$HPE

HPE

Hewlett Packard Enterprise Company Common Stock

本窗口内的全部观点与内容

截至 09-03
09-03
Schwab Network发布 2026-09-03
Half of SPX Stocks Below 50-Day SMA, NVDA Buying Hugging Face for $12.93B
$HPE看跌
HPE股价疲软源于利润率担忧(毛利率40.1%,预计将下滑),尽管营收增长强劲。

是的,它在收入方面表现优异。收入增长率达到122亿美元。这高于预期,预期约为120亿美元。这只是轻微的优势。调整后每股收益为1.11美元。这也高于预期。如果你看看这件事的一些内部细节。

其业务的网络方面实现了75%的同比增长,达到约29亿美元。云和人工智能收入达到90亿美元。同比增长超过25%。服务器收入具体增长超过35%,达到约68亿美元。总调整后订单同比增长42%,继续超过收入增长。

Yes, it outperformed in revenue. Revenue growth rate reached $12.2 billion. That was higher than expectations, which were around $12 billion. It's only a slight advantage. The adjusted earnings per share amounted to $1.11. That was also higher than expected. If you look at some of the internal details of this matter. The networking aspect of their business achieved a 75% year-on-year growth, to approximately $2.9 billion . Cloud and artificial intelligence revenues reached $9 billion . That was an increase of more than 25% year-on-year. Server revenues specifically grew by more than 35% to reach approximately $6.8 billion. Total adjusted orders jumped 42% year-on-year, continuing to outpace revenue growth.

09-02
Benzinga发布 2026-09-02
Hewlett Packard Q3 FY26 Earnings Call | $HPE | 🔴 WATCH LIVE
$HPE看涨
HPE因AI基础设施和网络解决方案需求持续旺盛,实现了创纪录的财务业绩并上调了未来指引。

大家好,欢迎参加惠普企业2026财年第三季度财报电话会议。

Good day and welcome to the 2026 Hewlett Packard Enterprise Q3 Earnings Conference.

我是Shannon Cross,HPE首席战略官。欢迎参加2026财年第三季度财报电话会议,出席的有HPE总裁兼首席执行官Antonio Neri和公司首席财务官Mary Myers。

I'm Shannon Cross, Chief Strategy Officer at HPE. Welcome to the third quarter earnings conference call for fiscal year 2026 with Antonio Neri, President and CEO of HPE, and Mary Myers, Chief Financial Officer of the company.

我们已在HPE的投资者关系页面上发布了新闻稿和随附的幻灯片。本次电话会议中提到的财务信息具有前瞻性,基于我们目前对业务和外部因素的看法。HPE不承担且不打算更新任何这些前瞻性陈述。

We have posted the press release and accompanying slideshow on HPE's investor relations page. The financial information referred to in this call is forward-looking and is based on our view of our business and external factors affecting us at the present time. HPE assumes no obligation and does not intend to update any of these forward-looking statements.

他说在等
创纪录订单积压转化为收入
订单超过收入继续推动增长
下个季度财报
如果供应限制缓解且收入加速,则支持看涨论点
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