Financial Performance - HPE posted record quarterly revenue of $9.1 billion, up 18% year-over-year[12] - Non-GAAP operating profit reached $777 million, with sequential growth in Server, Networking, and Hybrid Cloud[12] - Total ARR reached $3.1 billion, a 75% increase year-over-year[12] - The company expects to generate approximately $0.7 billion in free cash flow for FY25[26] Segment Results - Networking revenue increased by 54% year-over-year to $1.73 billion, with an operating profit of $360 million[12,16] - Server revenue reached an all-time high of $4.9 billion, up 16% year-over-year[12] - Hybrid Cloud revenue grew by 11% year-over-year to $1.5 billion[12] AI and Juniper Networks - AI orders nearly doubled sequentially, resulting in a record backlog[18] - The acquisition of Juniper Networks was completed, with at least $600 million in cost synergies expected over three years[12] Outlook - HPE anticipates Q4 FY25 revenue between $9.7 billion and $10.1 billion[31] - The company projects full-year FY25 revenue growth of 14-16% in constant currency[31]
HPE(HPE) - 2025 Q3 - Earnings Call Presentation