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Palanor Data/HPE

Earnings release · 8-K exhibit

Hewlett Packard Enterprise · Earnings release

HPE · Information Technology

Filed 2025-10-15 · CY2025 Q4 · Company’s FY2025 Q3 · 3,492 words

Read the original on sec.gov ↗

EX-99.12ex-991x10152025x8k.htmEX-99.1 Document

Exhibit 99.1

HEWLETT PACKARD ENTERPRISE COMPANY AND SUBSIDIARIES

FISCAL 2025 SEGMENT INFORMATION

(Unaudited)

Segment Realignment

REVISED AMOUNTS

AMOUNTS AS PREVIOUSLY REPORTED

VARIANCE

Three months ended

Nine months ended

Three months ended

Nine months ended

Three months ended

Nine months ended

In millions

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025

July 31, 2025

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025

July 31, 2025

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025

July 31, 2025

Net Revenue:(a)

Cloud & AI

$

6,511

$

6,271

$

7,212

$

19,994

$

—

$

—

$

—

$

—

$

6,511

$

6,271

$

7,212

$

19,994

Server

—

—

—

—

4,290

4,058

4,940

13,288

(4,290)

(4,058)

(4,940)

(13,288)

Hybrid Cloud

—

—

—

—

1,405

1,453

1,484

4,342

(1,405)

(1,453)

(1,484)

(4,342)

Financial Services

—

—

—

—

873

856

886

2,615

(873)

(856)

(886)

(2,615)

Networking

1,076

1,084

1,654

3,814

1,146

1,162

1,730

4,038

(70)

(78)

(76)

(224)

Corporate Investments and Other

267

272

270

809

197

194

194

585

70

78

76

224

Total Segments

7,854

7,627

9,136

24,617

7,911

7,723

9,234

24,868

(57)

(96)

(98)

(251)

Elimination of intersegment net revenue

—

—

—

—

(57)

(96)

(98)

(251)

57

96

98

251

Total HPE consolidated net revenue

$

7,854

$

7,627

$

9,136

$

24,617

$

7,854

$

7,627

$

9,136

$

24,617

$

—

$

—

$

—

$

—

Earnings Before Taxes: (a)

Cloud & AI

$

547

$

414

$

504

$

1,465

$

—

$

—

$

—

$

—

$

547

$

414

$

504

$

1,465

Server

—

—

—

—

348

241

317

906

(348)

(241)

(317)

(906)

Hybrid Cloud

—

—

—

—

99

78

87

264

(99)

(78)

(87)

(264)

Financial Services

—

—

—

—

82

89

88

259

(82)

(89)

(88)

(259)

Networking

320

271

365

956

314

274

360

948

6

(3)

5

8

Corporate Investments and Other

(8)

(7)

(19)

(34)

(2)

(10)

(14)

(26)

(6)

3

(5)

(8)

Total segment earnings from operations

859

678

850

2,387

841

672

838

2,351

18

6

12

36

Unallocated corporate costs and eliminations

(79)

(65)

(73)

(217)

(61)

(59)

(61)

(181)

(18)

(6)

(12)

(36)

Stock-based compensation expense

(154)

(116)

(177)

(447)

(154)

(116)

(177)

(447)

—

—

—

—

Amortization of intangible assets

(38)

(37)

(126)

(201)

(38)

(37)

(126)

(201)

—

—

—

—

Impairment of goodwill

—

(1,361)

—

(1,361)

—

(1,361)

—

(1,361)

—

—

—

—

Transformation (costs) credit

(15)

13

—

(2)

(15)

13

—

(2)

—

—

—

—

Acquisition, disposition and other charges

(63)

(55)

(225)

(343)

(63)

(55)

(225)

(343)

—

—

—

—

H3C divestiture related severance costs

(77)

(20)

—

(97)

(77)

(20)

—

(97)

—

—

—

—

Cost reduction program

—

(146)

(2)

(148)

—

(146)

(2)

(148)

—

—

—

—

Gain on sale of a business

244

—

1

245

244

—

1

245

—

—

—

—

Interest and other, net

39

39

8

86

39

39

8

86

—

—

—

—

Earnings from equity interests

17

25

32

74

17

25

32

74

—

—

—

—

Total HPE consolidated earnings (loss) before taxes

$

733

$

(1,045)

