HPE's Future Hangs on Stalled Juniper Deal
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What's the future hold for HPE? There are many questions. As its earnings announcement last week showed, the large tech conglomerate has received a bump from the AI boom. But it also showed some weakness in its networking business as it pins its future to a large, expensive merger with Juniper Networks.
The networking results are particularly concerning and may demonstrate the impact of a stalled HPE-Juniper merger, which is awaiting approval from the Federal Trade Commission and the Department of Justice. The deal, announced at the beginning of the year, was spun by CEO Antonio Neri as a way to reshape the entire company around networking—to take on networking market leader Cisco. The longer the deal takes to complete, the more the market will question its outcomes.
More on that later, but first let's dive into the numbers.
Q4 Numbers Are Mixed
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