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三年前，惠普曾宣布另一项成本削减计划，同样计划削减4000个至6000个岗位。当时，惠普员工总量约 为6.1万人。惠普表示，该计划让公司总体节省了22亿美元。 对于本财年，惠普预计调整后的每股收益为2.90美元至3.20美元，低于分析师平均预估的3.32美元。对 于截至明年1月的财季，惠普预计调整后每股收益为0.73美元至0.81美元，市场普遍预期为0.78美元。 惠普股价周二在纽约股市常规交易时段报收于24.32美元后，盘后下跌约4%。在财报发布前，该股今年 已累计下跌25%。(作者/箫雨) 惠普预计，到2028财年结束时，公司可通过裁员每年总体节省10亿美元。惠普CEO恩里克·洛雷斯 (Enrique Lores)在接受采访时表示，节省的资金将来自惠普在产品开发、客户支持、销售和制造等领域 应用AI工具。他表示："这是我们必须采取的措施，以确保公司保持竞争力。" 惠普周二在声明中表示，裁员将产生约6.5亿美元的重组费用，其中约2.5亿美元计入在2025年11月1日开 始的2026财年。截至2024年10月，公司员工总数约为5.8万人。 惠普 凤凰网科技讯 北京时间11月26日，据彭博社报道，惠普公司周二宣 ...

Financial Data and Key Metrics Changes - HP reported a 4% year-over-year revenue growth for Q4, marking the sixth consecutive quarter of revenue growth, driven primarily by gains in personal systems [7][19] - Non-GAAP EPS was reported at $0.93, representing a sequential increase of 24% [22] - For the full year, revenue grew by 3%, with personal systems revenue increasing by 6% and print revenue declining by 4% [11][12] Business Line Data and Key Metrics Changes - Personal systems revenue grew 8% year-over-year, with strong performance in both commercial and consumer segments [9][22] - Print revenue declined 4%, reflecting market softness and delayed purchasing decisions, although consumer subscriptions showed double-digit revenue growth [10][24] - Industrial graphics exceeded $1.8 billion in annual revenue, driven by consistent year-over-year growth [11] Market Data and Key Metrics Changes - EMEA revenue grew 6% and APJ was up 9% in constant currency, while Americas revenue was flat due to demand softness in North America [20] - AI PCs represented over 30% of shipments in Q4, with expectations to increase to 40%-50% in the following year [53][82] Company Strategy and Development Direction - The company is focusing on four pillars for fiscal year 2026: personal systems growth, print market share expansion, workforce solutions recovery, and improved cost structure [15][16][17] - HP aims to embed AI into its operations to accelerate product innovation and improve customer satisfaction, targeting approximately $1 billion in gross run rate savings over three years [17][27] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by rising memory costs, which are expected to impact margins in the second half of the fiscal year [14][30] - The company remains confident in its ability to navigate these challenges, leveraging strong supplier relationships and a diversified portfolio [44][80] Other Important Information - HP's future-ready cost plan has delivered $2.2 billion in cumulative gross annualized savings, surpassing the original target [20] - The company announced a quarterly dividend increase to $0.30 per share, reflecting confidence in its long-term outlook [33] Q&A Session Summary Question: Free cash flow guidance despite margin pressures - Management indicated that free cash flow is expected to be flat year-over-year, offset by improvements in working capital and lower CapEx and restructuring costs [38][39] Question: Strategies for navigating memory pricing - Management emphasized the importance of scale and supplier relationships, along with a focus on portfolio management to mitigate the impact of rising memory costs [44][45] Question: Pricing actions across the portfolio - Price increases will be considered on a case-by-case basis, with a selective approach depending on specific situations [49] Question: Windows 11 refresh impact - The conversion to Windows 11 is expected to continue as a tailwind, particularly in SMB and international markets [51][62] Question: Rationale behind cost savings initiative - The initiative is driven by opportunities presented by AI to enhance productivity and customer satisfaction, not solely in response to memory costs [55][57] Question: Customer reception to pricing actions - Pricing actions have been implemented in both consumer and commercial spaces, with mixed reactions observed [87][88]

HP plans to cut up to 10% of its workforce as it invests further in artificial intelligence, a move its chief executive sees as essential to maintaining its competitive edge https://t.co/EW3MiXpoRq ...

