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- Sep 30, 202675% CONFIDENCEfrom the source
HPE Hosts Its Networking Investor Day in Sunnyvale
- HPE hosts its Networking Investor Day on 30 September 2026 in Sunnyvale, California, webcast from 8:30 a.m. PT: an in-depth presentation by Rami Rahim, EVP, president and general manager of Networking, a live panel of Networking executives and a live Q&A, with a replay kept for about a year[1][2].
- The segment is HPE's networking business combined with Juniper Networks, a year after HPE closed that acquisition; Neri invited investors to the day on the Q3 call[5].
- In fiscal Q3 Networking revenue was $2.9 billion, up 74.9%, at a 22.0% operating margin: Campus & Branch $1.4 billion, Routing $788 million, Data Center Networking $382 million and Security $281 million; HPE expects the segment to grow 73-74% in fiscal 2026[6].
- Networking orders grew 36%, about 3.5 times faster than revenue, networks-for-AI orders hit a record $700 million and HPE raised its year-end networks-for-AI order target to $2.5-3 billion[5].
- CFO Marie Myers said the day will give more detail on the timing of the multi-year Oracle AI data center deal and on revenue synergies; HPE targets $600 million of Juniper cost synergies by the end of fiscal 2028 and networking margins in the mid-to-high 20s in fiscal 2027[4].
- Chief Strategy Officer Shannon Cross said the aim is to "explain who HPE networking is now", with Rahim and all of his direct reports, and that the day will say more about the Helios tray business, in which HPE supplies networking trays for AMD's Helios racks to other server makers[3].
References 684% CONFIDENCE
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- [1]75%hpe.com/us/en/newsroom/press-release/2026/09/hpe-to-webcast-networking-investor-day-event.htmlhpe.com· Posted Sep 23, 2026· Starts Sep 30, 2026 ✓· 17% of score
HPE's[2][3][4][5] release: "HPE (NYSE: HPE) will host its Networking Investor Day on September 30, 2026, in Sunnyvale, California ... The webcast will begin Wednesday, September 30, at 10:30 a.m. CT (8:30 a.m. PT)", which is 15:30 UTC; HPE's investor events page gives the same "Wednesday, September 30 at 8:30AM PT".
- [2]92%Investor Events - Hewlett Packard Enterpriseinvestors.hpe.com· Added Sep 23, 2026· 17% of score
HPE's[1][3][4][5] investor events page: HPE Networking Investor Day, Wednesday 30 September at 8:30 AM PT, with Rami Rahim, a panel with the HPE Networking senior leadership team and Chief Strategy Officer Shannon Cross, and the webcast registration.
- [3]85%HPE at the Goldman Sachs Communacopia + Technology Conference 2026 (transcript)investors.hpe.com· Published Sep 10, 2026· 17% of score
Chief Strategy Officer Shannon Cross: the Networking Investor Day on 30 September in the Bay Area will "explain who HPE[1][2][4][5] networking is now", with Rami Rahim and all of his direct reports, and more on Helios.
- [4]85%HPE at Citi's 2026 Global TMT Conference (transcript)investors.hpe.com· Published Sep 8, 2026· 16% of score
CFO Marie Myers: the Investor Day will give more detail on the timing of the Oracle deal and on revenue synergies; $600M of Juniper cost synergies by the end of FY28, networking margins guided to the mid-to-high 20s and 14-17% growth for FY27.[1]
- [5]88%Hewlett Packard Enterprise Third Quarter 2026 Earnings Conference Call (transcript)investors.hpe.com· Published Sep 2, 2026· 16% of score
Neri invites investors to the networking Investor Day later in the month; networking orders up 36%, record networks-for-AI orders of $700M, the Oracle deal on QFX (Broadcom Tomahawk 6) and PTX, and AMD Helios scale-up switches.[1]
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