{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","ticker":"P","updated_at":"2026-07-12T04:19:02.056396+00:00","canonical":"https://valuechain.wiki/pure-storage","same_as":["https://finance.yahoo.com/quote/PSTG"],"citable":"밸류체인 그래프 기준 에버퓨어 (구 퓨어스토리지)의 직접 연결 기업은 3곳(관계 기준 공급 2·매출 1)이고, 사슬을 2차까지 넓히면 60곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Everpure (formerly Pure Storage) is directly linked to 3 companies (2 supply, 1 revenue relationships) and reaches 60 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"AI 올플래시 스토리지","kicker_en":"AI all-flash storage","lead":"올플래시 데이터센터 스토리지 기업. 2026년 3월 Pure Storage에서 Everpure로 사명을 바꾸고 NYSE 티커를 PSTG에서 P로 변경했다(상장 유지). 메타와 업계 최초 DirectFlash 설계승인을 따내 FY2026까지 1~2엑사바이트를 배치하며, 하이퍼스케일러에 Purity·DirectFlash를 라이선스하는 고마진 IP 전략을 쓴다.","lead_en":"All-flash data-center storage company. Renamed from Pure Storage to Everpure in March 2026, moving its NYSE ticker from PSTG to P (still listed). Won the industry-first DirectFlash design win at Meta, deploying 1-2 exabytes through FY2026, and licenses Purity and DirectFlash to hyperscalers as a high-margin IP strategy.","segments":{"parts":[{"desc":"기존 축 — 기업·하이퍼스케일러용 고성능 올플래시. 메타 DirectFlash 1~2EB 설계승인.","name":"올플래시 스토리지"},{"desc":"고마진 성장 축 — 하이퍼스케일러에 Purity·DirectFlash IP 라이선스(ARR $1.8B).","name":"DirectFlash IP 라이선스"}],"total":"ARR $1.8B(구독 45%)","concentration":"메타 DirectFlash 1~2EB. 하이퍼스케일러 IP."},"segments_en":{"parts":[{"desc":"The established axis — high-performance all-flash for enterprises and hyperscalers; Meta DirectFlash design win at 1-2 EB.","name":"All-flash storage"},{"desc":"The high-margin growth axis — licensing Purity and DirectFlash IP to hyperscalers (ARR $1.8B).","name":"DirectFlash IP licensing"}],"total":"ARR $1.8B (45% subscription)","concentration":"Meta DirectFlash 1-2EB; hyperscaler 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스토리지에서 하이퍼스케일러 IP 라이선스로 올라서는 전환'이다. 메타와 업계 최초 DirectFlash 설계승인을 따내 FY2026까지 1~2엑사바이트를 배치하고, Purity·DirectFlash를 하이퍼스케일러에 라이선스하는 고마진 IP 전략으로 ARR $1.8B(구독 45%)를 키운다 — 하드웨어 박스 판매에서 소프트웨어·IP 수익으로 무게중심을 옮기는 재평가 스토리다. AI 학습·추론 데이터가 폭증하며 고속 플래시 수요가 커지는 NAND 슈퍼사이클의 다운스트림 수혜지만, NAND(키옥시아·SK하이닉스 QLC 공동개발)에 원가가 얹혀 있어 메모리 가격 급등이 마진 변수다. 2026년 3월 사명·티커 변경(PSTG→P) 후에도 상장을 유지한다. 관전 포인트는 하이퍼스케일러 IP 채택 확대와 NAND 원가다.","analysis_en":"Everpure's (formerly Pure Storage) thesis is 'a shift from all-flash storage to hyperscaler IP licensing.' Winning the industry-first DirectFlash design win at Meta, it deploys 1-2 exabytes through FY2026 and grows ARR to $1.8B (45% subscription) via a high-margin strategy of licensing Purity and DirectFlash to hyperscalers — a re-rating story moving weight from hardware-box sales to software/IP revenue. It is a downstream beneficiary of the NAND supercycle as AI training/inference data explode and demand for fast flash grows, but its cost rides NAND (Kioxia; QLC co-development with SK hynix), so a memory-price surge is a margin variable. It kept its listing after the March 2026 name/ticker change (PSTG->P). What to watch is wider hyperscaler