Everpure Q4 Revenues Rise 20% to $1.1B, Shares Slide 10%

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Pure Storage reported Q4 non-GAAP EPS of $0.69, beating estimates by $0.04, while revenues rose 20% year-over-year to $1.1 billion—the first billion-dollar quarter in the company’s history. Shares declined roughly 10% in the session following the release and are down 3% since earnings.

1. Q4 Financial Results

Pure Storage reported non-GAAP EPS of $0.69, up from $0.45 year-over-year and $0.04 above consensus. Revenue climbed 20% to $1.1 billion, marking the first billion-dollar quarter, while gross margin expanded to 71.4% from 69.2% and operating income rose to $226 million.

2. Share Performance and Capital Returns

Shares fell about 10% in the session after earnings and have slid 3% since the release, underperforming industry peers. The company repurchased 1.7 million shares for $127 million in Q4 and has $329 million remaining in its $400 million buyback authorization.

3. Risks and Outlook

Management warned of global supply-chain imbalances, AI infrastructure spending cycles and pricing pressure in large enterprise deals. For Q1 FY27, Pure Storage projects revenues of $990 million to $1.01 billion and non-GAAP operating income of $125 million to $135 million.

Sources

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