NYSE$P

Everpure Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong financial results with revenue growth and operating profit.

Pure Storage announced its Q2 fiscal year 2022 financial results, reporting a 23% year-over-year increase in revenue and the highest Q2 operating profit in the company's history. Subscription services revenue also grew significantly, up 31% year-over-year. The company raised its full-year revenue outlook to $2.04 billion.

  • Total revenue grew 23% year-over-year.
  • Subscription services revenue increased by 31% year-over-year.
  • GAAP operating loss was $(33.9) million, while non-GAAP operating income was $46.6 million.
  • The company saw continued strength and momentum in Subscription Services revenue, up 31% year-over-year with strong growth in Pure as-a-Service, which almost doubled revenues compared to the prior year.

Headline financials

Total Revenue

$497M

Previous: $404M+23.1%
EPS (adj)

$0.14

Previous: $0.06+133.3%
Capital Expenditures

$27.7M

Previous: $25M+10.7%
Free Cash Flow

$95.7M

Previous: $25.7M+272.5%
Net Income

-$45.3M

Previous: -$65M+30.3%
Operating Income

-$33.9M

Previous: -$64.1M+47.1%
Gross Profit

$340M

Previous: $275M+23.8%
Cash & Equivalents

$340M

Previous: $356M-4.3%
Total Assets

$2.78B

Previous: $2.32B+19.9%
Stock-Based Comp

$70.4M

Previous: $61.5M+14.6%

Revenue & EPS history

Pure Storage · Revenue · Quarterly

$497M

Q2 2022+23.1%vs Q2 2021
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Pure Storage · $497M total across 2 segments · Q2 2022

  • Product
    $325M+19.3%
  • Subscription services
    $172M+30.8%

Forward guidance

Pure Storage provided guidance for Q3 and full-year fiscal 2022. They expect Q3 revenue of $530 million and non-GAAP operating income of $40 million. For the full year, they anticipate revenue of $2.04 billion and non-GAAP operating income of $150 million.

Tailwinds

  • Q3 Revenue Guidance: $530 million
  • Q3 Non-GAAP Operating Income Guidance: $40 million
  • FY22 Revenue Guidance: $2.04 billion
  • FY22 Non-GAAP Operating Income Guidance: $150 million
  • Raised FY22 revenue outlook to $2.04 Billion

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.6%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

45%

19 / 42 earnings

Positive

+32.3%

Q2 2026

Best reaction

-27.3%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026-10.2%-16.1%-19.8%
Q3 2026-27.3%-25.0%-27.1%
Q2 2026+32.3%+27.3%+35.4%
Q1 2026-2.7%-0.5%+0.5%
Q4 2025-14.8%-19.7%-26.3%
Q3 2025+23.2%+22.4%+17.8%
Q2 2025-17.7%-16.1%-19.1%
Q1 2025+1.2%-7.9%-13.5%
Q4 2024+26.9%+34.3%+25.3%
Q3 2024-7.1%-8.3%-0.6%
Q2 2024+0.7%+5.6%-1.9%
Q1 2024+20.0%+17.0%+25.2%
Q4 2023-14.4%-14.3%-10.6%
Q3 2023+2.7%-0.6%-9.2%
Q2 2023-4.3%-1.1%-7.2%
Q1 2023+19.6%+17.0%+4.3%
Q4 2022+17.3%+13.6%+37.8%
Q3 2022+12.6%+8.7%+21.3%
Q2 2022+15.2%+23.5%+31.0%
Q1 2022+1.2%+1.0%+6.0%
Q4 2021-7.2%-4.2%-15.4%
Q3 2021-7.9%-6.4%+21.8%
Q2 2021-9.9%-9.4%-13.5%
Q1 2021+1.4%-0.2%-0.9%
Q4 2020-3.8%-4.2%-20.0%
Q3 2020-16.0%-18.2%-15.8%
Q2 2020+17.3%+15.3%+27.2%
Q1 2020-22.5%-19.3%-17.0%
Q4 2019+2.0%-1.6%+6.6%
Q3 2019-7.3%-9.3%-16.4%
Q2 2019+15.4%+21.9%+26.4%
Q1 2019-6.0%-12.4%+2.2%
Q4 2018-1.3%-5.2%-7.9%
Q3 2018-4.5%-8.3%-12.3%
Q2 2018+18.1%+16.0%+23.5%
Q1 2018+9.0%+17.5%+24.4%
Q4 2017-14.2%-17.5%-13.8%
Q3 2017-11.6%-9.1%-20.7%
Q2 2017-1.8%+0.7%+17.3%
Q1 2017-14.4%-18.7%-30.3%
Q4 2016-4.1%
Q3 2016+20.4%
Q2 2016
Q1 2016
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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