Revenue segments as reported by the company.

Server

Hybrid Cloud

Intelligent Edge

Compute

High Performance Computing & Artificial Intelligence

Storage

Financial Services

Corporate Investments and Other

Elimination of intersegment net revenue

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Amortization of intangible assets

Transformation costs

Disaster charges

Acquisition, disposition and other related charges

Impairment of goodwill

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Hewlett Packard

Nimble Storage is a predictive flash storage technology company based in San Jose, California founded in early 2008. It produces hardware and software products for data storage, specifically data storage arrays that use the iSCSI and Fibre Channel protocols and includes data backup and data protection features. Nimble is a subsidiary of Hewlett Packard Enterprise.

Nimble Storage

Micro Focus is a multinational software and information technology business based in Newbury, Berkshire, England. The firm provides software and consultancy. The company is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. On 7 September 2016, Micro Focus announced its intent to merge with Hewlett Packard Enterprise’s software business segment. The acquisition was completed on 1 September 2017.

Micro Focus

DXC Technology is an end-to-end services company headquartered in Tysons Corner, Virginia. DXC provides information technology and consulting services to businesses and governments. The company operates in more than 70 countries and trades on the New York Stock Exchange under the symbol “DXC” and is a component of the S&P 500 index. DXC was formed in 2017 from the merger of Computer Sciences Corporation (CSC) and the Enterprise Services business of Hewlett Packard Enterprise (formerly Electronic Data Systems).

DXC Technology

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Compute, High Performance Computing & Artificial Intelligence (HPC and AI), Storage, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Compute segment includes both general purpose servers for multi-workload computing and workload optimized servers to offer the best performance and value for demanding applications. The HPC and AI segment offers standard and custom hardware and software solutions designed to support specific use cases. The Storage segment provides workload optimized storage product and service offerings, which include an intelligent hyperconverged infrastructure with HPE Nimble Storage dHCI and HPE SimpliVity. The Intelligent Edge segment offers wired and wireless local area network, campus and data center switching, software-defined wide-area-network, network security, and associated services to enable secure connectivity for businesses of any size. The Financial Services segment provides flexible investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the A & PS business that primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services as well as complex solution engagement capabilities, the Communications and Media Solutions business, the HPE Software business, and Hewlett Packard Labs. The company was founded on July 2, 1939 and is headquartered in Spring, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

HPE achieves record Q1 performance, raises guidance for fiscal year

HPE reported record Q1 performance, raised guidance for fiscal year 2023, and announced strategic acquisitions to enhance capabilities. The company's focus on profitable growth, GreenLake success, and diversified portfolio position it optimistically. Challenges in the compute business and supply chain issues require continued attention for sustained growth.

HPE reports strong Q2 earnings, eyes growth in AI and edge computing

HPE's Q2 2023 earnings call showcased robust financial performance, strategic focus on key segments, and proactive measures to address challenges. With a strong emphasis on innovation and growth areas like AI and edge computing, HPE is positioning itself for future success.

HPE reports Q3 revenue growth driven by Intelligent Edge success

HPE's Q3 earnings call highlighted solid performance, with a focus on Intelligent Edge and HPE GreenLake driving revenue and margin expansion. The company's strategic initiatives in AI, sustainability, and partnerships position it for future growth amidst competitive challenges and market opportunities.

HPE achieves record FY 2023 performance, eyes AI growth

HPE delivered record performance in FY 2023, driven by strong demand for AI solutions and growth in the Intelligent Edge segment.
While facing challenges in moderating revenue growth and managing demand trends, HPE has opportunities to capitalize on the ramp in HPC and AI revenue.
The company's strengths in AI solutions, GreenLake platform, and financial services, along with strategic investments, position it for continued growth and profit diversification.
Overall, HPE's performance highlights its resilience and adaptability in navigating market dynamics and leveraging emerging technologies for sustained success.

HPE reports strong profitability but revenue challenges in Q1

HPE's Q1 earnings call highlighted strong profitability but revenue challenges due to networking softness and GPU supply constraints. The company showcased financial discipline, record gross margins, and a focus on profitability, with opportunities in AI, edge computing, and hybrid cloud segments.
Challenges in GPU delays and networking demand were addressed, with a focus on cost actions, investment in growth opportunities, and the pending Juniper Networks acquisition. Analyst questions reflected concerns over inventory levels and expectations for sequential growth in servers and storage.
HPE's performance in Q1 demonstrated strengths in financial discipline, operational efficiency, and innovation, with opportunities to capitalize on AI demand, edge computing growth, and sustainability initiatives. The company faces challenges in meeting revenue targets amidst GPU supply constraints and networking softness.