$

288

$

(24)

$

733

$

(1,045)

$

288

$

(24)

$

—

$

—

$

—

$

—

HEWLETT PACKARD ENTERPRISE COMPANY AND SUBSIDIARIES

FISCAL 2025 SEGMENT INFORMATION

(Unaudited)

REVISED AMOUNTS

AMOUNTS AS PREVIOUSLY REPORTED

VARIANCE

Three months ended

Nine months ended

Three months ended

Nine months ended

Three months ended

Nine months ended

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025

July 31, 2025

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025

July 31, 2025

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025

July 31, 2025

Segment Operating Margin:(a)

Cloud & AI

8.4

%

6.6

%

7.0

%

7.3

%

—

%

—

%

—

%

—

%

8.4

pts

6.6

pts

7.0

pts

7.3

pts

Server

—

%

—

%

—

%

—

%

8.1

%

5.9

%

6.4

%

6.8

%

(8.1

pts)

(5.9

pts)

(6.4

pts)

(6.8

pts)

Hybrid Cloud

—

%

—

%

—

%

—

%

7.0

%

5.4

%

5.9

%

6.1

%

(7.0

pts)

(5.4

pts)

(5.9

pts)

(6.1

pts)

Financial Services

—

%

—

%

—

%

—

%

9.4

%

10.4

%

9.9

%

9.9

%

(9.4

pts)

(10.4

pts)

(9.9

pts)

(9.9

pts)

Networking

29.7

%

25.0

%

22.1

%

25.1

%

27.4

%

23.6

%

20.8

%

23.5

%

2.3

pts

1.4

pts

1.3

pts

1.6

pts

Corporate Investments and Other

(3.0)

%

(2.6)

%

(7.0)

%

(4.2)

%

(1.0)

%

(5.2)

%

(7.2)

%

(4.4)

%

(2.0

pts)

2.6

pts

0.2

pts

0.2

pts

Total segment operating margin

10.9

%

8.9

%

9.3

%

9.7

%

10.6

%

8.7

%

9.1

%

9.5

%

0.3

pts

0.2

pts

0.2

pts

0.2

pts

HEWLETT PACKARD ENTERPRISE COMPANY AND SUBSIDIARIES

FISCAL 2024 SEGMENT INFORMATION

(Unaudited)

REVISED AMOUNTS

AMOUNTS AS PREVIOUSLY REPORTED

VARIANCE

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Three months ended

Twelve months ended

In millions

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Net Revenue: (a)

Cloud & AI

$

5,316

$

5,866

$

6,327

$

7,072

$

24,581

$

—

$

—

$

—

$

—

$

—

$

5,316

$

5,866

$

6,327

$

7,072

$

24,581

Server

—

—

—

—

—

3,327

3,841

4,255

4,681

16,104

(3,327)

(3,841)

(4,255)

(4,681)

(16,104)

Hybrid Cloud

—

—

—

—

—

1,273

1,282

1,325

1,607

5,487

(1,273)

(1,282)

(1,325)

(1,607)

(5,487)

Financial Services

—

—

—

—

—

873

867

879

893

3,512

(873)

(867)

(879)

(893)

(3,512)

Networking

1,130

1,014

1,052

1,050

4,246

1,201

1,086

1,121

1,124

4,532

(71)

(72)

(69)

(74)

(286)

Corporate Investments and Other

309

324

331

336

1,300

238

252

262

262

1,014

71

72

69

74

286

Total segments

6,755

7,204

7,710

8,458

30,127

6,912

7,328

7,842

8,567

30,649

(157)

(124)

(132)

(109)

(522)

Elimination of intersegment net revenue

—

—

—

—

—

(157)

(124)

(132)

(109)

(522)

157

124

132

109

522

Total HPE consolidated net revenue

$

6,755

$

7,204

$

7,710

$

8,458

$

30,127

$

6,755

$

7,204

$

7,710

$

8,458

$

30,127

$

—

$

—

$

—

$

—

$

—

Earnings Before Taxes: (a)