Financial Data and Key Metrics Changes - HP reported a 4% year-over-year revenue growth in Q4 2025, marking the sixth consecutive quarter of revenue growth, driven primarily by gains in personal systems [6][20] - Non-GAAP EPS was reported at $0.93, representing a sequential increase of 24% and coming above the midpoint of guidance [20] - For the full year, revenue grew by 3%, returning to growth after previous declines [11] Business Line Data and Key Metrics Changes - Personal systems revenue grew 8% year-over-year, with strong performance in both commercial and consumer segments [10][20] - Print revenue declined 4% year-over-year, reflecting market softness and delayed purchasing decisions [10][23] - Key growth areas in personal systems, including AI PCs, saw double-digit revenue growth, with AI PCs now representing over 30% of shipments [10][20] Market Data and Key Metrics Changes - EMEA revenue grew 6% and APJ was up 9% in constant currency, while Americas revenue was flat, indicating regional disparities in performance [19] - The Windows 11 refresh is expected to continue driving demand, with 40% of the installed base still on Windows 10 at the end of Q4 [10][46] Company Strategy and Development Direction - The company is focusing on four pillars for fiscal year 2026: personal systems growth, print market share expansion, workforce solutions recovery, and improved cost structure [15][16][17] - HP is committed to embedding AI into its operations to drive product innovation and improve customer satisfaction, with a target of achieving approximately $1 billion in gross run rate savings over three years [17][26] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by rising memory costs, which currently account for 15%-18% of the cost of a typical PC, and outlined strategies to mitigate these impacts [13][14] - The company remains confident in its ability to navigate the challenging trade environment and expects to see stronger revenue in the second half of fiscal year 2026 [25][49] Other Important Information - HP's cumulative gross annualized savings from its future-ready cost plan reached $2.2 billion, surpassing the original target [19] - The company announced a quarterly dividend increase to $0.30 per share, reflecting confidence in its long-term outlook [32] Q&A Session Summary Question: Free cash flow guidance for next year - Management expects free cash flow to be relatively flat year-over-year, offset by improvements in working capital and lower CapEx and restructuring costs [33][34] Question: Strategies to navigate memory pricing - The company plans to use its scale and supplier relationships to manage memory costs, including qualifying lower-cost suppliers and redesigning product configurations [35][36] Question: Pricing actions across the portfolio - Pricing increases will be considered on a case-by-case basis, with a focus on balancing profitability and customer demand [39] Question: Windows 11 refresh impact - The Windows 11 refresh is expected to continue as a tailwind, particularly in SMB and international markets [40][46] Question: Cost savings initiative rationale - The new cost savings initiative is driven by opportunities presented by AI, not solely in response to memory costs [42] Question: Customer reception to pricing actions - Pricing actions have been implemented in both consumer and commercial spaces, with varied impacts on market share [59][60]

Market Overview - The Dow Jones Industrial Average is up 1.43%, with a 3% increase over the last three trading days, while the NASDAQ has risen approximately 4.3% in the same period [1][2] - The Russell 2000, representing small-cap stocks, has surged 7% since last Friday, indicating strong performance in this segment [2] - Health care has been a leading sector in the fourth quarter, with the XLV ETF up 2.25% today, while consumer discretionary (XLY) also saw gains of over 2% [3] Sector Performance - Seven sectors, including materials, consumer staples, industrials, financials, and communication services, are outperforming the S&P 500, with only energy and utilities showing losses [3] - The technology sector had mixed results, with Nvidia down 2.5% and AMD experiencing a larger loss of 4%, while companies like Applied Materials and Analog Devices saw gains of about 5% [4][5] Company Earnings and Projections - Dell reported Q3 adjusted EPS of $2.59, exceeding estimates of $2.47, with total net revenue of $27.01 billion, slightly below the expected $27.19 billion [26] - Dell raised its full-year revenue outlook to between $111.2 billion and $112.2 billion, driven by strong demand for AI servers [27] - HP, Inc. reported a profit outlook for the current year that misses estimates, projecting earnings of $2.90 to $3.20 per share, while also announcing job cuts of 4,000 to 6,000 by 2028 [52][54] AI and Technology Trends - The AI server market is a significant focus for Dell, with expectations of increased shipments and backlogs, as well as improved operating margins in their infrastructure unit [28][32] - The demand for AI-driven products is causing memory chip prices to rise, with expectations of a 30% increase in Q4 and an additional 20% next year [55] - HP's AIPCs (AI PCs) are gaining traction, with over 30% of their mix in Q4, surpassing the initial target of 25%, highlighting the growing adoption of AI technology in enterprise settings [64][66]

HP Inc. (HPQ) is doubling down on artificial intelligence — and betting it will replace thousands of jobs in the process. "There are many things that today we have to do using people ... that in the future AI will do better and will do faster," CEO Enrique Lores told Yahoo Finance (video above). It's not just an HP issue, he added, but an "industrywide" shift companies must embrace to stay competitive. That transformation is reshaping HP. The company on Tuesday unveiled a sweeping AI initiative tied to ...

