Hewlett Packard Enterprise Co at Bank of America Global Technology Conference Transcript

Jun 08, 2023 / 03:40PM GMT
Wamsi Mohan - BofA Securities, Research Division - MD in Americas Equity Research

Conference. I'm Wamsi Mohan. I cover IT Hardware. Delighted to welcome HPE CFO, Tarek Robbiati. You all know Tarek. He's been CFO now since 2018. So seen some cycles here recently and navigated a lot of cross current. So Tarek, thanks so much for joining us here today.

Tarek A. Robbiati - Hewlett Packard Enterprise Company - Executive VP & CFO

Thank you, Wamsi, for having me one more time. Very happy to be here with you and your clients.

Questions and Answers:

Wamsi Mohan - BofA Securities, Research Division - MD in Americas Equity Research

Thank you so much.

So Tarek, it's been an interesting year, right, at SAM. I think you guided revenues 2% to 4%, then you went through a quarter, you kind of doubled to 5% to 7%. And more recently, it's come down on a reported basis to 1% to 3%. So can you talk a little bit about some of the dynamics that caused these kind of large swings in revenue?

Tarek A.
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