HPE Fiscal 2026 Q3 Results
Official reporting of third-quarter financial performance.
🟢 HPE — 2026-09-02
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Earnings beat confirmed
CNBC reports that HPE outperformed on both revenue and earnings metrics.
Fiscal Q3 Net Income
HPE reported total third-quarter earnings of $1.54 billion.
Q3 Earnings Snapshot
Net income reported at $1.06 per share, with adjusted earnings of $1.11 beating Wall Street estimates.
HPE Q3 2026 EPS beats by 20%
AI infrastructure demand nearly doubled non-GAAP operating margins to 16.2% from 8.5% YoY.
Adobe for Slack integrates Firefly
New tools turn chat threads into images and video, noting EU AI Act compliance.
Enterprises eyeing non-Nvidia chips
Survey suggests buyers are increasingly placing alternative accelerators ahead of next-gen Nvidia GPUs.
Google launches Gemini 3.8 Flash
Includes a specialized cybersecurity variant restricted to governments under EU AI Act guidelines.
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HPE Q3 2026 Revenue hits $12.2B
Revenue grew 34% year-over-year, driven by massive AI and networking demand.
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Non-GAAP growth
Both non-GAAP profit and revenue saw increases in the third fiscal quarter.
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Q4 EPS guidance set
HPE expects a adjusted earnings per share range of $1.20 to $1.30 for the final quarter.
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Q3 Revenue hits $12.21 billion
Results exceeded FactSet estimates of $11.97 billion.
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HPE raises full-year forecasts
Increased guidance driven by surging demand for AI and networking solutions.
Coder launches Agent Relay
Enables Cursor’s cloud agents to run directly on customer-owned infrastructure.
Marvell AI business driven by optics
Optical connectivity is currently outweighing custom chips in Marvell's AI revenue stream.
Wonderful raises $550M Series C
AI OS startup reaches $5B valuation with backing from Insight Partners and Salesforce.
Dell AI Server Revenue Forecast
Competitor Dell anticipates AI server revenue to reach $74 billion for fiscal 2027, signaling massive sector growth.
Apodex 1.1 for scientific work
New open-weight model featuring multi-agent collaboration and local deployment.
ElevenLabs hires OpenAI's Ashley Kramer
Former OpenAI VP of Enterprise Sales joins as first CRO to scale B2B revenue.
Infineon & Skeleton AI Power
Partnership to combine CoolSiC semiconductors with power conversion for AI data centers.
Pre-market surge on AI momentum
HPE stock climbed 5% ahead of Q3 results, buoyed by record AI backlogs seen at competitors like Dell.
Higher Q3 Earnings Expected
Analysts have revised forecasts upward ahead of the earnings call scheduled for September 2.
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Arrow Electronics expands distribution
Distribution rights for HPE's networking portfolio are extended across North America and EMEA.
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Juniper synergy analysis
Analysts evaluate how Juniper integration is meeting the realities of current AI supply chains.
AI Backlog trend
HPE shares climbed 4% following Dell's report of a record $95B AI backlog, signaling sector-wide demand.
Compu Dynamics Modular AI Platform
Launch of a scalable modular infrastructure designed for next-gen AI data centers.
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HPE Private Cloud AI
Continued focus on the integrated offering for on-premise enterprise AI deployment.
EuroHPC JU quantum calls
Six new calls to advance trapped-ion and superconducting quantum technologies across Europe.
Electricity-free cooling prototype
Scientists in Germany and Japan are testing solid-state cooling for data centers.
ChronoScale & Microsoft Partnership
A 50MW deployment in North America will be powered by Nvidia GB300 NVL72 systems.
Cerebras 165MW data center
Construction begins in Mikkeli, Finland, to support massive AI compute.
Nokia opens AI R&D center in Riyadh
Focus is on developing software for self-healing networks.
Dell AI server demand boosts forecast
Record orders for AI servers at Dell signal a massive hardware tailwind for the entire enterprise AI sector, including HPE.
Dell AI server demand boosts forecast
Dell's strong Q2 results and AI momentum are creating a positive ripple effect for HPE.
Technical catalyst for HPE stock
Analysts note a "cup-and-handle" pattern forming as Dell's earnings validate the AI hardware boom.
