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Everpure raises FY27 guidance on Q2 momentum in AI storage and hyperscale growth

Aug 26, 2026, 4:08 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Guidance upgrades and large ARR/RPO gains suggest durable revenue growth; near-term FCF weakness is offset by high-margin mix and hyperscale momentum, likely supporting multiple expansion.

AI summary

What happened, with direct paths to the underlying reporting

Everpure reported Q2 FY27 revenue of $1.2B, up 38% year over year, with product revenue up 54%. ARR rose to $2.1B and RPO climbed to $4.1B, up 44% YoY. The company lifted FY27 guidance and cited hyperscale and AI infrastructure momentum, including a top-five hyperscaler win and ecosystem enhancements with Cisco Intersight and Azure Native, suggesting durable revenue growth despite near-term free cash flow pressure.

Q2 revenue $1.2B, +38% YoY. Product revenue +54% YoY.
ARR $2.1B, +20% YoY; RPO $4.1B, +44% YoY.
FY27 guidance raised; Q3 revenue guide $1.325B–$1.335B.
GAAP gross margin 68.4%; non-GAAP 69.9%; free cash flow negative.
Hyperscaler wins and AI data infra momentum; Cisco Intersight integration.

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