HPE releases transcript of fiscal 2026 third-quarter earnings call
HPE•Outlook and AI networking update
HPE raised its FY 2026 outlook to:
- EPS of $3.75-$3.85
- Free cash flow of at least $3.75 billion
- Q4 revenue of $13.9-$14.8 billion
It also updated its FY 2027 framework to:
- Revenue growth of 13%-17%
- EPS of $4.4-$4.6
- Free cash flow of at least $5 billion
Oracle will deploy HPE Juniper routers, switches, and AIOps for gigawatt-scale AI, and HPE said networks-for-AI orders totaled $700 million in Q3.
HPE posts fiscal 2026 third-quarter earnings call transcript
Hewlett Packard Enterprise posted the fiscal 2026 Q3 earnings call transcript with CEO Antonio Neri, CFO Marie Myers, and strategy chief Shannon Cross.
- Q3 revenue was $12.2 billion, up 34%.
- Non-GAAP EPS was $1.11.
- Non-GAAP gross margin was 40%.
- Free cash flow was $958 million.
