Hewlett Packard Enterprise Co
These Popular Products Are Made on Israeli Settlements
How the Server Market’s Growth Impacted Oracle in Fiscal 1Q18
According to Gartner, server market revenues grew 2.8% to ~$13.9 billion, while shipments grew 2.4% to ~2.8 million units in 2Q17.
How Hewlett Packard Enterprise Plans to Improve Profit Margins
In fiscal 3Q17, HPE announced HPE Next, which is aimed at simplifying customer engagement, sales compensation, and order processing.
Can Cisco’s Switching and Routing Revenue Continue to Fall?
Cisco Systems’ (CSCO) Switching business revenue has fallen 4.0% YoY (year-over-year) to $10.5 billion in the first nine months of fiscal 2017.
IBM Systems Segment Failed to Benefit from Server Market Growth
Despite growth in the server market after five quarters, IBM’s Systems segment failed to benefit from it.
How Did HPE’s Enterprise Group Perform in Fiscal 4Q16?
Hewlett-Packard Enterprise’s (HPE) Enterprise Group revenue was $6.7 billion in fiscal 4Q16, a fall of 9% YoY (year-over-year).
Hewlett Packard Enterprise Stock Reacts to Earnings, CEO Departure
The US-based (SPY) Hewlett Packard Enterprise (HPE) announced its fiscal 4Q17 results on November 21 and reported revenue of $7.8 billion for the quarter, which ended in October 2017.
How Hewlett Packard Enterprise Fared in Fiscal 1Q17
Hewlett Packard Enterprise (HPE) reported revenue of $11.4 billion in fiscal 1Q17, a fall of 10% YoY (year-over-year).
What Impacted Cisco’s Switching Revenue in Fiscal 3Q17?
US-based (SPY) Cisco Systems’ (CSCO) Switching segment saw a revenue rise of 2% YoY (year-over-year) in fiscal 3Q17.
How Has VMware’s NSX Been Performing?
In its fiscal 4Q16 earnings release, VMware shared that the company had closed an “NSX-only deal” that surpassed $10 million in the quarter.
Behind NetApp’s Cost-Reduction Strategy in Fiscal 2018
NetApp (NTAP) has reduced its cost base so far in fiscal 2017 in an effort to offset declining revenues.
Intel’s CPU Supply Shortage to Negatively Impact Supply Chain
Micron expects its revenues to fall 4.0% sequentially to $8.1 billion at the midpoint in the fiscal first quarter of 2019, which ends on November 30.
How HPE’s Acquisition of Plexxi Could Affect VMware
Plexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.
Why HPE Is Optimistic about Long-Term Growth
Hewlett Packard Enterprise (HPE) has introduced several products in the last few months, building a wide array of solutions.
AMFQX: Structural Analysis of an Alternative Mutual Fund
Some of the AMFQX fund’s top holdings include floating-rate notes of Apple, JPMorgan Chase, Turquoise Hill Resources, and Hewlett-Packard Enterprise.
NVIDIA’s Go-to-Market Partners Make GPU Deployment Easy
NVIDIA (NVDA) has been strengthening its products by working alongside industry partners to identify the applications where AI and GPU accelerated computing can make a difference.
How NetApp Is Increasing Shareholder Value
NetApp has stated that it is fully committed to executing its capital allocation programs and to creating value for shareholders.
How VMWare’s $1.3 Billion Nicira Acquisition Is Helping It
VMware (VMW) parted with $1.3 billion three years ago to acquire Nicira, a software-defined networking company. Now, VMware is beginning to show that it made the right decision.
Understaning Intel’s Slow Data Center Revenue Growth
In fiscal 1Q16, Intel’s Data Center Group revenues rose by 9% YoY to $4 billion, making for another quarter of single-digit growth.
Apple’s Investment in India: Did Trump Compel It?
In a well-strategized move, Apple (AAPL) is relocating its production base to India. Apple’s investment in India will be around $1 billion.
