Revenue segments as reported by the company.

Server

Hybrid Cloud

Intelligent Edge

Compute

High Performance Computing & Artificial Intelligence

Storage

Financial Services

Corporate Investments and Other

Elimination of intersegment net revenue

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Amortization of intangible assets

Transformation costs

Disaster charges

Acquisition, disposition and other related charges

Impairment of goodwill

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Hewlett Packard

Nimble Storage is a predictive flash storage technology company based in San Jose, California founded in early 2008. It produces hardware and software products for data storage, specifically data storage arrays that use the iSCSI and Fibre Channel protocols and includes data backup and data protection features. Nimble is a subsidiary of Hewlett Packard Enterprise.

Nimble Storage

Micro Focus is a multinational software and information technology business based in Newbury, Berkshire, England. The firm provides software and consultancy. The company is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. On 7 September 2016, Micro Focus announced its intent to merge with Hewlett Packard Enterprise’s software business segment. The acquisition was completed on 1 September 2017.

Micro Focus

DXC Technology is an end-to-end services company headquartered in Tysons Corner, Virginia. DXC provides information technology and consulting services to businesses and governments. The company operates in more than 70 countries and trades on the New York Stock Exchange under the symbol “DXC” and is a component of the S&P 500 index. DXC was formed in 2017 from the merger of Computer Sciences Corporation (CSC) and the Enterprise Services business of Hewlett Packard Enterprise (formerly Electronic Data Systems).

DXC Technology

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Compute, High Performance Computing & Artificial Intelligence (HPC and AI), Storage, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Compute segment includes both general purpose servers for multi-workload computing and workload optimized servers to offer the best performance and value for demanding applications. The HPC and AI segment offers standard and custom hardware and software solutions designed to support specific use cases. The Storage segment provides workload optimized storage product and service offerings, which include an intelligent hyperconverged infrastructure with HPE Nimble Storage dHCI and HPE SimpliVity. The Intelligent Edge segment offers wired and wireless local area network, campus and data center switching, software-defined wide-area-network, network security, and associated services to enable secure connectivity for businesses of any size. The Financial Services segment provides flexible investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the A & PS business that primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services as well as complex solution engagement capabilities, the Communications and Media Solutions business, the HPE Software business, and Hewlett Packard Labs. The company was founded on July 2, 1939 and is headquartered in Spring, TX.

Earnings data Q2 2021

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HPE achieves record Q1 performance, raises guidance for fiscal year

HPE reported record Q1 performance, raised guidance for fiscal year 2023, and announced strategic acquisitions to enhance capabilities. The company's focus on profitable growth, GreenLake success, and diversified portfolio position it optimistically. Challenges in the compute business and supply chain issues require continued attention for sustained growth.

HPE reports strong Q2 earnings, eyes growth in AI and edge computing

HPE's Q2 2023 earnings call showcased robust financial performance, strategic focus on key segments, and proactive measures to address challenges. With a strong emphasis on innovation and growth areas like AI and edge computing, HPE is positioning itself for future success.

HPE reports Q3 revenue growth driven by Intelligent Edge success

HPE's Q3 earnings call highlighted solid performance, with a focus on Intelligent Edge and HPE GreenLake driving revenue and margin expansion. The company's strategic initiatives in AI, sustainability, and partnerships position it for future growth amidst competitive challenges and market opportunities.

HPE achieves record FY 2023 performance, eyes AI growth

HPE delivered record performance in FY 2023, driven by strong demand for AI solutions and growth in the Intelligent Edge segment.
While facing challenges in moderating revenue growth and managing demand trends, HPE has opportunities to capitalize on the ramp in HPC and AI revenue.
The company's strengths in AI solutions, GreenLake platform, and financial services, along with strategic investments, position it for continued growth and profit diversification.
Overall, HPE's performance highlights its resilience and adaptability in navigating market dynamics and leveraging emerging technologies for sustained success.

