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

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Earnings data Q1 2024

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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.

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Net PPE

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Book value per share

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Purchase/sale of business

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Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Hewlett Packard Enterprise is well-positioned for growth as AI infrastructure expands across enterprise customers, paired with the imminent general compute refresh cycle. Despite challenges in the competitive landscape and margin pressures, Hewlett Packard Enterprise is expected to see modest revenue growth and improved margins in the coming years as a result. The supply chain constraints for sourcing Nvidia H100s have loosened up, allowing for HPE to convert $900mm of AI server backlog into revenue.

Hewlett Packard Enterprise Has A Long AI Runway (Rating Upgrade)

Hewlett Packard Enterprise Company (NYSE:HPE ) BofA Securities 2024 Global Technology Conference June 5, 2024 11:40 AM ET Company Participants Marie Myers - CFO Conference Call Participants Ruplu Bhattacharya - Bank of America Ruplu Bhattacharya Okay. Folks, I think we're going to get started.

Hewlett Packard Enterprise Company (HPE) BofA Securities 2024 Global Technology Conference (Transcript)

Major U.S. equities indexes jumped higher as a report showed private employers added fewer jobs than expected in May.

S&P 500 Gains and Losses Today: Tech Outperformance Boosts Index to Record High

More signs of a cooling labor market boosted bets for a September rate reduction from the Fed.

Stock Market Today: Stocks Post Gains on Rising Rate-Cut Hopes

Hewlett Packard Enterprise Co (NYSE: HPE) could “go a lot higher” after posting its earnings rerport for the second quarter, says famed investor Jim Cramer. Cramer shares his view on HPE stock The information technology company came in ahead of Street estimates for its fiscal Q2 on the back of solid demand for AI servers.

HPE impressive quarter is ‘not reflected enough in the stock': Jim Cramer

Hewlett Packard Enterprise beat expectations by a country mile thanks to strong AI adoption. Management increased its full-year guidance in the face of strong results.

Why Hewlett Packard Enterprise Stock Blasted to a New Record High on Wednesday

Hewlett Packard Enterprise Co (NYSE:HPE, ETR:2HP) shares surged almost 12% as it reported strong results for the fiscal second quarter driven by AI server demand and raised its full year guidance. The technology company now expects revenue to grow by 1% to 3% for the full year, compared to its earlier forecast of flat to 2% revenue growth.

Hewlett Packard Enterprise gains on AI server-driven quarterly beat, raised guidance

Hewlett Packard stock is higher Wednesday after artificial intelligence tailwinds helped boost the tech giant's quarterly results. Here's what you need to know.

Hewlett Packard Enterprise Stock Soars on Strong AI Demand

Shares of Hewlett-Packard Enterprise Co (NYSE:HPE) are soaring to record highs, following the computer hardware name's better-than-expected fiscal second-quarter results and upbeat annual and fiscal third-quarter guidance.

Hewlett-Packard Stock Soars Post-Earnings Record High

HOUSTON--(BUSINESS WIRE)--Blue Diamond is continuing its 100-year tradition of quality and innovation with an HPE Aruba Networking Wi-Fi 6E-enabled and AI-powered solution.

Blue Diamond Growers Processes About 1 Billion Pounds of Almonds Annually Using Wi-Fi from HPE Aruba Networking

HPE is still a dirt-cheap stock to get, considering its exposure to AI. Headwinds in the Intelligent Edge segment are likely to disappear in H2. HPE remains an interesting AI play on different levels, including edge computing, hybrid cloud, servers, and hyperscalers.

Hewlett Packard Enterprise: Q2 Earnings Show Server Demand Is Finally Rebounding

Hewlett Packard's (HPE) Q2 performance reflects the benefits of the increased demand for its AI servers and traditional server systems.

