Fidelma Russo on supply chain constraints
From Hewlett Packard Enterprise Co ($HPE) Q1 2026 Earnings Call · · Castify Earnings Call
“We are seeing unprecedented supply tightness at a rapidly rising component costs. We are taking decisive actions to mitigate these pressures and protect profitability. We are dynamically passing through memory and component cost inflation while protecting our margins and preserving profitability.”
On , Fidelma Russo, Executive VP, GM of Hybrid Cloud & CTO at Hewlett Packard Enterprise, spoke about supply chain constraints during Hewlett Packard Enterprise Co ($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.