HPE 全部观点

HPE emerges from a record quarter with another upward revision of expectations, but a big part of the story is the demand for artificial intelligence from enterprises and sovereign customers all the way to large-scale deployments like Oracle.

But the question now is how this demand will, of course, translate into more sustainable growth in revenues and margins in the future. I mean, congratulations on all this success this quarter, from record orders to record revenue and profitability. And he raised expectations, of course, once again . So, from your position as a financial manager, what actually drives confidence that HPE can maintain this level of demand, and therefore growth, in the future?

Yes, it outperformed in revenue. Revenue growth rate reached $12.2 billion. That was higher than expectations, which were around $12 billion. It's only a slight advantage. The adjusted earnings per share amounted to $1.11. That was also higher than expected. If you look at some of the internal details of this matter. The networking aspect of their business achieved a 75% year-on-year growth, to approximately $2.9 billion . Cloud and artificial intelligence revenues reached $9 billion . That was an increase of more than 25% year-on-year. Server revenues specifically grew by more than 35% to reach approximately $6.8 billion. Total adjusted orders jumped 42% year-on-year, continuing to outpace revenue growth.

Good day and welcome to the 2026 Hewlett Packard Enterprise Q3 Earnings Conference.

I'm Shannon Cross, Chief Strategy Officer at HPE. Welcome to the third quarter earnings conference call for fiscal year 2026 with Antonio Neri, President and CEO of HPE, and Mary Myers, Chief Financial Officer of the company.

We have posted the press release and accompanying slideshow on HPE's investor relations page. The financial information referred to in this call is forward-looking and is based on our view of our business and external factors affecting us at the present time. HPE assumes no obligation and does not intend to update any of these forward-looking statements.