Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs.



00:00 Everpure CEO Charles Giancarlo Joins

00:45 What EverPure actually does (data storage explained)

04:43 Customer base: enterprise vs mid-market

05:29 Shift from storage hardware to data software

05:59 Preparing enterprise data for AI use

08:29 Growth metrics and 2026 outlook

10:03 Why the company rebranded to Everpure

11:34 R&D investment and product focus areas

14:28 Rising sales and marketing spend

16:47 Hiring and competition for sales talent

18:39 Competitive landscape and positioning vs hyperscalers

20:30 Memory costs and supply chain challenges

22:27 Where semiconductor supply comes from

24:07 Stock performance and investor messaging

24:39 Long-term strategy vs short-term stock moves

26:27 Capital allocation: buybacks and acquisitions



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After Earnings

Morning Brew

Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent

MAR 23, 202630 MIN
After Earnings

Everpure CEO on Preparing Data for AI, The Company Rebrand and Investing in Sales Talent

MAR 23, 202630 MIN

Description

Ann Berry is joined by Charles Giancarlo, CEO and Chairman of Everpure, to discuss the company’s shift from data storage to data management in the AI era. They break down how companies are preparing their data for AI and the strategy behind Everpure’s rebrand from Pure Storage. They also discuss the rising demand for enterprise data infrastructure, the importance of investing in sales talent, and the supply-chain pressures driving up memory costs. 00:00 Everpure CEO Charles Giancarlo Joins 00:45 What EverPure actually does (data storage explained) 04:43 Customer base: enterprise vs mid-market 05:29 Shift from storage hardware to data software 05:59 Preparing enterprise data for AI use 08:29 Growth metrics and 2026 outlook 10:03 Why the company rebranded to Everpure 11:34 R&D investment and product focus areas 14:28 Rising sales and marketing spend 16:47 Hiring and competition for sales talent 18:39 Competitive landscape and positioning vs hyperscalers 20:30 Memory costs and supply chain challenges 22:27 Where semiconductor supply comes from 24:07 Stock performance and investor messaging 24:39 Long-term strategy vs short-term stock moves 26:27 Capital allocation: buybacks and acquisitions After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: [email protected] $PSTG Learn more about your ad choices. Visit megaphone.fm/adchoices