Hewlett Packard Enterprise Company (HPE) Bank of America 2026 Global Technology Conference June 3, 2026 2:20 PM EDT
Company Participants
Shannon Cross – Senior VP, Chief Strategy Officer & Investor Relations
Conference Call Participants
Wamsi Mohan – BofA Securities, Research Division
Presentation
Wamsi Mohan
BofA Securities, Research Division
Welcome to Day 2 of Bank of America’s Global Tech Conference. I’m Wamsi Mohan. I cover IT hardware here for the bank. Delighted to welcome HP Enterprise today to the stage. We have Shannon Cross, who’s Chief Strategy Officer. A lot of you probably know Shannon Cross from her prior roles as well. So Shannon, welcome. Pleasure to have you here.
Shannon Cross
Senior VP, Chief Strategy Officer & Investor Relations
Thank you. Very excited to be here. It’s a great time to be talking about the company.
Question-and-Answer Session
Wamsi Mohan
BofA Securities, Research Division
Yes, absolutely. I mean this has been a pretty incredible earnings season from a hardware standpoint and you guys really knocked it out of the park. The question that we get a lot is how sustainable is this? And you expressed confidence by giving an outlook for ’27 as well. So I would love to — for you to frame that a little bit for everyone.
Shannon Cross
Senior VP, Chief Strategy Officer & Investor Relations
Sure. I think when we see what we — obviously, we’re very pleased with what we were able to report for the quarter, how we’re looking at the growth that we expect, I mean, in ’26, we took up our EPS target by 40%. And then we did provide a financial framework for ’27 that I think underscores our belief that what we’re seeing is durable and sustainable. What we’ve been getting in terms of questions clearly on the sustainability and durability side is far more on the server versus networking. I think
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