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$HPE knocks out a real banger of a quarter with a beat-beat. Record revenue and operating income. Big cash. Solid guide. Up AH 4%. -Servers +32% to $4.7B with increased opinc +1.5% -AI systems +16% to $1.5B with $3.5B backlog -Greenlake ARR +48% -Hybrid Cloud +18% -Edge -20%

$HPE delivered record FY24 revenue of $8.5B in Q4, up 15% YoY, exceeding revenue, EPS, and free cash flow targets. Growth led by servers (+32%) and hybrid cloud (+18%). Looking ahead, HPE projects mid-teen growth in 1Q25 and strategic gains with the Juniper Networks acquisition.

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Strong beat-beat-raise quarter for HPE as its AI and its GreenLake consumption offerings continue to gain momentum. Record revenue with 15% top line growth. GreenLake saw an impressive 48% growth. I spoke to CEO Antonio Neri today about the quarter and he noted

It was great seeing you today Patrick Moorhead Thanks for fitting us in while you're on the road!

HPE reports record revenue and sequential growth in all segments. AI continues to power server demand - and by all accounts the enterprise (vs SP) AI party is just starting. Fun to connect with Tim Stenovec and Jessica Menton to discuss the results and the future of tech on

EP242 Weekly Podcast: We are Live! Talking @AWScloud re:Invent 2024, @Intel CEO Departure, Earnings: @Salesforce Q3FY25, Pure Storage Q3FY25, Synopsys Q4FY24, Marvell Technology Q3FY25, HPE Q4FY24 $AMZN $INTC $CRM $PSTG $SNPS $MRVL $HPE x.com/i/broadcasts/1…

Today, the U.S. Department of Justice (DOJ) filed a suit to block HPE’s acquisition of Juniper Networks. We believe the DOJ’s analysis of this acquisition is fundamentally flawed. It is our position that the transaction will enhance competition, not reduce it. By combining HPE

Enjoyable conversation with Krista and Karin on HPE's Gen12 and Intel's new Xeon 6. Can't wait for it to air. $INTC $HPE

"I always thought infrastructure was cool." Patrick Moorhead, we agree; welcome to the cool kids club. HPE MoorInsightsStrategy Six Five Media

Join Stephen Foskett and the Tech Field Day - VCF9 Showcase by Broadcom - 7/29 delegates on April 8 for a deep dive into HPE’s Gen12 ProLiant servers. Live from Houston, explore innovations in #AI, #security, edge computing, and liquid cooling. Watch live on LinkedIn, Bill Armstrong TV, and YouTube. #HPEProLiant #TFDx

In just 30 minutes, join us for our first live stream from #TFDx #HPEProLiant! Tech Field Day - VCF9 Showcase by Broadcom - 7/29 HPE buff.ly/oBz65Dm

We're continuing our presentations all day for #TFDx #HPEProLiant with HPE! Tune in now to learn more and join the conversations on social media or LinkedIn. Tech Field Day - VCF9 Showcase by Broadcom - 7/29 #HPE buff.ly/KARMfrc

New episode of Tech Field Day Podcast featuring Scott Shaffer from HPE: Servers Are Still Relevant in the Age of Cloud with HPE Stephen Foskett @Poller @Digital_KungFu #TFDPodcast #Spotlight #TFDx #HPEProliant

The GPU is quietly disrupting how we think about server lifecycle—and it’s changing everything for CTOs and infrastructure architects. Servers used to be static. You’d drop in more RAM, maybe upgrade a CPU, but the core platform stayed in place for years. Now? GPUs are the

Fine showing from $HPE. Double-beat and a decent forecast, tightening its full-year revenue outlook to 7%–9% year-over-year growth and raising the low end of its non-GAAP diluted net earnings per share range by $0.08. All product group's revenue were up, Hybrid Cloud +15%, and

$HPE achieved a fifth consecutive quarter of year-over-year revenue growth. The strength of our portfolio and our focus on innovating across networking, hybrid cloud and AI are fueling our performance and enhancing shareholder value. hpe.to/600146UC5

HPE delivers a solid Q2 with AI backlog growth and mid-double-digit expansion of GreenLake ARR. -The focus on AI server will be top of mind for many and the backlog did grow. Server growth appears to have upside potential. -HPE has been more focused on its AI Server revenue

“The future belongs to the fast” - Antonio Neri In our analyst session the HPE CEO’s message was clear - adopt AI or get left behind. #HPEDiscover

. HPE Introduces New NVIDIA-powered AI Factory Solutions to Drive Global AI Adoption at Scale: Designed to accelerate development & management of AI factories, supporting full AI lifecycle for organizations of all kinds. Steven Dickens #HPEDiscover shorturl.at/BhziT