Claude 5.1 targets research and coding
Anthropic's latest models focus on long-horizon tasks and programming efficiency.
Google signs 396MW geothermal PPA
Largest geothermal energy agreement to date to power AI operations in Utah.
Dell reports record Q2 earnings
Revenue hit $47B with raised guidance, signaling massive AI server momentum for the sector.
PwC projects $31.6 trillion AI infra spend
Global investment in AI infrastructure is expected to reach this peak by 2050.
AI Cost Management
New VMware services target the three core AI cost drivers via automated infrastructure and monitoring.
OpenAI Astra finds security flaws
OpenAI claims its next model can identify and exploit previously unknown security vulnerabilities.
EU Commission probes Oracle licensing
Regulators are investigating Oracle's cloud software licensing practices.
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HPE Revenue Forecast
Stocks rose ahead of a projected result of $11.8 billion.
HPE shares surge after hours
Positive sentiment following Dell's AI boom boosts hardware outlook.
Fritz!Box 2026 product wave
New 10-Gbit/s fiber and 5G hardware announced for IFA.
Hardware sector momentum
HPE shares climbed 4% following a massive AI backlog report from competitor Dell.
MLPerf Storage Update
MLCommons adds KV cache, Vector DB, and S3 support to better test AI inference at scale.
Dell raises revenue guidance to $192B
Strong AI server demand signals a massive growth cycle for the enterprise hardware sector.
VMware AI Factory adds AMD support
Integration of AMD Instinct GPUs and ROCm expands the infrastructure beyond Nvidia.
HPE Q3 Earnings Preview
Markets await EPS/revenue forecasts and updates on the AI/networking order backlog and Juniper integration.
Anthropic releases Claude Fable & Mythos 5.1
New frontier models featuring a 75% reduction in cache read prices.
Bullish Options Volume
Unusual OTM options activity suggests investor confidence ahead of the earnings call.
AI demand driving record stock runs
Analysts note that HPE and Dell are seeing their best years fueled by AI infrastructure fever.
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Juniper Acquisition Progress
Continued focus on the $13.6 billion strategic move to bolster HPE's networking portfolio.
John Deere "JD" AI
Launch of an AI assistant that queries a farm's own machine and field data.
Gartner: AI scaling lag
Only 22% of organizations have successfully scaled AI across multiple business units despite accelerating investment.
Bullish options volume
Unusual OTM put and call activity suggests investor optimism ahead of earnings.
Sector Volatility
HPE and Super Micro saw slight slips as the market recalibrates expectations for AI server growth.
Bullish options volume for HPE
Heavy OTM put and call activity suggests investor optimism ahead of earnings.
Frontier model "thinking" time
Research shows LLMs can recover 65% of unrecallable facts by increasing processing time.
DeepInfra 1,000-GPU Cluster
Partnership with humans& to deploy an NVIDIA B300 cluster for high-throughput AI inference.
VMware AI Factory automates GPU deployment
The full-stack solution now handles everything from bare-metal server setup to model deployment.
Meta migrates to Slack
Meta moves internal communications to Slack, citing it as the strongest platform for AI agents.
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HPE Compute Ops Management
Integration of AI-powered server management for optimized infrastructure.
Claude Fable 5.1 and Mythos 5.1
Anthropic releases new frontier models with a 75% cost reduction for Fable cache reads.
VMware AI Factory full-stack shipping
The platform now automates GPU deployment from bare-metal servers to the model level.
Dell AI Backlog
Competitor Dell reports a record $51.3 billion AI server backlog ahead of its Q2 results.
Perplexity Mac app adds local privacy gate
The hybrid mode ensures confidential data remains off the cloud during AI processing.
Dell's AI backlog test
Dell reports a record $51.3 billion AI server backlog, setting a high bar for HPE's upcoming results.
Earnings guidance focus
Investors are looking beyond guidance raises to validate the sustainability of the AI-driven rally.
VCF validates leading AI models
VMware Cloud Foundation now supports the execution of Max and GLM-5.2 models in private clouds.
VCF validates leading AI models
VMware Cloud Foundation now supports the execution of Max and GLM-5.2 models in private clouds.
