HPE's constraint has shifted from demand to memory

DIGITIMESSeptember 3, 2026en

Hewlett Packard Enterprise's fiscal third-quarter results, reported on September 2, are the point at which the Juniper Networks deal and the enterprise AI cycle stopped being a cost story and became a margin story. Revenue reached US$12.2 billion in the three months to July 31, up 34% from a year earlier, and GAAP operating margin widened to 11.4% from 2.7%. What now limits the business is neither demand nor integration. It is component supply.

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