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Hewlett Packard Enterprise

HPE · Information Technology

Last earnings Sep 2, 2026

Key results

Server revenuequarter

$4.9 billion

Server revenue was $4.9 billion, up 16% from the prior-year period in actual dollars and in constant currency (1) , with 6.4% operating profit margin, compared to 10.8% from the prior-year period.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Growthquarter

up 16%

Server revenue was $4.9 billion, up 16% from the prior-year period in actual dollars and in constant currency (1) , with 6.4% operating profit margin, compared to 10.8% from the prior-year period.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Revenuequarter

$1.7 billion

Networking (4) revenue was $1.7 billion, up 54% from the prior-year period in actual dollars and in constant currency (1) , with 20.8% operating profit margin, compared to 22.4% from the prior-year period.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Hybrid Cloud revenuequarter

$1.5 billion

Hybrid Cloud revenue was $1.5 billion, up 12% from the prior-year period in actual dollars and 11% in constant currency (1) , with 5.9% operating profit margin, compared to 5.2% from the prior-year period.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Financial Services revenuequarter

$886 million

Financial Services revenue was $886 million, up 1% from the prior-year period in actual dollars and down 1% in constant currency (1) , with 9.9% operating profit margin, compared to 9.0% from the prior-year period.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Free cash flowquarter

$700 million

HPE estimates free cash flow (1)(3)(6) of approximately $700 million.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Research and developmentquarter

$622 million

Research and development 622 540 547

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Selling, general, and administrativequarter

$1,496 million

Selling, general and administrative 1,496 1,298 1,229

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net incomequarter

$276 million

Net earnings (loss) attributable to common stockholders $ 276 $ (1,079) $ 512

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Non-GAAP Gross marginquarter

$2,732 million

gross profit $ 2,732 $ 2,244 $ 2,450

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

AI analysis

Q3 2025 · reported Sep 3, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$1.7B
EX-99 · Sep 3, 2025
Free cash flow · Q3 2025
$700M
EX-99 · Sep 3, 2025
Net income · Q3 2025
$276M
EX-99 · Sep 3, 2025
Server revenue · Q3 2025
$4.9B
EX-99 · Sep 3, 2025

The quarter in charts

Segment mix

Business-unit revenue, as stated

0246$4.9BServer$1.5BHybrid Cloud$886MFinancial Services

Segment revenue figures as stated in the event record.

Headline figures

MetricQ3 2025Prior qtrYear ago
Server revenue$4.9 billion——
Growthup 16%—10.8%
Revenue$1.7 billion——
Hybrid Cloud revenue$1.5 billion——
Financial Services revenue$886 million——
Free cash flow$700 million——
Research and development$622 million——
Selling, general, and administrative$1,496 million——

EX-99 · Sep 3, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Stated figure34% to 37%

“Fiscal 2026 Full Year Outlook HPE is raising its FY26 revenue growth outlook range to 34% to 37%.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Non-GAAP Gross margin$2,732M

Cash flow & capex

Free cash flow$700M

Capital allocation

Dividend$0.13

Dividend The HPE Board of Directors declared a regular cash dividend of $0.13 per share on the company s common stock, payable on or about October 17, 2025, to stockholders of record as of the close of business on September 18, 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Acquiring Juniper Networks has already added to our results, with more profit accretion expected as we work to quickly capture planned synergies and drive new market opportunities

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Dividend The HPE Board of Directors declared a regular cash dividend of $0.13 per share on the company s common stock, payable on or about October 17, 2025, to stockholders of record as of the close of business on September 18, 2025.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

3 Free cash flow represents cash flow from operations, less net capital expenditures (investments in property, plant equipment ( PP E ) and software assets less proceeds from the sale of PP E), and adjusted for the effect of exchange rate fluctuations on cash, cash equivalents, and restricted cash.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

(4) For purposes of calculating diluted net EPS, the preferred stock dividends are added back to the net earnings attributable to common stockholders and the diluted weighted average share calculation assumes the preferred stock was converted at issuance or as of the beginning of the reporting period.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Non-GAAP net earnings attributable to HPE and non-GAAP diluted net earnings per share attributable to common stockholders includes preferred stock dividends added back to non-GAAP net earnings attributable to HPE.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

The divestiture resulted in decreased future investment earnings and cash dividend inflows resulting in a decision to implement offsetting cost savings measures.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Per the terms of the original Put Share Purchase Agreement described in Note 19 Equity Interests to the Consolidated Financial Statements in Item 8 of Part II of the Company s Annual Report on Form 10-K for the fiscal year ended October 31, 2024, the Company was not anticipating receiving dividends from this investment prospectively.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Strategy & priorities

