Server Revenue

Hewlett Packard Enterprise posted Q4 revenue of $9.68 billion, up 14% YoY but short of the $9.94 billion forecast, while adjusted earnings beat expectations at $0.62 per share. Server revenue fell 5% to $4.46 billion, reflecting delayed AI‑server shipments and weaker government spending. The company reaffirmed FY 2026 revenue growth of 17‑22% yet gave a subdued Q1 outlook of $9.0‑$9.4 billion. AI orders reached $1.9 billion, but demand is uneven, and component cost pressures persist. The Juniper Networks acquisition strengthens HPE’s networking portfolio as it pivots toward AI‑optimized infrastructure.