HPE(US:HPE) ZACKS·2025-09-08 14:15Core Insights - Hewlett Packard Enterprise (HPE) reported total revenue of $9.14 billion for the quarter ending July 2025, reflecting an 18.5% increase year-over-year [4] - The company's international operations are crucial for assessing its financial strength and growth potential, with significant contributions from regions like Europe, Middle East and Africa, and Asia Pacific and Japan [2][3] International Revenue Breakdown - Europe, Middle East and Africa generated $2.74 billion, accounting for 30% of total revenue, which was a 10.87% miss against the consensus estimate of $3.07 billion [5] - Asia Pacific and Japan contributed $1.65 billion, representing 18.1% of total revenue, also falling short by 8.13% compared to the expected $1.8 billion [6] Future Revenue Expectations - Analysts project HPE to report $9.99 billion in total revenue for the current fiscal quarter, indicating an 18.2% increase from the previous year, with Europe, Middle East and Africa expected to contribute $3.52 billion and Asia Pacific and Japan $2.06 billion [7] - For the full year, total revenue is anticipated to reach $34.5 billion, a 14.5% increase from the last year, with Europe, Middle East and Africa expected to account for $12.01 billion and Asia Pacific and Japan $7.17 billion [8] Market Dynamics - HPE's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of its international revenue trends to project future directions [9] - The complexities of global interdependence and geopolitical risks are critical factors influencing earnings forecasts for companies with international operations [10] Stock Performance - HPE's stock has increased by 13% over the past month, outperforming the Zacks S&P 500 composite's 3.1% increase, and has gained 33.3% over the past three months compared to the S&P 500's 9.5% increase [14]