HPE reports Q1 revenue up 18% YoY to $9.3B, below $9.37B est., and Cloud and AI revenue down 2.7% YoY to $6.3B, but reports an AI server backlog of $5B
Bloomberg Dina Bass
Related Coverage
- HPE tweaks T&Cs so the price it quotes may not be the price you pay The Register · Simon Sharwood
- HPE Raises Earnings Outlook, Expects Memory Shortage to Persist Wall Street Journal · Katherine Hamilton
- Networking boost helps HPE beat the Street's earnings targets SiliconANGLE · Mike Wheatley
- HPE's stock rises as earnings benefit from two big AI trends MarketWatch · Emily Bary
- HPE delivers mixed Q1, strong Q2 outlook Constellation Research · Larry Dignan
- Hewlett Packard Enterprise forecasts revenue above estimates Reuters · Jaspreet Singh
- HPE reports fiscal 2026 first quarter results Hewlett Packard Enterprise
- HPE sees revenue above estimates, targets networking orders Tech in Asia · Naomi Li Gan
- Hewlett Packard Enterprise (HPE) Stock Gains on Strong Q2 Revenue Forecast Blockonomi · Trader Edge
- HPE delivers strong Q2 outlook amid AI infrastructure demand Constellation Research · Larry Dignan
- HPE's server and storage prices can change after you place an order Network World · Gyana Swain
Discussion
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@patrickmoorhead
Patrick Moorhead
on x
$HPE delivered a beat-and-raise Q1 FY26 that validates the Juniper thesis and shows real operational discipline in a brutal commodity environment. Stock up roughly 9% in after-hours trading to the $23 range, off the $21.13 close. Revenue: $9.3B (up 18% YoY, in line with