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Hewlett Packard Enterprise Company (HPE) Presents at 2026...
SA Transcripts · 2026-06-18 · via All Articles on Seeking Alpha

Hewlett Packard Enterprise Company (HPE) 2026 HPE Discover IR Summit June 16, 2026 12:00 PM EDT

Company Participants

Antonio Neri - CEO, President & Director
Rami Rahim - Executive VP, President & GM of Networking
Sunalini Sankhavaram
Madani Adjali
Kyle Baxter
Shannon Cross - Senior VP, Chief Strategy Officer & Investor Relations

Conference Call Participants

Rob Lowden
Tom Johnson
Katrina Pickett
Ben Croy
Wamsi Mohan - BofA Securities, Research Division
Timothy Long - Barclays Bank PLC, Research Division
Asiya Merchant - Citigroup Inc., Research Division
Louis Miscioscia - Daiwa Capital Markets America Inc., Research Division
Erik Woodring - Morgan Stanley, Research Division
Katherine Campagna - Goldman Sachs Group, Inc., Research Division
Victor Santiago - Evercore ISI Institutional Equities, Research Division
Michael Tsvetanov - Wells Fargo Securities, LLC, Research Division
Louis Miscioscia - Daiwa Securities Co. Ltd., Research Division

Presentation

Antonio Neri
CEO, President & Director

Good morning. Wow, it's a big room. It is great to be here with you. HPE Discover is where we showcase what is next and shine a light on the ambition and innovation shaping our industry and our lives. Today, we are witnessing one of the largest technology platform shifts in history. Workloads and applications are moving from being driven by end users, but now being driven by both end users and AI agents, agents that will fundamentally transform how we design and build how we serve our customers and how we operate our businesses.

I have always been drawn to how things work, how systems are built and how they evolve over time. In fact, if I had not become an engineer and a CEO, I would have become an architect. Architecture like engineering teaches you to think in systems to build for today and for the needs of tomorrow. You don't design a building around a single room. You design a structure that allows the whole system to flow and adapt over time.