Cloud & AI

$

508

$

525

$

612

$

756

$

2,401

$

—

$

—

$

—

$

—

$

—

$

508

$

525

$

612

$

756

$

2,401

Server

—

—

—

—

—

379

423

461

541

1,804

(379)

(423)

(461)

(541)

(1,804)

Hybrid Cloud

—

—

—

—

—

51

13

69

126

259

(51)

(13)

(69)

(126)

(259)

Financial Services

—

—

—

—

—

74

81

79

82

316

(74)

(81)

(79)

(82)

(316)

Networking

357

240

259

278

1,134

353

237

251

274

1,115

4

3

8

4

19

Corporate Investments and Other

(14)

(12)

(12)

(6)

(44)

(10)

(9)

(4)

(2)

(25)

(4)

(3)

(8)

(4)

(19)

Total segment earnings from operations

851

753

859

1,028

3,491

847

745

856

1,021

3,469

4

8

3

7

22

Unallocated corporate costs and eliminations

(76)

(69)

(88)

(90)

(323)

(72)

(61)

(85)

(83)

(301)

(4)

(8)

(3)

(7)

(22)

Stock-based compensation expense

(141)

(120)

(80)

(89)

(430)

(141)

(120)

(80)

(89)

(430)

—

—

—

—

—

Amortization of intangible assets

(71)

(67)

(60)

(69)

(267)

(71)

(67)

(60)

(69)

(267)

—

—

—

—

—

Transformation costs

(20)

(33)

(14)

(26)

(93)

(20)

(33)

(14)

(26)

(93)

—

—

—

—

—

Acquisition, disposition and other charges

(18)

(39)

(70)

(61)

(188)

(18)

(39)

(70)

(61)

(188)

—

—

—

—

—

Gain on sale of equity interest

—

—

—

733

733

—

—

—

733

733

—

—

—

—

—

Interest and other, net

(88)

(22)

(12)

5

(117)

(88)

(22)

(12)

5

(117)

—

—

—

—

—

Earnings (loss) from equity interests

46

42

73

(14)

147

46

42

73

(14)

147

—

—

—

—

—

Total HPE consolidated earnings before taxes

$

483

$

445

$

608

$

1,417

$

2,953

$

483

$

445

$

608

$

1,417

$

2,953

$

—

$

—

$

—

$

—

$

—

HEWLETT PACKARD ENTERPRISE COMPANY AND SUBSIDIARIES

FISCAL 2024 SEGMENT INFORMATION

(Unaudited)

REVISED AMOUNTS

AMOUNTS AS PREVIOUSLY REPORTED

VARIANCE

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Segment Operating Margin:(a)

Cloud & AI

9.6

%

8.9

%

9.7

%

10.7

%

9.8

%

—

%

—

%

—

%

—

%

—

%

9.6

pts

8.9

pts

9.7

pts

10.7

pts

9.8

pts

Server

—

%

—

%

—

%

—

%

—

%

11.4

%

11.0

%

10.8

%

11.6

%

11.2

%

(11.4

pts)

(11.0

pts)

(10.8

pts)

(11.6

pts)

(11.2

pts)

Hybrid Cloud

—

%

—

%

—

%

—

%

—

%

4.0

%

1.0

%

5.2

%

7.8

%

4.7

%

(4.0

pts)

(1.0

pts)

(5.2

pts)

(7.8

pts)

(4.7

pts)

Financial Services

—

%

—

%

—

%

—

%

—

%

8.5

%

9.3

%

9.0

%

9.2

%

9.0

%

(8.5

pts)

(9.3

pts)

(9.0

pts)

(9.2

pts)

(9.0

pts)

Networking

31.6

%

23.7

%

24.6

%

26.5

%

26.7

%

29.4

%

21.8

%

22.4

%

24.4

%

24.6

%

2.2

pts

1.9

pts

2.2

pts

2.1

pts

2.1

pts

Corporate Investments and Other

(4.5)

%

(3.7)

%

(3.6)

%

(1.8)

%

(3.4)

%

(4.2)

%

(3.6)

%

(1.5)

%

(0.8)

%

(2.5)

%

(0.3

pts)

(0.1

pts)

