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X @The Wall Street Journal
Sweating in elite new supersize saunas produces a unique sort of connection: Welcome to the new networking space https://t.co/YWX4Xf2CaH ...
X @Ammalgam (δ, γ)
Ammalgam (δ, γ)· 2025-09-12 17:26
What to expect:🔹 A speaking stage with featured talks from our sponsors.🔹 Multiple rounds of go-kart races on the HyperDrive track.🔹 Food & free-flow beverages throughout the afternoon.🔹 A private lounge for relaxed networking and conversations. https://t.co/57XPJztUVP ...
HPE(HPE) - 2025 Q3 - Earnings Call Transcript
2025-09-03 22:02
Financial Data and Key Metrics Changes - In Q3, the company achieved record revenue of $9.1 billion, an 18% increase year over year, driven by strong momentum in AI, networking, and hybrid cloud [8][29] - Non-GAAP diluted net earnings per share were $0.44, towards the high end of the guided range of $0.40 to $0.45 [32] - Free cash flow was $790 million, significantly improved due to better inventory management and strong supply chain execution [9][41] Business Segment Data and Key Metrics Changes - Networking revenue reached $1.7 billion, up 54% year over year, benefiting from the acquisition of Juniper Networks [12][33] - Server revenue was $4.9 billion, an all-time high, increasing 16% year over year, driven by strong AI systems demand [16][36] - Hybrid cloud revenue was $1.5 billion, marking the fourth consecutive quarter of year-over-year growth [20][38] Market Data and Key Metrics Changes - The networking market recovery is ongoing, with strong demand in campus and branch segments, particularly for Wi-Fi 7 [12][33] - AI orders nearly doubled sequentially, with sovereign opportunities increasing approximately 250% [10][37] - The company reported a record AI backlog of $3.7 billion at the end of the quarter [10][29] Company Strategy and Development Direction - The company aims to lead in the AI era with a modern, secure, cloud-native, and AI-driven networking portfolio [24][25] - The integration of Juniper Networks is expected to enhance profitability and drive new market opportunities [27][28] - The company is focused on executing cost-saving initiatives through the Catalyst program, targeting at least $600 million in cost synergies over the next three years [41][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand across all business segments despite market uncertainties [27][29] - The company anticipates continued growth in AI and networking, with a focus on profitable growth and operational efficiency [25][48] - Management highlighted the importance of free cash flow generation and debt reduction as key priorities moving forward [41][45] Other Important Information - The company completed the acquisition of Juniper Networks on July 2, which is expected to shift revenue mix towards higher growth and higher margin networking business [27][28] - The company reported a positive cash conversion cycle of 35 days, with inventory levels reduced significantly [42][44] - The company is committed to maintaining an investment-grade credit rating and reducing net leverage to the target range by 2027 [45][41] Q&A Session Summary Question: Insights on server margin profile and AI server business profitability - Management indicated that traditional server margins have returned to historical levels of around 10% to 12%, with expectations for continued improvement in Q4 [51][53] Question: Early integration progress and market opportunities post-Juniper acquisition - Management reported strong early integration progress and positive customer feedback, with expectations for significant synergies and growth opportunities in the networking market [59][60] Question: Networking margins and synergy roadmap - Management acknowledged a temporary decline in networking margins but expressed confidence in returning to mid-20s levels through synergies and improved operational efficiency [70][72] Question: Growth rates for the combined networking business and product integration - Management emphasized the strong momentum in both Intelligent Edge and Juniper businesses, with plans for thoughtful integration of product offerings [82][84] Question: Customer insights and market growth opportunities - Management highlighted robust demand across all segments, with a focus on refreshing aging infrastructure and capturing market share in networking and AI [98][92]
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
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
Marketing Principles - The power of consistency: Brands should strive to be consistently present in customers' lives, like Amul with its "utterly butterly" girl, to become a part of their daily routine [7][8][9][10] - Adaptability is key for survival: Companies must adapt to new market trends and evolve to survive for the long term, as exemplified by Tata (existing for 150 years) and Bunge (existing for 200 years) [14][15][16][17][18] - The power of networking: Networking can lead to new opportunities and collaborations, as demonstrated by the story of Paytm founder Vijay Shekhar Sharma [22][23][24][25] - Ethical leadership is crucial: Companies should prioritize ethics over profit to build trust with stakeholders and maintain a positive reputation, as exemplified by Tata and Infosys [26][27][28][29][30] - Giving back to society is important: Individuals and companies should find ways to contribute to society and make a positive impact [32][33][34][35][36] Implications for Different Groups - For students: Consistency means creating the right digital footprints on social media [10][11], adaptability means preparing for jobs that may not exist in the future [19], networking means building the right connections [24], and ethical leadership means developing integrity [30][31] - For working professionals: Consistency means maintaining integrity in their work [12][13], adaptability means adapting to new technologies like AI and machine learning [19][20], networking means career growth [25], and ethical leadership means maintaining integrity [31] - For business leaders: Consistency means consistent positive customer feedback [13], adaptability means adapting to market disruption from new companies [20][21][22], networking means new collaborations and business expansion [25], and ethical leadership means prioritizing ethics over profit [31][32] The Echo of Tomorrow - The future is shaped by today's actions: Positive outcomes in the future are a result of positive actions taken today [6][36][37]
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 @Forbes
Forbes· 2025-08-20 00:40
How To Connect With People On LinkedIn And Not Make It Weird https://t.co/DYc9KxJ95X https://t.co/DYc9KxJ95X ...