Pure Storage - ein Datenspeicher mit Zukunft?

[AkibaBC]

https://thedlf.de/pure-storage-aktie-stoerfeuer-von-meta/

[werthaltig]

PSTG ist mein einziger long-term-hold aus der high-tech Wachstumsecke...weil ich irgendwann mal letztes Jahr gelesen hatte, dass die mit ihrer flash-Speicher-Lösung das Potenzial haben eine einzigartige Marktstellung mit breitem Burggraben einzunehmen. Ganz habe ich es nicht verstanden, darum auch nur eine kleine Position, die sich aber bislang gut entwickelt hat. Gibts da irgendwo eine Artikel auf deutsch oder englisch der das gut erklärt? Wichtig war mir die stabil erreichte Position cash-flow-positiv zu sein....da kann ich dann Volatilität auch besser aushalten.

[RS-Finance]

Q4 - Zahlen

https://www.investing.com/news/stock-market-news/pure-storag…
Pure Storage (NYSE:PSTG) stock soared over 7% following the closing bell on Wednesday after the tech company delivered strong guidance.

Q4 earnings per share (EPS) were reported at $0.20, notably below the consensus estimates of $0.44. However, the company surpassed revenue expectations, reporting $789.8 million against a projected $784.21 million.

The quarter witnessed a notable 24% increase in subscription services revenue, reaching $328.9 million, and a 25% rise in subscription annual recurring revenue (ARR) to $1.4 billion.

Pure Storage also reported a non-GAAP gross margin of 73.7%.

Looking ahead, Pure Storage has set its revenue forecast for the fiscal first quarter of 2025 at $680 million, exceeding analysts' consensus of $667.3 million.

Furthermore, the PSTG’s full-year revenue forecast stands at $3.1 billion, significantly above the $2.82 billion expected by analysts.

"We closed FY24 delivering strong RPO growth, and exceeded our revenue and operating margin guidance in Q4," said Kevan Krysler, CFO of Pure Storage.

"Looking to FY25, we expect double-digit revenue growth and strong growth of RPO, fueled by our highly differentiated data storage platform, and strength of our Evergreen and Portworx consumption and subscription offerings."

Pure Storage jumps 7% on robust guidance

[RS-Finance]

"PureStorage, Anbieter von Datenspeichertechnologie und -dienstleistungen, holt Elke Steinegger an Bord, um das Wachstum in Deutschland und Österreich weiter voranzutreiben."
https://itwelt.at/news/elke-steinegger-wird-regional-vice-pr…

[RS-Finance]

Pure Storage Set to Join S&P MidCap 400

Zum gestrigen Anstieg:
https://www.xm.com/research/markets/allNews/reuters/pure-sto…

"Reuters
Pure Storage rises after inclusion in S&P mid-cap index, Stifel PT raise
Jan 3, 2024 at 2:05 pm GMT

** Shares of data storage co Pure Storage PSTG.N rises 6.2% to $36.98 premarket

** Co to join S&P 400 mid-cap index .IDX effective from the start of the Jan. 5 trading session, replacing dental and animal health products co Patterson Cos PDCO.O, which moves to S&P 600 small-caps index .SPCY

** PDCO replaces Chico's FAS CHS.N on SPCY

** "Patterson Companies has a market capitalization that is more representative of the small-cap market space," S&P Dow Jones Indices says in a statement

** Separately, Stifel hikes PT on PSTG to $41 from $38, saying storage vendors are expected to gain market share as companies modernize their data centers away from hard disk drives

** PSTG has a market cap of $11 bln as of the last close, while PDCO was valued at $2.7 bln and CHS at about $940 mln

** In the past 12 months, PSTG rose ~30%, while PDCO gained 2% and CHS 54%"

[RS-Finance]

Versuch der Re-Aktivierung - Nachdem der 1. Teil wegen Inaktivität geschlossen wurde.