Chip Stock Investor Podcast23 Des 2025

Pure Storage Revenue is Up, But Investors Are Spooked (Here is Why)

Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy? In this video, we break down Pure Storage’s (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins. We analyze the software licensing model, the global shortage of NAND flash memory, and why the new $400 million buyback program. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form Chapters:00:00 - Intro: Why Pure Storage isn't getting investor love00:55 - Converting Hyperscalers to flash storage 02:00 - Q3 Earnings 03:15 - The Outlook04:00 - Business model shift04:40 - NAND flash is completely sold out 05:30 - R&D spending vs. profitability 07:45 - $400M repurchase plan08:45 - Why we are holding long-term If you found this video useful, please make sure to like and subscribe! *********************************************************

Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #PureStorage #DataCenters #AI #PSTG #StockAnalysis #Investing #CloudInfrastructure #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Pure Storage

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