How VMWare’s NSX Got a Boost from the PLUMgrid Acquisition
VMware ended 2016 with the acquisition of technology and IP intellectual property of PLUMgrid, a startup that designs smart SDN (software-designed networking) systems.
Women CEOs: 5 Names You Should Know
Of all the Fortune 500 companies, only 5% have women CEOs. We rounded up five of the biggest names investors should know. Here’s why.
AMD Seeks an Epic Battle with Intel with Its Epyc Chip
With its Epyc chip, AMD is eyeing the lucrative server processor market that is closely held by Intel (INTC).
How Will Cisco’s Data Center Business Perform in Fiscal 1Q17?
While HPE leads the enterprise data center hardware space with a 20% share, Cisco leads the service provider data center hardware market with a 12% share.
How Did HPE’s Software and Financial Services Segments Perform?
In fiscal 2Q16, the revenue from Hewlett-Packard Enterprise’s (HPE) software business fell 13% YoY (year-over-year) to $774 million.
How Hewlett Packard Enterprise Is Increasing Shareholder Value
By the end of fiscal 3Q17, HPE had returned $107 million to shareholders in the form of dividends and $625 million through share repurchases.
EMC-Dell Merger Cleared: What Does This Mean for the Competition?
EMC and Dell announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 for the companies’ merger.
How Hewlett Packard Enterprise Performed in 2017
Hewlett Packard Enterprise (HPE) rose 8.6% in 2017, compared with the S&P 500’s (SPY) return of 19%. In the past month, HPE has risen 3.4%.
Is HPE Losing Its Hold on the Server Space?
With revenue and market share of $3.1 billion and 21.3%, respectively, in 3Q17, HPE (HPE) continued to be a leader in the global server space.
Over 50% of Analysts Recommend ‘Buy’ for NetApp
NetApp (NTAP) stock has returned 69% in the last 12 months, -2.3% in the last month, and -5.5% in the last five days.
HP Stock Fell Due to Bad News in Its Q2 Results
Today at 6:07 AM ET, HP (NYSE:HPQ) stock fell 6.3% to $16.05 in the pre-market session following its results for the second quarter of fiscal 2020.
Why Hewlett Packard Stock Is a ‘Sell’ after Its Q2 Earnings
Hewlett Packard stock fell 7.8% in pre-market today at 8:41 AM ET. The stock fell after the company’s results for the second quarter of fiscal 2020.
HP Stock: Analyzing Its Dividend Yield and Outlook
HP (HPQ) stock hasn’t performed remarkably this year. However, the company has been regularly rewarding shareholders.
HPE: Dividend Hike, Buybacks Impress Shareholders
Hewlett Packard Enterprise has been regularly rewarding shareholders through dividends and buybacks. This week, HPE reported its fiscal 2019 Q4 earnings.
Cisco: Dividends and Share Buybacks Attract Investors
Cisco Systems (CSCO) regularly returns value to its shareholders through dividends and share buybacks. This signals that the company has strong cash flows.
What the Hewlett Packard Split Means for Shareholders
Hewlett Packard split into two $50 billion entities in order to provide value to shareholders, better manage the business, and drive growth.
HPQ Earnings: Stock Rises, Faces Pressure from Xerox
HP (HPQ) reported upbeat earnings and revenues in its fourth-quarter earnings results. The stock gained around 1.74% in extended trading.
HPE Stock Down 9%: Is Poor Revenue Growth to Blame?
Hewlett Packard Enterprises (HPE) stock opened at -6% today and then dropped further to around -9% in the first two hours of trading.
Two Tech Stocks Trading 40% below Their 52-Week Highs
Hardware networking tech stocks Nokia (NOK) and Arista Networks (ANET) have been hit hard recently. NOK is trading 47% below its 52-week high.
Will Dell’s Subscription Service Hurt Microsoft Azure?
On Tuesday at the official summit, Dell Technologies (DELL) announced the launch of the on-demand model for its products like personal computers and servers.
HPE Stock: Why Bank of America Turned Bullish
HPE stock surged yesterday after Bank of America gave the stock a double upgrade. Find out what’s next for Hewlett Packard Enterprise investors.
