Hewlett Packard Enterprise beats quarterly results estimates on strong AI server demand

Published 12/05/2024, 04:52 PM
Updated 12/05/2024, 05:01 PM
© Reuters. FILE PHOTO: Figurines with computers and smartphones are seen in front of Hewlett Packard Enterprise logo in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
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(Reuters) - Hewlett Packard Enterprise (NYSE:HPE) beat Wall Street expectations for fourth-quarter revenue and profit on Thursday, as it benefits from strong demand for its servers used to power artificial intelligence applications.

Shares of the company rose around 1.5% in extended trading.

Demand for HPE's servers, equipped with Nvidia (NASDAQ:NVDA) processors, has remained healthy as enterprises invest heavily in hardware that can support and process the swathes of data used in training AI models.

Despite a weaker performance, HPE has been seeing an improvement in its Intelligent Edge business, which provides networking hardware such as switches and Wi-Fi access points.

Intelligent Edge revenue fell 20% to $1.12 billion in the fourth quarter.

HPE finalized a deal at the start of the year to acquire networking equipment maker Juniper Networks (NYSE:JNPR), in a move to boost its networking market share in a competitive industry. 

Total (EPA:TTEF) revenue for the fourth quarter came in at $8.46 billion, beating estimates of $8.26 billion, as per data compiled by LSEG. 

Server revenue rose 32% to $4.71 billion in the quarter ended Oct. 31.

© Reuters. FILE PHOTO: Figurines with computers and smartphones are seen in front of Hewlett Packard Enterprise logo in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo

For the first quarter, HPE expects revenue to grow in the mid-teens percent, roughly in line with analysts' estimates.

On an adjusted basis, the company earned 58 cents per share, beating estimates of 56 cents apiece.

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