(2.1

pts)

(1.0

pts)

(0.9

pts)

Total segment operating margin

12.6

%

10.5

%

11.1

%

12.2

%

11.6

%

12.3

%

10.2

%

10.9

%

11.9

%

11.3

%

0.3

pts

0.3

pts

0.2

pts

0.3

pts

0.3

pts

HEWLETT PACKARD ENTERPRISE COMPANY AND SUBSIDIARIES

FISCAL 2025 COMBINED COMPANY INFORMATION

(Unaudited)

(In millions)

Combined Company Financial Information

HPE Recast Segment Results

Juniper Networks

Combined Company (b)

Three months ended

Nine months ended

Three months ended

Nine months ended

Three months ended

Nine months ended

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025 (c)

July 31, 2025 (c)

Dec. 31, 2024

Mar 31, 2025

June 30, 2025

June 30, 2025

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025 (c)

Jul. 31, 2025 (c)

Net Revenue:

Cloud & AI

$

6,511

$

6,271

$

7,212

$

19,994

$

—

$

—

$

—

$

—

$

6,511

$

6,271

$

7,212

$

19,994

Networking

1,076

1,084

1,654

3,814

1,404

1,280

1,434

4,118

2,480

2,364

3,088

7,932

Corporate Investments and Other

267

272

270

809

—

—

—

—

267

272

270

809

Total segments

$

7,854

$

7,627

$

9,136

$

24,617

$

1,404

$

1,280

$

1,434

$

4,118

$

9,258

$

8,907

$

10,570

$

28,735

Earnings Before Taxes: (d)

Cloud & AI

$

583

$

451

$

543

$

1,577

$

—

$

—

$

—

$

—

$

583

$

451

$

543

$

1,577

Networking

286

236

328

850

269

183

212

664

555

419

540

1,514

Corporate Investments and Other

(10)

(9)

(21)

(40)

—

—

—

—

(10)

(9)

(21)

(40)

Total segment earnings from operations

859

678

850

2,387

269

183

212

664

1,128

861

1,062

3,051

Unallocated corporate costs and eliminations

(79)

(65)

(73)

(217)

—

—

—

—

(79)

(65)

(73)

(217)

Stock-based compensation expense

(154)

(116)

(177)

(447)

(80)

(65)

(52)

(197)

(234)

(181)

(229)

(644)

Amortization of intangible assets

(38)

(37)

(126)

(201)

(10)

(10)

(11)

(31)

(48)

(47)

(137)

(232)

Impairment of goodwill

—

(1,361)

—

(1,361)

—

—

—

—

—

(1,361)

—

(1,361)

Transformation (costs) credit

(15)

13

—

(2)

—

(11)

(17)

(28)

(15)

2

(17)

(30)

Acquisition, disposition and other charges

(63)

(55)

(225)

(343)

(11)

(10)

(48)

(69)

(74)

(65)

(273)

(412)

H3C divestiture related severance costs

(77)

(20)

—

(97)

—

—

—

—

(77)

(20)

—

(97)

Cost reduction program

—

(146)

(2)

(148)

—

—

—

—

—

(146)

(2)

(148)

Gain on sale of a business

244

—

1

245

—

—

—

—

244

—

1

245

Interest and other, net

39

39

8

86

13

(5)

1

9

52

34

9

95

Earnings from equity interests

17

25

32

74

—

—

—

—

17

25

32

74

Total combined earnings (loss) before taxes

$

733

$

(1,045)

$

288

$

(24)

$

181

$

82

$

85

$

348

$

914

$

(963)

$

373

$

324

HPE Recast Segment Results

Juniper Networks

Combined Company (b)

Three months ended

Nine months ended

Three months ended

Nine months ended

Three months ended

Nine months ended

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025 (c)

July 31, 2025 (c)

Dec. 31, 2024

Mar 31, 2025

June 30, 2025

Jun 30, 2025

Jan. 31, 2025

Apr. 30, 2025

July 31, 2025 (c)

July 31, 2025 (c)

Segment Operating Margin: (d)

