fast storage. Pure Storage's FlashArray system fills this gap. Why Pure Storage instead of HDD or traditional storage? Latency. Pure Storage is NVMe-based, sub-millisecond access time. $NVDA, $AMZN, and major hyperscalers use Pure Storage systems. The transition to subscription model continues (Evergreen//One). Recurring revenue is growing. A small company. But positioned in the right place for AI infrastructure. Not investment advice.
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#PSTG'yi "sadece depolama şirketi" olarak görüyorsanız yanlış okuyorsunuz. Pure Storage, AI altyapısının bellek katmanında stratejik bir pozisyonda duruyor. AI inference gecikmeye çok duyarlı. Model ağırlıkları ve vektör veritabanları ultra hızlı depolamadan yüklenmeli. Pure Storage'ın FlashArray sistemi bu boşluğu dolduruyor. Neden Pure Storage, HDD ya da geleneksel depolama değil? Gecikme. Pure Storage NVMe tabanlı, milisaniyenin altında erişim süresi. $NVDA, $AMZN ve büyük hyperscaler'lar Pure Storage sistemleri kullanıyor. Abonelik modeline geçiş devam ediyor (Evergreen//One). Recurring revenue büyüyor. Küçük bir şirket. Ama AI altyapısında doğru yerde duruyor. Yatırım tavsiyesi değildir.
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Slow storage is holding your business back. @EverpureData FlashArray//XL. Extreme performance, zero downtime, built for the AI era. marketing@techfirstgulf.com #PureStorage #FlashArray #TechFirstGulf
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Storage admins, what's your primary tool in 2026? → Primary: NetApp BlueXP → Performance arrays: Pure FlashArray → HCI: VMware vSAN → Software-defined: Ceph / Rook → Cloud: AWS FSx S3 → Monitoring: Prometheus Grafana → Backup: Rubrik / Veeam
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$PSTG — Valye Company Analysis In its most recent quarterly filing dated June 5, 2026, Everpure, Inc. reported the commencement of shipments tied to a major hyperscaler design win, marking a significant milestone in its fiscal 2026 performance. Despite supply chain chall Key points: • Everpure began fiscal 2026 shipments for a large hyperscaler customer following an industry-first Flash design win, with further volume expected in fiscal 2027 [S1], [S2]. • The company’s subscription service mix continues growing, reflecting accelerated adoption of its Evergreen//One outcome-based SLA offering [S2], [S22]. • Everpure’s product suite integrates proprietary Purity OS software with DirectFlash hardware modules across FlashArray and FlashBlade//EXA platforms, targeting AI/HPC and traditional workloads [S1], [S22]. • Evergreen architecture enables continuous non-disruptive hardware and software upgrades, reducing customer switching costs and differentiating from competitors reliant on disruptive hardware refresh cycles [S1], [S16]. • Industry trends such as all-flash data center modernization, AI-driven storage demands, containerized workloads supported by Portworx software, and hybrid/multi-cloud complexity underpin long-term growth opportunities [S1], [S22]. Read: valye.com/news/pstg-company-… #ValyeAI #Stocks #StockAnalysis #StocksInFocus #PSTG #StockMarket #FlashStorage #Hyperscaler #AI #TechInnovation
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If you're running FlashArray M series hardware, you've already heard that these platforms are End of Life (EoL) according to Everpure, and Evergreen coverage is gone unless you agree to their upgrade.​ ​ Extend the life of your FlashArray investment: parkplacetechnologies.com/th…
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Your fastest workloads have always been your least protected. Rubrik for Volumes changes that. Everpure FlashArray block volumes are now in Rubrik Security Cloud: same SLA automation, same 3-2-1-1-0 architecture as your VMs and databases. One platform, no carve-outs. Beta is open now, check it out 👉 rbrk.co/4g03HmP
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@EverpureData M and X Series FlashArrays gain exclusive third-party support with 24/7 hardware and software coverage. @parkplacetech #FlashArray #PureStorage #hardware #maintencehttps://buff.ly/I8ripzl
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11/ ...and data storage efficiency solutions. This is evident by customers shifiting to towards higher performance solutions like FlashArray and FlashBlade. $P justifies the cautious guidance by the volatility memory prices, lowering visibility for the rest of the year.
