基于PCIe 5.0企业级SSD，整合Namespace技术与QoS优化策略，实现存储资源的精细化管理。 将 Namespace 性能与 QoS 阈值的偏差控制在 2% 以内，在只读及混合读写场景下，进一步将偏差控 制在 1% 以内。 提供高效稳定、安全可靠的智能存储管理，驱动AI应用极致性能释放与高效数据流转，是确保企业级 客户数据服务质量的关键保障。 1、背景 随着数字化转型的加速推进，人工智能(AI)技术已成为驱动经济社会发展的核心引擎，从智能语音交互 系统到复杂的计算机视觉识别体系，AI技术正以颠覆性的力量重塑各行业发展格局。而支撑AI技术蓬 勃发展的底层基石，则是强大的数据处理与存储能力，无论是深度学习模型训练过程中产生的海量训练 数据，还是运行阶段持续产生的实时数据，都对数据存储与管理系统提出了前所未有的挑战。 在AI应用的数据管理环节，数据库系统发挥着关键作用。作为全球使用最广泛的开源关系型数据库之 一，MySQL凭借其开源特性、系统稳定性和运行高效性，成为众多AI项目的首选数据库解决方案。然 而，传统的MySQL部署模式在灵活性与资源利用效率方面存在一定局限。在此背景下，基于Docker的 容 ...

Pure Storage (PSTG) Q1 2026 Earnings Call May 28, 2025 05:00 PM ET Company Participants Paul Ziots - Vice President-Investor RelationsCharles Giancarlo - Chairman & CEOKevan Krysler - CFOAmit Daryanani - Senior Managing Director - Equity ResearchRob Lee - Chief Technology OfficerPinjalim Bora - Executive Director - Equity ResearchJason Ader - Co-Group Head - Technology, Media & CommunicationsMeta Marshall - Managing DirectorSimon Leopold - Managing DirectorMichael Cadiz - Assistant Vice President, Equity re ...

Financial Data and Key Metrics Changes - Q1 revenue grew by 12%, reaching $830 million, with an operating profit of $83 million and an operating margin of 10.6% [23][28] - Subscription services revenue in Q1 reached $406 million, up 17%, representing over half of total revenue [25] - Annual recurring revenue (ARR) grew 18% to $1.7 billion, while total remaining performance obligations (RPO) grew 17% to $2.7 billion [25][26] - Total gross margin improved to 70.9%, with subscription services margin at 77.2% [26][27] Business Line Data and Key Metrics Changes - TCV sales for Storage as a Service solutions jumped 70% to $95 million, driven by large Evergreen One deals [23] - Product margin rose by 1.1 points sequentially to 64%, with expectations for mid-60s product gross margin for the year [27] Market Data and Key Metrics Changes - U.S. revenue was $531 million, growing 9%, while international revenue was $248 million, growing 21% year over year [26] - The company added 235 new customers, achieving a penetration rate of 62% of the Fortune 500 [26] Company Strategy and Development Direction - The introduction of Fusion 2.0 has been well received, with nearly 100 customers using or testing it [8] - The company is focusing on modernizing IT infrastructure and breaking down data silos, with a strong emphasis on AI and high-performance computing [10][15] - A major agreement with Nutanix was announced to integrate their cloud platform with Pure Storage, enhancing virtualization solutions [12] Management's Comments on Operating Environment and Future Outlook - The near-term view for the year remains largely unchanged despite increased uncertainty in the macro environment [18] - The company expects to deliver 1 to 2 exabytes of solutions to Meta in the second half of the year, with production validation testing on schedule [16][39] - Management remains confident in the ability to outpace competition and grow market share [19][30] Other Important Information - CFO Kevan Krysler will be leaving the company, with a transition plan in place [20] - The company returned $120 million to shareholders through share repurchases and paid $61 million in employee award withholding taxes [29] Q&A Session Summary Question: Update on hyperscale opportunity with Meta - Management indicated that the evaluation and testing process with Meta is on track, with expectations for significant progress in the second half of the year [39][40] Question: Size of the newly announced AXA offering - The opportunity is seen as niche but substantial, targeting government and large-scale GPU clusters, with margins expected to be at or above company standards [45][46] Question: Changes in buyer behavior during macro uncertainty - Management noted no significant changes in customer sentiment or purchasing behavior in Q1, with broad-based strength across sales [51][54] Question: Clarification on subscription margins amid tariff costs - Management expressed confidence in managing tariff costs without significantly impacting subscription gross margins [93] Question: Revenue contribution from Meta's 1 to 2 exabytes - Some de minimis revenue contribution has been contemplated in the annual guide, primarily through a licensing fee model [72] Question: Time to close larger deals - Management reported that larger deals are tracking as expected, with solid momentum continuing into Q1 [78] Question: Comparison of project timelines with Meta and others - The lengthy timeline is attributed to the design cycles of hyperscalers, which include multiple components beyond storage [84][86]