Dec. 12 at 3:03 PM
$PSTG
According to the International Data Corporation (IDC) Worldwide Quarterly Enterprise Storage Systems Tracker:
• All-Flash Arrays (AFA) grew +17.6% YoY in 3Q25, while hybrid flash and HDD arrays declined. That’s favorable for a vendor like
$PURE Storage (PSTG.US)$ that is heavily aligned with all-flash.
• All-Flash Arrays (AFA) grew +17.6% YoY in 3Q25, while hybrid flash and HDD arrays declined. That’s favorable for a vendor like
$PURE Storage (PSTG.US)$ that is heavily aligned with all-flash
IDC explicitly links demand to AI projects (training + inferencing) and expects growing demand for flash storage to support AI.
$PURE Storage (PSTG.US)$ vendor revenue
$539.22M (3Q25) vs
$466.79M (3Q24), a +15.5% YoY increase — much higher than the overall market +2.1%. That implies share gains / outperformance vs the market average.