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Everpure $P 2027年度Q1決算を発表‼️ AI需要追い風に売上高・利益ともに過去最高水準、通期ガイダンスも引き上げ📈 株価は時間外で7.4%下落📉 🔸FY27 Q1業績 ⭕️EPS: 0.47ドル(予想0.40ドル) ⭕️売上高: 10.53億ドル(予想10.03億ドル) 📈売上高成長率: 35% Y/Y ✔️製品売上高: 5.77億ドル( 55% Y/Y) ✔️サブスクリプション売上高: 4.76億ドル( 17% Y/Y) 🔸FY27 Q2ガイダンス ⭕️売上高: 10.95〜11.05億ドル(予想10.5億ドル) 📈売上高成長率: 27〜28% Y/Y 📈Non-GAAP営業利益: 1.95〜2.05億ドル(前年比 50〜58%) 🔸FY27 通期ガイダンス(上方修正) ⭕️売上高: 44.1〜45.1億ドル(予想43.9億ドル、従来43〜44億ドル) 📈売上高成長率: 20〜23% Y/Y ⭕️Non-GAAP営業利益: 8.20〜8.60億ドル億ドル(従来7.80〜8.20億ドル、 29〜36% Y/Y) 🔸サブスクリプション・ARR指標 📈サブスクリプションARR: 20.4億ドル( 19% Y/Y) 📈残存履行義務(RPO): 38億ドル( 41% Y/Y) 📈Storage as a Service(TCV売上): 1.65億ドル( 73% Y/Y) 🔸ハイパースケーラー戦略 ✔️Q1のハイパースケーラーからの製品売上貢献は軽微 ✔️Q3・Q4にかけてハイパースケーラー向け製品売上が大幅増加する見込み(顧客発注コミットメントに基づく) ✔️ハイパースケーラー向け製品の粗利益率は75〜85%を想定 ✔️複数の見込み顧客とシステム認定作業に多大なリソースを投入中 🔸地域別売上構成(Q1) ✔️米国売上: 7.39億ドル( 39% Y/Y) ✔️海外売上: 3.14億ドル( 27% Y/Y、全体の30%) 🔸株主還元 📈自社株買い: Q1に130万株・約8,400万ドルを実施 ✔️既存の4億ドル自社株買い枠の残額: 約2.45億ドル 🔸CEOコメント(Charlie Giancarlo氏) 「Q1はまた素晴らしい四半期となりました。売上高は前年比35%増、営業利益はほぼ倍増し1.59億ドルとなり、いずれもガイダンス上限を超えました。1touchの統合を通じてEnterprise Data Cloudビジョンを拡大し、企業がインフラの摩擦をなくしAI時代に向けてデータを活用できる唯一無二のポジションを確立しています。」 🔸会社概要 Everpure(NYSE: P)は、旧Pure Storageが2026年にブランドを刷新した企業で、業界をリードするストレージ・データ管理プラットフォームを提供しています。FlashArray・FlashBlade・Evergreen//Oneなどの製品群を通じて、データのセキュリティ・アクセス性・インテリジェンスを確保し、AI時代に対応したデータ管理を実現。 Fortune 500の約64%を含む世界14,500社以上の顧客を持ち、10年以上にわたりNPS 80以上を維持する高い顧客満足度を誇ります。
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$P (Everpure, 旧Pure Storage) Q1'27 決算 ⭕EPS: 0.47 vs 予0.40  ( 62.1% YoY / Beat 17.5%) ⭕売上: 1.05B vs 予1.00B  ( 35.3% YoY / Beat 5.3%) ✅Product売上:576.5M( 55.0% YoY)、急加速 ✅Non-GAAP 営業利益:158.8M( 91.9% YoY) ✅営業マージン:15.1%( 450bps) ✅Subscription ARR:2.0B( 19.0% YoY) ✅RPO:3.8B( 41.0% YoY) ✅GAAP営業利益が黒字転換(前年-31M→ 20M) ✅Pure Storage→Everpureへブランド変更、データ管理プラットフォーム企業へ転換 ✅1touch買収完了(DSPM・データ発見/分類) ✅FlashBlade//EXAがSPECstorage AI_Imageで過去最高スコア ⚠️ 営業CF -36.5% YoY、FCF -47.2% YoY(運転資本変動による一時要因) ⚠️ Non-GAAP粗利率:70.1%(-80bps YoY) FY27 Q2ガイダンス ⭕売上:1.095-1.105B(予1.05B)  (中間値1.10B: 27.5% YoY / Beat 4.8%) ✅Non-GAAP 営業利益:195-205M(中間値200M: 54% YoY) FY27通期ガイダンス(大幅上方修正) ⭕売上:4.41-4.51B(予4.39B)  (中間値4.46B: 21.5% YoY / Beat 1.6%、前回4.3-4.4B/ 17-20%から上方修正) ✅Non-GAAP 営業利益:820-860M(中間値840M: 32.5% YoY、前回780-820Mから上方修正) 🏷️ ストレージ/データ管理プラットフォーム 📝 全フラッシュストレージで業界をリードするデータ管理プラットフォーム企業。Evergreen//One(STaaS)・FlashArray・FlashBladeを中核に、AI/HPC・ハイパースケーラー向けに展開。Net Promoter Scoreが10年以上業界最高水準。2026年5月にブランドをPure Storage→Everpureへ刷新し、DSPM企業1touchを買収してAI時代の「データインフラ摩擦の解消」を新ビジョンに掲げる。
