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HP said its preliminary planning assumption is that industry-wide personal computer unit volumes will decline roughly mid-single-digits in percentage terms in 2027
HP is planning for a weaker PC market in 2027.
$HPQ's preliminary assumption is for industry-wide PC unit volumes to decline roughly mid-single digits vs. 2026.
HP stressed this is not formal 2027 guidance and could change depending on how the PC market performs in the second half of 2026.
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HPE's Jon Green hears from customers about AI and networking. Their main question: Is self-driving real?
Jon says...
HP says OmniBook Ultra 16 will launch through HP .com and Best Buy this fall
HP to make OmniBook X 14 available at HP .com and other retailers this fall
HP expands AI PC portfolio with new OmniBook models for advanced computing experiences
HPE: NETWORKING REVENUE SURGES 75% TO $2.89 BILLION AND SERVER SALES RISE 35% TO $6.77 BILLION, WHILE HPE SECURES A $3.5 BILLION AI SERVER DEAL WITH A MAJOR CLOUD CUSTOMER.
HPE RAISES FISCAL 2026-27 SALES OUTLOOK AS AI DEMAND DRIVES SERVER AND NETWORKING BOOM, WITH Q3 REVENUE JUMPING 34% TO $12.2 BILLION.
HPE'S CFO SAYS THAT AFTER QUARTER-END, HPE WAS AWARDED A MULTI-BILLION-DOLLAR SERVER DEAL WITH A HYPERSCALER CUSTOMER, AND EXPECTS AI SYSTEMS REVENUE TO IMPROVE SEQUENTIALLY INTO Q4 GIVEN THE TIMING OF BACKLOG CONVERSION.
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HPE'S CEO SAYS SUPPLY CONSTRAINTS CONTINUE TO AFFECT ITS ABILITY TO FULFILL INCREASED CUSTOMER DEMANDS, ADDING THAT SERVER DEMAND IS EXPECTED TO REMAIN EXCEPTIONALLY HIGH AS HPE'S PIPELINE REMAINS MULTIPLES OF ITS BACKLOG - CONF CALL
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