HPE: strata, będzie cięcie kosztów
Słaby popyt na rozwiązania sieciowe pogrążył wynik HPE. Firma znowu poszuka oszczędności.

W II kw. finansowym 2017, zakończonym w końcu kwietnia br., HPE miało 612 mln dol. straty netto wobec 267 mln dol zysku rok wcześniej, a przychody spadły o 13 proc., do 7,4 mld dol. Z wyniku wyłączono już 2,5 mld dol. wypracowane przez dział Enterprise Services, który stał się odrębną spółką, należącą wspólnie do HPE i CSC (DXC Technology). Udziały sprzedano za 8,5 mld dol.
Najnowszy bilans tylko częściowo można wytłumaczyć drogim dolarem. Przede wszystkim HPE jest pod rosnącą presją konkurencji i słabnącego popytu na rynku rozwiązań sieciowych, serwerów i pamięci masowej.
Sprzedaż największej grupy HPE, Enterprise, spadła o 13 proc., do 6,2 mld dol., a w przypadku należących do niej rozwiązań sieciowych – o blisko 30 proc. Serwery i pamięci masowe zakończyły kwartał odpowiednio na 14-proc. oraz 13-proc. minusie, oprogramowanie – na 11-procentowym. W grupie obejmującej oprogramowanie przychody stopniały nawet o 29 proc. Tylko na usługach finansowych HPE wypracowało większe obroty (+11 proc.).
Mimo spadków w kluczowych biznesach szefowa HPE Meg Whitman, uważa, że HPE jest na dobrej drodze rozwoju. Pozytywnie ocenia operację oddzielenia od koncernu działu usług dla przedsiębiorstw, który generuje ok. 20 mld dol. rocznego obrotu i zatrudnia 110 tys. osób. To część operacji odcinania od HPE obszarów, których nie uznano za core biznes (sieciówka, serwery, pamięci masowe), co wiąże się z obietnicą usprawnienia organizacji i wypracowania wyższych marż. Miał to być także krok wzmacniający współpracę z integratorami i resellerami, bo dział Enterprise Services konkurował z niektórymi partnerami HPE.
Jednocześnie Meg Whitman zapowiada dalsze cięcie kosztów. W nowym programie oszczędnościowym chce w II poł. roku finansowego ograniczyć wydatki o 200-300 mln dol. Według niej taki krok jest związany z odłączeniem kolejnych działów od HPE (po sprzedaży Enterprise Services biznes software'owy przejmie latem Micro Focus). CEO firmy zaznacza, że w mniejszej organizacji przegląd struktury kosztowej i znalezienie miejsc, w których można zaoszczędzić, powinien być łatwiejszy. Obecnie kierownictwo koncernu szuka ograniczenia wydatków poprzez "uproszczenie" i "przekształcenie procesów" w prowadzonym biznesie, co ma uczynić HPE jeszcze sprawniej działającą firmą.
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Większość organizacji szuka sposobów na skrócenie czasu wprowadzania produktów na rynek, podniesienia ich jakości, lepszego zarządzania danymi – jednocześnie chcą kontrolować i obniżać koszty. Czy istnieje rozwiązanie, które pozwala nie tylko na łatwy zakup IT, ale potem również na łatwe i bezproblemowe użytkowanie zakupionego systemu?
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