HPE płaci za transformację
Zmiany w firmie w minionym kwartale kosztowały kilkaset milionów dolarów. Efekt: strata finansowa.

W czasie, gdy w HP Inc. rosną zyski, HPE w minionym IV kwartale finansowym (do 31 października) miało 224 mln dol. straty netto wobec 576 mln dol. zysku rok wcześniej. Przychody wzrosły o 1 proc., do 7,8 mld dol.
Wynik jest na minusie, bo korporacja ponosi koszty transformacji w ramach inicjatywy HPE Next, która ma zwiększyć efektywność operacyjną firmy i ograniczyć wydatki. W jej ramach HPE m.in. zamyka biura w kilkudziesięciu krajach i upraszcza strukturę. Dzięki temu chce zaoszczędzić 1,5 mld dol. w okresie 3 lat. Ale w IV kw. finansowym koszty transformacji wyniosły 328 mln dol. Do tego doszło 202 mln dol. "kosztów separacji". Gdyby nie te obciążenia, HPE wyszłoby na plus (w ujęciu non-GAAP miało 473 mln dol. zysku).
W IV kw. w HPE spadła sprzedaż serwerów (-5 proc.), co nie jest niespodzianką, ale o 21 proc. zwiększyła się sprzedaż rozwiązań sieciowych, a pamięci masowych – o 5 proc. Jest to w dużej mierze zasługa przejęcia Nimble Storage – sprzedaż jej produktów – pamięci all flash i hybrydowych – wzrosła o 80 proc. Cała grupa Enterprise, obejmująca wszystkie wymienione kategorie, miała 723 mln dol. zysku operacyjnego.
"Zlikwidowaliśmy regionalną strukturę kosztów, zmieniliśmy priorytety naszych sprzedawców, wprowadziliśmy więcej specjalistów w tej dziedzinie i nie widzieliśmy żadnego wpływu na sprzedaż w IV kwartale z powodu tych zmian. To daje nam to pewność siebie." – stwierdziła Meg Whitman, CEO HPE, która zapowiedziała odejście ze stanowiska od lutego 2018 r. HPE łączy m.in. zespoły sprzedaży Nimble i 3Par. Według CEO w nowym roku finansowym (od 1 listopada) nowa organizacja rusza pełną parą.
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