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HPE raised its Juniper integration synergy target to $800 million in annual run-rate savings by fiscal 2028, up from at least $600 million, citing faster-than-expected integration and lower costs.
HPE increased its fiscal 2026 cumulative Networks for AI orders outlook to more than $3 billion and now expects fiscal 2027 networking revenue growth of high teens to low 20%, driven by AI data-center demand, Helios shipments and an Oracle infrastructure agreement.
The company highlighted strong AI networking momentum, including a $1.2 billion AMD Helios order from Vultr, while projecting data-center networking revenue to grow at a low- to high-50% CAGR from fiscal 2026 through fiscal 2029.
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Hewlett Packard Enterprise (NYSE:HPE) outlined an expanded growth strategy for its networking segment, citing AI-driven demand, progress integrating Juniper Networks and higher expected cost savings as key drivers of its outlook.
At HPE Networking Investor Day, Rami Rahim, executive vice president, president and general manager of HPE Networking, said the combined networking business is positioned to benefit as customers treat networks as strategic infrastructure for AI deployments. The company highlighted opportunities across data center networking, routing, campus and branch systems, and security.
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"The network has never been more critical to how businesses operate and has never been more critical to how AI gets built, deployed, and consumed," Rahim said in closing remarks.
HPE said it is increasing its fiscal 2028 annual run-rate cost-synergy target from at least $600 million to $800 million following the Juniper acquisition. The company had originally announced a $450 million target before raising it to at least $600 million when the transaction closed in July 2025.
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Rahim said the company is ahead of its integration plan and has delivered greater-than-expected cost synergies while spending less on integration than anticipated. Savings are expected to come from areas including selling, general and administrative expenses, go-to-market harmonization and reduced duplication in research and development.
Source: Tech
