NYSE$P

Everpure Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Pure Storage's Q4 2024 financial results were announced, revealing a mix of revenue performance and strong growth in key subscription metrics.

Pure Storage reported a slight decrease in Q4 revenue year-over-year, but demonstrated strong growth in subscription services revenue and annual recurring revenue (ARR). The company exceeded revenue and operating margin guidance for the quarter, driven by its data storage platform and Evergreen subscription offerings.

  • Q4 revenue decreased by 3% year-over-year to $789.8 million.
  • Subscription services revenue increased by 24% year-over-year to $328.9 million.
  • Subscription annual recurring revenue (ARR) grew by 25% year-over-year to $1.4 billion.
  • GAAP operating income for Q4 was $57.4 million, while non-GAAP operating income was $157.8 million.

Headline financials

Total Revenue

$790M

Previous: $810M-2.5%
EPS (adj)

$0.50

Previous: $0.53-5.7%
Capital Expenditures

-$43.6M

Previous: $60.2M-172.3%
Free Cash Flow

$201M

Previous: $173M+16.2%
Net Income

$65.4M

Previous: $74.5M-12.1%
Operating Income

$57.4M

Previous: $64.6M-11.2%
Gross Profit

$569M

Previous: $561M+1.3%
R&D Expense

$187M

No prior period
Stock-Based Comp

$76.2M

Previous: $82.5M-7.7%

Revenue & EPS history

Pure Storage · Revenue · Quarterly

$790M

Q4 2024-2.5%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Pure Storage · $693M total across 2 segments · Q1 2025

  • Product
    $347M+12.4%
  • Subscription services
    $346M+23.5%

Forward guidance

Pure Storage anticipates continued revenue growth and strong RPO growth in FY25, driven by its data storage platform and Evergreen and Portworx offerings.

Tailwinds

  • Q1FY25 Revenue $680M
  • Q1FY25 Revenue YoY Growth Rate 15.4%
  • Q1FY25 Non-GAAP Operating Income $68M
  • Q1FY25 Non-GAAP Operating Margin 10%
  • FY25 Revenue $3.1B

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 Q4 2024

Historical avgQ4 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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