Executive VP, GM of Hybrid Cloud & CTO, Hewlett Packard Enterprise
Search every verified Fidelma Russo interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Fidelma Russo, Executive Vice President, General Manager of Hybrid Cloud, and Chief Technology Officer at Hewlett Packard Enterprise, participated in the company’s fiscal 2026 first quarter earnings call on March 12, 2026. During the call, company leadership discussed ongoing industry dynamics, including elevated component costs. Russo’s team has adopted an “agile pricing posture” with price adjustments across the entire portfolio and shorter quote commitment cycles, according to remarks attributed to her. The company also amended its quoting terms to allow repricing of existing orders for commodity cost increases between quoting and shipment. Russo stated that DRAM and NAND now account for over half of the bill of material cost of a traditional server, a share expected to rise. She said the company expects elevated prices to persist well into 2027. The call also highlighted strong demand and a “very strong start” to the fiscal year, with the networking business outperforming expectations.
“We have adopted an agile pricing posture with price adjustments across the entire portfolio with shorter quote commitment cycles. We have amended our quoting terms with a right to repricing existing orders for commodity cost increases between quoting and shipment.”
“We are raising our fiscal 26 outlook, which Marie will cover later in the call. Q1 revenue was 9.3 billion, up 18%. We delivered record earnings per share of 65 cents, well above the high end of our outlook with strong Q1 free cash flow of $78 million.”
“We are now targeting 1.7 to $1.9 billion in cumulative networks for AI orders by the end of fiscal 26. Our new combined networking R&D team continue to drive bold innovation.”
“We are raising our EPS outlook range by 5 cents to $2.30 to $2.50. We are also raising our GAAP EPS by 40 cents to $1.12 to $1.22. We are increasing our free cash flow outlook to at least $2 billion, up from our prior range of $1.7 to $2 billion.”
HPE's Rami Rahim and Fidelma Russo unpack the latest announcements and excitement from across networking, AI, and cloud. Catch up on the best from Barcelona and hear from HPE Labs on tech trends, quantum news, and beyond. https://www.hpe.com
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