Hewlett Packard Enterprise Company · NYSE:HPE
Hewlett Packard Enterprise — Investor Day (2026)
45 slides from Hewlett Packard Enterprise's investor day presentation, 2026
Slide 1: HPE Networking Investor Day 2026
HP NETWORKING INVESTOR DAY 2026
Slide 2: Shannon Cross, Chief Strategy Officer
Shannon Cross Chief Strategy Officer
Slide 3: Agenda
Agenda 8:30 – 9:30 AM HPE Networking: Strategy, Integration, and Financial Outlook Rami Rahim HPE Networking Innovation Panel 9:30 – 10:15 AM Praveen Jain, Sujai Hajela , David Hughes, AE Natarajan Moderated by Shannon Cross 10:15 – 10:30 AM Break 10:30 – 11:15 AM Q&A Rami Rahim and Shannon Cross 11
Slide 4: Forward-looking statements; Use of non-GAAP financial information
Forward -looking statements You’ll hear some forward -looking statements These are based on risks and assumptions that in today’s presentation. may not prove correct. All statements other than statements of historical fact are These risks and assumptions are described in our latest statements that c
Slide 5: Rami Rahim
Rami Rahim Executive Vice President, President & General Manager, Networking, HPE
Slide 6: HPE
HPE
Slide 7: HPE Networking is positioned to accelerate shareholder value
HPE Networking is positioned to accelerate shareholder value.
Slide 8: HPE
HPE
Slide 9: Networking market growth CY26–CY29
CAGR Data Center Networking 44% Networking Routing 20% market growth Campus & Branch 6% CY26 – CY29 Security 12% Aggregate networking market growth: 18% Market growth rates are based on CY26 -CY29. HPE outlook is based on FY26 -FY29, with fiscal years ending October 31. Sources: Campus & Branch – 65
Slide 10: Networks
NETWORKS
Slide 11: Innovation accelerating through integration
Innovation accelerating through integration
Slide 12: One combined networking sales organization
One combined networking sales organization
Slide 13: Accelerating cost synergies
Accelerating cost synergies Fiscal 2028 TARGET $800M ANNUALIZED RUN RATE
Slide 14: One unified partner program on Nov. 1, 2026
One unified partner program on Nov. 1, 2026
Slide 15: One combined lead-to-cash operating model
One combined lead -to -cash operating model starting Nov. 2026
Slide 16: HPE
HPE
Slide 17: HPE Networking strategy
HPE Networking strategy
Slide 18: HPE Networking strategy
HPE Networking strategy 01 02 03 04 Expand Campus Increase services Grow data center Capture AI data & Branch attach across networking by center growth through HPE larger installed cross -selling into with combined go -to -market base HPE enterprise rack -scale and scale accounts networking solution
Slide 19: Data Center Networking
Data Center Networking KEY DRIVERS HPE CAGR AI data center buildouts | Ethernet from scale -out to scale -up | liquid cooling Low to high 50s% FY26 -FY29 Speed in switching innovation Rack -scale AI with scale -up Ethernet networking HPE estimates includes support & maintenance revenue CAGR. Based o
Slide 20: Slide 20
Slide 21: HPE | Vultr
HP= VULTR
Slide 22: Routing
Routing HPE CAGR KEY DRIVERS Rapid DCI and AI on -ramp traffic growth Low to high 20s% Prog rammable & highly scalable Trio silicon High -performance, power -efficient Express silicon FY26 -FY29 HPE estimates includes support & maintenance revenue CAGR. Based on internal estimates and evaluations, a
Slide 23: HPE | Oracle
HPE | ORACLE
Slide 24: HPE
HPE
Slide 25: Campus & Branch
Campus & Branch KEY DRIVERS HPE CAGR Cloud managed | agentic AIOps | Wi -Fi 7 High single Self -Driving Networks that just work digits % Broad portfolio from client to cloud FY26 -FY29 HPE estimates includes support & maintenance revenue CAGR Based on internal estimates and evaluations, and data fro
Slide 26: 2026 Gartner Magic Quadrant: Furthest in Vision, Highest in Execution
2026 Gartner® Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure Furthest in Vision Highest in Execution Gartner, Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure, Mike Leibovitz, Christian Canales, Tim Zimmerman, May 18, 2026 and Gartner® Magic Quadrant . Gartner
Slide 27: Networking Security
Networking Security HPE CAGR KEY DRIVERS Convergence of security and networking High single Security built in, not bolted on to C&B and DC digits % High -performance NGFW, NAC, SASE FY26 -FY29 HPE estimates includes support & maintenance revenue CAGR. Based on internal estimates and evaluations, and
Slide 28: HPE
HPE
Slide 29: Sajeev Nair, Senior Director, Digital Core Services
Sajeev Nair Senior Director, Digital Core Services
Slide 30: HPE | ServiceNow
HP | servicenow.
