Fidelma Russo on earnings guidance
From Hewlett Packard Enterprise Co ($HPE) Q1 2026 Earnings Call · · Castify Earnings Call
“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 $78 million.”
On , Fidelma Russo, Executive VP, GM of Hybrid Cloud & CTO at Hewlett Packard Enterprise, spoke about earnings guidance during Hewlett Packard Enterprise Co ($HPE) Q1 2026 Earnings Call on Castify Earnings Call.
About Fidelma Russo
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.