HPE

Sep. 13, 2017 Summary Last week, HPE reported the results of it fiscal Q3. The results were a visible beat and some revenue components grew sequentially at levels that had not been anticipated. Much attention was given to remarks by the CFO regarding the earnings level for the “new” version of HPE. The attention, for…

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Feb. 27, 2017 Summary HPE reported earnings late last week that were very poorly received. Although reported EPS exceeded expectations, revenues were a miss and guidance was reduced noticeably for the balance of the year. The company’s spin/merger transactions remain on track and the first of them is scheduled for completion the end of next…

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September 10, 2016 Summary HPE announced what it calls a spin-merger to dispose of most of its software properties in a deal with Micro Focus. At this point, HPE is about a string of what will be arbitrage transactions taking investors through the next year. The specifics of the performance of HPE in a given…

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September 5, 2016 Summary HPE is to report its earnings on Wednesday, Sept 7, 2016. Most observers are expecting in-line numbers, more or less. Of far more interest is any news that might be offered about the possibility of the company selling its software business. The rumored top bidder is Thoma Brava although there are…

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Mar. 8, 2016 Summary HP Enterprise reported its first post-separation quarter last week, and the results were considered strong enough to send the shares up by 14%. There were some real green shoots on display for all to see – in storage, networking and even servers. The company is one of the deepest value names…

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