Financial Data and Key Metrics Changes - Total HPE revenue increased 4% year-over-year to $7 billion, exceeding sequential outlook [8][21] - Non-GAAP gross margin reached 34.7%, up 0.5 points sequentially, matching the highest since the as-a-service business began [9][22] - Non-GAAP operating margin improved to 10.5%, up 120 basis points sequentially and 70 basis points year-over-year [10][23] - Non-GAAP diluted net earnings per share was $0.48, a 9% sequential rise and 2% year-over-year [10][23] - Cash flow from operations was $1.3 billion, with free cash flow of $587 million [10][24] Business Line Data and Key Metrics Changes - HPE GreenLake saw a 39% year-over-year increase in total as-a-service orders, with year-to-date orders growth at 86% [9][25] - Intelligent Edge revenue grew 12% year-over-year, with orders increasing for the seventh consecutive quarter [14][26] - HPC and AI revenue grew 15% year-over-year, with a backlog of awarded contracts just under $3 billion [26][27] - Compute revenue was down 1% due to supply constraints, but backlog grew sequentially to record levels [27] - Storage revenue was up 1%, with operating margins improving to 14.7% [28] Market Data and Key Metrics Changes - HPE's backlog reached record levels, up 96% year-over-year, with no meaningful cancellations [20][21] - The company expects currency to be a 2.5-point headwind to revenue for the full year [21] - Demand remains strong across various segments, with significant order growth in Edge and HPC [26][56] Company Strategy and Development Direction - HPE is focused on expanding its as-a-service offerings through the GreenLake platform, which is central to its strategy [9][61] - The company aims to achieve a three-year ARR CAGR target of 35% to 45% from fiscal year 2021 to fiscal year 2024 [25][61] - HPE is enhancing its partner ecosystem to adapt to evolving customer requirements [12] Management's Comments on Operating Environment and Future Outlook - Management noted enduring customer demand and a strong sales pipeline despite supply chain challenges [8][41] - The company anticipates supply chain issues to persist into next year, but expects some easing signs [11][41] - Management expressed confidence in achieving fiscal year 2022 revenue growth of 3% to 4% adjusted for currency [21][35] Other Important Information - HPE is committed to achieving net zero carbon emissions by 2040, accelerating its target by 10 years [17] - The company is strategically building inventory to navigate the supply chain environment [34] Q&A Session Summary Question: Discussion on backlog and guidance - Management highlighted record backlog levels and strong demand momentum, indicating confidence in revenue guidance despite currency headwinds [39][40][44] Question: OpEx and EPS commentary - Management acknowledged FX as a headwind to revenue but a potential tailwind to OpEx, maintaining discipline in cost management [47][49] Question: Order linearity and backlog quantification - Management confirmed backlog is close to double last year's levels, with sustained demand across segments [54][56] Question: As-a-service and ARR growth sustainability - Management emphasized the importance of the GreenLake platform in driving as-a-service growth, with confidence in achieving long-term targets [59][61] Question: October quarter guidance and margin expansion - Management expects revenue growth of at least 5% in Q4, with margin expansion driven by a favorable mix and disciplined cost management [66][68] Question: Operating margin sustainability in the compute segment - Management indicated that while operating margins may return to historical ranges, pricing discipline and backlog management will support profitability [70][72]

Hewlett Packard Enterprise Company (NYSE:HPE) Q2 2022 Earnings Conference Call June 1, 2022 5:00 PM ET Company Participants Andrew Simanek - Vice President, Investor Relations Antonio Neri - President & Chief Executive Officer Tarek Robbiati - Executive Vice President & Chief Financial Officer Conference Call Participants Aaron Rakers - Wells Fargo Simon Leopold - Raymond James Samik Chatterjee - JPMorgan Wamsi Mohan - Bank of America Rod Hall - Goldman Sachs Irvin Liu - Evercore ISI Kyle McNealy - Jefferie ...

Hewlett Packard Enterprise Company (NYSE:HPE) Q1 2022 Earnings Conference Call March 1, 2022 5:00 PM ET Company Participants Andrew Simanek - VP, IR Antonio Neri - President, CEO Tarek Robbiati - CFO Conference Call Participants Shannon Cross - Cross Research Wamsi Mohan - Bank of America Merrill Lynch Tim Long - Barclays Meta Marshall - Morgan Stanley Sidney Ho - Deutsche Bank Aaron Rakers - Wells Fargo Amit Daryanani - Evercore ISI Kyle McNealy - Jefferies Operator Good day. And welcome to the First ...

Table of Content 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, 2021 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 HEWLETT PACKARD ENTERPRISE COMPANY (Exact name of registrant as specified in its charter) Delaware 47-3298624 (S ...

Hewlett Packard Enterprise Company (NYSE:HPE) Raymond James Virtual Technology Investors Conference December 8, 2021 2:30 PM ET Company Participants Andrew Simanek - VP, Head of IR; HPE Tarek Robbiati - CFO Conference Call Participants Simon Leopold - Raymond James Operator Well folks, thank you very much for joining us. This is Simon Leopold, Raymond James, Data infrastructure analyst, here at our virtualized technology conference. I'm pleased to welcome for our next session we have with us from HP Enterpr ...