Hewlett Packard Enterprise (HPE) Company Report

HPE delivered Q4 revenue of $9.7 billion (+14% y/y), non-GAAP EPS of $0.62, and free cash flow of $1.9 billion, all exceeding guidance.
Networking revenue in Q4 was $2.8 billion (+150% y/y, +62% sequential) with a 23% non-GAAP operating margin, driven by the first full quarter of Juniper results.
Fiscal 2025 full-year revenue reached $34.3 billion (+14% y/y), while non-GAAP EPS was $1.94 and free cash flow $986 million.
For FY 2026, HPE raised its non-GAAP EPS and free cash flow guidance, reaffirmed revenue growth of 17%–22%, and plans to sell its remaining 19% H3C stake for ~$1.4 billion to reduce leverage.

1 hour ago

Transcript

HPE reports Q4 2025 results

HPE

Earnings

Guidance Update

M&A

HPE delivered Q4 revenue of $9.7 billion, up 14% year-over-year, with non-GAAP EPS of $0.62 and free cash flow of $1.9 billion.
For fiscal year 2025, HPE achieved $34.3 billion in revenue (+14% yoy), non-GAAP EPS of $1.94, and free cash flow of $986 million.
In Q4, networking revenue rose 150% to $2.8 billion with a 23% operating margin, while server revenue was $4.5 billion (-5% yoy) at a ~10% margin; hybrid cloud revenue declined 13% to $1.4 billion.
HPE raised its FY26 outlook to 17–22% reported revenue growth, non-GAAP EPS of $2.25–$2.45, and free cash flow of $1.7–$2.0 billion.

3 hours ago

Transcript

HPE reports fiscal Q4 2025 results

HPE

Earnings

Guidance Update

Dividends

HPE’s Q4 FY25 revenue was $9.7 billion, up 14% year-over-year, with record quarterly revenue and gross profit; non-GAAP gross margin reached 36.4%.
Q4 diluted non-GAAP EPS was $0.62, up $0.04 y/y and above the outlook of $0.56–$0.60; GAAP diluted EPS was $0.11.
Operating cash flow totaled $2.5 billion and free cash flow was $1.9 billion, both exceeding prior-year and outlook.
Following the completion of the Juniper Networks acquisition, HPE raised its FY26 guidance to non-GAAP EPS of $2.25–$2.45 and free cash flow of $1.7–$2.0 billion.
The Board declared a quarterly dividend of $0.1425 per share, payable January 16, 2026.

5 hours ago

8-K

Hewlett Packard Enterprise to sell 9% stake in H3C for $643M

HPE

M&A

On November 28, 2025, HPE’s subsidiary H3C Holdings agreed to sell 9% of H3C’s share capital for approximately USD $643 million to three Chinese investors.
The transaction is governed by three share purchase agreements with Unisplendour International Technology Limited and two equity investment partnerships, and requires PRC governmental approvals and, for one counterparty, Unisplendour Corporation Limited shareholder consent.
Closing is subject to customary conditions, including regulatory consents and accuracy of warranties, with a Long Stop Date 180 days after signing (extendable by 30 days) to satisfy all closing conditions.

4 days ago

8-K

HPE to sell 10% stake in H3C for $714M

HPE

M&A

HPE’s wholly-owned subsidiary H3C Holdings agreed to sell 10% of H3C Technologies’ issued share capital to five Chinese counterparties for approximately USD 714 million in cash.
Completion of the sale transactions is subject to customary conditions, including governmental approvals in China, board resolutions, waiver of certain rights, and a 180-day long-stop date (extendable by 30 days).
A side letter with Unisplendour International Technology Limited waives its pre-emptive first-offer right and allows H3C Holdings and UNIS to exercise remaining put/call option rights on the 9% residual stake up to three times between month 16 and 36 post-closing.

