Hewlett Packard Enterprise Company (HPE) Presents at Barclays 23rd Annual Global Technology Conference Transcript

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.

Seeking Alpha • Dec 10, 2025

Hewlett Packard: A New Margins-Boosting Revenue Driver For FY26

Juniper can help HPE unlock a new revenue engine in Networking, as the unification of sales teams can help unlock cross-selling and up-selling opportunities. As the Networking business has a higher margins profile, the favorable revenue mix shift toward that segment is a profitability driver for the overall company. HPE trades at a fair 32% discount to peers, which I believe makes its valuation acceptable.

Seeking Alpha • Dec 8, 2025

HPE stock sinks 9% on revenue miss and weak server numbers

Hewlett Packard Enterprise reported fourth-quarter revenue that missed analyst expectations. Revenue for HPE's server segment came in at $4.46 billion, down 10% from the prior quarter and down 5% from a year ago.

CNBC • Dec 5, 2025

HPE stock plunges 9%: what spooked investors on Friday?

Hewlett Packard Enterprise (NYSE: HPE stock) tumbled 9% on Friday after the company revealed that its blockbuster AI server story is hitting speed bumps. The development came as HPE reported its Q4 earnings, which displayed a mixed picture.

Invezz • Dec 5, 2025

HPE's AI Servers Ready as Soon Data Centers Are, Says CEO

HPE CEO Antonio Neri discusses the company's earnings as its sales for AI servers fall short. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech”.

Bloomberg Technology • Dec 5, 2025

HPE Q4 Earnings Surpass Expectations, Revenues Rise Y/Y

Hewlett Packard Enterprise shares fall despite an earnings beat and solid revenue growth in the fourth quarter of fiscal 2025.

Zacks Investment Research • Dec 5, 2025

Hewlett-Packard Enterprise: A Dirt-Cheap AI Growth Play

Hewlett Packard Enterprise Company delivered strong Q4 earnings, driven by networking segment momentum and significant non-GAAP gross margin expansion. The Juniper acquisition doubled HPE's networking operations, fueling a 150% Y/Y surge in networking revenue and supporting a raised EPS outlook. HPE's GreenLake Cloud platform achieved 68% Y/Y ARR growth, signaling a successful pivot to recurring, consumption-based services.

Seeking Alpha • Dec 5, 2025

Domo, Argan, Hewlett Packard Enterprise And Other Big Stocks Moving Lower In Friday's Pre-Market Session

U.S. stock futures were mostly higher this morning, with the Nasdaq futures gaining around 100 points on Friday.

Benzinga • Dec 5, 2025

Nvidia Stock Rises. What Foxconn, HPE Sales Say About AI Chip Demand.

Nvidia stock was rising as the market digests reports from AI server companies Foxconn and Hewlett Packard Enterprise.

Barrons • Dec 5, 2025

HPE forecasts weak quarterly revenue

Hewlett Packard Enterprise forecast first-quarter revenue below Wall Street estimates on Thursday, signaling cautious enterprise spending.

Reuters • Dec 4, 2025