Hewlett Packard Enterprise Q3 FY2026 Earnings Call

Good afternoon. I'm Shannon Cross, Chief Strategy Officer for HPE. I'd like to welcome you to our fiscal 2026 third quarter earnings conference call with Antonio Neri, HPE's President and Chief Executive Officer, and Marie Myers, HPE's Chief Financial Officer. Before handing the call to Antonio, let me remind you that this call is being webcast. A replay of the webcast will be available shortly after the call concludes. We have posted the press release and the slide presentation accompanying the release on our HPE…

Thank you, Shannon. Good afternoon, everyone. Our strategy is proving itself again this quarter. We deliver another set of record financial results, which demonstrates the durability of our profitable growth momentum and disciplined execution across the company. We exceeded all our company-wide financial commitments, achieving record results across revenue, gross margin, non-GAAP operating profit, and earnings per share. AI has become a multi-year growth driver, expanding demand across our HPE portfolio. Customer…

Thank you, Antonio, and good afternoon, everyone. We delivered another strong quarter reflecting accelerating demand for AI and solid networking momentum together with disciplined execution across the company. The demand environment remains robust as orders continue to outpace revenue. Investment in AI infrastructure is increasing at a rapid pace, with enterprise spending focused on agentic AI workloads and AI inferencing.

Importantly, this opportunity is broadening across use cases, customer verticals, and…