Slide 31: HPE
HPE
Slide 32: Delivering strong results through the integration
Delivering strong results through the integration SCALING REVENUE BY $2B GROWING OPERATING PROFIT $900M EXPANDING OPERATING MARGIN +11% +24% +~400 per annum per annum basis points $11.3B $2.5B ~22% $9.3B ~18% $1.6B FY24 FY26E FY24 FY26E FY24 FY26E (midpoint) (midpoint) (midpoint) The combined compan
Slide 33: Raising Networks for AI cumulative order outlook to exceed $3B
Raising year -end Networks for AI cumulative order outlook to exceed $3B ACCELERATING AI MOMENTUM $3.0B + ✓ Proven performance to meet growing requirements for $2.1B + DCI and AI on -ramp ✓ First to market in 1.6T scale -out solutions driving key wins $0.9B ✓ Emerging opportunity with scale -up FY25
Slide 34: Leaning in to meet strong demand
Leaning in to meet strong demand INCREASING NETWORKING PURCHASE COMMITMENTS 4x ✓ Q3 orders growing 3.5x faster than revenue 2x ✓ Doubled supply purchase commitments ✓ Expect to ease constraints into FY27 Q3’25 Q2’26 Q3’26
Slide 35: FY27 networking revenue guide
FY27 networking revenue guide ACCELERATING OUR GROWTH RATE AND RAISING FY27 REVENUE GUIDANCE ~2x High teens to low 20s% ✓ Key wins in multiple markets ~10% ✓ Delivering revenue synergies ✓ High backlog and improved supply FY26E FY27E
Slide 36: FY27 networking operating margin guide
FY27 networking operating margin guide EXPANDING OPERATING MARGIN TO MID TO HIGH 20s% Mid to high 20s% ✓ Integration and transformation Low 20s% ✓ Scale benefits from revenue growth ✓ Disciplined investments FY26E FY27 E
Slide 37: Long-term growth framework FY26–FY29
Long -term growth framework FY26 -FY29 MARKET SEGMENT Market CAGR HPE CAGR Data Center Networking 44% Low to high 50s% Networking revenue Routing 20% Low to high 20s% CAGR FY26 -FY29 Campus & Branch 6% High single digits% High teens % Security 12% High single digits% Aggregate Networking Market Grow
Slide 38: HPE
HPE
Slide 39: Innovation panel speakers
SHANNON AE DAVID CROSS NATARAJANHUGHES CHIEF STRATEGY OFFICER SVP & GM, ROUTING SVP & GM, SASE & SECURITY HPE INFRASTRUCTURE SOLUTIONS HPE HPE PRAVEEN SUJAI JAIN HAJELA SVP & GM, DATA CENTER EVP & GM, CAMPUS & BRANCH HPE HPE
Slide 40: HPE
HPE
Slide 41: Shannon Cross and Rami Rahim
SHANNONRAMI CROSS RAHIM CHIEF STRATEGY OFFICER EVP, PRESIDENT & GM, HPE NETWORKING HPE
Slide 42: HPE Networking is positioned to accelerate shareholder value
HPE Networking is positioned to accelerate shareholder value.
Slide 43: HPE Self-Driving Network
HPE Self -Driving Network End -to-end insight, automation, and protection Enterprise: Enterprise: Enterprise: Branch Campus Data Center Wireless LAN Firewall Wireless LAN Firewall Wired LAN (SRX) Wired LAN (SRX) (Aruba, Mist) (Aruba, Mist) (CX, EX) (CX, EX) P5G SD -WAN / P5G Backbone/DCI SASE, WAN (
Slide 44: HPE Self-Driving Network portfolio: service provider
HPE Self -Driving Network portfolio: service provider Business Edge (MX) Broadband Edge (MX) Firewall (SRX) Mobile Edge (MX) Enterprise Core (PTX) Consumer Edge / Access (MX) Access & Aggregation(ACX) IP transport fabric
Slide 45: HPE Networking Investor Day 2026
HP NETWORKING INVESTOR DAY 2026