Hewlett Packard Enterprise Company (HPE) Earnings Call Transcripts

Hewlett Packard Enterprise Company's Latest Earnings Call - September 10, 2026

In the earnings call for the fiscal Q4 2026, Hewlett Packard Enterprise (HPE) reported strong financial performance, with revenue growth of 10% year-over-year and earnings per share (EPS) of $1.11, significantly exceeding prior guidance. Management raised fiscal 2027 guidance, now projecting revenue growth of 13% to 17% and EPS growth of 16% to 20%. The company also highlighted a record free cash flow of nearly $1 billion, indicating robust operational efficiency and demand across its networking and server segments, particularly in AI and cloud solutions.

Reported metrics

Guidance from management

Management raised fiscal 2027 guidance, now expecting revenue growth of 13% to 17% and EPS growth of 16% to 20%, reflecting strong demand and improved supply chain visibility.

What management said

Gave some safe harbor trade first to get started. -- sure no 1 heard this before. So my remarks may contain forward-looking statements. So please refer to our SEC filings included in our most recent Form 10-Q for a discussion of the risk factors that relate to our business. So thank you very much for having me.

It's for their internal usage. Yes. So just think about -- just like us, and we put -- I mean we use PCAI they're using more of a traditional server approach, and it's for inferencing.

What analysts pressed on

Analysts expressed concerns regarding the ability to convert strong order growth into revenue effectively. The focus on order conversion was highlighted as a critical area for management, with potential implications for future performance.

Main topics on the call

• Raised Fiscal 2027 Outlook — Management raised both fiscal '26 and '27 outlooks, now expecting revenue growth of 13% to 17% and EPS growth of 16% to 20%. This revision reflects strong demand and improved supply visibility, as stated by Shannon Cross...
• Record Free Cash Flow — HPE reported record free cash flow of almost $1 billion for the quarter, a significant indicator of financial health. This was emphasized by Cross, who noted, "we also had a record free cash flow, and that's something th...
• Strong Demand in Networking and Servers — The networking segment saw a 10% revenue growth and a remarkable 36% growth in orders. Traditional server orders surged by 75% year-over-year, showcasing robust demand across product lines. Cross highlighted, "Overall, d...
• Supply Chain Improvements — Management noted a significant increase in purchase commitments, from $6 billion to $30 billion, enhancing supply visibility. Cross stated, "Our purchase commitments for networking doubled quarter-over-quarter," indicati...

Read the full Hewlett Packard Enterprise Company transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 100 Hewlett Packard Enterprise Company earnings call transcripts on record, spanning January 31, 2020 to September 10, 2026. Based on this history, Hewlett Packard Enterprise Company reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HPE

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Technology Hardware, Storage and Peripherals

Calls on record

100

First call

January 31, 2020

Most recent

September 10, 2026

Reporting cadence

quarterly