As we enter a new chapter at HPE, we are focused on capturing the tremendous market opportunity through execution that delivers strong, consistent shareholder value.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

We incurred severance and other charges pursuant to cost management initiatives.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Transformation (credit) costs represent net costs related to the (i) HPE Next Plan and (ii) Cost Optimization and Prioritization Plan.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

The primary elements of the HPE Next and the Cost Optimization and Prioritization Plan have been substantially completed by October 31, 2024.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

The exclusion of the transformation program cost from the non-GAAP financial measures as stated above, is to provide a supplemental measure of the Company s operating results that do not include material HPE Next Plan and Cost Optimization and Prioritization Plan costs as the Company s management does not believe such costs to be reflective of its ongoing operating cost structure.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Risks & headwinds

Such statements involve risks, uncertainties, and assumptions.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiaries ( Hewlett Packard Enterprise ) may differ materially from those expressed or implied by such forward-looking statements and assumptions.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

The three and nine months ended July 31, 2025, include a $52 million litigation settlement which HPE received in the third quarter of fiscal 2025.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Non-GAAP net earnings, net earnings attributable to HPE and non-GAAP net earnings attributable to common stockholders and non-GAAP diluted net earnings per share attributable to common stockholders consist of net earnings or diluted net earnings per share excluding the charges previously stated, as well as gain on sale of a business, adjustments for equity interests, litigation judgments, gain or loss on equity investments, other adjustments, and adjustments for taxes.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

In the third quarter of fiscal 2025, Hewlett Packard Enterprise received $52 million from a settlement to resolve claims solely against Sushovan Hussain, in the ongoing Autonomy litigation.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

We exclude the litigation judgment for purposes of calculating non-GAAP measures to facilitate a more meaningful evaluation of our current operating performance and comparisons to our operating performance in other periods.

SEC original ↗Hewlett Packard Enterprise — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Documents

Earnings deck slides

0 decks with slide view

Hewlett Packard Enterprise — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Named in the company’s own filings

Dell Technologies (DELL)“Our primary competitors in data center infrastructure are technology vendors, such as Dell Technologies Inc., Super Micro Computer, Inc., Cisco Systems, Inc., and Lenovo Group Ltd.”Cisco (CSCO)“Our primary competitors in data center infrastructure are technology vendors, such as Dell Technologies Inc., Super Micro Computer, Inc., Cisco Systems, Inc., and Lenovo Group Ltd.”Broadcom (AVGO)“Our primary competitors are other infrastructure and cloud management software technology vendors, such as Broadcom, Cisco Systems Inc., Dell Technologies Inc., IBM, NetApp Inc., Nutanix, and Pure Storage and public cloud vendors like Amazon Web Services, Google Cloud, and Microsoft Azure.”IBM (IBM)“Our primary competitors are other infrastructure and cloud management software technology vendors, such as Broadcom, Cisco Systems Inc., Dell Technologies Inc., IBM, NetApp Inc., Nutanix, and Pure Storage and public cloud vendors like Amazon Web Services, Google Cloud, and Microsoft Azure.”NetApp (NTAP)“Our primary competitors are other infrastructure and cloud management software technology vendors, such as Broadcom, Cisco Systems Inc., Dell Technologies Inc., IBM, NetApp Inc., Nutanix, and Pure Storage and public cloud vendors like Amazon Web Services, Google Cloud, and Microsoft Azure.”Nutanix (NTNX)“Our primary competitors are other infrastructure and cloud management software technology vendors, such as Broadcom, Cisco Systems Inc., Dell Technologies Inc., IBM, NetApp Inc., Nutanix, and Pure Storage and public cloud vendors like Amazon Web Services, Google Cloud, and Microsoft Azure.”Amazon (AMZN)“Our primary competitors are other infrastructure and cloud management software technology vendors, such as Broadcom, Cisco Systems Inc., Dell Technologies Inc., IBM, NetApp Inc., Nutanix, and Pure Storage and public cloud vendors like Amazon Web Services, Google Cloud, and Microsoft Azure.”Microsoft (MSFT)“Our primary competitors are other infrastructure and cloud management software technology vendors, such as Broadcom, Cisco Systems Inc., Dell Technologies Inc., IBM, NetApp Inc., Nutanix, and Pure Storage and public cloud vendors like Amazon Web Services, Google Cloud, and Microsoft Azure.”Financial Institutions Inc. (FISI)“Financial Services primarily competes with captive financing companies, such as IBM Global Financing, Dell Financial Services, and Cisco Capital, as well as banks and other financial institutions.”

Filings

67 documents

Earnings releases

23 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Hewlett Packard Enterprise are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Hewlett Packard Enterprise by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.