Group 1: HP Inc. Developments - HP Inc. is planning to cut between 4,000 and 6,000 jobs through fiscal year 2028 as part of a significant restructuring effort [2][7] - The company issued a weaker-than-expected profit outlook, projecting full-year earnings of $2.90 to $3.20 per share, which falls short of analyst estimates [2][7] - The challenging forecast is attributed to rising memory-chip costs, and HP aims to leverage AI tools to achieve $1 billion in annual savings [2][7] Group 2: Dell Technologies Performance - Dell Technologies has significantly increased its annual forecast for AI server shipments to $25 billion, driven by strong demand from data centers [3][7] - The company reported a strong third-quarter performance that positively impacted its share price, highlighting the contrasting fortunes between Dell and HP [3][7] Group 3: Market Trends - Financial markets are increasingly anticipating a Federal Reserve interest rate cut in December, with traders actively engaging in Fed futures [4][7] - This sentiment indicates a potential shift in monetary policy that could affect economic growth and asset valuations [4][7] Group 4: General Motors Executive Departure - General Motors announced the departure of Senior Vice President Baris Cetinok, which may indicate internal shifts or strategic realignments within the company [5][7]

HP, Inc. (NYSE:HPQ) shares fell after the company released its fourth-quarter earnings report after Tuesday's closing bell. The company also announced layoffs and issued weak forward guidance. Here's a look at the details in the report. HPQ stock is moving. Watch the price action here.The Details: HP reported quarterly earnings of 93 cents per share, which beat the analyst estimate of 92 cents.Quarterly revenue came in at $14.6 billion, which beat the Street estimate of $14.48 billion, according to data fro ...

Financial Highlights - Q4 FY25 - Net revenue reached $1464 billion, a 4% increase year-over-year in both nominal and constant currency[15] - Non-GAAP diluted net earnings per share were $093, aligning with the outlook of $087 to $097 per share[15] - Free cash flow amounted to $15 billion[15] - $08 billion was returned to shareholders through share repurchases and dividends[15] Financial Highlights - FY25 - Net revenue totaled $553 billion, a 3% increase from the previous year, or 4% in constant currency[16] - Non-GAAP diluted net earnings per share reached $312[16] - Free cash flow was $29 billion[16] - $19 billion was returned to shareholders through dividends and share repurchases[16] Segment Performance - Q4 FY25 - Personal Systems contributed 71% to net revenue, while Printing accounted for 29%[18] - Printing generated 57% of the total non-GAAP operating profit with an 189% operating profit margin, while Personal Systems contributed 43% with a 58% operating profit margin[19] - Printing revenue was $4266 billion, down 42% year-over-year, with an operating profit of $805 million[22] - Personal Systems revenue was $10353 billion, up 79% year-over-year, with an operating profit of $597 million[22] Segment Performance - FY25 - Personal Systems accounted for 70% of net revenue, while Printing represented 30%[20] - Printing generated 60% of the total non-GAAP operating profit with an 187% operating profit margin, while Personal Systems contributed 40% with a 53% operating profit margin[20] - Printing revenue was $16702 billion, down 37% year-over-year, with an operating profit of $3118 billion[23] - Personal Systems revenue was $38532 billion, up 65% year-over-year, with an operating profit of $2054 billion[23] Regional Performance - Q4 FY25 - Americas accounted for 42% of net revenue, EMEA for 34%, and APJ for 24%[19] - Americas net revenue decreased by 06% year-over-year (03% in constant currency), while EMEA and APJ increased by 79% year-over-year (56% and 89% in constant currency, respectively)[19] Regional Performance - FY25 - Americas accounted for 42% of net revenue, EMEA for 34%, and APJ for 24%[20] - Americas net revenue increased by 73% year-over-year (85% in constant currency), EMEA increased by 13% year-over-year (21% in constant currency), and APJ increased by 31% year-over-year (26% in constant currency)[20]