Pure Storage, Inc. (PSTG) Q2 2025 Earnings Call Transcript Summary
Pure Storage, Inc. (PSTG) Q2 2025 Earnings Call Transcript Summary
Total RPO exiting Q2, including both subscription services and product orders, grew 24% year-over-year to $2.3 billion.The following is a summary of the Pure Storage, Inc. (PSTG) Q2 2025 Earnings Call Transcript:
以下是Pure Storage, Inc. (PSTG) Q2 2025年業績會議呼叫成績摘要：
Financial Performance:
金融業績：
Q2 FY25 revenue growth was 11% year-over-year, reaching $764 million.
Subscription Services annual recurring revenue (ARR) grew 24% to over $1.5 billion.
Total RPO exiting Q2, including both subscription services and product orders, grew 24% year-over-year to $2.3 billion.
Operating profit for Q2 was $139 million, with operating margins maintaining robust performance.
Guidance for Q3 expects revenue of $815 million and operating profit of $140 million, maintaining an operating margin of 17.2%.
Q2 FY25營業收入同比增長11%，達到76400萬美元。
訂閱服務年度持續收入（ARR）增長24%，超過15億美元。
Q2結束時總承諾收入（RPO），包括訂閱服務和產品訂單，同比增長24%，達到23億美元。
Q2營業利潤爲13900萬美元，營業利潤率保持強勁表現。
第3季度預期營業收入爲81500萬美元，營業利潤爲14000萬美元，保持營業利潤率爲17.2%。
Business Progress:
業務進展：
Launched next generation of Fusion and AI storage-as-a-service for GPU clouds.
Introduced Direct to Flash technology catering to hyperscalers with significant efficiency benefits.
Engaged in detailed discussions and contractual negotiations with major hyperscalers expected to lead to first design win by year-end.
Pure Cloud Block Store for Microsoft Azure VMware Solution is assisting enterprises in reducing cloud storage costs, with cases showing savings up to 50%.
爲GPU雲提供了下一代Fusion和AI存儲服務。
引入了直接訪問閃存技術，爲超大規模應用提供了顯著的效率優勢。
與主要超大規模應用展開了詳細討論和合同談判，預計將在年底前獲得首個設計項目訂單。
Pure Cloud Block Store爲微軟Azure VMware Solution提供了幫助，降低了企業的雲存儲成本，節省高達50%的費用。
Opportunities:
機會：
AI and machine learning storage solutions, particularly through the service offerings of Evergreen//One for AI.
Strategic positioning in cloud storage cost management potentially reshaping large enterprise cloud deployments.
通過Evergreen//One爲AI提供的服務，提供了AI和機器學習存儲解決方案。
在雲存儲成本管理方面具有戰略定位，有望重塑大型企業的雲部署。
Risks:
風險：
Extended deal closure timings impacting the growth speed of SERVICES ARR due to the cautious expense management in response to economic conditions.
由於謹慎的費用管理響應經濟狀況，延長了交易關閉時間，影響了服務ARR的增長速度。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
