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

Ambarella

Twilio

Shares of Twilio Inc. TWLO rose 3.6% in premarket trading after The Information reported that an activist investor with a stake in the software company was pressing it to shake up its board and think about possible divestitures.

Hewlett Packard Enterprise and HP under pressure after disappointing results, as Ambarella also slides

Hewlett Packard Enterprise Company (NYSE:HPE ) Q2 2023 Earnings Conference Call May 30, 2023 6:00 PM ET Company Participants Kirt Karros - Senior Vice President, Treasurer, and Investor Relations Antonio Neri - President and Chief Executive Officer Tarek Robbiati - Executive Vice President and Chief Financial Officer Conference Call Participants Shannon Cross - Credit Suisse Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Amit Daryanani - Evercore Wamsi Mohan - Bank of America Toni Sacconaghi - Bernstein Operator Good evening and welcome to the Second Quarter Fiscal 2023 Hewlett Packard Enterprise Earnings Conference Call. My name is Chuck, and I'll be your conference moderator for today's call.

Hewlett Packard Enterprise Company (HPE) Q2 2023 Earnings Call Transcript

Although the revenue and EPS for HP Enterprise (HPE) give a sense of how its business performed in the quarter ended April 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, HP Enterprise (HPE) Q2 Earnings: A Look at Key Metrics

Hewlett Packard Enterprise (HPE) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.44 per share a year ago.

Hewlett Packard Enterprise (HPE) Q2 Earnings Top Estimates

HP Inc. continues to navigate a tough economy, with all eyes on artificial intelligence and a PC rebound later in the year.

HP and HPE look to AI for future growth as legacy businesses cool

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (HPE) reports Q2'FY23 earnings that show its portfolio mix is driving revenue growth, EPS expansion and higher ARR.

Hewlett Packard Enterprise reports fiscal 2023 second quarter results

Hewlett Packard's (HPE) fiscal second-quarter results are likely to reflect gains from growing demand for its cloud services amid the ongoing digital transformation trend.

Factors to Note Ahead of Hewlett Packard (HPE) Q2 Earnings

Frontline

U.S. markets are closed Monday in observance of the Memorial Day holiday. On Friday, the Dow Jones industrials closed up 1.0%, the S&P 500 closed up 1.3% and the Nasdaq closed 2.19% higher.

Earnings Previews: Box, Frontline, Hewlett Packard Enterprise, HP

Hewlett Packard (HPE) is selected by the Tokyo Institute of Technology Global Scientific Information and Computing Center to build a next-generation supercomputer, TSUBAME4.0.

Hewlett Packard's (HPE) Cray XD6500 Selected by Tokyo Tech

HPE selects QScale for its purpose-built supercomputing facility and commitment to sustainability and clean energy LÉVIS, QC, May 22, 2023 /PRNewswire/ - QScale , a company developing environmentally responsible computing centers, is proud to announce that Hewlett Packard Enterprise (NYSE: HPE), the global leader in supercomputing, is the first anchor tenant at the Q01 Campus. Powered by 142 megawatts of renewable energy, QScale's high-density colocation facility is designed specifically to support high-performance computing (HPC) and artificial intelligence (AI).

QScale Welcomes Hewlett Packard Enterprise as First Anchor Tenant at Q01 Campus

TOKYO--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced that it was selected by Tokyo Institute of Technology (Tokyo Tech) Global Scientific Information and Computing Center (GSIC) to build its next-generation supercomputer, TSUBAME4.0, to accelerate AI-driven scientific discovery in medicine, materials science, climate research, and turbulence in urban environments. Tokyo Tech is one of the world's leading universities in science and technology. With the TSUBAME4.0 super.

HPE and Tokyo Tech Collaborate to Build the Next Generation TSUBAME4.0 Supercomputer for Artificial Intelligence, Scientific Research, and Innovation

SAN JOSE, Calif.--(BUSINESS WIRE)-- #KumoScale--The KIOXIA lineup of CD7 Series EDSFF E3.S NVMe™ SSDs are first to ship on servers and storage from HPE.

CORRECTING and REPLACING KIOXIA First to Launch Data Center NVMe E3.S SSDs on Hewlett Packard Enterprise Systems

TOKYO--(BUSINESS WIRE)--KIOXIA CD7 Series EDSFF E3.S Data Center NVMe(TM) SSDs are now available on servers and storage from Hewlett Packard Enterprise (HPE).

