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| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Simon Leopold | Raymond James | 8 (0%) |
| Howard Ma | Guggenheim | 8 (25%) |
| Asiya Merchant | Citigroup | 8 (0%) |
| Mike Cikos | Bank of America | 8 (0%) |
| Amit Daryanani | Evercore ISI | 8 (0%) |
| Aaron Rakers | Wells Fargo | 8 (13%) |
| Jim Fish | Piper Sandler | 7 (0%) |
| Wamsi Mohan | Bank of America | 7 (29%) |
| Krish Sankar | TD Cowen | 7 (14%) |
| Eric Woodring | Morgan Stanley | 5 (20%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 2 | 15 (13%) |
| Citigroup | 1 | 8 (0%) |
| Raymond James | 1 | 8 (0%) |
| Evercore ISI | 1 |
| 8 (0%) |
| Guggenheim | 1 | 8 (25%) |
| JPMorgan | 3 | 8 (13%) |
| Wells Fargo | 1 | 8 (13%) |
| Morgan Stanley | 2 | 8 (13%) |
Everpure delivered an exceptionally strong Q1 fiscal 2027, with revenue up 35% year-over-year (product revenue +55% to $577 million) as an industry-wide component-cost supercycle and accelerating market-share gains drove broad-based demand that beat the high end of guidance. The company swung to profitability, posting GAAP EPS of $0.07 and GAAP operating income of $19.9 million versus year-ago losses, while non-GAAP operating profit rose over 90% to $159 million at a 15.1% margin, reflecting real operating leverage. Recurring metrics accelerated, with ARR up 19% to over $2 billion, RPO up 41% to $3.8 billion, and Evergreen/One sales up 73%. Management raised full-year fiscal 2027 guidance to $4.41 billion to $4.51 billion in revenue (22% growth) and $820 million to $860 million in operating profit (about 32% growth). The key caveat is that about 1/3 of Q1 growth came from price increases and customer pull-ins amid a NAND and memory supercycle pressuring product gross margin to the low end of the 65% to 70% range, and management declined to extend the first-half strength into a higher second-half outlook.
Competitive Dynamics | Demand | Revenue Growth | Margin | Guidance Reliability | Product Launch | Pricing | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 5 | 3 | 3 | 4 | 1 | 5 | 1 | 3 |
| 2025Q4 | 3 | 2 | 3 | 3 | 3 | 3 | 2 | 3 |
| 2026Q1 | 3 | 4 | 2 | 1 | 2 | 2 | 1 | |
| 2026Q2 | 6 | 2 | 6 | 4 | 3 | 2 | 2 | |
| 2026Q3 | 3 | 4 | 1 | 5 | 1 | 2 | 5 | |
| 2026Q4 | 6 | 4 | 3 | 1 | 3 | 1 | 2 | |
| 2027Q1 | 3 | 8 | 2 | 1 | 4 | 3 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 3 | 3 | 6 | 3 | 6 | 3 |
| Demand | 3 | 2 | 4 | 2 | 4 | 4 | 8 |
| Revenue Growth | 3 | 3 | 2 | 6 | 1 | 3 | 2 |
| Margin | 4 | 3 | 1 | 4 | 5 | 1 | 1 |
| Guidance Reliability | 1 | 3 | 2 | 3 | 1 | 3 | 4 |
| Product Launch | 5 | 3 | 2 | 2 | 2 | 1 | |
| Pricing | 1 | 2 | 5 | 2 | 3 | ||
| Cloud & AI | 3 | 3 | 1 | 2 | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $831M | +8.9% | $0.19 | -9.5% | 7.2% | 7.7% | $35M |
| FY2025 Q4 | $880M | +11.4% | $0.12 | -40.0% | 4.8% | 4.8% | $152M |
| FY2026 Q1 | $778M | +12.3% | $-0.04 | +63.6% | -4.0% | -1.8% |
| $212M |
| FY2026 Q2 | $861M | +12.7% | $0.14 | +40.0% | 0.6% | 5.5% | $150M |
| FY2026 Q3 | $964M | +16.0% | $0.16 | -15.8% | 5.6% | 5.7% | $53M |
| FY2026 Q4 | $1.06B | +20.4% | $0.29 | +141.7% | 8.2% | 9.5% | $201M |
| FY2027 Q1 | $1.05B | +35.2% | $0.07 | +275.0% | 1.9% | 2.3% | $112M |
| FY2027 Q2 | $1.19B | +37.7% | $0.21 | +50.0% | 5.3% | 6.3% | $-238M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What P and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We completed the acquisition of 1touch on May 7 and are actively integrating the technology into our platform to further enhance our capabilities in preparing and managing data”
Everpure closed its acquisition of data-intelligence/DSPM startup 1touch to add contextual data management for AI; management expects it to be roughly $12 million dilutive to FY2027 operating profit and accretive within 24 months.
“that's a large part of our partnership with NVIDIA, our solutions that we've developed around NVIDIA technology such as KB Cashing”
Everpure builds its AI storage solutions (including KV caching) around NVIDIA technology as a core ecosystem partner, underscoring NVIDIA's central role in AI compute and storage demand.
Calendar quarter Q2 2026Earnings call May 27, 2026
FY2027 Q1 in brief
Everpure delivered an exceptionally strong Q1 fiscal 2027, with revenue up 35% year-over-year (product revenue +55% to $577 million) as an industry-wide component-cost supercycle and accelerating market-share gains drove broad-based demand that beat the high…
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Everpure, Inc. (P), FY2027 Q1: 9/10. Scores: Everpure, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: P daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +35.3% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
P Everpure, Inc. | 9 | +35.3% | |
| ANET Arista Networks | 10 | +37.7% | |
| DELL Dell Technologies | 9 | +87.5% | |
| HPQ HP Inc. | 6 | +9.0% | |
| IONQ IonQ, Inc. | 9 | +286.8% | |
| NTAP NetApp | 9 | +12.5% | |
| QBTS D-Wave Quantum Inc. | 4 | -0.6% | |
| RGTI Rigetti Computing, Inc. | 8 | +185.3% | |
| SMCI Supermicro | 9 | +93.2% | |
| STX Seagate Technology Holdings | 10 | +48.5% | |
| WDC Western Digital | 9 | +43.8% |