HPE三季度业绩和全年指引上调，但盘后股价下跌约5%

HP Enterprise ( HPE ) shares fell 5% in extended trading on Wednesday even after the technology firm reported second-quarter results that topped Wall Street's forecast and upped its full-year outlook. For the period ending July 31, HP Enterprise said it earned an adjusted $1.11 per share as revenue rose 34% year-over-year to come in at $12.21B. Networking revenue rose 75% year-over-year to $2.89B, while corporate investments and other revenue were 3% higher than last year at $278M. Cloud & AI revenue came in at $9B, up 25.4% year-over-year, including a 35.3% rise in server revenue to $6.8B. Storage revenue rose 10.2% to $1.3B, while financial services revenue ticked down 0.3% to $900M. A consensus of analysts estimated that HP Enterprise ( HPE ) would earn an adjusted $0.93  per share on $11.9B in revenue. “HPE’s strategy is proving itself again this quarter. Our results demonstrate the durability of our profitable growth momentum. We delivered record revenue, orders, and profitability, fueled by surging customer demand across our portfolio,” said HP Enterprise CEO Antonio Neri in a statement . “AI is becoming a multi-year growth driver for HPE, and our differentiated portfolio positions us to capture that opportunity at scale.” Looking ahead, HP Enterprise ( HPE ) said it expects fiscal fourth-quarter revenue to be between $13.9B and $14.8B, while adjusted earnings are forecast to be between $1.20 and $1.30 per share. Analysts had expected the company to generate $12.88B in revenue and adjusted earnings of $1.07 per share. The company upped its forecast for the full-year following the results. It now expects full-year adjusted earnings to be between $3.75 and $3.85, up from a prior range of $3.35 to $3.45 per share. Revenue in constant currency is expected to grow between 34% and 37% year-over-year, while free cash flow is now expected to be at least $3.75B, up from a prior view of at least $3.5B. In addition to the results, HP Enterprise said it expanded its collaboration with Oracle ( ORCL ) to help scale Oracle’s global AI infrastructure by deploying HPE Juniper Networking across Oracle’s AI data centers. The company will host a conference call at 4:30 p.m. EST to discuss the results.