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HPE cited strong AI and networking demand, order backlog and purchase commitments for raising 2027 guidance. Juniper Networks integration is ahead of schedule, supporting synergies and margin expansion, with free cash flow and capital returns set to accelerate.
HPE cites record quarterly results and strong order growth in networking and AI for raised 2027 guidance. It points to Juniper integration, product innovation driving margin expansion, plus robust cash flow and disciplined capital allocation.