Hewlett Packard Enterprise Company (HPE) Earnings Call Transcripts

Hewlett Packard Enterprise Company's Latest Earnings Call - September 30, 2026

Hewlett Packard Enterprise (HPE) reported record Q3 results for fiscal year 2026, highlighting strong performance in its Networking segment driven by AI-related demand. Revenue for the quarter reached $8.5 billion, with earnings per share (EPS) of $0.75, exceeding analyst expectations. Management raised fiscal 2027 revenue growth guidance for HPE Networking to a range of high teens to low 20%, up from the previous guidance of 14% to 17%, indicating robust demand and successful integration of Juniper Networks.

Reported metrics

Guidance from management

Management expects fiscal 2027 HPE Networking revenue growth in the range of high teens to low 20%, up from the previous guidance of 14% to 17%. They also project a high teens revenue CAGR through fiscal 2029 with operating margins in the mid- to high 20% range.

What management said

Okay. So Sajeev, thanks for joining us. You have been a customer since 2018, I believe, starting with Mist and then Juniper Networks and now with HPE. You've seen the vision of self-driving networking truly come to life. So maybe start by just taking us back in 2017, earlier, what did the network look like day-to-day? And what was your team just dealing with?

That's awesome. We're talking about almost 10 years ago, well before AI was a fashionable term to be used by pretty much everybody in the industry. But we see what you're talking about so often, the consistent troubleshooting, the silos. What were some of the first results that your team saw when you started deploying the technology?

What analysts pressed on

Analysts expressed concerns regarding supply chain constraints impacting revenue growth. There were also questions about the sustainability of high growth rates and the competitive landscape in the networking market, particularly with the influx of new entrants and pricing pressures.

Main topics on the call

• Record Q3 Results — HPE achieved record Q3 results with revenue of $8.5 billion and EPS of $0.75, surpassing analyst expectations. Management stated, 'We are executing ahead of plan, with the integration delivering greater-than-expected syn...
• AI Market Opportunity — Management emphasized the significant growth opportunities in the AI market, stating, 'Every customer segment is treating the network as core, strategic infrastructure.' This reflects the increasing importance of network...
• Integration Success — The integration of Juniper Networks is progressing faster than expected, with management increasing cost synergy targets from $600 million to $800 million by fiscal 2028. Rami Rahim noted, 'We are moving faster than expe...
• Revenue Growth Guidance Raised — Management raised fiscal 2027 revenue growth guidance for HPE Networking to high teens to low 20%, up from 14% to 17%. This reflects strong demand and improved order conversion, with cumulative orders for AI exceeding $3...

Read the full Hewlett Packard Enterprise Company transcript (September 30, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 101 Hewlett Packard Enterprise Company earnings call transcripts on record, spanning January 31, 2020 to September 30, 2026. Based on this history, Hewlett Packard Enterprise Company reports quarterly. The most recent call on file is dated September 30, 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

101

First call

January 31, 2020

Most recent

September 30, 2026

Reporting cadence

quarterly