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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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Can you talk about the Aruba rebound and what you are seeing in the market versus Cisco?

The business returned to growth year over year. In that we have momentum in Aruba AOS-CX [operating system]. We introduced that platform later in the year. I gave a couple of examples on the call about customers adopting the Aruba switching portfolio with Aruba AOS CX, whether it is Princeton [University] or [appliance maker] Sub-Zero and many others we couldn’t talk about because they didn’t want to be referenced. Wi-Fi 6 also continued to do well. Wireless LAN was up 13 percent year over year for us compared to our competitors who declined year over year.

Remember, it is not just a product. It is the way we deliver that mobile-first, cloud-first experience in a cloud orientation. This is where HPE Aruba Central, which is the cloud-controlled plane in a subscription-based model, is a big point of differentiation in the marketplace.

Aruba Central addresses both large enterprise and midmarket. Cisco today has two different offers that you have to deal with— one is Cisco DNA in the large enterprises and Meraki in the midmarket. We can address both with one platform. Today we have more than 58,000 customers already on Aruba Central.

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