Tariffs. Tariffs haven’t even started yet. Such a liar Asstonio porco
3 replies (most recent on top)
Just something heard elsewhere...inventory mis-management. Unsure if related to the $600M (I think?) order last year Neri said they proactively decommitted. Apparently got severely over-allocated on NVIDIA Hopper and didn't secure enough Blackwell GPUs.
As a partner, HPE is doing pretty good right now, gaining speed over Dell. HPE has a better 'vibe' of technology sophistication and capabilities. With tech, it's never an easy space to live out a career, and the axe will fall when others sc--w up...
Emperors lie. Caesar Neri is no different. HPE Burns, Neri Fiddles...
HPE announced 720 point decrease in margins, now down to 29.2% margins. Ouchies. You better prepare your ąss because layoffs are definitely coming. I’d be furious if I was an investor.
You’re right about tariffs aren’t even being considered yet. That’s going to shrink those margins even further. They’re definitely going to try to increase margins by chopping people.
Godspeed.