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HPE(HPE) - 2025 Q3 - Earnings Call Transcript
2025-09-03 22:00
Financial Data and Key Metrics Changes - In Q3 2025, Hewlett Packard Enterprise (HPE) reported revenue of $9.1 billion, an increase of 18% year over year, driven by strong performance in AI, networking, and hybrid cloud [8][28] - Non-GAAP diluted net earnings per share were $0.44, towards the high end of the guided range of $0.40 to $0.45 [31] - Free cash flow was $790 million, significantly improved due to better inventory management and strong supply chain execution [9][39] Business Segment Data and Key Metrics Changes - The networking segment generated revenue of $1.7 billion, up 54% year over year, benefiting from the acquisition of Juniper Networks [12][32] - Server revenue reached an all-time high of $4.9 billion, increasing 16% year over year, with AI systems revenue also at a record $1.6 billion, up 25% year over year [16][35] - Hybrid cloud revenue was $1.5 billion, marking the fourth consecutive quarter of year-over-year growth [20][36] Market Data and Key Metrics Changes - Demand for AI systems saw a nearly 100% increase in orders quarter over quarter, with sovereign opportunities up approximately 250% [10][35] - The cumulative orders for AI systems since Q1 2023 now account for more than 50% of total net orders [10] - The networking market recovery is evident, with strong demand in campus and branch segments, driven by Wi-Fi 7 and data center switching [12][32] Company Strategy and Development Direction - HPE aims to lead in the AI era with a modern, secure, cloud-native, and AI-driven networking portfolio [24] - The integration of Juniper Networks is expected to enhance profitability and capture synergies, with at least $600 million in cost synergies anticipated over the next three years [16][27] - The company is focused on executing its Catalyst program to improve operational efficiency and simplify its portfolio [9][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand across all business segments and noted that the market remains robust despite evolving conditions [26][95] - The company anticipates continued growth in AI and networking, with a focus on integrating Juniper's offerings to enhance market position [24][62] - HPE expects revenue growth of 14% to 16% for FY 2025, incorporating contributions from Juniper Networks [42] Other Important Information - HPE's annualized recurring revenue run rate was reported at $3.1 billion, up 75% year over year [28] - The company has shipped over 5,000 Alletra MP arrays, indicating strong growth in its storage portfolio [21] - HPE's cash conversion cycle was positive 35 days, with expectations for improvement in Q4 due to a full quarter of Juniper's financials [40][41] Q&A Session Summary Question: Insights on server margin profile post-acquisition - Management confirmed that traditional server margins have returned to historical levels around 10% to 12%, with expectations for continued improvement in Q4 [48][51] Question: Early integration progress and market opportunities post-Juniper acquisition - Management highlighted strong early performance in networking segments and integration efforts, with a focus on leveraging combined strengths to capture market opportunities [57][59] Question: Future growth rates for combined networking business - Management expressed confidence in exceeding market growth rates, with a strategic focus on integrating Juniper and Aruba offerings to enhance customer solutions [78][80] Question: Customer feedback and market growth opportunities - Management noted robust customer demand and consistent order linearity, indicating a healthy market environment for HPE's core offerings [95]
X @U.S. Securities and Exchange Commission
U.S. Securities and Exchange Commission· 2025-08-29 17:42
Networking Skills - The Let's Talk Networking series provides tips for improving networking skills [1] - The series features founders and funders sharing insights on creating impactful and lasting connections [1] - The series is presented in brief video format [1]
5 choices that shape our future | Prashant Mohan | TEDxMall Road
TEDx Talks· 2025-08-27 16:31
[Music] Good evening friends. Since I'm a marketing professional, I will try to take you through some marketing principles, make you visualize things. As I can see that many students are here.So uh I will take you through some few stories and IQ I I will make you visualize uh the whole scenario. So let us start. Just imagine that you are entering a supermarket.There are wide variety of products with vibrant and different kinds of colors of packaging and you when you enter you see the packaging you see that ...
Are you one connection away from a new life? | Quang Do | TEDxĐaKao
TEDx Talks· 2025-08-25 16:54
A little story. It was 2:17 p. m.I still remember the exact time. An email from Google, my dream company. I opened it, hoping for an interview, but it was a rejection.No explanation, just an automated no. Who knows that feeling. Right. Right. Right.What stay with me wasn't the rejection. It was the realization. We are taught that effort leads to success.But effort alone can leave us invisible. The world rewards visibility. and visibility comes through access.That difference between effort and access changes ...
X @Johnny
Johnny· 2025-08-24 23:41
All these crypto conference meet ups are super whackI wanna throw a crypto / entrepreneur meet up but actually make it cool and worth whileEverytime I go to a conference nobody actually goes to the conference but side eventsI want to a do a meet up of all money hungry, motivated, in shape people and use it as a giant networking event to meet all types of like minded people ...
Beyond Resumes: What No One Tells You About Finding Work | Farah Oweis | TEDxMEU
TEDx Talks· 2025-08-20 15:29
Career & Personal Development - The speaker initially pursued nutrition but found it unfulfilling, leading to a career change [1] - Networking and professional relationships are crucial for securing job opportunities [1] - A strong personal brand and online presence on social media platforms are essential for career advancement [1] - Tailoring resumes to specific job requirements significantly increases the chances of landing interviews [1] - Technical skills are easily taught by companies, but soft skills like communication, personality, and a positive attitude are more valuable [1] - Changing jobs can lead to increased experience and higher earnings [1] HR Insights - 70% of the speaker's nutrition cohort went into the nutrition field [1] - The speaker discovered a passion for Human Resources (HR) after attending a career development program [1] - The speaker emphasizes the importance of finding a career that provides a sense of impact and value [1][2] - The speaker initially believed passion was essential for career success but later realized that passion can be a changing emotion [1]
X @LBank.com
LBank.com· 2025-08-19 12:09
Event Overview - LBank hosted a WEB3 Soirée named "Stars & Skyline" in Downtown Dubai [1] - The event took place on August 27th, from 19:00 to 21:00 (UTC+4) [1] - The event aimed to facilitate connection, collaboration, and growth within the Web3 space [1] Regulatory Compliance & Disclaimer - LBank is actively aligning with VARA regulations and progressing with Dubai licensing [1] - The event was for education and networking purposes only, with no financial advice provided [1] Keywords - Web3, Networking, Dubai, LBank, Blockchain [1]
X @Bitget Wallet 🩵
Bitget Wallet 🩵· 2025-08-18 02:45
RT hype 3 (@hype3_marketing)From the Philippines to Malaysia — now Japan is calling 🇯🇵👉https://t.co/MnVftjwTxVHype3 is joining forces with @Anome_Official, @BitgetWallet and @BuzzUpHQ to host an exclusive side event during @WebX_AsiaWith support from @avax @JETRO_info @Web3Salon @GAMIES_Official @ngg_japan @students_web3 @JpCointelegraph @AWAJ_official @RootDataCrypto, this elite networking will unite top Web3 builders and influential KOLs to connect, ignite new ideas, and shape the future of Web3 in Japan# ...
X @Wendy O
Wendy O· 2025-08-14 00:35
Event Information - Crypto event invitation for networking opportunities [1] - Event date: August 14, 2025 [1] - Event time: 4:30 PM to 7:30 PM [1] - Event location: Los Angeles [1] Invitation - Invitation to individuals interested in the crypto industry [1]