AMD EPYC Rome to Be in Dell’s New PowerEdge Servers
Yesterday, Dell launched five new PowerEdge servers powered by Advanced Micro Devices’ second-generation EPYC Rome server central processing units.
Baidu Leads Tech Gains on August 19
Shares of China’s leading search engine Baidu (BIDU) have been on a tear today. The stock gained 7.8% in after-hours trading today to close at $104.22.
Cisco Stock Down 8% on Weak Outlook
Cisco (CSCO) stock fell 8% today after releasing its Q4 results after the market closed yesterday. Cisco reported sales of $13.4 billion, a rise of 6% YoY.
Was Friday’s Tech Sell-Off Justified?
Last week, Donald Trump threatened 10% tariffs on $300 billion in Chinese imports. The stock market was sent tumbling on August 2, led by a tech sell-off.
HP Inc. Stimulates a Push for Workstation Revenues
HPQ registered a 14.2% year-over-year increase in revenues in fiscal 1Q18.
A Look at HP’s Revenue and Earnings Growth
Hardware technology company HP (HPQ) has seen its shares rise just 33.6% in the last five years.
How HP’s Dividend Yield Stacks Up with Peers
HP (HPQ) generated free cash flow of $747 million in the second quarter of fiscal 2019, while cash flow from operations was $861 million.
How HP’s Stock Performance Compares to Peers
HP impressed investors with its results for the second quarter of fiscal 2019.
What’s the Dividend Yield Capacity of HPE and Its Peers?
HPE spent $154 million to pay a cash dividend of $0.1125 per share in the second quarter of fiscal 2019 as part of the company’s capital return plan of $7 billion through fiscal 2019.
How HP Enterprise Is Planning to Boost Profits in the Future
HP Enterprise has recently announced its intention to acquire supercomputer manufacturer Cray.
How Is HP Enterprise Stock Performing in Comparison to Peers?
HPE stock has gained ~9.7% on a year-to-date basis versus the S&P 500’s gain of 12.7%.
Will Arista Stock Rise Further in 2019?
Goldman Sachs (GS) upgraded Arista Networks (ANET) stock to a “conviction buy” last month.
A Look at Arista’s Revenue and Earnings Growth in 2019 and Beyond
Arista Networks’ revenue growth has been impressive in recent years. The company is operating in the mature hardware networking segment.
HP Stock Fell ~12% on Weak First-Quarter Results
HP’s (HPQ) results for the first quarter of fiscal 2019 disappointed investors.
How Next Initiative Is Helping HPE Boost Operating Margins
Hewlett Packard Enterprise (HPE), which along with HP Inc. (HPQ) was split-off in 2015, unveiled its HPE Next initiative in the third quarter of fiscal 2017.
Is HPE’s Next Initiative Improving Its Operating Margins?
Hewlett Packard Enterprise’s (HPE) operating margins have improved over the past few quarters as it has focused on cutting costs through its HPE Next initiative.
Which Business Segments Drove HPE’s Revenue in Q4 2018?
Hewlett Packard Enterprise (HPE) has three primary business segments: Intelligent Edge, Hybrid IT, and Financial Services.
Did Hewlett Packard Enterprise Beat Estimates in Q4 2018?
On December 4, Hewlett Packard Enterprise (HPE) announced its fiscal 2018 fourth-quarter results for its year that ended in October.
A Look at HPE’s Improving Profit Margins
Hewlett Packard Enterprise (HPE) is expected to grow its revenue 6% with earnings growth of close to 60% in fiscal 2018.
How Cisco Is Responding to Trump Tariffs
The latest round of tariffs targeting $200 billion worth of Chinese goods entering the US went into effect on September 24.
What Are HPE’s Strategic Initiatives?
Last December, HPE introduced Infosight, which is a predictive AI (artificial intelligence) technology that enables systems to predict and prevent problems.
