HPE Reports Fourth-Quarter Revenue Miss And Low Server Sales

Hewlett Packard Enterprise reported fourth-quarter revenue of $9.68 billion on Thursday, up 14% year-over-year but below the $9.94 billion LSEG consensus, and posted adjusted earnings of $0.62 per share. Server revenue declined to $4.46 billion, down 5% year-over-year, which the company attributed to timing of AI service shipments and weaker government spending. HPE guided fiscal Q1 2026 revenue of $9.0–9.4 billion, under FactSet expectations.
Key Points
- 1Reports revenue of $9.68B in Q4, missing $9.94B consensus; adjusted EPS beats at $0.62.
- 2Cites timing of AI service shipments and weaker government spending as drivers of server revenue shortfall.
- 3Guides Q1 FY26 revenue $9.0–9.4B, below $9.87B FactSet forecast, implying continued near-term pressure.
Scoring Rationale
Official earnings and AI-shipment explanation increases relevance, but largely company-specific guidance limits broader industry impact.
Sources
Public references used for this report.
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