HPE Q3: Mixed Results, AI Server Delays

HPE Q3: Mixed Results, AI Server Delays

Update: 2025-12-11
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Hewlett Packard Enterprises Q3 earnings show mixed results: while revenue fell short of expectations due to shipping delays and reduced federal spending, adjusted earnings per share beat estimates. The company highlighted strong order momentum in networking and storage divisions, with CEO Antonio Neri describing the quarter as transformative due to the Juniper Networks acquisition. Analysts questioned price increases and server hikes, to which management explained efficiency benefits and disciplined pricing strategies. Key areas to watch include Juniper integration, AI server and networking backlog conversion, and managing rising memory component prices.

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HPE Q3: Mixed Results, AI Server Delays

HPE Q3: Mixed Results, AI Server Delays