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HP (HPQ) investor relations material
HP Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Key business performance and market trends
Achieved fifth consecutive quarter of company-wide growth and sixth in PCs, driven by Windows 11 refresh and increased AI PC shipments, with momentum expected to continue into next fiscal year.
PC market outlook remains positive, with mid-single-digit growth expected, supported by an aging installed base, ongoing Windows 11 upgrades, and rising AI PC adoption.
AI PCs surpassed 25% of shipments in Q3, with a target of 50% within a couple of years, offering higher prices and margins.
Print business saw expected softness in office demand, but usage remains stable and is anticipated to recover as back-to-office trends continue.
Print supplies experience seasonal fluctuations, with long-term low single-digit declines expected due to a shrinking installed base.
Strategic initiatives and margin management
Decisive actions to offset tariffs include supply chain relocation, cost reductions, and price increases, maintaining margin discipline in both PC and print segments.
Personal Systems EBIT margins returned to the 5%-7% target range, with further sequential improvement expected.
AI PCs are expected to uplift average selling prices by 5%-10% as their share grows.
Print margins remain at the higher end of the industry due to disciplined cost management and selective market share strategies.
Embedding AI in operations is expected to further improve efficiency and cost structure.
Growth areas and future outlook
Key growth areas include AI PCs, workstations, hybrid solutions, print subscriptions, industrial print, and 3D printing, all showing strong double-digit growth.
Managed services and subscriptions in print are rapidly expanding, with 13 million global subscribers.
Industrial print, about 15% of the print base, is growing at double digits, offsetting declines in home print.
M&A strategy is focused on high-ROI, strategic acquisitions like Humane, enhancing AI and software capabilities.
Capital allocation prioritizes returning free cash flow to investors unless higher ROI opportunities arise.
Enterprise AI PC adoption drivers?
Print strategy for overall business growth?
Next phase of cost savings beyond $2B?
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Next HP earnings date
Q4 202521 Nov, 2025
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Frequently asked questions
Computers & Printers
Hewlett-Packard, universally known as HP, is an iconic name in the global tech landscape. HP is an American company and was founded in a Palo Alto garage in 1939 by Stanford graduates, Bill Hewlett and Dave Packard. HP's expansive portfolio encompasses computing, printing, and digital technology, with a consistent emphasis on mixing technological innovation with user-centric design. As a testament to its pioneering spirit, the brand remains at the forefront of technological evolution, consistently reshaping the way individuals and businesses interact with the digital world.
Born in a Garage
HP's origin traces back to 1939 when Stanford University graduates, Bill Hewlett, and Dave Packard, initiated a venture from a garage with a mere investment of just a couple of hundred dollars. They called the company Hewlett-Packard (HP for short), and their first noteworthy product was an audio oscillator, with Walt Disney Studios being one of their initial clients, acquiring multiple oscillators for the movie "Fantasia". Over the years, HP expanded its product line and reach, continually establishing itself as a reputable name in the electronic and tech spheres. In 2015, Hewlett-Packard was renamed to HP Inc. In conjunction with this, the company spun off its enterprise business as well as renamed it Hewlett Packard Enterprise.
Computer Experts
HP's offerings of computers are segmented into different categories to serve various market segments. For personal users, the HP Pavilion and HP Envy lines bring together modern design and robust performance, ideal for everyday tasks. For professionals demanding high-performance systems, the HP ZBook and HP EliteBook series offers powerful computing solutions, often fortified with enhanced security features. Gaming enthusiasts are catered to by the HP Omen line, which is packed with high-end specs for an immersive experience. Moreover, their HP Chromebooks provide lightweight, cloud-based computing, suitable for students and consumers with a lower budget. The HP of today is a major player in the computer manufacturing industry and competes with companies such as Microsoft, Dell, Apple, and several other large manufacturers.
Not Just Computers
Parallel to their work in computer manufacturing, HP has maintained a significant presence in the world of printing. The introduction of the HP LaserJet series in the 1980s introduced a new dimension of efficiency and quality to both office and home printing. Over time, the company diversified its printer portfolio, introducing products like the DeskJet series for home users and multifunctional printers that combined scanning, copying, and faxing capabilities. Even if computers remain the main focus for HP, their printers are still an important part of their business operations.
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