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Jan 31, 2021

Hewlett Packard Enterprise Q1 2021 Earnings Report

HPE's Q1 2021 performance was marked by strong profitability and cash flow, leading to an increased FY21 EPS and FCF outlook.

Key Takeaways

Hewlett Packard Enterprise (HPE) reported strong Q1 2021 results, with revenue exceeding expectations and significant expansion of gross and operating margins. Non-GAAP EPS surpassed the high end of guidance, and free cash flow reached a record for Q1. The company raised its FY21 outlook based on these results.

Revenue exceeded Q1 outlook with stronger than normal sequential seasonality, reaching $6.8 billion.

Intelligent Edge revenue increased by 11% year-over-year when adjusted for currency, totaling $806 million.

Annualized revenue run-rate (ARR) grew by 27% from the prior-year period, reaching $649 million.

Record free cash flow of $563 million was generated, an increase of $748 million from the prior-year period.

Total Revenue
$6.83B
Previous year: $6.95B
-1.7%
EPS
$0.52
Previous year: $0.44
+18.2%
ARR
$649M
Previous year: $511M
+27.0%
Gross Profit
$2.29B
Previous year: $2.28B
+0.4%
Cash and Equivalents
$4.17B
Previous year: $3.17B
+31.3%
Free Cash Flow
$563M
Previous year: -$185M
-404.3%
Total Assets
$53.5B
Previous year: $52.2B
+2.3%

Hewlett Packard Enterprise

Hewlett Packard Enterprise

Hewlett Packard Enterprise Revenue by Segment

Forward Guidance

Hewlett Packard Enterprise provided the following outlook for fiscal year 2021: Estimates GAAP diluted net EPS to be in the range of $0.02 to $0.08 and non-GAAP diluted net EPS to be in the range of $0.38 to $0.44. Raises GAAP diluted net EPS outlook to $0.48 to $0.66 and non-GAAP diluted net EPS outlook to $1.70 to $1.88. Raises free cash flow guidance to $1.1 to $1.4 billion.

Positive Outlook

  • Estimates GAAP diluted net EPS to be in the range of $0.02 to $0.08
  • Estimates non-GAAP diluted net EPS to be in the range of $0.38 to $0.44
  • Raises GAAP diluted net EPS outlook to $0.48 to $0.66
  • Raises non-GAAP diluted net EPS outlook to $1.70 to $1.88
  • Raises free cash flow guidance to $1.1 to $1.4 billion

Revenue & Expenses

Visualization of income flow from segment revenue to net income