Hewlett Packard Enterprise Co
NYSE:HPE

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Hewlett Packard Enterprise Co Logo
Hewlett Packard Enterprise Co
NYSE:HPE
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Price: 22.9 USD 2.88% Market Closed
Market Cap: 30.2B USD

Hewlett Packard Enterprise Co
Investor Relations

In the sprawling labyrinth of global technology enterprises, Hewlett Packard Enterprise Co. (HPE) shines as a dynamic player that has redefined itself to tap into the digital transformation era. Emerging from its fabled split from the classic Hewlett-Packard in 2015, HPE pivoted to focus on enterprise products and services aimed at advancing its clients through digital evolution. Its core offerings span across computing and storage hardware, critical for both traditional data centers and cutting-edge cloud infrastructures. By offering a blend of on-premises and cloud solutions, HPE meets diverse business needs, supporting companies in managing data and infrastructure on their terms. This hybrid approach has become increasingly pivotal as organizations look to modernize their operations while retaining certain legacy systems for compliance or strategic reasons.

HPE has crafted a revenue model that leverages its expertise in solutions like edge-to-cloud platforms and high-performance computing, areas that are seeing considerable demand amidst the digital shift. The company draws income from an array of services, including IT infrastructure, software, and consulting, that cater to various business stages. By enhancing its services portfolio with AI and machine learning capabilities, it aligns with businesses aiming for intelligent data-driven decision-making processes. Flexible financing options, through its subsidiary HPE Financial Services, complement its technological offerings, making acquisition smoother for customers who prefer subscription-based models. This focus on diversified and adaptable service delivery not only bolsters HPE's competitive edge but also secures steady streams of profitability in an ever-evolving tech landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Sep 3, 2025
AI Summary
Q3 2025

Record Revenue: HPE delivered record revenue of $9.1 billion in Q3, up 18% year-over-year, driven by strong AI, networking, and hybrid cloud performance.

Juniper Acquisition: The acquisition of Juniper Networks was completed, contributing $480 million in revenue and is expected to shift HPE’s mix towards higher-growth, higher-margin networking.

AI Momentum: AI order volume nearly doubled sequentially, with record AI backlog at $3.7 billion and particularly strong growth in sovereign AI orders.

Margins & Profit: Non-GAAP operating margin was 8.5%, with networking margins in the low 20% range due to Juniper integration. Non-GAAP EPS was $0.44, at the high end of guidance.

Cost Discipline: Progress continued on cost-reduction initiatives, including workforce reductions and targeted $600 million in Juniper-related synergies over 3 years.

Outlook Raised: FY 2025 non-GAAP EPS guidance was raised to $1.88–$1.92, and the company expects Q4 revenue of $9.7–$10.1 billion and further margin expansion.

Free Cash Flow: Free cash flow improved to $790 million in Q3; FY 2025 free cash flow guidance was revised to approximately $700 million.

Key Financials
Revenue
$9.1 billion
Juniper Revenue
$480 million
Annualized Recurring Revenue (ARR)
$3.1 billion
Software and Services ARR
over 81% mix
Operating Margin
8.5%
Networking Revenue
$1.7 billion
Networking Operating Margin
20.8%
Server Revenue
$4.9 billion
Server Operating Margin
6.4%
AI Systems Revenue
$1.6 billion
AI Backlog
$3.7 billion
Hybrid Cloud Revenue
$1.5 billion
Hybrid Cloud Operating Margin
5.9%
Financial Services Revenue
$886 million
Financing Volume
$1.5 billion
Financial Services Operating Margin
9.9%
Free Cash Flow
$790 million
Inventory
$7.2 billion
Net Leverage Ratio
3.1x
Non-GAAP Diluted Net Earnings Per Share (EPS)
$0.44
GAAP Diluted Net Earnings Per Share (EPS)
$0.21
Dividend Return to Shareholders
$171 million
GreenLake Cloud Customers
44,000
Earnings Call Recording
Other Earnings Calls

Management

Mr. Antonio Fabio Neri
CEO, President & Director
No Bio Available
Mr. John F. Schultz J.D.
Executive VP and Chief Operating & Legal Officer
No Bio Available
Mr. Jeremy K. Cox
Senior VP, Corporate Controller, Chief Tax Officer & Principal Accounting Officer
No Bio Available
Mr. Neil B. MacDonald
Executive VP and GM of Compute, HPC & AI
No Bio Available
Mr. Philip J. Mottram
Executive VP and GM of Intelligent Edge/HPE Aruba Networking
No Bio Available
Ms. Bethany Jean Mayer
Chief Integration Officer for Talent & Culture and Director
No Bio Available
Ms. Marie E. Myers
Executive VP & CFO
No Bio Available
Ms. Fidelma M. Russo
Executive VP, GM of Hybrid Cloud & CTO
No Bio Available
Mr. Rom Kosla
Chief Information Officer
No Bio Available
Mr. Jeffrey Thomas Kvaal
Head of Investor Relations
No Bio Available

Contacts

Address
TEXAS
Spring
1701 E Mossy Oaks Road
Contacts
+16782599860.0
investors.hpe.com