Kioxia First to Launch EDSFF SSDs on Hewlett Packard Enterprise Systems

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today introduced the next step in the HPE Ezmeral Software platform, designed to help organizations leverage data globally and deploy analytics at scale through a predictable, software-as-a-service (SaaS) solution for hybrid multi-cloud environments. HPE Ezmeral Software extends the edge-to-cloud data and analytics capabilities of HPE GreenLake and provides the data and analytics foundation for machine learning (ML) and artificial.

HPE Ezmeral Software Accelerates and Simplifies Analytics and AI/ML Initiatives With Significant Advances to the Hybrid Multi-Cloud Data and Analytics Platform

SAN JOSE, Calif.--(BUSINESS WIRE)-- #KumoScale--The KIOXIA lineup of CD7 Series EDSFF E3.S NVMe® SSDs are first to ship on servers and storage from HPE.

KIOXIA First to Launch Data Center NVMe E3.S SSDs on Hewlett Packard Enterprise Systems

HPE has transformed itself from a traditional hardware manufacturer to an edge-to-cloud company with its flagship GreenLake Platform. It recently reached $1 billion in annualized recurring revenue and is making bolt-on acquisitions to extend into 5G and AI.

Hewlett Packard Enterprise: Flashing 'Green' With Dividends And Buybacks

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise will hold a live audio webcast of its conference call to review its financial results for the second quarter of fiscal 2023.

Hewlett Packard Enterprise to Present Live Audio Webcast of Fiscal 2023 Second Quarter Earnings Conference Call

Cincinnati, Ohio--(Newsfile Corp. - May 11, 2023) - CBTS, a global provider of IT solutions and services, including Application Modernization, Unified Communications, Managed Hybrid Cloud, Cybersecurity, and Infrastructure Solutions, announces that it has been selected as HPE Aruba Networking's 2023 U.S. Central Region Partner of the Year. The annual Top Channel Partner awards acknowledge the achievements of the leading Americas channel partners and distributors for HPE Aruba Networking in the areas of sales growth, expertise in HPE Aruba Networking solutions, and commitment to providing excellent customer service.

CBTS Named HPE Aruba Networking's 2023 U.S. Central Region Partner of the Year

ATHENS, Greece--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced a significant investment to establish new Global Center of Excellence (CoE) for HPE Ezmeral Software in Athens, Greece. This new global CoE will be integrated into the HPE Ezmeral Software business and enhances its global support capabilities for enterprise customers. The team of open source and data engineers and developers will help organizations around the world apply artificial intelligence (AI), data an.

HPE Opens Global Center of Excellence for HPE Ezmeral Software in Greece

LAS VEGAS--(BUSINESS WIRE)-- #GettingITRight--VLCM Named HPE Aruba Networking's 2023 West Region Partner of the Year.

VLCM Named HPE Aruba Networking's 2023 West Region Partner of the Year

LAS VEGAS--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today introduced product innovations to help enterprise IT teams simplify network management processes and improve operational agility with the next generation of HPE Aruba Networking Central, a cloud-native network management solution. HPE Aruba Networking also announced Network-as-a-service (NaaS) capabilities for customers and channel partners to acquire, deploy, and manage on the HPE GreenLake platform with a monthly subscri.

HPE Aruba Networking simplifies IT operations with AIOps-driven cloud management and new network-as-a-service capabilities available on HPE GreenLake

SUNNYVALE, Calif.--(BUSINESS WIRE)--Cequence Security, the leading provider of Unified API Protection (UAP), today announced Hewlett Packard Pathfinder, the venture capital program of Hewlett Packard Enterprise (HPE), has made a strategic investment in the company. Hewlett Packard Pathfinder invests in category-leading start-ups, creates solutions combining portfolio companies' technology with HPE products, and architects joint go-to-market programs.

Hewlett Packard Pathfinder Makes Strategic Investment in API Protection Leader Cequence Security

The deployment of HPE's Aruba Wi-Fi 6 APs and Networking ClearPass solutions is likely to provide DISA employees, mission partners and guests with secure, high-performance connectivity.

HPE to Modernize DISA's Wireless Networks With Aruba Solutions

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced that the Defense Information Systems Agency (DISA), a combat support agency of the United State Department of Defense (DoD) headquartered in Fort Meade, MD, is modernizing and securing multi-class wireless networks with HPE Aruba Networking ESP (Edge Services Platform) solutions.

Defense Information Systems Agency (DISA) Modernizes Wireless Networks and Access Management, Across All Classification Levels, With HPE Aruba Networking Infrastructure

Hewlett Packard Enterprise (HPE) to offer new data services leveraging HPE Alletra Storage MP solution to its customers, thus reducing costs and complexities, through HPE GreenLake platform.

News for Hewlett Packard Stock (HPE)