Sign in

    Jim Fish

    Managing Director and Senior Research Analyst at Piper Sandler

    Jim Fish is a Managing Director and Senior Research Analyst at Piper Sandler, specializing in Digital Infrastructure & Connectivity Software with primary coverage of companies such as Akamai Technologies, Arista Networks, Cisco Systems, Cloudflare, DigitalOcean, and Zoom Video Communications. His analyst performance includes a 55% success rate and an average return per transaction of 8.70% as tracked by TipRanks. Fish began his analyst career at Citigroup on the Software Team and previously held roles at Morgan Stanley Wealth Management and the US Treasury Department before joining Piper Sandler in 2017. He holds bachelor's and MBA degrees from Canisius College and is FINRA-registered, maintaining industry-standard securities licenses.

    Jim Fish's questions to Pure Storage (PSTG) leadership

    Jim Fish's questions to Pure Storage (PSTG) leadership • Q2 2025

    Question

    On behalf of Jim Fish, Quinton asked how the order book for the upcoming 150-terabyte flash module compares to previous upgrade cycles and if budget scrutiny poses a risk to its adoption.

    Answer

    CEO Charles Giancarlo positioned the 150TB module as a net positive, not a risk, as it opens up new, lower-cost markets and improves margins on existing sales. CTO Rob Lee added that each density improvement allows Pure to compete more aggressively against disk-based systems on both acquisition and operating costs, making it a key part of their roadmap.

    Ask Fintool Equity Research AI