Everpure, Inc. Class A common stock (P) Q3 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:02.355 of strength that we've seen throughout the year. 00:00:02.355 -- 00:00:04.479 If you recall, 00:00:04.479 -- 00:00:07.060 we similarly outperformed 00:00:07.063 -- 00:00:13.234 in Q2 and raised the outlook and guidance for the full year. 00:00:13.234 -- 00:00:17.902 Underlying that really, I would say, is broad-based strength that we're seeing across 00:00:17.902 -- 00:00:22.990 the enterprise business, across some of the newer product areas, such as Portworx, we 00:00:22.990 -- 00:00:28.093 talked a bit about on the call. And then certainly we had a discussion about starting 00:00:28.093 -- 00:00:32.617 to or really surpassing our previously anticipated 00:00:32.617 -- 00:00:39.301 full year shipments to the hyperscalers. So a really strong quarter and 00:00:39.323 -- 00:00:43.427 really from what we see and flowing through to the outlook for the rest of the year, 00:00:43.427 -- 00:00:48.451 I continue to see that momentum building. I'd say that 00:00:48.451 -- 00:00:54.897 in the quarter and really the discussion that we had in the earnings, Really two elements, 00:00:54.897 -- 00:00:58.701 I would say that, well, maybe three elements that pervaded those discussions. 00:00:58.701 -- 00:01:04.888 One is commentary that we put out in terms of, hey, how to think about the incremental 00:01:04.888 -- 00:01:10.073 financial benefits accruing to us in terms of the hyperscaler business. 00:01:10.073 -- 00:01:15.159 Second was, hey, as we expand our discussions with our existing 00:01:15.159 -- 00:01:19.997 hyperscaler customer, other potential hyperscaler environments, really looking at, hey, 00:01:19.997 -- 00:01:25.665 what's the range and optionality in terms of additional business models that we can introduce? 00:01:25.665 -- 00:01...