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  1. #1
    WHT-BR Top Member
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    Dec 2010
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    17,189

    [EN] HPE cogita encerrar área de negócios de servidores para hyperscalers e telcos

    Meg Whitman says HPE has to think about whether it even makes sense to stay in that business.

    Barb Darrow
    2017/06/01

    For the second quarter in a row, Hewlett-Packard Enterprise chief executive officer Meg Whitman said that one part of the company's business—which sells servers to big cloud and telecommunications providers—was slammed by lower sales to a "single tier one" customer.

    Whitman, again, attributed lower-than-expected server sales to declining orders from a single customer, which she never identified but others have reported is Microsoft. But this time, Whitman said that HPE has to think about whether it even makes sense to stay in that business.

    That's because, in this arena, HPE (hpe) depends heavily on that one customer. And Whitman expects that customer's purchases to keep declining over the next few quarters from what is "a pretty big number," she noted on the company's second quarter earnings call.

    "We're really thinking hard about what the future strategy is for tier one, " Whitman said. While HPE is getting new customers in that sector, this is a what she called a "low-calorie business," meaning HPE has to figure out if it makes sense to continue in it or instead focus on more profitable products like high-end servers and storage.

    HPE chief financial officer Tim Stonesifer said HPE revenue from continuing operations was $7.4 billion for the quarter, down 5% year-over-year with some adjustments. Excluding software sales and tier one servers, that revenue would be up 1%, he said.

    HPE entered this server segment three years ago via a relationship with Taiwanese contract manufacturer Foxconn, so it's conceivable it could just shut it down.

    The overriding issue here is that companies like Facebook, Microsoft, Amazon Web Services, and Google tend to design their own data center hardware while outsourcing manufacturing to low-cost providers.

    If software giants are dictating the innovation in hardware, that is a problem for the server makers of the earlier era.

    Under previous business models, server buyers simply ordered hundreds or thousands (or more) brand-name servers from the established hardware makers. Many of those corporate customers are now turning to large cloud providers to run more of their workloads. Thus, they don't need to buy as many servers.

    That shift has stressed legacy server providers—including the old HP (now HPE), IBM (ibm), and Dell—and they had to adjust. IBM sold its X86-based server business to Lenovo. Dell, now Dell Technologies, has its own "white box" or commodity server business to address that market.

    Earlier this week, former Microsoft chief executive Steve Ballmer made a remark illustrating hardware makers' dilemma in the age of cloud computing. One of his mistakes at Microsoft, he said at the Code Conference on Tuesday, was being too slow to get into hardware:"I wish we'd built that. One of the new expressions of software is new hardware."

    Ballmer said he was talking hardware in general, not just mobile devices like smartphones and tablets. "Microsoft Research said all silicon would be in the cloud," Ballmer continued. "That was a wakeup call for me that we had to be good at hardware."

    http://fortune.com/2017/06/01/hpe-meg-whitman-servers/

  2. #2
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
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    17,189

    Steve Ballmer: We should have turned Microsoft into a “world-class hardware company”

    Microsoft changed how it did business to address the cloud; it didn’t for hardware.

    Peter Bright
    May 31, 2017

    Talking at Recode's oddly named Code Conference, former Microsoft CEO Steve Ballmer expressed one big regret from his time at the company: that it didn't get into hardware soon enough.

    "I was too slow to recognize the need for new capability, and particularly in hardware," he told Kara Swisher. "I wish we'd built the capability to be a world-class hardware company."

    The desire to get into hardware was motivated by two things. First, because even as a software company, Ballmer said that "one of the new expressions of software is essentially hardware." This is a theme that has been alluded to by Microsoft's Surface division on many occasions: Surface hardware is designed in tandem with, and to be a reflection of, Windows software, with each part showcasing the other. After early stumbles, the Surface team has produced a number of products that have been well-received, and the device appears to be carving out a decent niche for itself.

    Second, Ballmer spoke of a long-term observation made by Microsoft Research: "At the end of the day, there's only going to be silicon and the cloud: everything in the client is going to get built into silicon, and everything else will be in the cloud." This was a "wake-up call," and it drove the thinking behind the "devices and services" mantra that Ballmer promoted near the end of his tenure as Microsoft CEO—and that his replacement, Satya Nadella, quickly dropped.