Hewlett Packard (HPE) Soars on Q2 Earnings Beat, Strong Guidance

HP Enterprise (NYSE: HPE ) is up about 15% today and is one of the top-trending tickers on social media and financial news websites. HPE stock is rallying and getting a great deal of attention after the computer hardware maker reported stronger-than-expected quarterly financial results.

HP Enterprise (HPE) Stock Soars as Investors See AI Potential

Hewlett Packard Enterprise rose about 14% in premarket trading after the company forecast third-quarter revenue above Wall Street estimates, helped by growing demand for its AI-optimized servers.

Hewlett Packard Enterprise surges as AI-server demand powers strong results

Hewlett Packard Enterprise (HPE) shares surged more than 14% in pre-market trading Wednesday after the server and storage manufacturer topped Wall Street's quarterly estimates and boosted its full-year guidance amid growing demand for artificial intelligence (AI) servers.

HP Enterprise Stock Surges as AI Server Demand Fuels Earnings Beat

CrowdStrike

Dollar Tree

Guidewire Software

A raft of companies are rising after their quarterly earnings beat expectations.

These Stocks Are Moving the Most Today: HP Enterprise, CrowdStrike, Dollar Tree, Guidewire, and More

Executives tout booming AI-server sales, but warn that will weigh on profit margins.

HP Enterprise finally gets an AI bump, but server margins are a concern

Hewlett Packard Enterprise Company (NYSE:HPE ) Q2 2024 Earnings Conference Call June 4, 2024 5:00 PM ET Company Participants Jeff Kvaal - Head of IR Antonio Neri - President and CEO Marie Myers - CFO Conference Call Participants Amit Daryanani - Evercore ISI Aaron Rakers - Wells Fargo Mary Lenox - Morgan Stanley Toni Sacconaghi - Bernstein Joseph Cardoso - JPMorgan Victor Chiu - Raymond James Ruplu Bhattacharya - Bank of America Ananda Baruah - Loop Capital Markets Louis Miscioscia - Daiwa Capital Markets Operator Good afternoon and welcome to the Second Quarter Fiscal 2024 Hewlett Packard Enterprise Earnings Conference Call. My name is Gary, and I'll be your conference moderator for today's call.

Hewlett Packard Enterprise Company (HPE) Q2 2024 Earnings Call Transcript

The headline numbers for Hewlett Packard Enterprise (HPE) give insight into how the company performed in the quarter ended April 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Hewlett Packard Enterprise (HPE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Hewlett Packard Enterprise (HPE) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.52 per share a year ago.

Hewlett Packard Enterprise (HPE) Tops Q2 Earnings and Revenue Estimates

Hewlett Packard Enterprise reported fiscal second-quarter earnings that fell from a year earlier but topped expectations for HPE stock.

HPE Stock Gains On Earnings, Revenue Beat Driven By AI Computer Server Demand

Hewlett Packard Enterprise forecast third-quarter revenue above Wall Street expectations on Tuesday, helped by upbeat demand for its artificial intelligence servers, sending its shares up 11% in extended trading.

Hewlett Packard Enterprise sees third-quarter revenue above estimates on robust AI demand

Momentum in artificial-intelligence servers lifted Hewlett Packard Enterprise Co. to a sizable revenue beat in the latest quarter as the company returned to growth.

HPE scores a big revenue beat fueled by AI, and its stock rockets

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced financial results for the second quarter ended April 30, 2024. "HPE delivered very solid results in Q2, exceeding revenue and non-GAAP EPS guidance. AI systems revenue more than doubled from the prior quarter, driven by our strong order book and better conversion from our supply chain,” said Antonio Neri, president and CEO of Hewlett Packard Enterprise. “Our deep expertise in designing, manufacturing, and running A.

Hewlett Packard Enterprise Reports Fiscal 2024 Second Quarter Results

HP Enterprise reported revenue of $7.2 billion, up 3% from a year earlier, ahead of the company's guidance range of $6.6 billion to $7 billion.

News for Hewlett Packard Stock (HPE)