Hewlett Packard Enterprise Co Stock Price, News & Analysis

HPE has unveiled eight new ProLiant Compute Gen12 servers featuring upcoming Intel Xeon 6 processors, designed for enhanced security, AI automation, and improved performance. The servers introduce industry-first security capabilities through HPE Integrated Lights Out (iLO) 7 with secure enclave, meeting FIPS 140-3 Level 3 certification and offering quantum computing-resistant readiness.

The new generation delivers up to 65% power savings per year and 41% better performance per watt compared to legacy systems. Key features include AI-driven insights through HPE Compute Ops Management, automated server management, and optional direct liquid cooling for improved energy efficiency. Six servers will be available in Q1 2025, with two additional models launching in Summer 2025.

HPE and Juniper Networks strongly oppose the U.S. Department of Justice's lawsuit attempting to block their proposed acquisition. The companies argue that DOJ's analysis is flawed, particularly regarding the Wireless Local Area Network (WLAN) market competition. They emphasize that the WLAN market has at least eight alternatives to HPE and Juniper, contrary to DOJ's claim of only three primary players.

The transaction has received approval from antitrust regulators in 14 jurisdictions, including the European Commission and U.K. CMA. Only the U.S. and Israel haven't cleared the deal. The companies argue the merger would enhance competition, drive innovation in AI-driven networking solutions, and strengthen U.S. networking infrastructure.

The companies plan to vigorously defend the transaction in court, highlighting its potential to create a more competitive networking player with improved scope and scale to compete with global incumbents.

HPE has appointed Maeve Culloty as Executive Vice President, President and CEO of HPE Financial Services, effective May 1, 2025. Culloty, who joined HPE in 2007, will succeed Gerri Gold, who is retiring after 23 years with the company. Currently serving as Chief of Staff to HPE President and CEO Antonio Neri, Culloty will oversee the global financing and asset management business that supports HPE's edge-to-cloud strategy.

HPE Financial Services operates the world's largest IT manufacturer refurbishing facilities, processing up to four million assets annually. Culloty brings extensive experience, having previously led HPE Ireland as Managing Director and held various management roles in the Financial Services business. She is a qualified CPA and serves on the board of Hewlett Packard International Bank DAC.

HPE Aruba Networking has announced new capabilities to enhance retail customer experiences and operational efficiency through improved connectivity and edge computing solutions. The company introduced several key innovations at NRF 2025:

The expanded portfolio includes the 100 Series Cellular Bridge for backup WAN access, the CX 8325H store-friendly switch, and 750 Series wireless access points for IoT data processing. New Central AI Insights optimize curbside operations and detect security anomalies.

HPE is also expanding its Central IoT Operations dashboard, featuring pre-built third-party applications from retail partners. The company showcased partnerships with various IoT solutions providers, including Hanshow, Simbe, SOLUM, VusionGroup, and Zebra Technologies, offering solutions ranging from electronic shelf labels to autonomous item-scanning robots.

Hewlett Packard Enterprise (HPE) has been commissioned to build 'Blue Lion', a next-generation supercomputer for the Leibniz Supercomputing Center (LRZ) in Germany. The project, costing 250 million euros, will be operational in early 2027 and deliver 30X faster performance than its predecessor SuperMUC-NG.

The system features next-generation HPE Cray technology with NVIDIA accelerators and processors, utilizing 100% direct liquid cooling with 40°C warm water. Blue Lion will support various research fields including astrophysics, particle physics, and life sciences, combining classic simulations with artificial intelligence methods. The system includes HPE Slingshot interconnect technology, transferring 400 gigabits of data per second.

Hewlett Packard Enterprise (HPE) reported strong fiscal 2024 fourth quarter results with record quarterly revenue of $8.5 billion, up 15% year-over-year. The company exceeded its full-year commitments for revenue, EPS, and free cash flow.

Key Q4 metrics include:

• GAAP EPS of $0.99, up 102% year-over-year
• Non-GAAP EPS of $0.58, up 12% year-over-year
• Annualized revenue run-rate (ARR) of $1.9 billion, up 49%
• Free cash flow of $1.5 billion

Server revenue grew 32% to $4.7 billion, while Hybrid Cloud revenue increased 18% to $1.6 billion. The company declared a quarterly dividend of $0.13 per share and provided guidance for Q1 2025, expecting mid-teens revenue growth.

RWE, a leading renewable energy company, has chosen HPE Private Cloud AI to enhance its weather data analysis capabilities. The solution will be utilized by RWE's AI Research Laboratory to evaluate and fine-tune weather models, aiming to improve forecast accuracy and optimize energy resource management. RWE targets implementation by end of 2024.

The initiative aligns with RWE's Growing Green strategy and commitment to becoming net zero by 2040. The HPE Private Cloud AI, co-developed with NVIDIA, offers a three-click deployment system and will be delivered through the HPE GreenLake cloud, enabling RWE's researchers to efficiently manage infrastructure and accelerate AI project development.

HPE announced major advancements to its GreenLake cloud platform, introducing three key solutions: HPE VM Essentials for unified virtualization management, promising up to 5x TCO savings; HPE Alletra Storage MP X10000 for high-performance object storage, delivering up to 6x faster performance versus competitors; and new disconnected management solutions for regulated environments.

The company also expanded its AI ecosystem through the Unleash AI program, adding six new partners: Codeium, Contextual.AI, Dataiku, IronYun, Securiti, and Writer. The X10000 storage solution offers up to 20x data reduction and will be generally available in December 2024.

Deloitte and Hewlett Packard Enterprise (HPE) have expanded their collaboration to implement HPE Private Cloud AI with NVIDIA, aiming to accelerate Generative AI adoption for enterprises. The solution combines HPE's AI storage, compute, and GreenLake cloud with NVIDIA's AI computing capabilities. According to Deloitte's research, most organizations have moved only 30% or fewer of their GenAI experiments into production. The collaboration focuses on enabling on-premises AI deployments, offering solutions like AI Factory as a Service, Hybrid By Design, C-Suite AI™, and Quartz AI™ Suite to help businesses implement industry-specific AI applications while maintaining data security and control.