HPE surpasses Q2 expectations with strong AI and GreenLake growth

HPE's Q2 performance exceeded expectations, driven by strong AI systems revenue and robust growth in HPE GreenLake.
Leadership in AI, strategic partnerships, and unique cooling systems position HPE well in the market.
Challenges include AI backlog, margin decline, and the need for continued cost discipline.
Opportunities lie in growing enterprise interest in AI, sovereign AI projects, and expanded partnerships.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Dell Technologies

Intel

A chip company backed by a leading hedge fund has filed a lawsuit in France against Intel Corp and two of its customers, Dell and Hewlett-Packard, in a case that could see the tech giants blocked from importing certain microchips to the country.

Intel, Dell and HP face lawsuit in France as fight with Third Point continues

Computer hardware stock Hewlett Packard Enterprise Co (NYSE:HPE) has had an extremely choppy past month on the charts, during which it hit a March 6 record high of $20.07 before swiftly turning lower.

Worst Tech Stock to Own in April

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced the expansion of its AIOps network management capabilities by integrating multiple generative AI (GenAI) Large Language Models (LLMs) within HPE Aruba Networking Central, HPE's cloud-native network management solution, hosted on the HPE GreenLake Cloud Platform. In related news, HPE also announced Verizon Business is expanding its managed services portfolio to include HPE Aruba Networking Central. Unlike other GenA.

Hewlett Packard Enterprise Leverages GenAI to Enhance AIOps Capabilities of HPE Aruba Networking Central Platform

Hewlett Packard Enterprise Company is positioning itself as a major player in the AI market, with a focus on AI infrastructure, supercomputing, and AI platform software. Hewlett Packard Enterprise's acquisition of Juniper Networks and strategic collaboration with Nvidia indicate its commitment to AI and potential for leadership in the industry. With a low valuation, solid dividend, and potential for significant upside, Hewlett Packard Enterprise Company shares offer an attractive risk/reward ratio for investors.

Hewlett Packard Enterprise: A Supercomputer And AI Firm Trading For 8x Earnings

Hewlett Packard Enterprise (HPE) announces that its Wi-Fi 6E-enabled HPE Aruba Networking solution has been chosen by Houston Airports.

Hewlett Packard Enterprise (HPE) to Boost Houston Airports' Networking (Revised)

SAN JOSE, Calif.--(BUSINESS WIRE)--Today at NVIDIA GTC, Hewlett Packard Enterprise (NYSE: HPE) announced updates to one of the industry's most comprehensive AI-native portfolios to advance the operationalization of generative AI (GenAI), deep learning, and machine learning (ML) applications. The updates include: Availability of two HPE and NVIDIA co-engineered full-stack GenAI solutions. A preview of HPE Machine Learning Inference Software. An enterprise retrieval-augmented generation (RAG) ref.

Hewlett Packard Enterprise Debuts End-to-End AI-Native Portfolio for Generative AI

PALO ALTO, Calif.--(BUSINESS WIRE)--R2 Semiconductor, a Third Point Ventures portfolio company (“R2”), today announced two important updates in its patent infringement case against German subsidiaries of Intel Corp (“Intel”) (Nasdaq: INTC) and its customers, Dell Technologies (“Dell”) (NYSE: DELL) and Hewlett Packard Enterprise Company and HP Inc. (together “HP”) (NYSE: HPE and HPQ). First, Intel's attempt to stay injunctions preventing sales of products using R2's patented technology in German.

R2 Semiconductor Announces Two Important Updates in Intel Patent Infringement Case

Mike Lynch, previously dubbed by US prosecutors as Silicon Valley's largest-ever fraud, will go on trial on Monday in San Fransisco. Lynch faces claims that he misled the likes of auditors and regulators after artificially inflating sales at his software firm, Autonomy, prior to its takeover by Hewlett Packard Enterprise Co in 2011.

Mike Lynch goes on trial over HP takeover of Automony

Arista Networks

Broadcom

Cadence Design Systems

Salesforce

Alphabet

Microsoft

NVIDIA

Company executives in the fourth quarter produced the second-highest amount of talk about artificial intelligence for any quarter in at least a decade, according to a tally from FactSet.