IP adoption and NAND cost.","analysis_asof":"2026-06-23"},"edges":[{"direction":"revenue","counterparty":"메타 플랫폼스","counterparty_slug":"meta","confidence":"high","metric":null,"note":"메타에 DirectFlash 올플래시 스토리지 공급(1~2엑사바이트, 업계 최초 설계승인).","note_en":"Supplies DirectFlash all-flash storage to Meta (1-2 exabytes, industry-first design win).","sources":[{"stance":"confirms","publisher":"블록스앤파일스","publisher_en":"Blocks & Files","kind":"news","lang":"en","published_at":"2025-08-29","url":"https://blocksandfiles.com/2025/08/29/pure-knocking-it-out-of-the-park/","title":"Pure Storage hammers revenue guidance as Meta deal boosts bottom line, outlook","title_en":"Pure Storage hammers revenue guidance as Meta deal boosts bottom line, outlook","excerpt":"메타와의 공동 엔지니어링이 예정대로 진행돼 첫 대량 배치가 시작됐다. FY26에 다이렉트플래시 1~2엑사바이트 배치를 전제했고, 메타가 하드웨어를 직접 조달하므로 다이렉트플래시 모듈(DFM) 라이선스(로열티) 매출이 발생한다.","excerpt_en":"The co-engineering effort with Meta is on track and first volume deployment has begun. FY26 assumes 1 to 2 exabytes of DirectFlash, and because Meta sources its own hardware the deal generates DirectFlash Module (DFM) licence (royalty) revenue."},{"stance":"confirms","publisher":"AInvest","publisher_en":"AInvest","kind":"news","lang":"en","published_at":"2025-08-01","url":"https://www.ainvest.com/news/surging-ai-storage-synergy-pure-storage-meta-partnership-green-light-long-term-growth-2508/","title":"Pure Storage·메타 파트너십(DirectFlash 설계승인)","title_en":"Pure Storage–Meta partnership (DirectFlash design win)","excerpt":"메타에 DirectFlash 올플래시 스토리지 공급(1~2엑사바이트, 업계 최초 설계승인).","excerpt_en":"Supplies DirectFlash all-flash storage to Meta (1-2 exabytes, industry-first design win)."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-04-28","url":"https://www.sec.gov/Archives/edgar/data/0001474432/000162828025021843/pstg-20250428.htm","title":"Pure Storage 위임장(DEF 14A, SEC)","title_en":"Pure Storage proxy (DEF 14A, SEC)","excerpt":"메타에 DirectFlash 올플래시 스토리지 공급(1~2엑사바이트, 업계 최초 설계승인).","excerpt_en":"Supplies DirectFlash all-flash storage to Meta (1-2 exabytes, industry-first design win)."},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-03-07","url":"https://zdnet.co.kr/view/?no=20250307143519","title":"퓨어스토리지, 메타 스토리지 인프라 책임진다","title_en":"Pure Storage to power Meta's storage infrastructure","excerpt":"메타가 스토리지 인프라 혁신을 위해 퓨어스토리지의 올플래시 기술을 도입했다. 퓨리티 소프트웨어와 다이렉트플래시 기술로 연평균 장애율 0.15%의 안정성과 전력 절감을 제공한다.","excerpt_en":"Meta adopted Pure Storage's all-flash technology for its storage infrastructure, with Purity software and DirectFlash delivering a 0.15% annual failure rate and lower power use."}]},{"direction":"revenue","counterparty":"하이퍼스케일러·기업 (스토리지·IP)","counterparty_slug":null,"confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"하이퍼스케일러에 Purity·DirectFlash IP 라이선스(ARR $1.8B).","note_en":"Licenses Purity/DirectFlash IP to hyperscalers (ARR $1.8B).","sources":[{"stance":"confirms","publisher":"FinancialContent","publisher_en":"FinancialContent","kind":"research","lang":"en","published_at":"2026-01-02","url":"https://markets.financialcontent.com/stocks/article/predictstreet-2026-1-2-pure-storage-pstg-the-architecture-of-the-ai-factory-and-the-future-of-the-all-flash-data-center","title":"Pure Storage, AI 팩토리 올플래시 아키텍처","title_en":"Pure Storage: the all-flash AI-factory architecture","excerpt":"고마진 IP 우선 전략.","excerpt_en":"High-margin IP-first strategy."