• Demonstrating MongoDB, Google AlloyDB Omni, and Hammerspace Global Data Platform Acceleration • Previewing Upcoming Product for Generative AI LLM Inference Optimization SAN JOSE, Calif., June 12, 2024 (GLOBE NEWSWIRE) -- Modern enterprise applications and architecture need modern data storage options, and Pliops, a leading provider of data processors for cloud and enterprise data centers, is delivering. Pliops is proud to sponsor HPE Discover 2024 next week and will highlight the broad-spectrum workload a ...

Have you assessed how the international operations of Hewlett Packard Enterprise (HPE) performed in the quarter ended April 2024? For this information technology products and services provider, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall fi ...

The blue chip tech giant has finally passed its cyclical trough.Hewlett Packard Enterprise's (HPE 2.25%) stock surged 11% on June 5 after it posted its latest earnings report. For the second quarter of fiscal 2024, which ended on April 30, the enterprise hardware, software, and consulting company's revenue rose 3% year over year to $7.2 billion and exceeded analysts' estimates by $370 million. Its adjusted earnings per share (EPS) fell 19% to $0.42 but still cleared the consensus forecast by $0.03.Those gro ...

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Hewlett Packard Enterprise’s (HPE) Aruba Networking has been continuously regarded as an efficient solution by HPE’s client base. One of its long-term clients, Blue Diamond Growers, recently switched to HPE’s Aruba Networking.The 100-year-old almond farming company has adopted HPE Aruba Networking Wi-Fi 6E and Wi-Fi 6 Access Points. Previously, Blue Diamond was using HPE Aruba Networking EdgeConnect SD-WAN and later HPE Aruba Networking Boost for WAN optimization.The installation of Wi-Fi 6E and Wi-Fi 6 Acc ...

会议主要讨论的核心内容 公司概况 - 公司CFO Marie Myers拥有10年投资银行从业经验,此前曾在HP Inc.担任CFO [2][4] - 公司最近一个季度业绩出色,实现了收入、现金流和EPS的三重超预期 [9] H3C业务剥离 - 公司已与Unisplendour达成H3C业务剥离协议,总金额为35亿美元,分两次支付 [11][12][13] - 公司将保留H3C19%的股权 [13] Juniper收购 - 收购Juniper的目的是整合双方在服务提供商、数据中心和AI网络等领域的优势 [16][17] - 预计可实现4.5亿美元的协同成本效应,需要5亿美元的重组成本 [18] 业务重组 - 公司将服务器业务整合为一个单一的业务部门,以提高透明度和便于比较 [22][23][24] - 公司将市场划分为模型构建者、主权和企业三大类,以更好地服务不同客户群体 [23][24] AI服务器业务 - 公司看到企业客户对AI的兴趣正在兴起,占公司AI订单的15% [26][27] - 公司在液冷技术方面拥有300多项专利,这将成为差异化优势 [49][51][52][53] - 公司将服务收入纳入AI系统披露,服务有较高的利润率 [51][52][53] - 公司认为GreenLake平台有助于帮助客户进入企业AI领域 [54][55][56] - 公司管线的AI服务器需求是当前订单的数倍 [57][58] 其他业务表现 - 传统服务器业务Gen11表现良好,单季度销量和平均售价都有所提升 [65][66][67] - 边缘计算业务正在转型,预计下半年会有温和的收入和利润改善 [76][77] - 混合云业务正在转型,预计下半年利润率会回升至中个位数 [79][80] 问答环节重要的提问和回答 问题1 **Ruplu Bhattacharya 提问** 公司AI服务器业务的利润率情况如何,是否存在被稀释的风险? [39] **Marie Myers 回答** - 公司在AI服务器定价和成本控制方面保持谨慎和纪律,利润率维持在合理水平 [45][46] - 公司拥有丰富的液冷技术专利,未来可以通过提供相关服务获得较高利润 [51][52][53] 问题2 **Ruplu Bhattacharya 提问** 公司是否会与NVIDIA以外的其他厂商合作开发AI服务器? [68] **Marie Myers 回答** - 目前NVIDIA是公司在GenAI领域的主要合作伙伴,未来可能会考虑拓展合作伙伴 [69][70] 问题3 **Ruplu Bhattacharya 提问** 公司在AI服务器市场是否会采取更加激进的定价策略以获取市场份额? [92] **Marie Myers 回答** - 公司正在参与模型构建者、主权和企业三大细分市场,采取不同的策略和定价方式 [93][94] - 公司在主权AI领域拥有独特的技术优势,如液冷技术,有信心在该领域取得成功 [95][96]

Hewlett Packard Enterprise Company (NYSE:HPE) BofA Securities 2024 Global Technology Conference June 5, 2024 11:40 AM ET Company Participants Marie Myers - CFO Conference Call Participants Ruplu Bhattacharya - Bank of America Ruplu Bhattacharya Okay. Folks, I think we're going to get started. Thanks, everyone, for attending the second day of our 2024 Global Technology Conference. My name is Ruplu Bhattacharya, and I'm a Director with the IT hardware and electronics manufacturing services equity research tea ...

Key TakeawaysThe S&P 500 jumped 1.2% on Wednesday, June 5, 2024, as a slowdown in hiring by private employers increased rate-cut optimism and tech stocks outperformed.Hewlett Packard Enterprise shares surged to a record high after the IT firm raised its guidance, citing strong demand for AI servers.Shares of Brown-Forman tumbled after the alcoholic beverage maker missed quarterly estimates amid slumping demand for Jack Daniel's Tennessee Whiskey. Major U.S. equities indexes jumped higher as a report showed ...

Stocks caught a tailwind Wednesday as more signs of a cooling labor market boosted market participants' expectations for an earlier-than-expected rate cut from the Federal Reserve. Traders and investors also digested another batch of quarterly earnings and more fresh economic data.Starting with econ news. The next jobs report lands at the end of the week, but a bad-news-is-good-news reading on the labor market helped lift equities on Wednesday. The private sector added 152,000 jobs last month, according to ...

Shares of Hewlett-Packard Enterprise Co (NYSE:HPE) are soaring to record highs, following the computer hardware name's better-than-expected fiscal second-quarter results and upbeat annual and fiscal third-quarter guidance. Artificial intelligence (AI)-optimized server demand contributed to the results, with at least 10 analysts lifting their price targets today.At last glance, HPE was up 11.9% to trade at $19.70, after earlier hitting an all-time peak of $20.43. This bull gap to all-time levels has the equi ...