Group 1 - The event is the HPE 2025 Security Analyst Meeting, hosted in New York, focusing on the company's strategic direction and security initiatives [1][2] - Key executives presenting include Antonio Neri (President CEO), Rami Rahim (EVP, President and General Manager of Networking), and Marie Myers (EVP and Chief Financial Officer) [2] - The session will include a Q&A segment moderated by Shannon Cross, the Chief Strategy Officer [2] Group 2 - The presentation may contain forward-looking statements that involve risks, uncertainties, estimates, and assumptions [3]

公司董事会批准了额外30亿美元的股票回购，使总股票回购计划达到37亿美元。 惠普企业在分析师会议上公布了2026财年疲软的业绩指引，公司预计2026财年调整后每股收益将在2.20 美元至2.40美元之间，低于分析师预期的2.40美元。 预计2026财年收入增长将在5%至10%之间，远低于华尔街17%的估计。公司计划将业务重点放在网络技 术(包括收购Juniper Networks)和面向主权及企业市场的相关人工智能技术上。 ...

慧与科技宣布，将在下一财年将股息提高10%，从目前的每季度每股13美分上调至更高水平。董事会还 批准了额外的30亿美元用于股票回购。 慧与科技(HPE.US)对其下一财年的盈利和现金流的预测低于分析师的预期，这反映出在人工智能时代 其面临着利润空间缩减的问题。慧与科技预计，截至2026年10月结束的这一财年调整后每股收益将在 2.20美元至2.40美元之间。该公司周三在一份声明中表示，其自由现金流将在15亿美元至20亿美元之 间。分析师平均预测的利润为2.41美元，自由现金流为24.1亿美元。 作为最大的计算机设备制造商之一，慧与科技正将网络业务作为其未来扩张的重要支柱。该公司于7月 以约130亿美元的价格收购了瞻博网络公司。此外，对于用于人工智能工作负载的高性能服务器的需求 也有所增加。 首席执行官Antonio Neri在声明中表示："我们正准备在对客户最为重要的市场中抢占更多份额。"该声 明与公司的分析师日活动同步发布。 不过，慧与科技之所以面临利润率收窄的问题，部分原因在于其生产的服务器采用了昂贵的人工智能芯 片，这使得这些机器的盈利性有所降低。根据声明，在未来几年，该公司计划"实现更高的盈利水平， ...

Core Insights - Hewlett Packard Enterprise (HPE) has projected annual profit and revenue figures that fall short of Wall Street expectations, indicating potential challenges ahead for the company [1] Financial Performance - The company is shifting its server business focus towards artificial intelligence and networking, which may impact its traditional revenue streams [1] Market Positioning - HPE's strategic pivot towards AI and networking reflects broader industry trends, as companies increasingly invest in these areas to drive growth [1]

Core Insights - Hewlett Packard Enterprise (HPE) shares fell 7% after disappointing fiscal 2026 guidance, with adjusted earnings per share expected between $2.20 and $2.40, below analyst expectations of $2.40 [1] - Revenue growth is projected to be between 5% and 10%, significantly lower than Wall Street's estimate of 17% [1] Strategic Focus - HPE plans to concentrate on strategic priorities, including networking technology and artificial intelligence offerings for both sovereign and enterprise segments [2] - The CEO emphasized that the strengthened portfolio aims to create more profitable growth and enhance capital return opportunities for shareholders [2] Financial Actions - The board approved an additional $3 billion in share buybacks, increasing the total repurchase plan to $3.7 billion [3] - HPE announced a 5% reduction in employee headcount, equating to approximately 2,500 job cuts [3]

The technology company expects revenue to grow between 5% to 10% for fiscal 2026 as it targets higher-growth businesses to improve profit. ...

NEW YORK--(BUSINESS WIRE)--HPE (NYSE: HPE) today hosted its Securities Analyst Meeting at the New York Stock Exchange, where Antonio Neri, HPE president and CEO; Marie Myers, executive vice president and CFO; and Rami Rahim, executive vice president, president and general manager of HPE Networking, discussed the company's strategic priorities and financial outlook through fiscal year 2028. They illustrated how HPE's leadership position in the high-growth, high-margin networking market and diffe. ...

