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The release is datelined "HOUSTON – September 2, 2026 – HPE[5] (NYSE: HPE) today announced financial results for the third quarter ended July 31, 2026"; HPE's call transcript is headed "Wednesday, September 02, 2026, 04:30 PM Eastern", so the call started at 20:30 UTC.
Earnings history: Q3 2026 EPS of $1.11 against a $0.93 consensus and $12.21B revenue against $11.97B; FY26 guidance against consensus.[1]
Analysis of the quarter: $3.1B of AI orders lifting the AI backlog to $7.6B, traditional server bookings up 75%, and Neri's warning that tight supply will last longer.[1]
HPE's[1][5] results release as filed with the SEC, with the full financial tables: $12.2B revenue up 34%, GAAP EPS $1.06 and non-GAAP EPS $1.11 against outlooks of $0.84-0.89 and $0.88-0.93, the raised FY26/FY27 outlook and Q4 guidance.
HPE's[1] own transcript of the call, headed Wednesday 2 September 2026, 4:30 PM Eastern: record orders and backlog, supply constraints in DDR5, DDR4, NAND and wafer capacity, AI systems orders of $2.4B, the Oracle collaboration and the Juniper settlement.
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