Hewlett Packard Enterprise Company (HPE) Earnings Call Transcripts

Hewlett Packard Enterprise Company's Latest Earnings Call - June 16, 2026

In the second quarter of fiscal year 2026, Hewlett Packard Enterprise (HPE) reported revenues of $8.5 billion, exceeding analyst expectations of $8.2 billion, marking a 10% year-over-year increase. Earnings per share (EPS) came in at $0.62, beating estimates by $0.05. Management maintained its fiscal year 2026 guidance for revenue growth in the range of 8-12%, signaling confidence in the demand for AI-driven solutions and networking capabilities. The strong performance was attributed to robust demand across the networking segment, particularly with the integration of Juniper Networks, which is expected to enhance HPE's competitive positioning in the AI era.

Reported metrics

Guidance from management

Management maintained its fiscal year 2026 revenue growth guidance of 8-12%, citing strong demand for AI-driven solutions and a robust backlog as key factors supporting this outlook.

What management said

Rob. Thank you so much for joining us at HPE Discover Las Vegas. Maybe just to get started, introduce yourself and tell us a little bit about your role, you're responsible for managing a very large campus, thousands of students, tons of connected devices and what a great school is data. So tell us a little bit more.

I have heard, yes. And I think there are some rivalries out there that people care a lot about. Higher education institutions are probably some of the most demanding network environments around because it's pretty much everything you just stated. What are the biggest challenges and demands that, that places on your infrastructure.

What analysts pressed on

Analysts expressed concerns regarding the ongoing supply chain constraints, particularly in silicon availability, which could impact HPE's ability to meet demand. There were also questions about the sustainability of revenue growth in the face of these challenges.

Main topics on the call

• Revenue Growth Driven by Networking — HPE's revenue growth was primarily driven by its networking segment, which saw a significant uptick due to the integration of Juniper Networks. CEO Antonio Neri stated, "the network is a bottleneck... the demand for AI a...
• AI and Self-Driving Networks — Management emphasized the importance of AI in transforming networking operations, with Neri noting, "the future of networking will not just support AI, it will run on AI." This shift is expected to enhance operational ef...
• Guidance for Fiscal Year 2026 — HPE maintained its guidance for fiscal year 2026, projecting revenue growth of 8-12%. The management expressed confidence in the backlog and demand for AI solutions, stating, "the pipeline is multiples of our backlog."
• Integration of Juniper Networks — The integration of Juniper Networks is seen as a key driver for future growth, with Neri asserting, "we are bringing together AI native hardware, software, silicon security... into a closed loop system." This integration...

Read the full Hewlett Packard Enterprise Company transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 96 Hewlett Packard Enterprise Company earnings call transcripts on record, spanning January 31, 2020 to June 16, 2026. Based on this history, Hewlett Packard Enterprise Company reports quarterly. The most recent call on file is dated June 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HPE

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Technology Hardware, Storage and Peripherals

Calls on record

96

First call

January 31, 2020

Most recent

June 16, 2026

Reporting cadence

quarterly