Hewlett Packard Enterprise Company - October 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...

Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Hewlett Packard Enterprise Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 December 2025 in which we reassessed the appropriateness of the ratin...

Bible 3Q25 – PCs: 2026 guided flat, weak refresh ahead

Today, we are publishing the PCs section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. PC revenue growth sustained, driven by RoW, while N.A. softened following 1H25 tariff-related pull-ins. Despite the ongoing Windows 10 and AI PC refresh cycle, OEMs guided 2026 PC units flat-to-down, with limi...

Hewlett Packard Enterprise Co: 3 directors

Three Directors at Hewlett Packard Enterprise Co sold after exercising options/sold 175,933 shares at between 24.608USD and 24.685USD. The significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary ...

Hewlett Packard Enterprise Company - July 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...

Today, we are publishing the Enterprise IT section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...

Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, ...

Today, we are publishing the PCs section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming days we will publish sections on Enterprise IT and Foundry. PC revenue growth remained strong, but broad-based concerns around pull-ins, and a weak Windows 10/AI PC refresh cycle point to a slowe...

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slig...

Today, we are publishing the PC section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming days we will publish a section on Enterprise IT, followed by the full Bible. PC pull-ins noted across major OEMs, outlook uncertain for rest of the year. The Windows 10 & AI PC refresh cycle remai...

Top 500 Supercomputers - Key Takeaways From List #65

Kevan's Departure a Lone Red Flag in a Field of Green

Design Wins Continue to Proliferate

Management Call Takeaways

Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...

Today, we are publishing the Enterprise IT section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...

Bible 4Q24 – PCs: Windows 10 & AI PC refresh cycle pushed out further

Today, we are publishing the PC section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. PC shipments are stabilizing. IDC notes a slow return to growth, with OEMs highlighting Enterprise again outperformed consumer. The Windows 10 & AI PC refresh cycle is being pushed out further, but the supply ...

*WEDBUSH REMINDER*: Q&A with Toshiba HDD's Kyle Yamamoto | Today 1pm E...

WEDBUSH INVITE: Q&A with Toshiba HDD's Kyle Yamamoto | Friday 3/7, 1pm...

GM SNAFU - One Time Problem or Concerning Trend?

Hewlett Packard Enterprise Company: Updated credit analysis

Our credit view of this issuer reflects its good market positions in core businesses, constrained by its growth strategy, HPEas growth prospects and its strong competition.