NYSE$P

Everpure Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Pure Storage's Q3 2024 financial results were announced, featuring record sales for FlashBlade portfolio and increased operating margin.

Pure Storage reported a 13% year-over-year increase in revenue, reaching $762.8 million, with subscription services revenue up 26% year-over-year. The company's subscription ARR also grew by 26% year-over-year, reaching $1.3 billion. They also expect nearly $400 Million of Combined Annual Evergreen//One and Evergreen//Flex Sales.

  • Revenue increased by 13% year-over-year to $762.8 million.
  • Subscription services revenue grew by 26% year-over-year to $309.6 million.
  • Subscription annual recurring revenue (ARR) increased by 26% year-over-year to $1.3 billion.
  • GAAP operating income was $74.2 million, while non-GAAP operating income was $169.1 million.

Headline financials

Total Revenue

$763M

Previous: $676M+12.8%
EPS (adj)

$0.50

Previous: $0.31+61.3%
Subscription ARR

$1.3B

Previous: $1B+30.0%
Capital Expenditures

-$45.1M

No prior period
Free Cash Flow

$113M

Previous: $115M-1.2%
Net Income

$70.4M

No prior period
Operating Income

$74.2M

Previous: $9.13M+712.6%
Gross Profit

$553M

Previous: $466M+18.5%
Cash & Equivalents

$529M

Previous: $796M-33.5%
Total Assets

$3.36B

Previous: $3.25B+3.2%
R&D Expense

$182M

No prior period
Stock-Based Comp

$88M

No prior period

Revenue & EPS history

Pure Storage · Revenue · Quarterly

$763M

Q3 2024+12.8%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Pure Storage · $763M total across 2 segments · Q3 2024

  • Product
    $453M+5.1%
  • Subscription services
    $310M+26.5%

Forward guidance

Pure Storage provided guidance for Q4 FY24 with revenue of $782 million, non-GAAP operating income of $150 million, and non-GAAP operating margin of 19%. For the full fiscal year 2024, revenue is projected to be $2.82 billion, with non-GAAP operating income of $450 million and a non-GAAP operating margin of 16%.

Tailwinds

  • Q4 revenue is expected to be $782 million.
  • Full year revenue is expected to be $2.82 billion.
  • Q4 non-GAAP operating income is expected to be $150 million.
  • Full year non-GAAP operating income is expected to be $450 million.
  • Q4 non-GAAP operating margin is expected to be 19%.

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 Q3 2024

Historical avgQ3 2024

+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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