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Feb 01
Pure Storage Q4 2026 Earnings Report
Everpure (formerly Pure Storage) reported its fiscal fourth quarter 2026 results, achieving its first billion-dollar revenue quarter.
Key Takeaways
Everpure delivered a strong Q4 with revenue growing 20% year-over-year to $1.1 billion, driven by robust demand in Enterprise and Hyperscaler sectors. The company saw significant growth in Remaining Performance Obligations (40%) and Subscription ARR (16%), while maintaining healthy non-GAAP operating margins of 21.3%.
Achieved first billion-dollar revenue quarter in company history, growing 20% YoY.
Remaining Performance Obligations (RPO) grew over 40% YoY to $3.7 billion, indicating strong future demand.
Subscription Annual Recurring Revenue (ARR) reached $1.9 billion, up 16% YoY.
Announced a definitive agreement to acquire 1touch to extend Enterprise Data Cloud capabilities into data discovery and classification.
Revenue by Segment
Forward Guidance
Everpure expects continued strong growth in Q1 and FY27, with revenue growth projected between 17% and 30%.
Positive Outlook
- Q1 FY27 revenue guidance of $990M to $1.01B, representing 27-30% growth.
- Full year FY27 revenue expected to reach up to $4.4 billion.
- Non-GAAP operating income for Q1 projected to grow up to 63% YoY.
- Robust demand across Enterprise and Hyperscaler sectors.
- Strong momentum from new Enterprise Data Cloud (EDC) architecture.
Challenges Ahead
- Proactively navigating global imbalances in the supply chain.
- Impact of recent increases in component costs.
- Potential disruptions to supply chain availability.
- Macroeconomic conditions including inflation and currency fluctuations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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