Koronawirus: HPE powołał „gabinet wojenny”
Zespół specjalistów będzie walczyć z brakami podzespołów związanych z epidemią koronawirusa.

HPE powołało "gabinet wojenny" – jak go określił CEO Antionio Neri. W jego skład wchodzą specjaliści z zespołów zaopatrzenia, planowania i inżynierowie. Zadaniem tego gremium jest szukanie rozwiązań, które pozwolą zaspokoić popyt, w sytuacji, gdy z powodu epidemii koronawirusa zwiększyły się problemy z dostępnością podzespołów.
Informację o podjęciu specjalnych kroków podano wkrótce po ogłoszeniu wyników HPE w I kw. finansowym, zakończonym 31 stycznia br. Producent zaznaczył, iż ograniczenia podaży negatywnie wpłynęły na biznes.
CEO przyznaje w amerykańskim CRN, że są problemy nie tylko z łańcuchem dostaw, lecz także z logistyką obejmującą komponenty i produkty.
Wyjaśnia, że produkcja serwerów wymaga długiego łańcucha dostaw obejmującego różne podzespoły. Części mechaniczne pochodzą z Chin a dostawcy HPE, są zdani na innych dostawców.
Jako przykłady komponentów, które nie są dostępne w wystarczającej ilości, Antonio Neri wymienił dyski SSD i procesory. Stąd opóźnienia w dostawach w aktualnym kwartale.
Jego ocena brzmi jednak optymistycznie – według CEO widać stały postęp w zaopatrzeniu w podzespoły, kolejne firmy przywracają lub zwiększają produkcję. Niewiadomą jednak pozostaje, jak długo potrwają problemy.
W związku z niewystarczającą dostępnością podzespołów HPE obniżyło prognozę przepływów pieniężnych za cały rok finansowy z 1,9-2,1 mld dol. do 1,6-1,8 mld dol.
Ocenia jednak, że mimo problemów rentowność wzrośnie – podniosło prognozę zysku na akcję za cały rok z 1,01 dol. do 1,17 dol. (non-GAAP 1,78 dol. do 1,94 dol.).
HPE zwiększyło marżę i zysk
Przychody HPE w I kw. spadły o 8 proc. r/r, do 6,9 mld dol. Jednak mimo zawirowań rentowność biznesu poprawiła się – marża brutto (non-GAAP) wzrosła o 210 pkt bazowych, do 33,2 proc. Zysk na akcję zwiększył się o 5 proc., do 0,44 dol.
"Wyniki pokazują postęp w realizacji naszych strategicznych priorytetów: przejścia naszej firmy do wysokomarżowych i powtarzalnych przychodów" – podkreśla CEO Antionio Neri.
Z powodu problemów z komponentami, które doszły do utrzymującej się od dłuższego czasu niepewności na rynkach, serwerowy segment "compute" odnotował spadek o 16 proc. (3 mld dol.). Obroty na storage'u zmniejszyły się o 8 proc.
HPE powrócił natomiast do wzrostu przychodów w segmencie Intelligent Cloud (+2 proc. r/r), obejmującym Arubę. Poprawę widać także w segmencie HPC & MCS (+6 proc.).
Wśród segmentów, w których odnotowano zyskowny wzrost, jest obok Intelligent Edge także HPC, infrastruktura hiperkonwergentna, storage związany z big data.
HPE poszerzyło plan osiągnięcia 1,5 mld dol. oszczędności na rok finansowy 2021. Obejmuje on m.in. analizę kosztów operacji back-end.
Rośnie model usługowy
Szef HPE podkreślił, że firma nadal koncentruje się na modelu konsumpcyjnym (zgodnie z zapowiedzią z ub.r., w 2022 r. cała oferta HPE ma być dostępna w modelu usługowym). Sprzedaż oferty 'as-a-service' HPE GreenLake wzrosła do 511 mln dol. rocznie przy wzroście o 19 proc. (run-rate). Liczba partnerów zwiększyła się dwukrotnie, a liczba zamówień o 48 proc. Obecnie z GreenLake korzysta ponad 800 klientów na świecie.
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HPE GreenLake for Block Storage, pamięć masowa dostępna jako usługa
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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