IBM Maintains a Strong Dividend Yield
IBM (IBM) has one of the highest dividend yields in the IT industry, of 4.38%. In fiscal Q2 2018, the company paid a dividend of $1.57 with an annual run rate of $6.28 per share.
A Look at NetApp Stock’s Returns and Price Targets
NetApp (NTAP) stock has returned 96% in the last 12 months, 7.3% in the last month, and 6.5% in the last three months.
Will NetApp Beat Estimates in Fiscal Q1 2019?
NetApp (NTAP) is scheduled to release its results for the fiscal first quarter of 2019 on August 15.
HP Races for Share of the $20 Billion 3D Printing Market
HP (HPQ) recently opened a new 3D printing center in China. Seeking to produce components and prototypes faster and more efficiently, manufacturers are adopting 3D printers.
Pure Storage Could Benefit from Growth in Enterprise Storage
Market research firm International Data Corporation (or IDC) has estimated the worldwide enterprise storage system revenue to grow at 34.4% YoY (year-over-year) to $13 billion.
HPE’s Financial Services Segment Performance in Fiscal Q2 2018
Financial Services, HPE’s second-largest segment, accounted for more than 12% of the company’s revenue in its fiscal second quarter.
Intelligent Edge Drove HPE’s Revenue in Fiscal Q2 2018
HPE expects Intelligent Edge to be a key investment area over the next few years. It generated revenue of $710 million in Q2 2018.
HPE Next: Hewlett Packard Enterprise’s New Initiative
HPE wants to streamline its business processes and modernize its IT systems through its HPE Next initiative.
HPE Gains Market Share in Converged Systems
According to IDC, HPE has remained a key player in the converged systems market space.
How Hewlett Packard Enterprise Has Done since Q1 2018
Hewlett Packard Enterprise (HPE) announced its first-fiscal-quarter results on February 22.
How Acquisitions Are Helping HPE Drive Revenues
HPE’s Edge business saw 9.0% year-over-year revenue growth in fiscal 1Q18, driven by strong demand in campus switching.
What Oracle’s Lawsuit Win against Google Means for Software Industry
The Oracle-Google case raises issues critical to the technology world.
How HPE Is Rewarding Shareholders
Hewlett Packard Enterprise (HPE) has been consistently rewarding shareholders with cash dividends and share buyback programs.
Will HPE Next Initiative Prevent Falling Operating Margins?
Hewlett Packard Enterprise (HPE) has been facing a decline in operating margins for the past few quarters.
How Juniper Networks Aims to Improve Shareholder Value
In 4Q17, Juniper Networks (JNPR) returned $330.0 million in share repurchases and paid $37.0 million in cash dividends.
Where Does Juniper Networks Stand in the Switching Segment?
According to market research firm IDC, revenues in the worldwide Ethernet switch market rose 3.2% year-over-year to $6.9 billion in 4Q17.
How Has NetApp Performed since Its Fiscal 3Q18 Results?
NetApp reported revenues of ~$1.5 billion in fiscal 3Q18, an 8.0% year-over-year increase over its fiscal 3Q17 revenues of $1.4 billion.
Nokia Stock Rose over 20% Last Month
Nokia (NOK) stock rose 21% in February 2018.
How Do Analysts View Hewlett Packard Enterprise?
On February 20, 2018, analyst Ananda Baruah from Loop Capital Markets upgraded the rating on Hewlett Packard Enterprise (HPE) to a “buy” from a “hold.”
What Impacted HPE’s Hybrid IT Revenue in Fiscal 1Q18?
Starting in fiscal 1Q18, Hewlett Packard Enterprise (HPE) has three major business reporting segments: Hybrid IT, Intelligent Edge, and Financial Services.
What’s AMD’s Strategy to Boost Revenue amid Competition?
AMD is looking to gain GPU (graphics processing unit) market share from NVIDIA (NVDA) by putting the Vega GPU inside as many PCs as possible.
How HPE Performed in Fiscal 1Q18
Hewlett Packard Enterprise (HPE) reported its fiscal 1Q18 (quarter ended January 2018) financial results on Thursday, February 22.
