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HPE Q3 FY26 Earnings September 2, 2026
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HPE | Q3 FY26 Earnings Forward - looking statements This presentation contains forward - looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 . Such statements involve risks, uncertainties, and assumptions . If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiaries (“HPE”) may differ materially from those expressed or implied by such forward - looking statements and assumptions . The words “believe”, “expect”, “anticipate”, “guide”, “optimistic”, “intend”, “aim”, “will”, “estimates”, “may", "likely”, “could”, “should” and similar expressions are intended to identify such forward - looking statements . All statements other than statements of historical fact are statements that could be deemed forward - looking statements, including but not limited to any statements regarding the ongoing integration of Juniper Networks, Inc . , and any projections, estimates, or expectations of savings or synergy realizations in connection therewith, any projections, estimations, or expectations of addressable markets and their sizes, revenue (including annualized revenue run - rate), margins, expenses (including stock - based compensation expenses), investments, effective tax rates, interest rates ; the impact of changes in trade policies and restrictions and any uncertainty created thereby ; commodity costs, any statements of the plans, strategies, and objectives of management for future operations, as well as the execution and consummation of corporate transactions or contemplated acquisitions or dispositions and the receipt of proceeds therefrom, and any resulting benefits, cost savings, charges, or revenue or profitability improvements ; any statements concerning the expected development, performance, market share, or competitive performance relating to products or services ; any statements concerning technological and market trends, the pace of technological innovation, and adoption of new technologies, including artificial intelligence - related and other products and services offered by HPE ; any statements regarding macroeconomic trends or events and the anticipated impacts of those trends and events on HPE and our operations, including but not limited to supply chain dynamics (including but not limited to worldwide component shortages), demand for our products and services, and our actions to mitigate such impacts to our business ; the scope and duration of geopolitical tensions, including but not limited to the ongoing conflict in the Middle East ; and other statements regarding similar or other speculative or prospective matters relating to or impacting the Company, its operations, its customers, its suppliers, or the macroeconomic environment . Risks, uncertainties, and assumptions include the need to address the many challenges facing HPE’s businesses ; the competitive pressures faced by HPE’s businesses ; risks associated with executing HPE’s strategy ; the impact of macroeconomic and geopolitical trends and events, including but not limited to those mentioned above ; the protection of HPE's intellectual property assets, including intellectual property licensed from third parties and intellectual property shared with its former parent ; risks associated with HPE's international operations (including from geopolitical events and macroeconomic uncertainties) ; the development of and transition to new products and services and the enhancement of existing products and services to meet customer needs and respond to emerging technological trends ; changes in our product, lease, intellectual property, or real estate portfolio ; the successful integration of Juniper Networks, Inc . , including our ability to integrate and implement our plans and forecasts and realize our anticipated financial and operational benefits with respect to the consolidated business ; the impact of changes to privacy, cybersecurity, environmental, global trade, and other governmental regulations ; the efficacy of certain financial metrics in business projections and planning ; the judgments required in connection with determining certain financial metrics ; utility of segment realignments ; and other risks that are described in HPE’s Annual Report on Form 10 - K for the fiscal year ended October 31 , 2025 , subsequent Quarterly Reports on Form 10 - Q, Current Reports on Form 8 - K, and in other filings made by HPE from time to time with the Securities and Exchange Commission . As in prior periods, the financial information set forth in this presentation, including tax - related items, reflects estimates based on information available at this time . While HPE believes these estimates to be reasonable, these amounts could differ materially from amounts to be reported in the HPE’s Annual Report on Form 10 - K for the fiscal year ended October 31 , 2025 . HPE assumes no obligation and does not intend to update these forward - looking statements, except as required by applicable law . Use of non - GAAP financial information HPE’s management believes that providing non - GAAP financial measures, in addition to the related GAAP measures, provides investors with greater transparency to the information used by HPE's management in its financial and operational decision - making and allows investors to see HPE's results “through the eyes” of management . We believe that providing this information provides investors with a supplemental view to understand our operating performance and to evaluate the efficacy of the methodology and information used by management to evaluate and measure such performance over time . Disclosure of these non - GAAP financial measures also facilitates the comparison of HPE’s operating performance with performance of other companies in HPE’s industry that supplement their GAAP results with non - GAAP financial measures that may be calculated in a similar manner . Please refer to the non - GAAP to GAAP reconciliation at the end of this presentation for specific non - GAAP financial measures and reconciliation of those financial measures to GAAP financial measures . These non - GAAP financial measures may have limitations as analytical tools, and these measures should not be considered in isolation or as a substitute for analysis of HPE's results as reported under GAAP . Some of the limitations in relying on these non - GAAP financial measures are that they may be calculated differently by other companies, limiting the usefulness of those measures for comparative purposes, can differ materially from the comparable GAAP measures due to exclusion of items mentioned above and may not reflect the full economic effect of the loss in value of certain assets . We compensate for the limitations on our use of these non - GAAP financial measures by relying primarily on our GAAP financial statements and using non - GAAP financial measures only as a supplemental . We also provide robust and detailed reconciliations of each non - GAAP financial measure to the most directly comparable GAAP measure, and we encourage investors to review those reconciliations carefully . HPE provides certain forward - looking guidance on a non - GAAP basis only . HPE is unable to provide a reconciliation to the most directly comparable GAAP financial measure without unreasonable efforts, as the Company cannot predict some elements that are included in such directly comparable GAAP financial measure . These elements could have a material impact on the Company’s reported GAAP results for the guidance period . Refer to the discussion of non - GAAP financial measures in Appendix 1 for more information . 2