
Marie Myers
Chief financial officer of Hewlett Packard Enterprise
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Sep 30, 2026
Hewlett Packard Enterprise CFO Marie Myers Talks AI Benefit, Revenue Forecast
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David GuraHOST
Talk a bit about that, the contours of that deal, and indeed what the message of that deal is sending as you see it.

Marie MyersGUEST
Yes, look, that deal is really important for us because it is our first big AMD sort of Helios announcement.

Marie MyersGUEST
Clearly, you know, for us, it's the entire AI system, which includes both our networking switch all the way through to software and other hardware.

Marie MyersGUEST
But what's really sort of probably taking everybody by note today is the integration of the Helios switch into that rack.

Marie MyersGUEST
And actually at the Investor Day, one of my favorite parts of the day was actually, you know, folks seeing this switch.
5 MINS LATER

David GuraHOST
What guidance can you give us? What sense can you give us about the trajectory of that part of the business going forward?
First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26
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Kelly EvansHOST
So how much more do you think that I can continue to power this massive build out affecting your business and others?

Marie MyersGUEST
Well, look, we're really optimistic on the outlook for the business, particularly as we see networking, as I mentioned, becoming increasingly much more strategic for data centers.

Marie MyersGUEST
If you think about it today, a lot of folks are using digital workers, digital agents.

Marie MyersGUEST
Just think about the pressure that puts on the network because the network has to be up and moving at that pace.

Marie MyersGUEST
So you've got a lot of drivers out there in terms of AI that are going to really... you know, help our portfolio and really drive the performance of our business and particularly our networking business, which we're super excited about today.

Marie MyersGUEST
And that's some of the great news we announced at our investor conference this morning.
Steve LiesmanHOST
How long does it take for you to fulfill that order? And are the pieces in place now for you to actually deliver it now? Or is it something you have to ramp up to provide?
HPE (HPE) CFO on Company "Drinking Its Own Champagne" Thanks to AI Demand
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1:27Jenny HorneHOST
And so as far as customers, how are these customers spending priorities, say, evolving as AI moves from more experimentation to, say, deployment?

Marie MyersGUEST
I would say in 25, it was sort of like the year where a lot of companies started piloting AI.

Marie MyersGUEST
And 26 is the year where we're starting to see enterprises really deploying agentic AI and starting to employ it at scale inside of companies.

Marie MyersGUEST
And in fact, we recently announced, actually we announced yesterday at our earnings, that we are deploying our own architecture, our own private cloud AI on premise to really accelerate AI adoption inside of HPE.
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4:27Jenny HorneHOST
So what were really your key levers that then helped drive profitability higher this quarter, despite, again, a pretty major headwind with just rising component and memory costs?
AI Agents in Finance with HPE's Chief Financial Officer (CFO) | CXOTalk 914
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Michael KrigsmanHOST
And so maybe give us some insight into what kinds of AI applications these are.

Marie MyersGUEST
The areas for finance that are critically important for AI, I would say starting in the transactional world.

Marie MyersGUEST
Honestly, when I was a global controller, I had spent a lot of time with deploying RPA in these areas over a decade ago.

Marie MyersGUEST
They're exactly the same areas, coincidentally, where you're seeing generative AI really lean in and have a high, high impact.

Marie MyersGUEST
I would say it was accounts payable, a lot of the credit and collection areas, and then a lot of the traditional accounting areas, because this is a lot of sort of contractual analysis that needs to go on that becomes, frankly, as an ex-analyst, I used to do some of this work myself.

Marie MyersGUEST
It was taking a contract and going through the terms and just trying to apply it to an accounting standard.

Marie MyersGUEST
You can have the AI do a lot of that reconciliation today, all the way into internal audit, whether it's controls checking.
30 MINS LATER

Michael KrigsmanHOST
So what should a CFO do who's listening and knows they need to get up to speed on AI, but they're not sure the best approach?
The Treasurers' Toolbox: How CFOs Are Preparing For The Future
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Tom ParkerHOST
Whether it's operational efficiency, invoice automation, supply chain visibility, or cash flow management, integrating technology into organizations is key.

Marie MyersGUEST
Obviously, we're in the business of helping companies stand up AI in their data centers and enable AI in the enterprise.

Marie MyersGUEST
And as a CFO, I spend a large amount of my time thinking about how – not just thinking, but actually – enabling AI for my own finance team around the world.

Marie MyersGUEST
I'm in the middle right now of building an entire GenAI platform to address financial planning and forecasting.

Marie MyersGUEST
And in fact, in my organization, we're getting ready for that, for the platform we're building in GenAI by re-engineering the entire process.
6 MINS LATER