HPE reports strong profitability but revenue challenges in Q1

HPE's Q1 earnings call highlighted strong profitability but revenue challenges due to networking softness and GPU supply constraints. The company showcased financial discipline, record gross margins, and a focus on profitability, with opportunities in AI, edge computing, and hybrid cloud segments.
Challenges in GPU delays and networking demand were addressed, with a focus on cost actions, investment in growth opportunities, and the pending Juniper Networks acquisition. Analyst questions reflected concerns over inventory levels and expectations for sequential growth in servers and storage.
HPE's performance in Q1 demonstrated strengths in financial discipline, operational efficiency, and innovation, with opportunities to capitalize on AI demand, edge computing growth, and sustainability initiatives. The company faces challenges in meeting revenue targets amidst GPU supply constraints and networking softness.

HPE surpasses Q2 expectations with strong AI and GreenLake growth

HPE's Q2 performance exceeded expectations, driven by strong AI systems revenue and robust growth in HPE GreenLake.
Leadership in AI, strategic partnerships, and unique cooling systems position HPE well in the market.
Challenges include AI backlog, margin decline, and the need for continued cost discipline.
Opportunities lie in growing enterprise interest in AI, sovereign AI projects, and expanded partnerships.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The computer company has reported it is seeing significant momentum in AI-related server demand.

HP Enterprise Extends Rally, Nears Record

Dell Technologies

Microsoft

NVIDIA

Super Micro Computer

SoundHound AI Inc

Western Digital

In a previous column, published on Feb. 28, I predicted that medium-cap and small-cap stocks would surge, powered by their “favorable fundamentals and low valuations.” Last week, the latter process did indeed occur to a very large extent.

Seize the Surge: Why Investors Can't Ignore Small Caps, AI and Consumer Confidence Right Now

Now might be a good time to weigh in with puts.

HPE's Post-Earnings Rise Could Be Short-Lived

Hewlett Packard Enterprise Co (NYSE:HPE, ETR:2HP) has slashed its sales and profit guidance for the full year on lower demand for its network solutions products and a lack of chip supply.  It sees revenue for the year ending in October being flat to 2% higher, down from its prior guidance of 2% to 4% growth.

HPE slashes full-year sales and profit guidance, reports mixed 1Q results

Hewlett Packard's (HPE) fiscal Q1 results reflect the negative impacts of inventory saturation, softened network demands and GPU order delays.

Hewlett Packard (HPE) Q1 Earnings Beat Estimates, Sales Miss

IonQ

Quantum Computing

Three quantum computing stocks could realistically turn a $100,000 investment into a seven-figure sum this year. The quantum computing industry is still very young.

3 Quantum Computing Stocks to Turn $100,000 Into $1 Million

Tech firms Dell Technologies Inc (NYSE:DELL) and Hewlett Packard Enterprise Co (NYSE:HPE) are both in focus following their respective earnings reports, though one is faring much better than the other today.

2 Tech Stocks in Focus After Earnings

Hewlett Packard Enterprise Company (HPE) Q1 2024 Earnings Call Transcript

Hewlett Packard Enterprise Co.'s stock fell 4% in after-hours trading Thursday after the company posted a steep drop in quarterly revenue but improved earnings.

HPE's stock slides after a steep decline in revenue

The headline numbers for Hewlett Packard Enterprise (HPE) give insight into how the company performed in the quarter ended January 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Hewlett Packard Enterprise (HPE) Reports Q1 Earnings: What Key Metrics Have to Say

Hewlett Packard Enterprise (HPE) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.63 per share a year ago.

Hewlett Packard Enterprise (HPE) Q1 Earnings Top Estimates

Hewlett Packard Enterprise on Thursday forecast second-quarter revenue below Wall Street estimates, as businesses scale down spending on the server maker's technology solutions.

