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    Jeff Koche

    Data Infrastructure Senior Research Associate at Raymond James

    Jeffrey R. Koche is a Data Infrastructure Senior Research Associate at Raymond James, specializing in data analysis and investment research within the data infrastructure sector. While specific company coverage and performance metrics are not publicly documented, his role involves supporting senior analysts with research on firms specializing in data infrastructure technologies and services. Koche has been with Raymond James in this capacity, bringing analytical expertise to the equity research team, though prior professional experience at other firms and industry rankings are not detailed in available sources. Professional credentials such as FINRA registration or securities licenses are not explicitly listed for Koche in public records.

    Jeff Koche's questions to Pure Storage (PSTG) leadership

    Jeff Koche's questions to Pure Storage (PSTG) leadership • Q2 2025

    Question

    Jeff Koche asked for the current percentage of revenue and the order book that is related to AI.

    Answer

    CEO Charles Giancarlo explained that the company does not break out AI-specific revenue. He characterized the current opportunity as being primarily in AI training environments, a market he estimates at less than $1 billion annually, where Pure is getting its fair share. He identified enterprise inference and data infrastructure upgrades as larger, future opportunities.

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