FY25 Financial Performance - HPE's revenue reached $34.3 billion, a 14% increase year-over-year[20] - The company's full-year non-GAAP diluted net EPS was $1.94, exceeding the guidance of $1.88 to $1.92[20] - HPE generated a full-year free cash flow of $986 million, surpassing the guidance of approximately $700 million[20] - The company's Annual Recurring Revenue (ARR) reached approximately $3.2 billion, a 62% increase year-over-year, with Software and Services contributing over 80% of the ARR[20] Q4 FY25 Financial Highlights - Net revenue for Q4 FY25 was $9.7 billion, a 14% increase year-over-year and a 6% sequential increase[32] - ARR for Q4 FY25 was $3.2 billion, a 62% increase year-over-year and a 3% sequential increase[32] - Non-GAAP gross margin for Q4 FY25 was 36.4%, a 5.5 percentage point increase year-over-year and a 6.5 percentage point sequential increase[32] - Non-GAAP operating profit for Q4 FY25 was $1.2 billion, a 26% increase year-over-year and a 52% sequential increase[32] Strategic Priorities and Outlook - HPE aims to achieve approximately $1 billion in annualized structural cost savings by FY28 through Juniper synergies and Catalyst initiatives[16] - The company targets to generate more than $3.5 billion in Free Cash Flow (FCF) by FY28[16] - HPE anticipates revenue growth of 17% to 22% as reported for full year FY26, or 5% to 10% on a pro forma basis[55]
HPE(HPE) - 2025 Q4 - Earnings Call Presentation