Jim Fish's questions to Pure Storage Inc (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.