惠普宣布全球裁员约10%

Core Viewpoint - HP Inc. plans to lay off 4,000 to 6,000 employees by the end of fiscal year 2028, representing about 10% of its workforce, to streamline operations and enhance productivity through artificial intelligence [2] Group 1: Layoff and Restructuring - The company will incur approximately $650 million in costs related to restructuring, with about $250 million expected in fiscal year 2026 [2] - The layoffs will primarily affect product development, internal operations, and customer support teams, aiming to save $1 billion in gross operating costs over three years [2] - HP had previously laid off 1,000 to 2,000 employees in February 2025 [2] Group 2: Financial Performance - For fiscal year 2025, HP's diluted non-GAAP earnings per share are projected to be $3.12, a 9% decrease year-over-year, and below market expectations [2] - The company anticipates diluted non-GAAP earnings per share for fiscal year 2026 to be between $2.90 and $3.20, also lower than analyst expectations of $3.34 [2] - HP reported total revenue of $55.295 billion for fiscal year 2025, a year-over-year increase of 3.24%, while net profit decreased by 8.86% to $2.529 billion [2] Group 3: AI Transformation - HP announced a comprehensive AI transformation plan, aiming to enhance customer satisfaction, drive product innovation, and improve production efficiency [2] - The CEO emphasized the importance of redesigning processes to leverage AI effectively, particularly agent-based AI, to achieve significant impacts [2] Group 4: Market Position - According to Canalys, HP holds a 25.3% market share in the U.S. PC market, leading over Dell and Lenovo, with a total shipment of 69.21 million units in 2024, reflecting a 5.2% year-over-year growth [3]