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-04-28","url":"https://www.sec.gov/Archives/edgar/data/0001474432/000162828025021843/pstg-20250428.htm","title":"Pure Storage 위임장(DEF 14A, SEC)","title_en":"Pure Storage proxy (DEF 14A, SEC)","excerpt":"고마진 IP 우선 전략.","excerpt_en":"High-margin IP-first strategy."}]},{"direction":"cost","counterparty":"키옥시아","counterparty_slug":"kioxia","confidence":"mid","metric":null,"note":"올플래시 모듈용 NAND를 키옥시아 등에서 조달.","note_en":"Sources NAND for all-flash modules from Kioxia and others.","sources":[{"stance":"confirms","publisher":"FinancialContent","publisher_en":"FinancialContent","kind":"research","lang":"en","published_at":"2026-01-02","url":"https://markets.financialcontent.com/stocks/article/predictstreet-2026-1-2-pure-storage-pstg-the-architecture-of-the-ai-factory-and-the-future-of-the-all-flash-data-center","title":"Pure Storage, AI 팩토리 올플래시 아키텍처","title_en":"Pure Storage: the all-flash AI-factory architecture","excerpt":"올플래시 모듈용 NAND를 키옥시아 등에서 조달.","excerpt_en":"Sources NAND for all-flash modules from Kioxia and others."}]},{"direction":"cost","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"에버퓨어(구 퓨어스토리지)가 SK하이닉스와 차세대 QLC 낸드 플래시 스토리지를 공동개발한다(2025-05) — 하이퍼스케일러용 대용량·저전력 솔루션으로, 기존 NAND 조달처 키옥시아에 더한 두 번째 축이자 NAND 원가·공급 다변화.","note_en":"Everpure (formerly Pure Storage) co-develops next-gen QLC NAND flash storage with SK hynix (May 2025) — a high-capacity, low-power hyperscaler solution that adds a second axis to its existing NAND source Kioxia, diversifying NAND cost and supply.","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"The Elec (Etnews)","kind":"news","lang":"ko","published_at":"2025-05-28","url":"https://www.etnews.com/20250528000116","title":"퓨어스토리지, SK하이닉스와 차세대 QLC 플래시 스토리지 공동 개발","title_en":"Pure Storage and SK hynix to co-develop next-generation QLC flash storage","excerpt":"두 회사는 대용량 데이터 처리와 에너지 효율이 요구되는 하이퍼스케일러 환경에 최적화된 차세대 QLC 플래시 스토리지 제품을 공동 개발한다. 퓨어스토리지 플랫폼과 SK하이닉스 QLC 낸드를 결합한다.","excerpt_en":"The two companies will co-develop next-generation QLC flash storage optimized for hyperscaler environments needing large-scale data processing and energy efficiency, combining Pure's platform with SK hynix QLC NAND."}]},{"direction":"cost","counterparty":"제조·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"스토리지 제조·SW R&D.","note_en":"Storage manufacturing and software R&D.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-04-28","url":"https://www.sec.gov/Archives/edgar/data/0001474432/000162828025021843/pstg-20250428.htm","title":"Pure Storage 위임장(DEF 14A, SEC)","title_en":"Pure Storage proxy (DEF 14A, SEC)","excerpt":"Purity OS·DirectFlash 개발.","excerpt_en":"Develops Purity OS and DirectFlash."}]}]}