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$P and $META have collaborated since 2017 to help design $META’s initial AI infrastructure. Since then, $META has continued to deepen the relationship by using $P’s FlashArray and FlashBlade systems for scalable storage to support $META’s AI workloads. More recently, $P has been providing $META with DirectFlash and architectural software solutions via its Purity platform. With various bottlenecks surfacing in the AI race, $P creates value by: - Reducing energy consumption by 85% or more compared to competitors. $P’s DirectFlash solution bypasses traditional SSD layers for lower latency and power at scale. This makes $P’s solution ideal for AI (training pipelines, inference). - Removing the need for frequent hardware/software upgrades across multiple generations of SSD renewal. SSDs degrade and need replacement over time. Physical replacement is not tough; it is the downtime during replacements/swaps and the process of securing replacements that makes it cumbersome and costly. Moreover, data security is an issue. SSD controllers cannot be easily demagnetized like hard drives, so failing drives containing sensitive AI model data or user data must be physically shredded or cryptographically erased (via block-level cryptographic erasure) before disposal to comply with security standards. $P makes storage reliable and non-disruptive for the customer. In turn, this creates customer loyalty and predictable costs.
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VMware : l'alternative Open Source se concrétise. EverPure & Vates 🇫🇷 migrent vos VMs vers VMS, gardant votre stockage FlashArray. 💡 Maîtrisez les coûts sans tout changer. Détails ici ! 👇 lemagit.fr/actualites/366642…
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Park Place Technologies now offers full FlashArray support for M and X series arrays at 30–40% less than EverPure renewal pricing, with direct-to-engineer support from Level 3 engineers with deep EverPure expertise.​ parkplacetechnologies.com/th…
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Thinking about $P and $NTNX … Could be fun to watch these companies help the AI data center expansion. While they’re different companies, they are actually partners, and not pure competitors. In the joint Nutanix and Everpure solution, Nutanix Cloud Infrastructure powers a disaggregated architecture where compute is performed by Nutanix AHV and storage is delivered by Everpure FlashArray via NVMe over TCP. This architecture allows customers to leverage the storage and data services of Everpure while benefiting from the robust compute virtualization, security, disaster recovery, and operational simplicity of Nutanix.
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