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Pure Storage UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary4 Dec, 2025
Financial performance and outlook
Achieved strong quarterly results, beating both top and bottom line expectations, continuing a trend of outperformance and raising full-year guidance.
Broad-based strength observed across enterprise and new product areas, with significant shipments to hyperscalers surpassing initial full-year expectations.
Momentum is expected to continue, with ongoing investments in growth and a focus on expanding operating profit and margin.
No changes to previously communicated shipment expectations, despite surpassing exabyte shipment milestones.
Multiple growth vectors identified, including enterprise, hyperscalers, NeoClouds, and AI markets.
Hyperscaler relationships and business models
Current hyperscaler relationship is strong, with shipments exceeding guidance and ongoing deployments based on established data center templates.
Exploring new business models tailored to different hyperscaler environments, with options ranging from software royalties to other procurement mechanisms.
Future business models may bring gross margin profiles for hyperscaler revenue closer to company averages, down from current high levels.
Integration work and IP developed with the first hyperscaler is largely reusable, potentially accelerating future deals.
New business models are being considered for both existing and potential new hyperscaler customers.
Technology differentiation and competitive advantage
DirectFlash technology, especially its software, is a key differentiator, enabling higher density, reliability, and performance compared to SSDs.
Enables hyperscalers to achieve required performance in a smaller, more efficient footprint, reducing space, power, and failure points.
Core IP is highly transportable to other hyperscaler environments, with only minor adjustments needed.
Technology advantages allow for structural benefits in commodity markets and pricing flexibility.
How will new hyperscaler models affect margins?
Beyond DFM, what's Pure's core IP advantage?
How does Enterprise Data Cloud drive C-suite talks?
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Next Pure Storage earnings date
28th Annual Needham Growth Conference Virtual15 Jan, 2026
Next Pure Storage earnings date
28th Annual Needham Growth Conference Virtual15 Jan, 2026
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