Investor SentimentConcerns in relation to the ability to navigate the memory cost headwinds are likely leading investors to overlook the progress HPE made in F4Q as well as the progress it is poised for in relation to gross margins.
Market Share ConcernsHewlett Packard Enterprise has experienced market share losses across most of its core markets, with a significant decline in server market share over the last decade.
Revenue ChallengesLower revenues were driven on the server/storage side due to pushout of some AI server shipments, US Fed shutdown, and softer storage sales.