Nov 17, 2025, 12:54 PM

8-K

HPE partners on DOE’s largest AI supercomputers

HPE

New Projects/Investments

The U.S. Department of Energy, Argonne National Laboratory, NVIDIA, Oracle, HPE, and WWT announced a public-private partnership to expand national AI infrastructure and deliver the DOE’s largest AI supercomputer.
The upcoming Solstice system will feature 100,000 NVIDIA Blackwell GPUs, while Equinox will include 10,000 NVIDIA Blackwell GPUs, with Equinox expected in 2026.
Oracle will immediately provide DOE researchers access to AI computing resources running on NVIDIA Hopper and Blackwell architectures, accelerating scientific discovery.
Argonne will also deploy three new AI computing systems through its existing partnership with NVIDIA, HPE, and WWT to enhance AI inference capabilities.

Oct 28, 2025, 11:51 PM

Press Release

HPE to build Mission and Vision supercomputers for Los Alamos National Laboratory

HPE

New Projects/Investments

HPE selected to deliver two next-generation supercomputers, Mission and Vision, for Los Alamos National Laboratory in partnership with NVIDIA, under DOE’s $370 million investment initiative.
Mission will deliver 4× the performance of LANL’s previous Crossroads system to support NNSA security and advanced AI modeling.
Both systems use the new HPE Cray Supercomputing GX5000 with NVIDIA Vera Rubin GPUs and Quantum-X800 InfiniBand networking for exascale AI workloads.

Oct 28, 2025, 7:00 PM

Press Release

HPE advances government and enterprise AI adoption through secure AI factory innovations

HPE

Product Launch

New Projects/Investments

HPE and NVIDIA expanded the NVIDIA AI Computing by HPE portfolio, offering turnkey AI factory solutions to help governments, regulated industries, and enterprises overcome fragmented AI strategies and data siloes through secure, private AI infrastructure.
HPE Private Cloud AI now features ProLiant Compute DL380a Gen12 servers paired with NVIDIA RTX PRO 6000 Blackwell GPUs, delivering 3× better price-to-performance and securing seven top MLPerf Inference v5.1 rankings.
New air-gapped management and a unified data layer—combining HPE Data Fabric Software with Alletra Storage MP X10000—enable secure, compliant AI data governance and unstructured data storage in high-assurance environments.
Additional offerings include the HPE ProLiant Compute XD685 with eight NVIDIA Blackwell Ultra GPUs, NVIDIA GB300 NVL72 by HPE (shipping December 2025), and a DL380 Gen12 Server Premier Solution for Azure Local hybrid cloud deployments.

Oct 28, 2025, 6:30 PM

Press Release

HPE and AMD power U.S. sovereign AI supercomputers at ORNL

HPE

New Projects/Investments

Product Launch

HPE partners with AMD, DOE, ORNL, and Oracle to build Lux AI and Discovery supercomputers, representing a $1 billion combined investment to advance U.S. AI and HPC leadership.
Lux AI, the first dedicated U.S. AI Factory, will be deployed in early 2026 at ORNL, integrating AMD Instinct™ MI355X GPUs, EPYC™ CPUs, and Pensando™ networking technologies.
Discovery, powered by HPE Cray GX5000, AMD EPYC “Venice” CPUs, and Instinct MI430X GPUs, is expected in 2028 with user operations in 2029, building on Frontier’s exascale foundation.
Both systems directly support the U.S. AI Action Plan by accelerating AI-enabled science, strengthening national competitiveness, and delivering sovereign AI infrastructure.

Oct 27, 2025, 7:00 PM

Press Release

HPE to Build Exascale Supercomputer and AI Cluster for ORNL

HPE

Product Launch

New Projects/Investments

HPE was selected by the U.S. Department of Energy’s Oak Ridge National Laboratory to build a next-generation exascale supercomputer, “Discovery,” and a dedicated AI cluster, “Lux”.
Discovery, based on the new HPE Cray Supercomputing GX5000, is expected to boost select application productivity 10X over Frontier and include DAOS-based K3000 storage.
Lux will offer cloud-like, multi-tenant AI resources using HPE ProLiant Compute XD685 servers with AMD Instinct MI355X GPUs and EPYC CPUs.
Discovery will deliver 25% greater rack density, 300% more IOPS per storage rack versus Frontier, and fully liquid-cooled AMD “Venice” processors for enhanced efficiency.

Oct 27, 2025, 7:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Hewlett Packard Enterprise.

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