Category Archives: HPE

HPE reported 23Q4 GAAP diluted EPS of $0.49 vs. 22Q4’s loss of $0.23 and my estimate of $0.38.  Non-GAAP EPS of $0.52 was a nickel below last year and three cents above my estimate of $0.49.  Net revenue of $7.35 … Continue reading →

HPE reported 23Q3 GAAP diluted EPS of $0.35 vs. 22Q2’s $0.31 and my estimate of $0.35.  Non-GAAP EPS of $0.49 was a penny above last year and two pennies above my estimate of $0.47.  Net revenue of $7.00 billion was … Continue reading →

HPE reported 23Q2 GAAP diluted EPS of $0.32 vs. 22Q2’s $0.19 and my estimate of $0.31.  Non-GAAP EPS of $0.52 increased 18% over last year’s figure and my estimate of $0.45.  Net revenue of $6.97 billion was up 3.9% over … Continue reading →

HPE reported 23Q1 GAAP diluted EPS of $0.38 vs. 22Q1’s $0.39 and my estimate of $0.37.  Net revenue of $7.81 billion was up 12.2% over 22Q1’s $6.96 billion and my estimate of $7.33 billion.  All of HPE’s business segments recorded … Continue reading →

HPE reported a 22Q4 GAAP loss of $0.23 per diluted share vs. earnings of $0.31 in 21Q4.  My estimate called for earnings of $0.37.  All of the shortfall was due to a $905 million ($0.68 per share) goodwill impairment charge … Continue reading →

HPE’s 22Q3 GAAP diluted EPS was $0.31 vs. $0.29 in 21Q3 and better than my estimate of $0.26.  Non-GAAP EPS was $0.48, compared with $0.47 last year and my estimate of $0.46.  Net revenue of $6.95 billion exceeded 21Q3’s $6.90 … Continue reading →

Hewlett Packard Enterprise Company’s performance during the first half of fiscal 2022 was somewhat disappointing, due primarily to the residual disruptions from the pandemic and more recent developments, including the conflict between Russia and Ukraine.  Although its order book increased … Continue reading →

At its 2021 Securities Analyst Meeting (SAM), the management of Hewlett Packard Enterprise Company (HPE) said that the workplace changes advanced by the pandemic are proving the validity of its edge-to-cloud strategy.  HPE has experienced stronger than anticipated growth in … Continue reading →

The Company Reported Stronger Than Expected 21Q2 Results, But Its Upwardly Revised Guidance Was Somewhat Disappointing. HPE reported fiscal 2021 second quarter GAAP earnings of $0.19 per share, well above its most recent guidance of $0.02-$0.08 per share and ahead … Continue reading →

HPE has posted two consecutive quarters of stronger-than-expected results.  Although the quarterly figures still lag behind the prior year, the recent strength suggests that its business is rebounding strongly off the bottom.  As noted by management, HPE’s business portfolio, which … Continue reading →

At its 2019 Securities Analyst meeting (SAM) held in New York City on October 23, the senior management of Hewlett Packard Enterprise (HPE) said that the company was poised to enter the third phase of its evolution: pivoting to sustainable, … Continue reading →

Despite progress recorded in both its restructuring and its financial performance, HPE’s shares underperformed the market. Several factors contributed to the underperformance; but the shares should have upside if the company can deliver on its guidance. Continue reading →

Key takeaways: Through its HPE Next transformation plan, HPE will spend $1.1 billion over the next two years to achieve annualized cost cuts of $1.5 billion by the end of 2020. It will reinvest about half of the savings to … Continue reading →