How did the channel perform in the third quarter?
I am pleased that in Q3 our channel performed extremely well from an order and bookings perspective with GreenLake. Order momentum year-over-year on GreenLake was huge. It was actually up 152 percent. The number of active partners on GreenLake continues to grow every quarter.
The overall growth in the channel was up 15 percent year over year.
How do you feel about the transformation that is taking place as you move HPE from a hardware and networking company into a cloud services software company?
Obviously the portfolio has shifted quite a bit. Let’s not forget the edge. Aruba is absolutely humming and is on fire. It grew 27 percent this quarter. We exited the quarter with 5X the backlog. The value proposition and the capabilities allow us to extend now from the edge to the cloud.
Obviously GreenLake has given us a clear direction into the future by focusing on software and the as-a-service experience.
These things take time, but I can see in 2022 shifting faster [to GreenLake and as a service]. That is why I said a month or so ago that this is my No. 1 priority.
In the last two days, we hosted 40 [HPE technical leaders] here in a tent outside where we talked about exactly what we are going to do between now and March with line of sight on every aspect of that execution. That is why I am bullish.
At the same time obviously there is stronger demand. You want to do these things while there is strong demand and get to the other side of the hill in a different configuration.
I am very bullish about it, but remember it is sustained by a unique culture. That is one of the things I am really proud of in terms of what we have done. Thanks to the executive committee and [Chief Communications Officer] Jennifer [Temple], and [Chief People Officer] Alan [May] we have really focused on the [HPE] culture. When you look at the results from our employee feedback survey it has been very, very strong. Yesterday, ‘People Magazine’ put us in the top 100 Companies That Care.