Hewlett Packard Enterprise Company (NYSE:HPE) Raymond James 42nd Annual Institutional Investors Conference March 3, 2021 2:10 PM ET Company Participants Tarek Robbiati - CFO Nancy Lee - Investor Relations Conference Call Participants Simon Leopold - Raymond James Simon Leopold Well, folks, thank you for joining us. This is Simon Leopold, Raymond James data infrastructure analyst. As part of the institutional investor conference, we've got a session kicking off next with HP Enterprise. I'm pleased to be joi ...

Hewlett Packard Enterprise Company (NYSE:HPE) Q1 2021 Earnings Conference Call March 2, 2021 5:00 PM ET Company Participants Andrew Simanek - Vice President, Investor Relations Antonio Neri - President and Chief Executive Officer Tarek Robbiati - Executive Vice President and Chief Financial Officer Conference Call Participants Shannon Cross - Cross Research Wamsi Mohan - Bank of America Aaron Rakers - Wells Fargo Katy Huberty - Morgan Stanley Amit Daryanani - Evercore Simon Leopold - Raymond James Paul Cost ...

Hewlett Packard Enterprise Company (NYSE:HPE) Goldman Sachs Virtual Technology and Internet Conference 2021 January 12, 2021 11:20 AM ET Company Participants Antonio Neri - Chief Executive Officer Marcus Kupferschmidt - Head, Investor Relations Conference Call Participants Rod Hall - Goldman Sachs Group Inc. Rod Hall Good morning, everyone. We're back. I have the pleasure of hosting Hewlett Packard Enterprise. We've got Antonio Neri, the CEO of the company. So welcome Antonio. Thanks for joining us. Antonio ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 31, 2020 Or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-37483 | --- | --- | |-------------------------------------------------------------------------------------|---------- ...

Summary of Hewlett Packard Enterprise Company (HPE) Conference Call Company Overview - **Company**: Hewlett Packard Enterprise Company (NYSE: HPE) - **Event**: Credit Suisse 24th Annual Technology Virtual Conference - **Date**: December 3, 2020 Key Industry Insights - **Digital Transformation**: The pandemic has accelerated the need for businesses to prioritize digital transformation, making it a strategic imperative for companies across various sectors [8][9] - **Cloud Adoption**: There is a notable shift towards public cloud adoption, but HPE emphasizes that the cloud is an experience rather than a destination. The company is focusing on as-a-service models, which are growing faster than public cloud at a 58% CAGR [11][12][16] - **On-Premises Solutions**: HPE believes that a significant portion of workloads (IDC estimates 70%) will remain on-premises, indicating a strong market for on-prem as-a-service offerings [16] Financial Performance and Projections - **Order Momentum**: HPE reported growing order momentum across all business segments, with total orders (excluding China) up 8% in Q4. Specific segments showed significant growth: Compute up 2%, Storage up 9%, HPC/MCS up 24%, and Edge up 12% [24] - **Revenue Growth**: For fiscal year 2021, HPE expects total revenue growth in line with long-term targets of 1% to 3% CAGR, with a focus on stabilizing core segments and accelerating as-a-service offerings [25] - **HPC/MCS Performance**: HPE achieved record revenue in HPC/MCS of nearly $1 billion in Q4, growing 50% quarter-over-quarter and 25% year-over-year. HPE holds a 37% market share in HPC, significantly ahead of competitors [27][28] Strategic Focus Areas - **As-a-Service Transition**: HPE is pivoting towards as-a-service models, which are expected to drive growth. The company reported a 30% year-over-year increase in annualized run rate revenues, reaching $585 million [19] - **Cost Management**: HPE is focused on optimizing costs and improving margins, particularly in the Compute segment, where operating margins are expected to reach 10% to 12% [40][41] - **M&A Strategy**: HPE is cautious with M&A, seeking accretive deals that enhance revenue growth without compromising its investment-grade credit rating. Recent acquisitions like Cray and Silver Peak are viewed positively [45][47] Risks and Challenges - **Economic Uncertainty**: The company acknowledges ongoing uncertainty due to the pandemic, particularly in Europe and the U.S., which may impact recovery and growth trajectories [9][24] - **Supply Chain Issues**: HPE faced challenges in the supply chain that affected backlog and revenue recognition, but these issues are reportedly being resolved [33][35] Additional Insights - **H3C Investment**: HPE is satisfied with its position in H3C, which has shown a 20% year-over-year growth in equity interest contribution, amounting to $212 million [43] - **Dividend Policy**: HPE has maintained its dividend payments throughout the pandemic, declaring a $0.12 dividend for Q1 2021, emphasizing the importance of returning value to shareholders [48] This summary encapsulates the key points discussed during the conference call, highlighting HPE's strategic direction, financial performance, and market outlook.

Hewlett Packard Enterprise Company (NYSE:HPE) Wells Fargo TMT Summit 2020 Fireside Chat Conference December 2, 2020 2:00 PM ET Company Participants Keith White - SVP and GM, GreenLake Cloud Services Marcus Kupferschmidt - Director, Investor Relations & Business Intelligence Conference Call Participants Aaron Rakers - Wells Fargo Operator Aaron Rakers Thank you. Thank you, everybody for joining us this afternoon. I'm Aaron Rakers on the IT Hardware and Semiconductor analysts here at Wells Fargo. I'm extremel ...

Hewlett Packard Enterprise Company (NYSE:HPE) Q4 2020 Results Earnings Conference Call December 1, 2020 5:00 PM ET Company Participants Andrew Simanek - Vice President, Investor Relations Antonio Neri - President and CEO Tarek Robbiati - Executive Vice President and CFO Conference Call Participants Aaron Rakers - Wells Fargo Simon Leopold - Raymond James Wamsi Mohan - Bank of America Irvin Liu - Evercore ISI Shannon Cross - Cross Research Katy Huberty - Morgan Stanley Jeriel Ong - Deutsche Bank Rod Hall - G ...