Hewlett Packard Enterprise Company (HPE) Analyst/Investor Day Transcript
Hewlett Packard Enterprise Company (HPE) Analyst/Investor Day September 30, 2026 11:30 AM EDT
Company Participants
Shannon Cross – Chief Strategy Officer
Rami Rahim – Executive VP, President & GM of Networking
Praveen Jain
AE Natarajan – Executive VP & Chief Development Officer
David Hughes – Founder & Chairman of the Board
Sujai Hajela – Executive Vice President of AI-Driven Enterprise
Conference Call Participants
Sajeev Nair
Joseph Cardoso – JPMorgan Chase & Co, Research Division
Erik Woodring – Morgan Stanley, Research Division
Asiya Merchant – Citigroup Inc., Research Division
Simon Leopold – Raymond James & Associates, Inc., Research Division
Wamsi Mohan – BofA Securities, Research Division
Louis Miscioscia – Daiwa Capital Markets America Inc., Research Division
Ananda Baruah – Loop Capital Markets LLC, Research Division
George Notter – Wolfe Research, LLC
David Vogt – UBS Investment Bank, Research Division
Victor Santiago – Evercore ISI Institutional Equities, Research Division
Presentation
Shannon Cross
Chief Strategy Officer
Good morning, everyone, and welcome to HPE Networking Investor Day. Thank you for joining us both here in person and on the webcast. I’m Shannon Cross, Chief Strategy Officer at HPE. As you all know, we posted record Q3 results earlier this month. In Networking, for example, we reported both record revenue and orders.
Today, we’ll take a closer look at the business and the strategy we have in place to capture new opportunities we see for the future. Over the next few hours, you’ll hear from Rami Rahim, Executive Vice President, President and General Manager of HPE Networking about how AI is reshaping the networking market and why networking is considered critical infrastructure in the AI era. We will also talk about how the combination of HPE and Juniper Networks strengthens our ability to compete and win in this increasingly important market. We’ll discuss our integration progress and the financial benefits we are already seeing. We’ll then invite the leaders of our networking business to join me for
