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CEO Antonio Neri On Why HPE ‘Outperformed’ Dell, Cisco

'We outperformed every single competitor,' says HPE CEO Antonio Neri. 'Everyone that was put in front of us we beat them this quarter. Cisco was down. Arista was down. Juniper was down. Ruckus was down. Ubiquiti was down. We were the only one that had a plus in front of it.'

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Hewlett Packard Enterprise CEO Antonio Neri says the most recent quarterly results show that HPE is besting rivals Dell and Cisco with “best-in-class” products and channel program.

HPE’s compute business, which is a combination of its compute and high-performance compute business, was down about 10 percent compared with a 19 percent server and networking decline for Dell, said Neri.

Among growth areas for HPE in its first fiscal quarter ended Jan. 31 were high-performance compute and mission-critical systems, with sales up 6 percent; composable cloud, which was up 25 percent in the channel; and GreenLake pay-per-use services, which were up 48 percent.

HPE’s intelligent edge business, meanwhile, returned to growth in the quarter—besting Cisco and other competitors—with HPE Aruba sales up double digits, said Neri.

“We outperformed every single competitor,” said Neri of the intelligent edge sales charge. “Everyone that was put in front of us we beat them this quarter. Cisco was down. Arista was down. Juniper was down. Ruckus was down. Ubiquiti was down. We were the only one that had a plus in front of it.”

The strong intelligent edge performance comes in the wake of a revamped sales coverage in North America. “I am proud of the team’s hard work and our momentum,” said Neri.

HPE’s Aruba Central platform, meanwhile, was up triple digits year over year with more than 58,000 customers now using the platform.

Among the Aruba wins in the quarter was a Princeton University Office of Information Technology deal with Aruba AOS-CX to seamlessly integrate Princeton’s wired/wireless networks in a “mobile-first” campus of the future solution.

Luxury appliance maker Sub-Zero, meanwhile, teamed with Aruba to support the Internet of Things in high-end appliances.

“I am excited about how our market leadership is helping customers redefine experiences at the edge” said Neri. “We will continue to enhance our portfolio with the integration of 5G and mobile edge computing to capitalize on this significant opportunity.”

 
 
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