About Us

Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

Laser Focus World is part of Endeavor Business Media, a division of EndeavorB2B.

Laser Focus World Membership

Never miss any articles, videos, podcasts, or webinars by signing up for membership access to Laser Focus World online. You can manage your preferences all in one place—and provide our editorial team with your valued feedback.

Magazine Subscription

Can you subscribe to receive our print issue for free? Yes, you sure can!

Newsletter Subscription

A Laser Focus World newsletter subscription is free to qualified professionals:

The Daily Beam

Showcases the newest content from Laser Focus World, including photonics- and optics-based applications, components, research, and trends. (Daily)

Product Watch

The latest in products within the photonics industry. (9x per year)

Bio & Life Sciences Product Watch

The latest in products within the biophotonics industry. (4x per year)

Laser Processing Product Watch

The latest in products within the laser processing industry. (3x per year)

Get Published!

If you’d like to write an article for us, reach out with a short pitch to Sally Cole Johnson: [email protected]. We love to hear from you.

Photonics Hot List

Laser Focus World produces a video newscast that gives a peek into what’s happening in the world of photonics.

Following the Photons: A Photonics Podcast

Following the Photons: A Photonics Podcast dives deep into the fascinating world of photonics. Our weekly episodes feature interviews and discussions with industry and research experts, providing valuable perspectives on the issues, technologies, and trends shaping the photonics community.

Social Media

Bluesky • Facebook • Instagram • LinkedIn • YouTube

Meet the Laser Focus World Team

Editorial

Sales

Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology
My Watchlist
Indicators
Industrial Laser Index
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries

The 5 Most Interesting Analyst Questions From Pure Storage’s Q2 Earnings Call

By: StockStory

PSTG Cover Image

Pure Storage's second quarter was met with a notably positive market response, reflecting management’s execution on enterprise customer expansion and momentum in its core software and services portfolio. CEO Charlie Giancarlo credited the results to broad-based strength, highlighting increased adoption of solutions like Evergreen One, Cloud Block Store, and Portworx. The company’s recent wins with large enterprises, alongside traction from its new FlashArray and FlashBlade systems, played a pivotal role. Giancarlo emphasized that the “enterprise data cloud architecture” is transforming how organizations manage global data, enabling cost savings and improved operational agility.

Is now the time to buy PSTG? Find out in our full research report (it’s free).

Pure Storage (PSTG) Q2 CY2025 Highlights:

  • Revenue: $861 million vs analyst estimates of $846.3 million (12.7% year-on-year growth, 1.7% beat)
  • Adjusted EPS: $0.43 vs analyst estimates of $0.39 (10.9% beat)
  • Adjusted EBITDA: $165.9 million vs analyst estimates of $161 million (19.3% margin, 3% beat)
  • The company lifted its revenue guidance for the full year to $3.62 billion at the midpoint from $3.52 billion, a 2.8% increase
  • Operating Margin: 0.6%, down from 3.3% in the same quarter last year
  • Annual Recurring Revenue: $1.79 billion vs analyst estimates of $1.72 billion (18.1% year-on-year growth, 3.7% beat)
  • Billings: $944.5 million at quarter end, up 20.2% year on year
  • Market Capitalization: $25.32 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Pure Storage’s Q2 Earnings Call

  • Amit Daryanani (Evercore) asked about drivers behind the acceleration in second-half growth. CEO Charlie Giancarlo cited strong company momentum, improved macro conditions, and increased demand for the enterprise data cloud architecture.
  • Aaron Rakers (Wells Fargo) inquired about the evolution and margin profile of the Meta relationship. Giancarlo explained the Meta deal is proceeding on schedule and contributes nearly 100% margin as royalty or software revenue.
  • Howard Ma (Guggenheim Securities) questioned the extent to which Meta shipments boosted gross margin. CFO Tarek Robbiati clarified that product gross margin improvement was mostly due to revenue and product mix, with Meta’s impact not material this quarter.
  • Jason Ader (William Blair) sought details on the Nutanix partnership. Giancarlo noted high customer interest, with Pure Storage being the first external storage supported and general availability targeted by year-end.
  • Asiya Merchant (Citibank Group) asked about the outlook for product versus subscription revenue split and gross margins. Robbiati stated that both product and subscription revenue are expected to grow, but accurately forecasting their mix remains challenging.

Catalysts in Upcoming Quarters

Looking forward, the StockStory team will be watching (1) the pace and scale of hyperscaler deployments, especially with Meta and initial wins with other cloud giants, (2) ongoing adoption and monetization of new hardware and software products like FlashBlade Exa and Fusion v2, and (3) the continued growth of recurring subscription revenue. Execution on these priorities will be critical for sustaining enterprise momentum and margin expansion.

Pure Storage currently trades at $77.20, up from $60.88 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free).

The Best Stocks for High-Quality Investors

Donald Trump’s April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities.

The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

More News

View More
Lamb Weston: Is the King of Spuds a Buy or a Dud for 2026?
Via MarketBeat
Tickers LW
Palantir Stock Eyes New Highs, Boosted by Boeing Partnership
Via MarketBeat
Topics Artificial Intelligence
Tickers BA BAC PLTR
Marvell Soars on +$6B in Buybacks—Can the Recovery Continue?
Via MarketBeat
Topics Artificial Intelligence
Tickers AMZN AVGO MRVL
Is Intuitive Surgical the Hidden Winner in Healthcare’s Weakness?
Via MarketBeat
Tickers ISRG XLV
Lithium Americas Stock Exploded Last Week—Here’s Why
Via MarketBeat
Topics Economy Electric Vehicles Government
Tickers GM INTC LAC
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.