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HPE 10-Q filed 2026-09-03 | Key takeaways
HPE filed its 10-Q; the most relevant disclosure change is added Warrant issuance to Oracle Corp.: On July 2, 2026, HPE issued Oracle Corp. a warrant to purchase up to 4,156,466 shares of common stock at $0.01 per share, exercisable through June 25, 2029, vesting in tranches tied to product and support purchases by Oracle and affiliates in connection with a.
HPE Q3 FY2026 revenue $12.213 billion, Beat Guidance by +$413.0M
HPE beat prior Q3 FY2026 revenue guidance by +$413.0M. Revenue was up 34% year-over-year, with Networking up 74.9% and Cloud & AI up 25.4%. The company is raising its full-year FY2026 outlook for revenue growth to 34%-37%, GAAP diluted EPS to $2.93-$3.03, non-GAAP diluted EPS to $3.75-$3.85, and free cash flow to at least $3.75 billion, and is also raising its FY2027 framework. For Q4 FY2026, revenue guidance is $13.9 billion-$14.8 billion (midpoint $14.35 billion) and non-GAAP diluted EPS guidance is $1.20-$1.3...
DELL Q2 FY2027 Q2 FY27 Non-GAAP diluted EPS $7.04, Beat Guidance by +$2.24
DELL beat prior Q2 FY2027 Q2 FY27 Non-GAAP diluted EPS guidance by +$2.24. FY27 Revenue was raised by +$25.00B to $192.0 billion. Revenue of $46,971 million was up 58% year over year, driven by record Infrastructure Solutions Group revenue of $31,782 million (up 89%), including AI-Optimized Servers revenue of $16,401 million (up 100%) on $60.9 billion in AI server orders. The company is raising its full-year FY2027 outlook, with revenue guidance up by $25 billion to $192.0 billion (prior $167.0 billion), GAAP EP...
SMCI 10-K filed 2026-08-31 | Key takeaways
SMCI filed its 10-K; the most relevant disclosure change is reduced Customer concentration: As of June 30, 2026, three customers accounted for 23.0%, 17.1%, and 12.5% of accounts receivable, and only one customer accounted for 10% or more of net sales in FY2026. Customer concentration: Customer One (FY2026) represented 23.0% of accounts_receivable; Customer Two (FY2026) represented 17.1% of accounts_receivable.
IBM Prices C$2.75B Two-Tranche Canadian Dollar Debt Offering
IBM filed an 8-K incorporating by reference the underwriting agreement, forms of notes, and related opinions for a C$2,750,000,000 Canadian-dollar debt offering consisting of C$1,750,000,000 4.100% Notes due 2030 and C$1,000,000,000 4.750% Notes due 2034, executed August 10, 2026 and scheduled to close August 17, 2026 at 9:00 a.m. New York City time. CIBC World Markets Inc., RBC Dominion Securities Inc., Scotia Capital Inc., and TD Securities Inc. are acting as representatives of the underwriters. Net proceeds a...
ANET 10-Q filed 2026-08-05 | Key takeaways
ANET filed its 10-Q; the most relevant disclosure change is expanded Tariff and trade policy disclosures: Q2 2026 10-Q adds new risk-factor language addressing the February 2026 U.S. Supreme Court ruling that IEEPA tariffs were invalid, the April 2026 launch of the CBP CAPE system for tariff refund claims, and ongoing uncertainty about the timing and availability . Customer concentration: End customer (largest, anonymized) represented 16% of revenue; End customer (second largest, anonymized) represented 26% of r...
ANET Q2 2026 Revenue $3.036 billion, Beat Guidance by +$236.0M
ANET beat prior Q2 2026 Revenue guidance by +$236.0M. For Q3 2026, the company guided to approximately $3.3 billion in revenue, non-GAAP operating margin of 48-49%, and non-GAAP diluted EPS of $1.06-$1.08.
HPE declares $0.953125 quarterly dividend on 7.625% Series C Mandatory Convertible Preferred Stock
HPE filed an 8-K under Item 7.01 reporting that its Board of Directors declared a cash dividend of $0.953125 per share on the 7.625% Series C Mandatory Convertible Preferred Stock (NYSE: HPEPrC), payable on September 1, 2026 to holders of record as of August 15, 2026. The dividend reflects the stated 7.625% annual rate on the mandatory convertible preferred stock and is consistent with the security's contractual terms. The filing does not contain actual financial results or updated forward guidance.
VRT 10-Q filed 2026-07-29 | Key takeaways
VRT filed its 10-Q; the most relevant disclosure change is added Acquisitions - Q2 2026 transaction: Three acquisitions completed in Q2 2026 (BMarko Structures on April 10, 2026; Strategic Thermal Labs on April 24, 2026; ThermoKey S.p.A on June 11, 2026) for aggregate total consideration transferred of $331.8 million, with preliminary net assets including $67.
VRT Call: Decoding the Q2 Revenue Timing Miss and the AI Learning Curve
Vertiv management spent the majority of the Q2 2026 call contextualizing the $75.7 million revenue print as a byproduct of the 'learning curve' associated with increasingly complex, multi-phase AI infrastructure projects rather than a softening of demand. While the top-line print lagged guidance, the tone was exceptionally bullish, underscored by an acceleration in the global pipeline and a significant raise to full-year EPS and free cash flow guidance. Management's focus on 800V DC architectures and their deepe...
VRT Q2 2026 Net sales $3,274.3 million, Miss Guidance by $-75.7M
VRT miss prior Q2 2026 Net sales guidance by $-75.7M. Net sales was raised by +$550.0M to $13,800M-$14,200M (midpoint $14,000M). Vertiv's Q2 2026 adjusted diluted EPS of $1.52 beat the prior guided midpoint of $1.40 by $0.12 (+8.6%), and adjusted operating profit of $738.4 million beat the prior midpoint of $710 million by $28.4 million (+4.0%). Q2 net sales of $3,274.3 million came in below the prior guided midpoint of $3,350 million (a miss of $75.7 million, -2.3%) and organic net sales growth of 17.8% missed...
IBM 10-Q filed 2026-07-23 | Key takeaways
IBM filed its 10-Q; the most relevant disclosure change is expanded Acquisitions and divestitures: Confluent purchase price allocation finalized at $11,602 million with goodwill of $7,238 million (primarily $7,149 million to Software and $89 million to Consulting); new sub-disclosure adds that on July 22, 2026 IBM signed a definitive agreement to acquire a .
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