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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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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
HP'S CFO SAYS THAT AS SIGNALED LAST QUARTER, IT EXPECTS ITS Q4 MARGIN TO BE BELOW Q3 LEVELS BEFORE SEQUENTIALLY IMPROVING INTO FY27, ADDING THAT IT EXPECTS TO BRING ITS PERSONAL SYSTEMS OPERATING RATE BACK INTO ITS LONG-TERM RANGE AS QUICKLY AS POSSIBLE IN FY27
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HP'S CFO SAYS IT REMAINS ALIGNED WITH INDUSTRY EXPERTS PROJECTING THE PC UNIT TAM TO DECLINE HIGH TEENS Y/Y FOR H2 OF THE CALENDAR YEAR, AND EXPECTS BELOW-SEASONAL REVENUE PERFORMANCE IN Q4 GIVEN THE IMPACT OF COMMODITY-DRIVEN PRICE INCREASES.
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HP'S CFO SAYS IT CONTINUES TO EXPECT INPUT COSTS TO RISE, PUTTING NEAR-TERM PRESSURE ON OPERATING MARGINS PARTICULARLY IN PERSONAL SYSTEMS, WHICH IT IS FACTORING INTO ITS Q4 OUTLOOK ALONG WITH TRACTION ON ITS COST MITIGATION PLAN.
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HP'S INTERIM CEO SAYS THE COMPANY REMAINS CONFIDENT IN ITS MEMORY AND STORAGE SUPPLY AVAILABILITY FOR THIS FISCAL YEAR.
HP'S INTERIM CEO SAYS IT SIGNED A THREE-YEAR $100 MLN AGREEMENT WITH RRD IN Q3, ONE OF THE WORLD'S LEADING PRINT SERVICE PROVIDERS, ADDING THAT HE IS UNABLE TO SHARE DETAILS OR A TIMELINE ON THE PERMANENT CEO APPOINTMENT THOUGH THE SEARCH IS PROCEEDING WELL.
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