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Antonio Neri

Chief Executive Officer, President & Director, Hewlett Packard Enterprise

Search every verified Antonio Neri interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Antonio Neri, President and CEO of Hewlett Packard Enterprise, discussed the company's fiscal Q3 2026 results and outlook in early September 2026. On the earnings call, he reported record order bookings and a record backlog, attributing revenue growth of 34% to strong demand in networking, traditional servers, and AI infrastructure. Neri noted that demand continued to outpace supply and said the company had negotiated multi-year supplier agreements to support projected revenue growth of 14-17% in fiscal 2027. He also highlighted the success of the Juniper acquisition, stating that the integration was executed thoughtfully and that the company was growing orders three and a half times faster than revenue. In a separate interview with Bloomberg Technology, Neri addressed the company's networking deal with Oracle and its earnings outlook. He said he was seeing "huge growth" in enterprise AI adoption and described a multi-billion dollar server contract with a hyperscaler that would be used internally for AI inferencing. Neri expressed confidence in the durability of demand, raised guidance for fiscal 2026 and 2027, and said the company was not worried about short-term stock reactions, noting that investor sentiment tends to recover quickly.

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Verified interview transcripts

Notable quotes

“The US is on track to have a 19 gigawatt power gap by 2028. That's roughly enough electricity to power 16 million homes. And data centers are expected to account for nearly half of the US electricity demand through 2030.”

“We're still under value so we're clear but it's slowly catching up to our vision and strategy and strong execution we had in the last four quarters and honestly I think the thesis of the Juniper acquisition is playing out now and people are recognizing that.”

“The US is on track to have a 19 gigawatt power gap by 2028. That's roughly enough electricity to power 16 million homes. And data centers are expected to account for nearly half of the US electricity demand through 2030.”

“As I said yesterday, we are not done raising pricing. I think that cycle will continue well into 2027, although we hope to reach some sort of elevated pricing stability in 2026.”

“You have to embrace it. I think there's still too many CIOs or too many enterprises in wait-and-see mode... they will be left behind.”

“Europe right now is taking a very aggressive approach on regulation and protecting that data in the context of the geopolitical situation we live in and we see a tremendous growth in demand.”

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