Pure Storage, Inc. (PSTG) Q2 2025 Earnings Call Transcript Summary
Pure Storage, Inc. (PSTG) Q2 2025 Earnings Call Transcript Summary
The following is a summary of the Pure Storage, Inc. (PSTG) Q2 2025 Earnings Call Transcript:
以下是Pure Storage, Inc.（PSTG）2025年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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%.
25財年第二季度收入同比增長11％，達到7.64億美元。
訂閱服務年度經常性收入（ARR）增長了24％，達到超過15億美元。
第二季度退出的RPO總額，包括訂閱服務和產品訂單，同比增長24％，達到23億美元。
第二季度的營業利潤爲1.39億美元，營業利潤率保持強勁表現。
第三季度預期收入爲8.15億美元，營業利潤爲1.4億美元，營業利潤率保持在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%.
推出了適用於 GPU 雲的下一代 Fusion 和 AI 存儲即服務。
推出了 Direct to Flash 技術，可滿足具有顯著效率優勢的超大規模企業的需求。
參與了與主要超大規模公司的詳細討論和合同談判，預計將在年底前贏得首個設計勝利。
微軟Azure的純雲區塊存儲VMware解決方案正在幫助企業降低雲存儲成本，案例顯示最多可節省50％。
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.
人工智能和機器學習存儲解決方案，特別是通過Evergreen//One for AI提供的服務。
雲存儲成本管理的戰略定位有可能重塑大型企業雲部署。
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.
由於針對經濟狀況進行了謹慎的費用管理，延長了交易完成時間，影響了SERVICES 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。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。