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Hewlett Packard Enterprise Company (HPE) Management Presents at Raymond James Virtual Technology Investors Conference (Transcript)
2021-12-09 10:27
1. 行业或公司 * **公司**：Hewlett Packard Enterprise Company (NYSE:HPE) * **行业**：数据基础设施 2. 核心观点和论据 * **订单增长与收入趋势**：HPE报告了28%的订单增长，预计2022财年收入增长3-4%。订单增长是收入增长的领先指标，但订单的确认时间可能晚于报告期，因此需要关注订单的确认时间。 * **供应链问题**：HPE面临供应链问题，导致供应能力下降，但公司已采取措施应对，包括增加库存和调整产品组合。 * **毛利率**：供应链问题、产品组合变化和价格调整可能导致2022财年第一季度毛利率下降，但预计全年毛利率将同比增长。 * **云服务**：HPE认为，云服务不会完全取代本地基础设施，而是会与本地基础设施共存，并推出GreenLake作为服务来满足客户需求。 * **业务单元**：HPE的Compute和存储业务预计将实现增长，而高绩效计算和智能边缘业务也具有增长潜力。 3. 其他重要内容 * **HPE的融资业务在利率上升的环境中表现良好**。 * **HPE的“作为服务”转型正在取得进展，ARR增长迅速**。 * **HPE在中国市场通过H3C取得了成功，并计划继续扩大其在该市场的份额**。 * **HPE对2022财年的自由现金流预测持乐观态度**。 4. 总结 HPE在供应链问题、云服务和业务增长方面面临挑战，但公司已采取措施应对这些挑战，并对其未来增长持乐观态度。
HPE(HPE) - 2021 Q4 - Earnings Call Transcript
2021-12-01 11:55
Hewlett Packard Enterprise Company (NYSE:HPE) Q4 2021 Earnings Conference Call November 30, 2021 4:30 PM ET Company Participants Jeff Kvaal - IR Antonio Neri - President and CEO Tarek Robbiati - EVP and CFO Conference Call Participants Shannon Cross - Cross Research Wamsi Mohan - Bank of America Merrill Lynch Simon Leopold - Raymond James Kyle McNealy - Jefferies Katy Huberty - Morgan Stanley Amit Daryanani - Evercore Samik Chatterjee - JPMorgan Operator Good afternoon, and welcome to the Fourth Quarter Fis ...
HPE(HPE) - 2021 Q3 - Earnings Call Transcript
2021-09-03 11:10
Hewlett Packard Enterprise Company (NYSE:HPE) Q3 2021 Results Conference Call September 2, 2021 5:00 PM ET Company Participants Antonio Neri – President and Chief Executive Officer Andrew Simanek – Vice President of Investor Relations Tarek Robbiati – Executive Vice President and Chief Financial Officer Conference Call Participants Amit Daryanani – Evercore Simon Leopold – Raymond James Aaron Rakers – Wells Fargo Wamsi Mohan – Bank of America Sidney Ho – Deutsche Bank Shannon Cross – Cross Research Katy Hub ...
Hewlett Packard Enterprise Company (HPE) Management presents at Bank of America Merrill Lynch 2021 Global Technology Conference (Transcript)
2021-06-09 04:46
Hewlett Packard Enterprise Company Bank of America Merrill Lynch 2021 Global Technology Conference June 8, 2021 1:00 PM ET Company Participants Andy Simanek - Investor Relations Tarek Robbiati - Chief Financial Officer Conference Call Participants Wamsi Mohan - Bank of America Wamsi Mohan Good afternoon and good morning. Thank you again for joining us today at the BofA Tech Conference. Delighted that you all could join us again. We're halfway down through the day today. And there's been lots of interestin ...
Hewlett Packard Enterprise Company (HPE) Management Presents at Evercore ISI TMT Conference Call (Transcript)
2021-06-08 05:10
Hewlett Packard Enterprise Company (NYSE:HPE) Evercore ISI TMT Conference Call June 7, 2021 2:00 PM ET Company Participants Marcus Kupferschmidt - Director of IR and Business Intelligence Tarek Robbiati - EVP & CFO Conference Call Participants Amit Daryanani - Evercore Irvin Liu - Evercore Amit Daryanani Perfect. Good afternoon, everyone. I guess its afternoon in all time zones unless you're in Hawaii at this point for me. So makes my life easier now. My name is Amit Daryanani, the IT Hardware Networking An ...
HPE(HPE) - 2021 Q2 - Earnings Call Transcript
2021-06-02 09:52
Hewlett Packard Enterprise Company (NYSE:HPE) Q2 2021 Results Conference Call June 1, 2021 5:00 PM ET Company Participants Andrew Simanek - VP, IR Antonio Neri - President and CEO Tarek Robbiati - EVP and CFO Conference Call Participants Wamsi Mohan - Bank of America Matt Sheerin - Stifel Katy Huberty - Morgan Stanley Kyle McNealy - Jefferies Aaron Rakers - Wells Fargo Shannon Cross - Cross Research Amit Daryanani - Evercore Sidney Ho - Deutsche Bank Operator Good afternoon and welcome to the Second Quarter ...