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慧与科技Hewlett Packard Enterprise(HPE)2026财年第一季度财务业绩演示报告「NYSE」(英文版)(42页).pdf

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1、HPE Q 1FY2 6EarningsMarch 9,20261Forward-looking statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.Such statements involve risks,uncertainties,and assumptions.If the risks or uncer

2、tainties ever materialize or the assumptions prove incorrect,the results of Hewlett Packard Enterprise Company and its consolidatedsubsidiaries (“Hewlett Packard Enterprise”)may differ materially from those expressed or implied by such forward-looking statements and assumptions.The words “believe”,“

3、expect”,“anticipate”,“guide”,“optimistic”,“intend”,“aim”,“will”,“estimates”,“may,likely”,“could”,“should”and similar expressions are intended to identify such forward-looking statements.All statements other than statements of historical fact are statements that could be deemed forward-looking statem

4、ents,including but not limited to any statements regarding the ongoing integration of Juniper Networks,Inc.,and any projections,estimates,or expectations of savings or synergy realizations in connection therewith;any projections,estimations,or expectations of addressable markets and their sizes,reve

5、nue (including annualized revenue run-rate),margins,expenses (including stock-based compensation expenses),investments,effective tax rates,interest rates,the impact of tax law changes and related guidance and regulations,the impact of changes in trade policies and restrictions and the uncertainty cr

6、eated thereby,commodity costs,net earnings,net earnings per share,cash flows,liquidity and capital resources,inventory,goodwill,impairment charges,hedges and derivatives and related offsets,order backlog,benefit plan funding,deferred tax assets,share repurchases,currency exchange rates,repayments of

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1. **业绩表现**:HPE Q1 FY26营收93亿美元(同比增18%),非GAAP稀释每股收益0.65美元(超指引上限),自由现金流7.08亿美元。 2. **业务亮点**: - **网络业务**:营收27.06亿美元(同比增152%,调整后增7%),占营收近30%,贡献超50%非GAAP运营利润;AI网络订单目标上调至17-19亿美元。 - **云与AI**:AI backlog超50亿美元(企业/主权客户占64%),GreenLake ARR目标35亿美元。 3. **财务指引**:FY26营收增长17%-22%(调整后5%-10%),非GAAP稀释每股收益2.30-2.50美元,自由现金流至少20亿美元。 4. **整合进展**:Juniper整合第一阶段完成,第二阶段聚焦产品路线与收入协同;H3C出售预计带来14亿美元收益。
**HPE业绩如何?** **AI订单增长多少?** **现金流表现怎样?**
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