P 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-09-04

• •We announced a design win with a second top-five hyperscaler, leveraging our advanced DirectFlash® architecture to drastically lower operational costs and reclaim vital power and rack space for hyperscale workloads.

• •During //Accelerate 2026, we unveiled the Data-Primacy Architecture - Everpure Data Intelligence for automated data discovery and governance.

• During the second quarter of fiscal 2027 compared to the second quarter of fiscal 2026, total revenue in the United States grew 19% from $577.0 million to $688.4 million while total rest of the world revenue grew 75% from $284.0 million to $497.5 million. During the first two quarters of fiscal 2027…

• The slight decrease in product gross margin during the second quarter of fiscal 2027 when compared to the second quarter fiscal 2026 was primarily due to increase in component pricing, partially offset by royalties from hyperscaler shipments.

• The slight increase in product gross margin during the first two quarters of fiscal 2027 when compared to the first two quarters of fiscal 2026 was primarily due to lower amortization of intangible assets and to a lesser extent royalties from hyperscaler shipments, partially offset by increase in co…

相对上期删除的文字 · 来源:10-Q · 2026-06-05

• •In March 2026, we extended Evergreen//One support to FlashBlade//EXA, providing a flexible pay-as-you-go model for high-performance AI training and inference, and also announced the general availability of Everpure™ FlashArray™ support for Microsoft Azure Local.

• •In April 2026, we announced Pure1 + Veeam Anomaly Awareness Workflow, which is a new integration unifying Everpure Pure1 and Veeam Backup & Replication (VBR).

• •In April 2026, we also updated our ticker symbol (NYSE: P), reflecting our expansion from a storage provider to a leader in the future of data management.

• •In May 2026, we completed the strategic acquisition of 1touch, an innovator in data intelligence and orchestration, adding data security posture management (DSPM), advanced data discovery, classification, and semantic context capabilities to the Everpure Platform.

• During the first quarter of fiscal 2027 compared to the first quarter of fiscal 2026, total revenue in the United States grew 39% from $530.7 million to $739.4 million while total rest of the world revenue grew 27% from $247.8 million to $313.5 million.

相对上期新增的文字 · 来源:10-Q · 2026-09-04

• In addition, we depend on our contract manufacturers and other third parties to provide sufficient component availability for our products and services. Our third-party contract manufacturers procure components and build our products based on our forecasts, and we generally do not hold inventory for…

• To support component procurement for our hyperscale customers who purchase products from our contract manufacturers, we have in some cases entered into agreements with component suppliers under which the supplier commits to sell a specified volume of components directly to contract manufacturers. Un…

相对上期删除的文字 · 来源:10-Q · 2026-06-05

• In addition, to scale our supply chain, we must manage our supply and inventory effectively, including ensuring a sufficient supply of flash to support our hyperscaler customer. If our hyperscale customer reduces its demand for our flash storage solutions, we may be obligated to fulfill component pu…

• Our third-party contract manufacturers procure components and build our products based on our forecasts, and we generally do not hold inventory for a prolonged period of time. Our forecasts are based on estimates of future demand for our products, which are in turn based on historical trends and ana…

• exacerbate other risk factors, increase our costs and decrease our gross margins, harming our business, operating results and financial condition.

相对上期新增的文字 · 来源:10-Q · 2026-09-04

• On July 7, 2026, Mallun Yen, a member of our Board of Directors, adopted a Rule 10b5-1 trading plan that is intended to satisfy the affirmative defense of Rule 10b5-1(C). The plan provides for the sale of up to 11,942 shares of our common stock until the earlier of December 31, 2026, or when all sha…

• During the second quarter of fiscal 2027, other than Ms. Yen, no director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.

相对上期删除的文字 · 来源:10-Q · 2026-06-05

• During the first quarter of fiscal 2027, no director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.