Pure Storage reported Q3 2025 revenues rising 9% to $831 million, driven by a top-four hyperscaler licensing deal worth its Purity OS and Direct Flash Module (DFM) technology. This deal is expected to bring in cash from fiscal 2027.
The four hyperscalers involved are AWS, Azure, Google, and Meta, the fourth largest. Pure has been negotiating this deal for 12 months and has designed Pure’s DFM technology to fit into these compute and storage architectures. The deal is worth more than hardware sales and involves licensing fees, software fees, and support services.
The top-four hyperscalers’ use of Pure technology is expected to free up power and space in their datacenters, significantly reduce maintenance costs, and double the lifetime of their storage infrastructure. This technology also enables virtual tiers of storage, rather than physical ones.
Pure CEO Charlie Giancarlo said this design win signals that Pure’s DirectFlash technology is ready to replace hard disks everywhere. The company optimized its designs for low power consumption, enabling datacenters to save 20% of total power and reducing failure rates to 0.15% per year.
In addition to the hyperscaler deal, Pure announced a collaboration with Kioxia, saying that their BiCS8 technology contributed to the announcement. Pure has also introduced Pure Fusion as a non-disruptive free upgrade to its existing block storage arrays.
The company expects increased investment in its hyperscale line of business over the next year and is anticipating higher revenue growth annually. Its revised full-year outlook is $3.15 billion, up from prior expectations.
Source: https://blocksandfiles.com/2024/12/04/pure-q3-2025