Cloud & AI

9.0

%

7.2

%

7.5

%

7.9

%

—

%

—

%

—

%

—

%

9.0

%

7.2

%

7.5

%

7.9

%

Networking

26.6

%

21.8

%

19.8

%

22.3

%

19.2

%

14.3

%

14.8

%

16.1

%

22.4

%

17.7

%

17.5

%

19.1

%

Corporate Investments and Other

(3.7)

%

(3.3)

%

(7.8)

%

(4.9)

%

—

%

—

%

—

%

—

%

(3.7)

%

(3.3)

%

(7.8)

%

(4.9)

%

Total segment operating margin

10.9

%

8.9

%

9.3

%

9.7

%

19.2

%

14.3

%

14.8

%

16.1

%

12.2

%

9.7

%

10.0

%

10.6

%

HEWLETT PACKARD ENTERPRISE COMPANY AND SUBSIDIARIES

FISCAL 2024 COMBINED COMPANY INFORMATION

(Unaudited)

(In millions)

HPE Recast Segment Results

Juniper Networks

Combined Company (b)

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Dec. 30, 2023

Mar 31, 2024

June 30, 2024

Sep. 30, 2024

Sep. 30, 2024

Jan 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Net Revenue:

Cloud & AI

$

5,316

$

5,866

$

6,327

$

7,072

$

24,581

$

—

$

—

$

—

$

—

$

—

$

5,316

$

5,866

$

6,327

$

7,072

$

24,581

Networking

1,130

1,014

1,052

1,050

4,246

1,365

1,149

1,189

1,331

5,034

2,495

2,163

2,241

2,381

9,280

Corporate Investments and Other

309

324

331

336

1,300

—

—

—

—

—

309

324

331

336

1,300

Total segments

$

6,755

$

7,204

$

7,710

$

8,458

$

30,127

$

1,365

$

1,149

$

1,189

$

1,331

$

5,034

$

8,120

$

8,353

$

8,899

$

9,789

$

35,161

Earnings Before Taxes: (d)

Cloud & AI

$

546

$

561

$

648

$

790

$

2,545

$

—

$

—

$

—

$

—

$

—

$

546

$

561

$

648

$

790

$

2,545

Networking

320

206

225

246

997

250

121

130

200

701

570

327

355

446

1,698

Corporate Investments and Other

(15)

(14)

(14)

(8)

(51)

—

—

—

—

—

(15)

(14)

(14)

(8)

(51)

Total segment earnings from operations

851

753

859

1,028

3,491

250

121

130

200

701

1,101

874

989

1,228

4,192

Unallocated corporate costs and eliminations

(76)

(69)

(88)

(90)

(323)

—

—

—

—

—

(76)

(69)

(88)

(90)

(323)

Stock-based compensation expense

(141)

(120)

(80)

(89)

(430)

(83)

(83)

(62)

(75)

(303)

(224)

(203)

(142)

(164)

(733)

Amortization of intangible assets

(71)

(67)

(60)

(69)

(267)

(17)

(17)

(11)

(11)

(56)

(88)

(84)

(71)

(80)

(323)

Transformation costs

(20)

(33)

(14)

(26)

(93)

(20)

(4)

(2)

(5)

(31)

(40)

(37)

(16)

(31)

(124)

Acquisition, disposition and other charges

(18)

(39)

(70)

(61)

(188)

—

(28)

(9)

(14)

(51)

(18)

(67)

(79)

(75)

(239)

Gain on sale of equity interest

—

—

—

733

733

—

—

—

—

—

—

—

—

733

733

Interest and other, net

(88)

(22)

(12)

5

(117)

(13)

(15)

1

2

(25)

(101)

(37)

(11)

7

(142)

Earnings from equity interests

46

42

73

(14)

147

—

—

—

—

—

46

42

73

(14)

147

Total combined earnings (loss) before taxes

$

483

$

445

$

608

$

1,417

$

2,953

$

117

$

(26)

$

47

$

97

$

235

$

600

$

419

$

655

$

1,514

$

3,188

HPE Recast Segment Results

Juniper Networks

Combined Company (b)

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Three months ended

Twelve months ended

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Dec. 30, 2023

Mar 31, 2024

June 30, 2024

Sep. 30, 2024

Sep. 30, 2024

Jan. 31, 2024

Apr. 30, 2024

July 31, 2024

Oct. 31, 2024

Oct. 31, 2024

Segment Operating Margin: (d)

