I came across enough hints from VAST Data thru their momentum posts, that I was able to determine their actual revenue to date along with an estimated NAND Flash TAM. In addition, using LinkedIn, I was able to breakdown their sales force to see what the team looks like. Why did I do this? I […]
Tag: Financial Statement Analysis
When I first entered the workforce, I was always curious to know how much people made. I don’t remember why, but it probably had something to do with wondering what I wanted to be when I “grew up”. Since I’ve been diving deep into Pure Storage (PSTG) financial statements, I’m going to take the opportunity […]
In my first part of the Pure Storage Deep Dive, I illustrated how stock-based compensation (SBC) at Pure Storage (PSTG) is large enough to not ignore when looking at the fundamentals of the company. Let’s compare Pure to its peers to see how unique Pure Storage is in its SBC plan to employees. Please read […]
If you haven’t read Part 1 or Part 2 of this deep dive, I encourage you to read those as this post will leverage findings from there. As covered in Part 1 of this Pure Storage Deep Dive, the revenue per employee at Pure Storage has been declining. This data, along with headcount demographics also […]
Although Compuverde was acquired in April 2019, I have not seen any coverage over the acquisition price. I happened to stumble upon it while combing over the 2Q’FY20 Pure Storage 10Q statement so thought I’d quickly share with you; I really do need to find some late-night shows to watch; any recommendations? From Pure’s 10Q, […]
In Part 1 of our Pure Storage Deep Dive, we explored Pure Storage’s (PSTG) revenue, expenses, operating margin, and headcount demographics that details their employee base as never explored before (If you didn’t read it yet, click here). In this part (Part 2), we are going to dive deeper into what makes up Pure’s largest […]
Pure Storage [PSTG] was founded in 2009 and came out of stealth in 2011 as an Enterprise Storage provider. Pure is known in the market for early innovation around NAND Flash in Enterprise Storage Arrays w/ Data Reduction and a unique go-to-market strategy. However, now every vendor has Flash and Data Reduction technology, and has […]
