Q4: 2025-12-04 Earnings Summary
EPS of $0.62 beats by $0.04
| Revenue of $9.68B (14.44% Y/Y) misses by $235.75M
Hewlett Packard Enterprise Company (HPE) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST
Company Participants
Marie Myers - Executive VP & CFO
Conference Call Participants
Timothy Long - Barclays Bank PLC, Research Division
Presentation
Timothy Long Barclays Bank PLC, Research Division
Thank you, everyone, for joining. Tim Long, Barclays IT Hardware Comm Equipment analyst. Thanks for joining, and happy to have Marie Myers here, EVP, CFO, of…
Q4: 2025-12-04 Earnings Summary
EPS of $0.62 beats by $0.04
| Revenue of $9.68B (14.44% Y/Y) misses by $235.75M
Hewlett Packard Enterprise Company (HPE) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST
Company Participants
Marie Myers - Executive VP & CFO
Conference Call Participants
Timothy Long - Barclays Bank PLC, Research Division
Presentation
Timothy Long Barclays Bank PLC, Research Division
Thank you, everyone, for joining. Tim Long, Barclays IT Hardware Comm Equipment analyst. Thanks for joining, and happy to have Marie Myers here, EVP, CFO, of HP Enterprise. So I think you got to read a safe harbor first and then we’ll get into...
Marie Myers Executive VP & CFO
Yes, I got to read safe harbor Tim. You want me to get going?
Timothy Long Barclays Bank PLC, Research Division
Sure go for it.
Marie Myers Executive VP & CFO
So my remarks may contain forward-looking statements. So please refer to our SEC filings, including our most recent Form 10-Q for a discussion of the risk factors that relate to our businesses. Done.
Question-and-Answer Session
Timothy Long Barclays Bank PLC, Research Division
Excellent. So thanks, Marie. Let’s – I got a big list here, but I want to start with kind of the 3 popular ones we get most. And obviously, you guys just reported, so it’s good we have fresh numbers and outlooks. But a lot of focus on networking, obviously, with the Juniper acquisition and it being half of profitability at this point, much different complexion for HP as a whole. So talk to us a little bit about kind of that growth expectation, I think, kind of mid-single digit. Maybe the moving parts now. There’s a lot of – you’ve got Campus, you got data center, you’ve got telco, you’ve got cloud routing. You got a lot of pieces. So maybe walk us through your view of kind of what’s going to inform that number higher or lower when thinking about the key end markets that you’re playing in?