Hewlett Packard Enterprise Co Stock Price, News & Analysis

HPE (NYSE: HPE) has appointed Phil Mottram as Executive Vice President and Chief Sales Officer, effective November 1, 2025. Mottram, who joined HPE in 2019, will lead the company's global sales teams across Servers and Hybrid Cloud solutions, as well as its channel and partner ecosystem.

Mottram brings over 30 years of technology sector experience and most recently served as Executive VP of Growth Markets after leading HPE Aruba Networking for four years, where he achieved record revenue growth and profitability. He succeeds Heiko Meyer, who is retiring after a 38-year tenure with the company. Meyer led HPE's largest sales transformation and was instrumental in implementing significant go-to-market model changes.

HPE (NYSE: HPE) has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Enterprise Storage Platforms, marking its 16th consecutive year of recognition for Ability to Execute and Completeness of Vision.

The company's recent innovations in its HPE Alletra Storage MP portfolio include the launch of X10000, offering ultra-fast, exabyte-scale storage for AI and unstructured data, and the B10000, which provides unified block and file storage with industry-leading SLAs. Notable achievements include 100% data availability guarantee, 45% reduction in energy use, and 40% cost savings.

HPE has expanded its Storage-as-a-Service offerings and enhanced cybersecurity features, including ransomware detection and a new Cybersecurity Center of Excellence. Customer testimonials highlight significant cost savings, with one customer reporting annual savings of €50,000 to €60,000.

HPE (NYSE: HPE) reported strong fiscal 2025 third quarter results, achieving record revenue of $9.1 billion, up 19% year-over-year. The company marked a significant milestone with the closure of its Juniper Networks acquisition on July 2, 2025.

Key financial highlights include ARR of $3.1 billion (up 77%), non-GAAP EPS of $0.44, and free cash flow of $790 million. Server revenue grew 16% to $4.9 billion, while Networking revenue surged 54% to $1.7 billion. The company declared a quarterly dividend of $0.13 per share.

For Q4 FY2025, HPE projects revenue between $9.7-$10.1 billion and non-GAAP EPS of $0.56-$0.60. The full-year outlook includes revenue growth of 14-16% in constant currency and non-GAAP EPS of $1.88-$1.92.

HPE (NYSE: HPE) has announced significant enhancements to its HPE Juniper Networking portfolio, introducing advanced AI-native innovations in its Mist platform. The updates focus on delivering agentic AIOps through more autonomous network operations, featuring new capabilities such as AI-powered troubleshooting, expanded self-driving actions control, and a generalized Large Experience Model (LEM).

Key innovations include enhanced conversational capabilities in the Marvis AI assistant, expanded autonomous remediation of network issues, and new AI capabilities for data center operations. The platform now features Marvis Minis - digital twins that simulate user experiences to predict and optimize future performance before issues arise.

These advancements complement HPE's GreenLake Intelligence and represent a significant step toward self-driving network operations, aiming to reduce IT complexity and ensure exceptional user experiences across networking, storage, and compute domains.

OpenLight, a leader in custom Photonic Application-Specific Integrated Circuit (PASIC) design, has secured a $34 million Series A funding round co-led by Xora Innovation and Capricorn Investment Group. The company, transitioning from a Synopsys subsidiary, specializes in heterogeneous integration of indium phosphide and silicon photonics.

The company's Process Design Kit (PDK), protected by over 360 patents, provides customers with a comprehensive library of photonic components. The PDK is validated at Tower Semiconductor foundry and is currently utilized by over 20 companies. The funding will support PDK library expansion, development of standard-based reference PICs at 1.6Tb/s and 3.2Tb/s, and team scaling for customer production support.

Hewlett Packard Enterprise (NYSE:HPE) has announced its upcoming fiscal 2025 third quarter earnings conference call. The company will host a live audio webcast on Wednesday, September 3, at 5:00 p.m. ET to discuss financial results for the quarter ended July 31, 2025.

The webcast will be accessible at hpe.com/investor/2025Q3Webcast and will remain available for replay for approximately one year after the call.

HPE (NYSE: HPE) has announced major enhancements to its NVIDIA AI Computing portfolio, introducing new servers and capabilities to support enterprise AI development. The company will ship HPE ProLiant Compute servers featuring NVIDIA RTX PRO 6000 Blackwell GPUs in two configurations: the DL385 Gen11 supporting up to two GPUs in a 2U form factor, and the DL380a Gen12 supporting up to 8 GPUs in a 4U form factor.

The enhanced HPE Private Cloud AI platform will support new NVIDIA models including Nemotron for agentic AI, Cosmos Reason for physical AI and robotics, and the NVIDIA Blueprint for Video Search and Summarization (VSS 2.4). The servers feature advanced security with HPE Integrated Lights-Out (iLO) 7 Silicon Root of Trust and cloud-native lifecycle automation that reduces IT management time by up to 75%.

HPE (NYSE: HPE) has announced major cybersecurity and data protection innovations at Black Hat USA 2025, marking its first showcase since acquiring Juniper Networks. The company unveiled three key developments: a new AI-driven SASE copilot for HPE Aruba Networking EdgeConnect, the HPE Alletra Storage MP X10000 modern data protection solution achieving industry-leading backup speeds of 1.2 petabytes per hour, and a new HPE Zerto cybersecurity partnership with CrowdStrike.

The expanded portfolio includes zero trust solutions through HPE Aruba Networking Central NAC, supporting both HPE Juniper and third-party devices. The Alletra Storage MP X10000 sets a new standard as the world's fastest enterprise backup storage, while the HPE Zerto integration hub enables third-party cybersecurity solutions, with CrowdStrike as the exclusive launch partner.

HPE (NYSE: HPE) announced that Subaru has selected HPE Cray XD670 servers to enhance its AI development system for the next-generation EyeSight driver assist technology. The implementation aims to support Subaru's goal of achieving zero fatal traffic accidents by 2030.

The HPE Cray XD670 servers, featuring energy-efficient direct liquid cooling and powered by NVIDIA H200 GPUs, will deliver twice the performance compared to Subaru's existing system. This upgrade will accelerate AI algorithm optimization and model training for enhanced vehicle safety features, utilizing Subaru's stereo camera-based image recognition technology.

The collaboration strengthens SUBARU Lab's in-house software development capabilities, established in December 2020, focusing on advanced driver-assistance systems (ADAS) and AI-based image recognition.