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Aug 06, 2023

Pure Storage Q2 2024 Earnings Report

Reported record sales in the FlashBlade portfolio, doubled subscription sales year-over-year for Evergreen//One, and increased operating margin annual guidance.

Key Takeaways

Pure Storage announced its Q2 Fiscal Year 2024 financial results, highlighting a revenue increase of 6.5% year-over-year and record sales in the FlashBlade portfolio. The company also doubled sales of its Evergreen//One subscription offering and raised its operating margin annual guidance.

Revenue reached $688.7 million, a 6.5% increase year-over-year.

Subscription services revenue grew to $288.9 million, up 24% year-over-year.

Subscription ARR reached $1.2 billion, a 27% increase year-over-year.

GAAP operating loss was $(6.2) million; non-GAAP operating income was $111.8 million.

Total Revenue
$689M
Previous year: $647M
+6.5%
EPS
$0.34
Previous year: $0.32
+6.3%
Gross Profit
$487M
Previous year: $444M
+9.7%
Cash and Equivalents
$409M
Previous year: $653M
-37.3%
Free Cash Flow
$46.5M
Previous year: $134M
-65.3%
Total Assets
$3.13B
Previous year: $3.05B
+2.8%

Pure Storage

Pure Storage

Pure Storage Revenue by Segment

Forward Guidance

The company provided guidance for Q3 FY24, projecting revenue of $760 million and non-GAAP operating income of $135 million, with a non-GAAP operating margin of 17.8%. For the full fiscal year 2024, they anticipate mid to high single-digit revenue growth and a non-GAAP operating margin of 15.5%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income