Hewlett Packard Enterprise sees downbeat Q2 revenue on weak networking solutions demand

Hewlett Packard Enterprise reported earnings that topped expectations. Guidance missed consensus estimates.

HPE Earnings Fall But Top Estimates. Guidance Below Expectations.

HOUSTON--(BUSINESS WIRE)--Hewlett Packard Enterprise (NYSE: HPE) today announced financial results for the first quarter ended January 31, 2024. "HPE exceeded our profitability expectations and drove near-record year-over-year growth in our recurring revenue in the face of market headwinds, demonstrating the relevance of our strategy,” said Antonio Neri, president and CEO of Hewlett Packard Enterprise. “Despite a mixed quarter, I remain very confident that our focus on customer-centric innovati.

Hewlett Packard Enterprise Reports Fiscal 2024 First Quarter Results

Hewlett Packard (HPE) enhances Bethesda's networking infrastructure by implementing HPE Aruba Networking Security Service Edge.

Hewlett Packard (HPE) Expands Bethesda's Networking System

HOUSTON--(BUSINESS WIRE)--With HPE Aruba Networking SSE, Bethesda can provide users with fast, secure access to applications and improve IT staff visibility into access events.

Bethesda Health Group Delivers Personalized Resident Care, Enhances Security, and Saves Six Figures with HPE Aruba Networking Expansion

Juniper Networks

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Juniper Networks, Inc. (NYSE: JNPR) to Hewlett Packard Enterprise (NYSE: HPE). Under the terms of the proposed transaction, shareholders of Juniper will receive $40.00 in cash for each share of Juniper that they own. KSF is seeking to determine whether this consideration and the process that led to it are adeq.

JUNIPER NETWORKS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Juniper Networks, Inc. - JNPR

Hewlett Packard's (HPE) Q1 performance is expected to reflect benefits from growing demand for its cloud services and the adoption of HPE GreenLake.

Hewlett Packard (HPE) to Report Q1 Earnings: What's in Store?

Salesforce

Domino's Pizza

Zoom Video

It's another eventful week for trade participants: even though it feels as if Q4 earnings season is winding down, we still expect results from important companies this week like Salesforce ( CRM ), Hewlett Packard ( HPQ ), ( HPE ) in the latter half and Zoom Video ( ZM ) after the closing bell today. For economic prints, the all-important Personal Consumption Expenditures (PCE) on Thursday will take center stage, as it is the Fed's favored metric for tracking inflation.

Wall Street Awaits PCE/Core PCE Data

Get a deeper insight into the potential performance of Hewlett Packard Enterprise (HPE) for the quarter ended January 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Insights Into Hewlett Packard Enterprise (HPE) Q1: Wall Street Projections for Key Metrics

BARCELONA--(BUSINESS WIRE)--HPE is working with TELUS, which is building Canada's first 5G open radio access network (Open RAN), by providing infrastructure across 3,000 sites.

Hewlett Packard Enterprise Powering TELUS to Deliver Canada's First 5G Open RAN Network

Hewlett Packard (HPE) is set to implement Wi-Fi 6E access points and AI-managed CX switches, secured by ClearPass and Dynamic Segmentation, at the University of Maryland.

Hewlett Packard's (HPE) Wi-Fi 6E to Power University of Maryland

HOUSTON--(BUSINESS WIRE)--UMD deployed a new network enabling the institution to continue its academic leadership while saving millions over the life of the infrastructure.

University of Maryland Enhances Student Success and World-Class Research by Standardizing on HPE Aruba Networking

Advanced Micro Devices

If you love the concept undergirding information technology ( IT ) stalwart Super Micro Computer (NASDAQ: SMCI ) – and who doesn't? – but just don't want to pay “full retail,” then Super Micro Computer alternative picks may be right for you.

3 Alternative Picks if You Love Super Micro Computer Stock

HP's lawyers tell high court that software firm's co-founder Mike Lynch fraudulently inflated its value

News for Hewlett Packard Stock (HPE)