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Hewlett Packard Enterprise (HPE) investor relations material
Hewlett Packard Enterprise Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Financial performance and demand environment
Achieved record revenue exceeding $9 billion, including one month of Juniper's results, with strong performance both with and without Juniper.
Sequential improvement in operating profit across most major business segments.
Demand remained consistent with expectations, with no significant geographic or business segment variations.
Networking segment saw strong order growth, particularly from Juniper, indicating recovery in the sector.
AI business delivered $1.6 billion in revenue and closed with a $3.7 billion backlog, over half from enterprise and sovereign customers.
Strategic transformation and integration
Integration of Juniper and Intelligent Edge into a single networking segment, now contributing over 50% of operating profit.
The Juniper acquisition is described as transformative, expanding the customer base and competitive positioning.
Cost synergy target raised from $450 million to $600 million, to be realized over three years, with $200 million expected in year one.
Synergies to come from G&A, supply chain, and broader sales footprint, with significant workforce reductions planned.
Revenue synergies and further integration details to be shared at the October security analyst meeting.
Product and platform developments
Storage platform Elektra MP is transitioning to a ratable revenue model, showing strong adoption and triple-digit growth.
New Gen 12 server launched, driving performance and data center modernization, with customers refreshing older assets.
GreenLake AAR reached $3.1 billion, with nearly $600 million from Juniper, and 80% of AAR now from software and services.
AI Factory and private cloud PCAI highlighted as key enterprise offerings, with AI revenue mix shifting toward sovereign and enterprise clients.
Juniper integration: biggest human aspect challenge?
Explain AI model builder deal selectivity.
AI impact on traditional server demand?
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Next Hewlett Packard Enterprise earnings date
Investor Update15 Oct, 2025
LIVEat 19:00
Next Hewlett Packard Enterprise earnings date
Investor Update15 Oct, 2025
LIVEat 19:00
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Frequently asked questions
HP’s Enterprise Business
Hewlett-Packard (HP) is a multinational technology company with its roots in Palo Alto, California. Founded in 1939 by Bill Hewlett and Dave Packard in a garage, HP began as a producer of electronic test equipment. Over the decades, it has evolved into one of the world's leading computer and printer manufacturers. By the turn of the century, HP had diversified into various sectors, including imaging, computing, and IT services. In 2015, HP underwent a significant transformation, splitting into two entities: HP Inc., focused on personal computers and printers, and Hewlett Packard Enterprise (HPE), emphasizing enterprise IT solutions.
The History Behind Hewlett-Packard
Hewlett-Packard (HP) was founded in 1939 by Bill Hewlett and Dave Packard in a Palo Alto garage. Initially producing a line of electronic test and measurement equipment, their first product was an audio oscillator. In the 1960s, they ventured into the computer industry, launching a series of firsts such as the first desktop computer. Over time, HP expanded its product line, embracing diverse areas from printers to enterprise servers.
The Split
In 2015, the technology giant Hewlett-Packard (HP) underwent a significant transformation by splitting into two separate companies. This division was designed to address distinct markets more effectively. HP Inc. took over the personal computer and printer sectors, capitalizing on the legacy of HP's well-known consumer products. Meanwhile, Hewlett Packard Enterprise (HPE) was created to focus on the enterprise segment, including servers, storage, networking, and other business solutions. HPE competes with companies such as Cisco, IBM, and Oracle while HP Inc. continues to operate within PCs and printers.
Hewlett Packard Enterprise
HPE focuses on the design, production, and sale of enterprise IT infrastructure, software, and related services. Its product lineup comprises servers, storage devices, and networking equipment, supplemented with management software for system integration and oversight. Alongside hardware and software offerings, HPE provides consulting services that guide businesses in IT strategy and deployment. It also has support services to address technical issues and maintenance requirements. As the emphasis on digital transformation grows across industries, HPE offers cloud-based solutions to support businesses in this shift. These solutions aim to help companies move from traditional IT frameworks to more flexible and scalable digital systems.
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