    Ballmer contrasted the tardiness in the hardware world with the other side of that "devices and services" vision: the cloud. In the cloud space, Microsoft has developed not just new products, but a considerable capability in operating data centers and software services at an enormous scale, new approaches of developing software to iterate quickly, and new ways of selling, with subscriptions and usage-based billing instead of Microsoft's traditional licensing.

    In hardware, and particularly in the phone, the company failed to develop this new capability. "The thing that we missed with phones is that we tried to use the old techniques, such as software licensing. The same techniques were never going to get us there," Ballmer explained. "We had the wrong monetization model, we had the wrong delivery model, because we didn't build a new capability."

    With the purchase of Nokia's phone division, Microsoft did, belatedly, try to expand that hardware development capability to include smartphones. But the Nokia that was purchased didn't have a product pipeline that exemplified that idea of hardware as an "expression" of software, with the company's stable of 2014 and 2015 product launches being, for the most part, uninspired and uninspiring.

    Under Nadella, the hardware division was gutted and the mobile ambitions drastically scaled back. We've heard that even the more successful Surface division was impacted by these cuts and that Microsoft's slowness to update the Surface Pro and Surface Book lines was due in no small part to a shortage of staff with hardware expertise.

    In the rest of the Recode interview, Ballmer talked at length about his USAFacts project, designed to act as a kind of Form 10-K for government, giving taxpayers a much better view of how government both raises and spends money. He also talked about his LA Clippers. Ballmer was in good form in the interview, relaxed and engaging, while still retaining his trademark energy.

    https://arstechnica.com/information-...dware-company/

  3. #3
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
    Posts
    17,189

    Lowest storage revenue since more than 4 years even if all-flash sales grew 33%

    Philippe Nicolas
    2017.06.01

    Hewlett Packard Enterprise Development LP (HPE) announced financial results for its fiscal 2017 second quarter, ended April 30, 2017.

    Storage revenue at $699 million for the period is the worst figure since at least 1FQ13, , down 4% Q/Q and 13% Y/Y, representing 11% of total enterprise group sales, down 7% in a tough market with continued commodities pricing pressure. For the last six months, the decrease reaches 13% Y/Y in storage.

    But all-flash sales are growing 33% for the quarter thanks to the acquisitions of SimpliVity and Nimble Storage. But we don't see the effect of another acquisition, SGI, also involved in storage.

    Abstracts of the earnings call transcript:

    Tim Stonesifer, CFO:


    "Storage revenue declined 13% driven by continued challenging markets and tight SSD supplies. However, we do expect to maintain share in the high-growth all-flash portion of the market. Our all-flash array growth accelerated this quarter and was up 33% year-over-year and results were still meaningfully impacted by SSD supply constraints.

    " (...) from a converged perspective, I think the converged part of the portfolio was down roughly 8% and traditional was down roughly 20% and then from a material perspective, really the supply constraints are much more around SSD and again as that market is very tight right now, we're getting our fair share of supplies, but given the complexity of our broad product portfolio, we're finding it challenging to what we call demand shift."



    Quarterly revenue for HP storage only
    (without services, in $ million)
    (in $ million) 2FQ16 1FQ17 2FQ17 6 mo. 2016 6 mo. 2017
    Storage revenue 808 730 699 1,645 1,429
    Q/Q growth -13% -6% -4% Y/Y growth -13%
    Quarterly revenue for HP storage only since 1FQ13
    (without services, in $ million)
    Fiscal quarter
    Revenue
    Q/Q
    Growth
    1Q13 833 -12%
    2Q13 857 3%
    3Q13 833 -3%
    4Q13 952 14%
    1Q14 834 -12%
    2Q14 808 -3%
    3Q14 796 -1%
    4Q14 878 10%
    1Q15 837 -5%
    2Q15 740 -12%
    3Q15 784 6%
    4Q15 905 3%
    1Q16 863 3%
    2Q16 752 -13%
    3Q16 724 -4%
    4Q16 779 8%
    1Q17 730 -6%
    2Q17 699 -4%

    http://www.storagenewsletter.com/201...ncial-results/

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