🔹 Revenue: $9.14B (Est. $8.65B) 🟢; +19% YoY
🔹 Adj. EPS: $0.44 (Est. $0.43) 🟢; -12% YoY
Q4 Guidance
🔹 Revenue: $9.7B–$10.1B (Est. $10.1B) 🟡
🔹 EPS: $0.50–$0.54
🔹 Adj. EPS: $0.56–$0.60 (Est. $0.59) 🟡
FY25 Guidance
🔹 Revenue Growth: +14–16% YoY
🔹 EPS: $0.42–$0.46
🔹 Adj. EPS: $1.88–$1.92
🔹 Free Cash Flow: ~$700M
Q3 Segment Results
Servers:
🔹 Revenue: $4.9B; UP +16% YoY
🔹 Operating Margin: 6.4% (vs. 10.8% YoY)
Networking (ex-Intelligent Edge):
🔹 Revenue: $1.7B; UP +54% YoY
🔹 Operating Margin: 20.8% (vs. 22.4% YoY)
Hybrid Cloud:
🔹 Revenue: $1.5B; UP +12% YoY
🔹 Operating Margin: 5.9% (vs. 5.2% YoY)
Financial Services:
🔹 Revenue: $886M; UP +1% YoY
🔹 Operating Margin: 9.9% (vs. 9.0% YoY)
Other Q3 Metrics:
🔹 Net Income: $305M
🔹 Operating Cash Flow: $1.31B; UP +13% YoY
🔹 Free Cash Flow: $790M; UP +18% YoY
🔹 ARR: $3.1B; UP +77% YoY
🔹 Gross Margin: 29.2% GAAP; 29.9% Non-GAAP
Capital Returns
🔹 Dividend: $0.13/share, payable Oct 17, 2025
🔹 Returned $171M to shareholders in Q3 (dividends)
Strategic / Other
🔹 Closed acquisition of Juniper Networks in Q3 (results consolidated since July 2, 2025)
🔹 Expect profit accretion and synergies from Juniper
CEO / CFO Commentary
🔸 CEO Antonio Neri: “HPE delivered record-breaking revenue and improved profitability this quarter as we marked a major milestone by closing our acquisition of Juniper Networks.”
🔸 CFO Marie Myers: “We exceeded commitments, with Juniper already adding to results and more profit accretion expected as we capture synergies.”