earnings
confidence high
sentiment positive
materiality 0.85
Everpure Q2 FY27 revenue up 38% to $1.2B; raises FY27 guidance to $5.03-5.07B
Everpure, Inc.
- Revenue $1.2B, up 38% YoY; product revenue $687M up 54%; subscription revenue $499M up 20%.
- GAAP operating income $63M; non-GAAP operating income $230M; GAAP gross margin 68.4%, non-GAAP 69.9%.
- FY27 revenue guidance raised to $5.03-5.07B (37-38% YoY) from $4.41-4.51B; non-GAAP op income to $940-960M.
- Q3 FY27 guidance: revenue $1.325-1.335B, non-GAAP operating income $265-275M.
- Second top-five hyperscaler design win announced Aug 10 using DirectFlash architecture; cash $1.0B.