Hewlett Packard Enterprise Co Analyst Meeting Transcript - Thomson StreetEvents

Hewlett Packard Enterprise Co Analyst Meeting Transcript

Hewlett Packard Enterprise Co Analyst Meeting Transcript - Thomson StreetEvents
Hewlett Packard Enterprise Co Analyst Meeting Transcript
Published Oct 15, 2025
30 pages (22100 words) — Published Oct 15, 2025
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About This Report

  
Abstract:

Edited Transcript of HPE.N corporate analyst meeting

  
Brief Excerpt:

...All right. Good afternoon. Welcome. For those of you who don't know me, I'm Paul Glaser, I'm the Head of Investor Relations, and welcome to HPE 2025 Security Analyst Meeting. Thank you for joining us here in New York, and thank you to those who are listening on the webcast. In our executive session today, you will hear from Antonio Neri, President CEO; and Rami Rahim, EVP, President and General Manager of Networking; and Marie Myers, EVP and Chief Financial Officer. Following the presentation, we will take questions from the live audience moderated by Shannon Cross, our Chief Strategy Officer. Before I pass it to Antonio, let me start with the disclosures. This event may include forward-looking statements, involving risks, uncertainties, estimates and assumptions. If the risks and uncertainties ever materialize and the estimates or assumptions prove incorrect, our results may differ, perhaps materially from those expressed or implied by such forward-looking statements. HPE assumes no obligation...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Hewlett Packard Enterprise Co
Ticker
HPE.N
Time
7:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Wamsi Mohan - Bofa Merrill Lynch Asset Holdings Inc - Analyst : Wamsi Mohan, Bank of America. I guess on free cash flow, Marie, we're starting off '26 at $1.5 billion to $2 billion, and it's going fairly significantly to $3.5 billion. Can you talk about some of the puts and takes? How much of restructuring is embedded into your fiscal '26 numbers? And is there any in the fiscal '28 numbers. And you made a comment about seasonality. If you could just address if the fiscal '26 seasonality was a comment about both revenue and earnings? Or was that just an earnings comment and what maybe some book ends for that might be?

Table Of Contents

Hewlett Packard Enterprise Co at Barclays Global Technology Conference Summary – 2025-12-10 – US$ 54.00 – Edited Brief of HPE.N presentation 10-Dec-25 5:50pm GMT

Hewlett Packard Enterprise Co at Barclays Global Technology Conference Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of HPE.N presentation 10-Dec-25 5:50pm GMT

Hewlett Packard Enterprise Co Q4 2025 Earnings Call Summary – 2025-12-04 – US$ 54.00 – Edited Brief of HPE.N earnings conference call or presentation 4-Dec-25 10:00pm GMT

Hewlett Packard Enterprise Co Q4 2025 Earnings Call Transcript – 2025-12-04 – US$ 54.00 – Edited Transcript of HPE.N earnings conference call or presentation 4-Dec-25 10:00pm GMT

Hewlett Packard Enterprise Co Analyst Meeting Summary – 2025-10-15 – US$ 54.00 – Edited Brief of HPE.N corporate analyst meeting</ 15-Oct-25 7:00pm GMT

Hewlett Packard Enterprise Co Q3 2025 Earnings Call Summary – 2025-09-03 – US$ 54.00 – Edited Brief of HPE.N earnings conference call or presentation 3-Sep-25 9:00pm GMT

Hewlett Packard Enterprise Co Q3 2025 Earnings Call Transcript – 2025-09-03 – US$ 54.00 – Edited Transcript of HPE.N earnings conference call or presentation 3-Sep-25 9:00pm GMT

Hewlett Packard Enterprise Co Juniper Networks Acquisition Summary – 2025-07-10 – US$ 54.00 – Edited Brief of HPE.N M&A conference call or presentation 10-Jul-25 2:00pm GMT

Hewlett Packard Enterprise Co Juniper Networks Acquisition Transcript – 2025-07-10 – US$ 54.00 – Edited Transcript of HPE.N M&A conference call or presentation 10-Jul-25 2:00pm GMT

Hewlett Packard Enterprise Co Q2 2025 Earnings Call Summary – 2025-06-03 – US$ 54.00 – Edited Brief of HPE.N earnings conference call or presentation 3-Jun-25 9:00pm GMT

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MLA:
Thomson StreetEvents. "Hewlett Packard Enterprise Co Analyst Meeting Transcript" Oct 15, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Hewlett-Packard-Enterprise-Co-Analyst-Meeting-T16511739>
  
APA:
Thomson StreetEvents. (2025). Hewlett Packard Enterprise Co Analyst Meeting Transcript Oct 15, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Hewlett-Packard-Enterprise-Co-Analyst-Meeting-T16511739>
  
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