A Look at Cisco System’s Dividends and Share Repurchases
In fiscal 2Q18, Cisco Systems (CSCO) returned $5.4 billion to shareholders.
How HPE Stock Has Performed since Fiscal 4Q17 Results
Hewlett Packard Enterprise (HPE) stock has increased 7.7% since the firm announced its fiscal 4Q17 results on November 21, 2017.
Can NetApp Continue Improving Its Share in Enterprise Storage?
Market research company International Data Corporation estimated a rise of 14% year-over-year in sales from total worldwide enterprise storage systems in 3Q17.
A Look at Cisco Systems’ Valuation Multiples
Cisco Systems (CSCO) trades at a forward PE (price-to-earnings) ratio of 14.8, which is similar to the peer average of 14.25x.
Can Cisco Systems Beat Analysts’ Estimates in Fiscal 2Q18?
Cisco Systems (CSCO) plans to announce its fiscal 2Q18 results on February 14, 2018. Analysts expect it to post revenues of $11.8 billion.
Is Cisco Systems Trading at a Discount to Analysts’ Estimates?
Of the 29 analysts covering Cisco Systems (CSCO), 19 have recommended a “buy” for the stock, none have recommended a “sell,” and ten have recommended a “hold.”
Cisco Systems’ Performance in Mature Switching, Routing Market
According to Synergy Research Group, Cisco Systems (CSCO) continues to lead the switching and routing space with a combined share of more than 50% in these markets.
Where Cisco Systems Stands in the Worldwide Server Market
According to market research firm IDC (International Data Corporation), vendor revenue in the global server market rose almost 20% YoY to $17 billion in 3Q17.
AMD’s EESC Segment Looks beyond Game Console for Growth
Between 2012 and 2016, AMD’s revenues fell more than 20% as it lost significant market share in the PC space.
Can Juniper Networks Improve Its Market Share in Switching and Routing?
Juniper Networks’ switching revenues declined 4% year-over-year to $213 million in 3Q17.
Reading Ericsson’s Future Revenue Drivers
Ericsson (ERIC) is optimistic about the ability of virtualization and network automation to provide massive scale efficiencies.
How Hurricanes Affected HPE’s Earnings
Perhaps US-based (SPY) IT vendor Hewlett Packard Enterprise (HPE) would have generated better profits in fiscal 4Q17 if not for the impact of natural disasters.
Why HPE Is Optimistic about Long-Term Growth
Growth through acquisitions Over the last two years, Hewlett Packard Enterprise (HPE) has acquired several companies to expand its product portfolio , customer base, and market share. In the hybrid IT space, HPE acquired SimpliVity, SGI, and Nimble Storage, while in the intelligent edge space, it acquired Niara and Rasa Networks. As we’ve discussed, HPE is optimistic about […]
Why Hewlett Packard Enterprise Launched HPE Pointnext
HPE Pointnext launched in March 2017 In March 2017, hardware technology (QQQ) company Hewlett Packard Enterprise (HPE) launched HPE Pointnext, a technology service vertical aimed to drive digital transformation in companies. This business is also expected to deliver financial value to HPE, supporting its margins and revenue. HPE Pointnext will leverage the expertise of approximately 25,000 […]
An Overview of HPE Pointnext’s Core Strategies
Maintaining operational services Hewlett Packard Enterprise (HPE) launched HPE Pointnext earlier this year to simplify the process of digital transformation in companies. Pointnext’s Operational Services revenue accounted for approximately $6 billion in fiscal 2017. HPE wants to grow its share of this space by delivering competitive operational services and expanding its installed base. HPE is looking to […]
Hewlett Packard Enterprise’s Money-Saving Strategy
HPE Next might save $1.5 billion Hewlett Packard Enterprise (HPE) has launched its HPE Next initiative, which could help the company save approximately $1.5 billion over the next three years. HPE plans to improve margins by profitable growth and will look to sell high-margin products to Tier 1 customers. HPE will only focus on operations in […]