LTO Tape Growth
Capacity shipments grew 57% YOY, driven by massive AI training data archiving needs.
Infleqtion supplies QPU for Japan
Neutral-atom quantum computer project as part of Japan’s Quantum Moonshot.
Flag focuses on AI data centers
The subsea connectivity provider is pivoting its strategy to specifically serve the needs of AI infrastructure.
HPE sells Juniper campus for $330M
The company sold the Sunnyvale office building and entered a lease-back agreement through 2047.
Europe's $451M LUMI-AI deal
A massive supercomputer contract using AMD Instinct MI430X GPUs to challenge Nvidia's AI factory dominance.
Europe's $451M AMD deal
The LUMI-AI contract challenges NVIDIA's dominance in the European AI factory landscape.
NVIDIA NVHBM memory
Moving the memory controller into the HBM stack frees up 25% more compute on the accelerator die.
Perplexity launches Hybrid Compute
A new system for Mac that splits agentic workloads between cloud frontier models and local open-weight models.
Climb expands HPE Networking partnership
Distribution for HPE Networking is being expanded specifically within the Irish market.
Mike Lynch estate challenges $1.2B ruling
The estate of Mike Lynch has won the right to challenge the fraud ruling related to the HP acquisition.
Rigetti advances 1,000-qubit roadmap
Expansion of quantum footprint with new deployments and funding.
German AI Security Institute
quality(80)/p7i.vogel.de/wcms/d4/80/d480a2f72db037bc15e980f25d373f41/0131725834v1.jpeg) — The federal government has launched a new institute in Berlin to address AI safety and security.
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BofA Buy Rating
BofA Securities maintains a "Buy" rating for HPE stock.
HPE Japan strategy update
President Mochizuki details differentiation of the "AI Factory," power constraint solutions, and the strategy to capture VMware migration demand.
CrowdStrike Falcon IQ
Deployment of over fifty AI agents specifically designed to mitigate enterprise AI risks.
Nvidia & MediaTek Partnership
Nvidia invests billions in MediaTek to expand NVLink Fusion and the Rubin CPX.
TP-Link previews Wi-Fi 8
The Archer 8 Ultra router is set for a late September release.
Shift to On-Prem AI
VMware's new offerings target enterprises moving from AI experimentation to large-scale deployment due to sovereignty and security.
TeamViewer & ServiceNow
quality(80)/p7i.vogel.de/wcms/21/12/211209f6fcc0c54d2276fe8a1844e9c4/0132466679v1.jpeg) — A new partnership integrates endpoint technology into ServiceNow's AI platform to enable end-to-end AI agent workflows.
Cisco IOS XR routers compromised
China-linked hackers turned core network systems into covert attack infrastructure.
OpenClaw 2.0 for Enterprise
The open-source AI harness now enables "multiplayer" autonomous AI coding workflows.
HPE sells Juniper campus for $330M
The company sold the Sunnyvale headquarters but will lease it back through 2047.
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Earnings preview
HPE is expected to post earnings of 93 cents per share.
Broadcom introduces VMware Private AI Cloud
A new secure, scalable infrastructure to bring AI models directly to enterprise data.
VMware AI Factory unveiled
Broadcom launches a software-defined foundation for AI with multi-vendor hardware support.
Nvidia NVSwitch as "InfiniBand of Scale Up"
Analysis suggests NVSwitch is becoming the critical standard for scaling AI networks.
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BofA predicts strong Q3 for HPE
Analysts see significant upside potential in demand ahead of the earnings report.
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BofA Bullish on HPE
Bank of America expects a "strong" Q3 for HPE, citing significant upside in demand potential.
LUMI AI Factory supercomputer
A €388M project utilizing AMD 256-core Epycs and MI430X GPUs, operational by 2027.
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HPE Stock Lift
Shares rose following a buy rating and upgrade from BofA Securities.
Kioxia's AI Flash storage
quality(80)/p7i.vogel.de/wcms/35/b4/35b4223aa62d48378acca1d9de906de9/0132693216v1.jpeg) — New PCIe-6.0-NVMe-SSD GP1 series designed for direct GPU data access.