Summary of Hewlett Packard Enterprise (HPE) 2025 Security Analyst Meeting Company Overview - **Company**: Hewlett Packard Enterprise (NYSE: HPE) - **Event**: 2025 Security Analyst Meeting - **Date**: October 15, 2025 - **Key Speakers**: Antonio Neri (President and CEO), Rami Rahim (EVP and General Manager of Networking), Marie Myers (CFO) Core Industry Insights - **Industry Context**: The IT industry is undergoing significant transformation driven by digitalization, cloud growth, and AI advancements [10][11][12] - **Market Position**: HPE has evolved into a leaner, more innovative company with a differentiated portfolio, ready to capitalize on emerging opportunities in networking, cloud, and AI [11][12][15] Strategic Priorities - **Networking Leadership**: HPE aims to build a new networking industry leader, focusing on high-margin software and services growth through HPE GreenLake cloud [14][15] - **Financial Goals**: HPE targets annual run-rate synergies of at least $600 million from the Juniper integration and $350 million from Catalyst initiatives by 2028 [14][15] - **Free Cash Flow**: Expected to exceed $3.5 billion by fiscal year 2028, with plans for increased dividends and share buybacks [15] Market Opportunities - **Total Addressable Market (TAM)**: Anticipated to grow to over $1.1 trillion by fiscal year 2028, with significant growth in networking, cloud, and AI sectors [15][16] - **Networking Market**: Expected to reach $169 billion by 2028, driven by AI adoption and increased data center interconnectivity [38][46] - **AI Infrastructure**: HPE is positioned to capture growth in AI infrastructure, particularly in sovereign and enterprise markets, with a focus on high-performance computing [69][71] Product Innovations - **HPE GreenLake**: A unified platform that simplifies IT management and reduces costs, with 44,000 customers and over $2 billion in annual recurring revenue (ARR) [79] - **Alletra MP Storage**: A cloud-native platform for structured and unstructured data, gaining market share in the rapidly expanding AI market [84] - **HPE ProLiant Gen 12 Servers**: Delivering significant power savings and improved performance, with a focus on sustainability and profitability [88] Competitive Advantages - **Integration of Juniper Networks**: The acquisition enhances HPE's networking capabilities, creating a comprehensive portfolio that includes secure, AI-native networking solutions [19][20][21] - **AIOps Solutions**: HPE's advanced AIOps platforms are designed to improve network performance and reduce operational costs, positioning the company as a leader in AI-driven networking [39][40] - **Security Strategy**: HPE is focusing on integrated security solutions that align with the growing trend of Universal Zero Trust Network Access (UZTNA) [50][51] Customer Engagement and Success Stories - **Diverse Customer Base**: HPE serves a wide range of industries, including notable clients like Carnival Cruise Line and the University of Notre Dame [53] - **Ryder Cup Deployment**: HPE showcased its capabilities by powering a large-scale smart city for the Ryder Cup, demonstrating the effectiveness of its integrated solutions [54][55] Conclusion - **Future Outlook**: HPE is committed to leveraging its strengths in networking, cloud, and AI to drive growth and deliver value to shareholders, with a clear strategy and robust product offerings [67][68]

Forward -looking statements You'll hear some forward -looking statements in today's presentation. All statements other than statements of historical fact are statements that could be deemed forward -looking statements. Our actual results could differ materially and we assume no obligation to update. Financial information, plans, and projections reflect estimates based on information available at the time of this presentation. These are based on risks and assumptions that may not prove correct. These risks a ...

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Here's what we're watching this hour. First up, big bank earnings kicking off a strong start for reporting season. We've got full coverage coming up.Plus, we'll have the latest on trade tensions between the US and China. And what do ETF lows tell us about the state of the markets. We'll discuss that and much more on Market Catalyst.Let's start with the major averages. Take a look at what's happening in markets today. We'r ...