AI talk is surging during company earnings calls — and so are those companies' shares

TOKYO--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced that HPE Asset Upcycling Services have been selected by Astellas Pharma Inc. a global pharmaceutical company. Starting in Canada, these services provide the collection and processing of end-of-use network equipment as part of the company's network standardization project and will contribute to Astellas' efforts to achieve its sustainability goals. A first collection of networking assets is taking place in Canada toda.

HPE Asset Upcycling Services Selected by Astellas Pharma to Support Sustainability Commitments and Drive Network Standardization

Hewlett Packard (HPE) announces that its Wi-Fi 6E-enabled HPE Aruba Networking solution has been chosen by Houston Airports.

Hewlett Packard (HPE) to Enhance Houston Airports' Networking

Agilysys

Industry players like IBM, HPE and AGYS are gaining from the increased demand for integrated solutions and the growing adoption of the multi-cloud model, despite persistent supply chain constraints.

3 Stocks to Watch in a Challenging Technology Solutions Industry

HOUSTON--(BUSINESS WIRE)--Houston Airports has deployed location-aware Wi-Fi 6E access points from HPE Aruba Networking in order to future-proof its guest wireless networks.

Houston Airports Amp Up Traveler Experience with Next-Gen Mobility using HPE Aruba Networking

What do Super Micro Computer Inc. NASDAQ: SMCI, Dell Technologies Inc. NYSE: DELL and Hewlett Packard Enterprise Co. NYSE: HPE have in common? They are all in the computer and technology sector, and they all make artificial intelligence (AI) servers.

Is Hewlett Packard Enterprises Still a Cheap AI Server Play?

Campbell Soup

Franco-Nevada C

Wise investors give close attention to shares that offer a combination of diversification, value, dividends, and long-term growth potential. Putting that money to work in top-notch companies is a fantastic way to start building a nest egg.

The 3 Best Stocks to Buy With $1,000 in March 2024

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced Gartner has recognized HPE Aruba Networking as a Leader in the 2024 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure. This is the 18th consecutive time that HPE Aruba Networking has been positioned in the Leaders Quadrant by Gartner. In the Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure report, Gartner evaluated vendors based on two primary criteria: Completeness of V.

HPE Aruba Networking Positioned as a Leader for 18th Consecutive Time in 2024 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN Infrastructure Report

The computer company has reported it is seeing significant momentum in AI-related server demand.

HP Enterprise Extends Rally, Nears Record

Super Micro Computer

SoundHound AI Inc

Western Digital

In a previous column, published on Feb. 28, I predicted that medium-cap and small-cap stocks would surge, powered by their “favorable fundamentals and low valuations.” Last week, the latter process did indeed occur to a very large extent.

Seize the Surge: Why Investors Can't Ignore Small Caps, AI and Consumer Confidence Right Now

Now might be a good time to weigh in with puts.

HPE's Post-Earnings Rise Could Be Short-Lived

Hewlett Packard Enterprise Co (NYSE:HPE, ETR:2HP) has slashed its sales and profit guidance for the full year on lower demand for its network solutions products and a lack of chip supply.  It sees revenue for the year ending in October being flat to 2% higher, down from its prior guidance of 2% to 4% growth.

HPE slashes full-year sales and profit guidance, reports mixed 1Q results

Hewlett Packard's (HPE) fiscal Q1 results reflect the negative impacts of inventory saturation, softened network demands and GPU order delays.

Hewlett Packard (HPE) Q1 Earnings Beat Estimates, Sales Miss

IonQ

Quantum Computing

Three quantum computing stocks could realistically turn a $100,000 investment into a seven-figure sum this year. The quantum computing industry is still very young.

3 Quantum Computing Stocks to Turn $100,000 Into $1 Million

Tech firms Dell Technologies Inc (NYSE:DELL) and Hewlett Packard Enterprise Co (NYSE:HPE) are both in focus following their respective earnings reports, though one is faring much better than the other today.

2 Tech Stocks in Focus After Earnings

Hewlett Packard Enterprise Company (HPE) Q1 2024 Earnings Call Transcript

Hewlett Packard Enterprise Co.'s stock fell 4% in after-hours trading Thursday after the company posted a steep drop in quarterly revenue but improved earnings.

News for Hewlett Packard Stock (HPE)