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) Q2 2025年业绩会议呼叫成绩摘要：
Financial Performance:
金融业绩：
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营业收入同比增长11%，达到76400万美元。
订阅服务年度持续收入（ARR）增长24%，超过15亿美元。
Q2结束时总承诺收入（RPO），包括订阅服务和产品订单，同比增长24%，达到23亿美元。
Q2营业利润为13900万美元，营业利润率保持强劲表现。
第3季度预期营业收入为81500万美元，营业利润为14000万美元，保持营业利润率为17.2%。
Business Progress:
业务进展：
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%.
为GPU云提供了下一代Fusion和AI存储服务。
引入了直接访问闪存技术，为超大规模应用提供了显著的效率优势。
与主要超大规模应用展开了详细讨论和合同谈判，预计将在年底前获得首个设计项目订单。
Pure Cloud Block Store为微软Azure VMware Solution提供了帮助，降低了企业的云存储成本，节省高达50%的费用。
Opportunities:
机会：
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.
通过Evergreen//One为AI提供的服务，提供了AI和机器学习存储解决方案。
在云存储成本管理方面具有战略定位，有望重塑大型企业的云部署。
Risks:
风险：
Extended deal closure timings impacting the growth speed of SERVICES ARR due to the cautious expense management in response to economic conditions.
由于谨慎的费用管理响应经济状况，延长了交易关闭时间，影响了服务ARR的增长速度。
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。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。