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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
HP (HPQ) investor relations material
HP Goldman Sachs Communacopia + Technology Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communacopia + Technology Conference 2026 summary8 Sep, 2026
Financial performance and outlook
Achieved record revenue in Personal Systems, up 18%, and increased annual guidance following strong execution and tariff refunds.
Print segment results were in line, with notable share gains in Big Tank, Industrial, and 3D Printing, and continued growth in subscription offerings.
Guidance was raised even excluding tariff benefits, with confidence in execution and outlook for the year.
Q4 margins in Personal Systems expected to trough, with recovery into the 5%-7% range by FY 2027.
Tariff refunds provided $0.11 per share benefit in Q3 and are expected to add $0.08 in Q4, mainly benefiting Print.
Strategic focus and operational initiatives
Emphasis on premium PCs, AI PCs, workstations, and peripherals, especially in commercial markets, to drive revenue and margin mix.
Regained market leadership in the Americas and North America, aligning with strategic goals.
AI PC demand is now driven by enterprise needs for local, secure, and cost-effective AI solutions, shifting from future-proofing to hybrid AI compute.
Workforce Experience Platform (WXP) enables device management, predictive maintenance, and operational efficiency, recently recognized in Gartner's Magic Quadrant.
Four-pillar mitigation plan addresses supply, demand shaping, cost reduction, and pricing, with mix and premium focus driving ASPs.
Supply chain and cost management
Secured supply for current and next fiscal year through long-term supplier relationships and rapid qualification of new, including Chinese, suppliers.
Newly qualified suppliers, including those in China, are a smaller but important part of the supply base.
Rising input costs, especially memory and resin, are being managed through cost reduction, mix, and selective price increases.
Long-term customer agreements, mainly with enterprise clients, are being repriced to reflect new cost realities, with commercial business making up about 70% of the portfolio.
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Latest events from HP
- Q3 revenue up 12.5% to $15.7B, non-GAAP EPS $0.83, FY26 outlook raised on AI PC growth.HPQ
Q3 2026 - AI PCs are driving a shift to hybrid, agentic computing, unlocking new value and cost efficiencies.HPQThe Six Five Summit: AI Unleashed 2026
- AI integration, supply chain flexibility, and premium product focus drive growth and margin expansion.HPQMorgan Stanley Technology, Media & Telecom Conference
- Board elections, auditor ratification, and all management proposals passed; independent Chairman proposal failed.HPQAGM 2026
- AI PCs, margin recovery, and cost savings drive strong outlook and strategic transformation.HPQ2026 Evercore Global TMT Conference
- Q2 FY26 revenue up 9% to $14.4B, led by Personal Systems and strong EPS growth.HPQQ2 2026
- Strong Q1 growth, disciplined margin management, and AI-driven strategies support resilient outlook.HPQMorgan Stanley Technology, Media & Telecom Conference 2026
- Board recommends all management proposals and opposes mandatory independent Chair policy.HPQProxy Filing
- Key votes include director elections, auditor ratification, and executive pay approval.HPQProxy Filing
Next HP earnings date
Q4 202624 Nov, 2026
Next HP earnings date
Q4 202624 Nov, 2026
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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.