Table of Content UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: April 30, 2023 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-37483 HEWLETT PACKARD ENTERPRISE COMPANY (Exact name of registrant as specified in its charter) (State or othe ...

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Hewlett Packard Enterprise Company (NYSE:HPE) Q2 2023 Earnings Conference Call May 30, 2023 6:00 PM ET Company Participants Kirt Karros - Senior Vice President, Treasurer, and Investor Relations Antonio Neri - President and Chief Executive Officer Tarek Robbiati - Executive Vice President and Chief Financial Officer Conference Call Participants Shannon Cross - Credit Suisse Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Amit Daryanani - Evercore Wamsi Mohan - Bank of America Toni Sacconaghi - Ber ...

Table of Content UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: January 31, 2023 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-37483 HEWLETT PACKARD ENTERPRISE COMPANY (Exact name of registrant as specified in its charter) Delaware 47- ...

Financial Data and Key Metrics Changes - HPE reported total revenue of $7.8 billion for Q1 2023, an 18% increase year-over-year, significantly exceeding the high end of the outlook [8][24] - Non-GAAP operating margin reached a record 11.8%, up 80 basis points year-over-year [8][38] - Non-GAAP diluted net earnings per share increased 19% year-over-year to $0.63, surpassing guidance [8][27] - Free cash flow was negative $1.3 billion, reflecting typical seasonal cash usage [8][27] Business Line Data and Key Metrics Changes - Intelligent Edge segment revenue increased 31% year-over-year, surpassing $1 billion for the first time [16][30] - HPC and AI segment revenue grew 37% year-over-year, driven by the Frontier deal [16][31] - Storage segment revenue grew 10% year-over-year, with HPE Alletra showing triple-digit growth [33] - Compute segment revenue increased 19% year-over-year to $3.5 billion, benefiting from improved supply availability [34] Market Data and Key Metrics Changes - The order book at the start of Q1 was larger than the previous year and more than twice the size of normalized historical levels [9][25] - Demand for solutions remains uneven across the portfolio, with strong performance in Intelligent Edge and HPC, while Compute shows slower deal velocity [10][23] Company Strategy and Development Direction - HPE is focused on leveraging its hybrid cloud platform, HPE GreenLake, to address megatrends in edge, cloud, and AI [7][14] - The company announced acquisitions to enhance its cloud security and private networking capabilities, aiming to create a comprehensive cloud portfolio [11][12] - HPE aims to maintain momentum through investments in software and services while retaining cost discipline [24][41] Management's Comments on Operating Environment and Future Outlook - Management noted that supply chain challenges are easing, with expectations for continued improvement throughout fiscal year 2023 [9][41] - The company raised its revenue and EPS guidance for the full fiscal year, anticipating 5% to 7% revenue growth [44] - Management expressed confidence in the long-term strategy and execution, despite macroeconomic uncertainties [20][41] Other Important Information - HPE's as-a-Service total contract value has more than doubled to nearly $10 billion over the past two years [14] - The company plans to return approximately 60% of free cash flow to shareholders through dividends and stock repurchases [45] Q&A Session Summary Question: How is HPE participating in AI investments? - Management highlighted the unique opportunity in deploying large language models requiring supercomputing capacity, leveraging their Cray systems and unique IP [48][49] Question: What segments are showing weakness? - Management indicated unevenness in the Compute business, with longer sales cycles, while Intelligent Edge and HPC remain strong [52][53] Question: Can you explain the full-year guidance increase? - The revenue guidance was raised due to improved macro conditions and easing supply chain issues, despite some pricing pressures in the Compute segment [58][59] Question: Is the strong performance in Intelligent Edge sustainable? - Management confirmed that the growth is part of a continuous momentum, supported by a robust order book and unique value propositions [61][62] Question: Why is HPE's outlook more optimistic than peers? - Management attributed optimism to a diversified portfolio and a unique integrated solution through HPE GreenLake, which enhances customer experience [67][68]

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Table of Content UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 31, 2022 Or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-37483 HEWLETT PACKARD ENTERPRISE COMPANY (Exact name of registrant as specified in its charter) Delaware 47-3298624 (S ...

Hewlett Packard Enterprise (NYSE:HPE) Q4 2022 Results Conference Call November 29, 2022 5:00 PM ET Company Participants Jeff Kvaal - VP, IR Antonio Neri - President and CEO Tarek Robbiati - EVP and CFO Conference Call Participants Wamsi Mohan - Bank of America Kyle McNealy - Jefferies Shannon Cross - Credit Suisse Simon Leopold - Raymond James Samik Chatterjee - JP Morgan Toni Sacconaghi - Bernstein Aaron Rakers - Wells Fargo Amit Daryanani - Evercore Operator Good day, and welcome to the Fourth Quarter Fis ...