Cloud & AI

10.3

%

9.6

%

10.2

%

11.2

%

10.4

%

—

%

—

%

—

%

—

%

—

%

10.3

%

9.6

%

10.2

%

11.2

%

10.4

%

Networking

28.3

%

20.3

%

21.4

%

23.4

%

23.5

%

18.3

%

10.5

%

10.9

%

15.0

%

13.9

%

22.8

%

15.1

%

15.8

%

18.7

%

18.3

%

Corporate Investments and Other

(4.9)

%

(4.3)

%

(4.2)

%

(2.4)

%

(3.9)

%

—

%

—

%

—

%

—

%

—

%

(4.9)

%

(4.3)

%

(4.2)

%

(2.4)

%

(3.9)

%

Total segment operating margin

12.6

%

10.5

%

11.1

%

12.2

%

11.6

%

18.3

%

10.5

%

10.9

%

15.0

%

13.9

%

13.6

%

10.5

%

11.1

%

12.5

%

11.9

%

(a) Effective at the beginning of the first quarter of fiscal 2026, Hewlett Packard Enterprise Company ("Hewlett Packard Enterprise," "HPE," or the "Company") plans to implement an organizational change by (i) merging the Server, Hybrid Cloud, and Financial Services business segments into a new segment named Cloud & AI and (ii) transferring the Telco and Instant On businesses to Corporate Investments and Other from Networking.

The Company reflected these changes to its segment information retrospectively for the three completed fiscal quarters of 2025 and the quarterly and full year fiscal 2024 financial results, which primarily resulted in the realignment of net revenue and operating profit for each of the segments as described above. These changes had no impact on Hewlett Packard Enterprise’s previously reported consolidated net revenue, net earnings, net earnings per share or total assets.

(b) The summary combined company financial information includes certain combined company financial information that is based on historical financial information reported by HPE and Juniper Networks. This combined company financial information represents the summation of the standalone financial information reported by HPE and the standalone financial information reported by Juniper Networks. This combined company financial information has not been prepared in accordance with Article 11 of Regulation S-X and does not give effect to the pro forma adjustments that might be required in connection with the preparation of pro forma financial information in accordance with Article 11 of Regulation S-X, and is not indicative of what the combined company’s performance would have been had HPE and Juniper Networks been a combined company for the periods presented.

As a result, the combined company financial information could materially differ from financial information determined in accordance with Article 11 of Regulation S-X. HPE and Juniper Networks have different fiscal years: HPE’s fiscal year ends on October 31, and Juniper Networks’ fiscal year ended on December 31. This combined company financial information is based on available quarterly financial information of HPE and Juniper Networks according to their respective quarterly periods, and no calculations or adjustments have been performed to reconcile the differences in the differing quarterly reporting periods.

(c) Following HPE's acquisition of Juniper Networks in July 2025, HPE historical and Combined Company financial information for the three and nine months ended July 31, 2025 include Juniper Networks revenue and operating profit for the month of July, of $480 million and $76 million, respectively.

(d) Following the acquisition of Juniper and effective beginning in the first quarter of fiscal 2026 on a prospective basis, certain shared expenses will be realigned between the segments. For purposes of the combined company financial information, this change has been applied retroactively.

Mentions · how they’re counted

CategoryUnderlinedWord counterModel’s count
AI

AI, artificial intelligence, generative AI, machine learning, large language model, LLM

13——
Layoffs

layoffs, RIF, headcount reduction, workforce optimization, restructuring

0——
Recession

recession, downturn, contraction, slowdown

0——
Tariffs

tariff, trade war, trade barriers, trade restrictions, trade policy

0——
Buybacks

share repurchase, buyback program

0——

Underlines use the same word lists the scores use. AI, recession and tariffs follow Palanor’s word counter, so those counts match it exactly on the same text. Layoffs and buybacks use the terms the model was given. The model’s count is an estimate by meaning, not by string, so it can differ from the underlines.

Source: SEC EDGAR · public domain · Highlights by Palanor