Latest news with #ArubaNetworking

Hewlett-Packard Enterprise (HPE) Unveils Upgraded Aruba Networking Portfolio for the AI Era

Yahoo

4 days ago

Business
Yahoo

Hewlett-Packard Enterprise (HPE) Unveils Upgraded Aruba Networking Portfolio for the AI Era

We recently published a list of . In this article, we are going to take a look at where Hewlett-Packard Enterprise Company (NYSE:HPE) stands against other AI stocks on Wall Street's radar. On May 28, Hewlett-Packard Enterprise Company (NYSE:HPE) announced expansions to its HPE Aruba Networking wired and wireless portfolio, as well as the new HPE Aruba Networking CX 10K distributed services switches. Hewlett Packard Enterprise Company (NYSE:HPE), an American multinational technology company, provides high-performance computing systems, AI software, and data storage solutions for running complex AI workloads. The HPE Aruba Networking doubles the performance capabilities of widely-deployed data center distributed services switches. These innovations are designed to improve performance, cut costs, and support the growing needs of different types of high-performance computing. A woman programmer in a modern office working with multiple computer servers. According to Phil Mottram, EVP and general manager of HPE Aruba Networking, the innovations announced by HPE tend to 'simplify data center and overall server connectivity at ten times the scale and performance and one-third the cost of traditional enterprise solutions.' Some of the latest advances announced by the company include the HPE Aruba Networking CX 10040 smart switch, the HPE Aruba Networking CX 6300 series campus switches, new Wi-Fi 7 access points, Application-aware networking across campus switches, and more. 'Data-fueled AI, IoT, and other high-performance applications are driving unprecedented demands for enterprises to provide cost-effective connectivity, no matter where devices and users are or how they access the network. HPE is again raising the bar with innovations that simplify data center and overall server connectivity at ten times the scale and performance and one-third the cost of traditional enterprise solutions.' Overall, HPE ranks 9th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of HPE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than HPE and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio

Yahoo

6 days ago

Business
Yahoo

Hewlett-Packard Enterprise (HPE) Unveils Upgraded Aruba Networking Portfolio for the AI Era

Hewlett Packard Enterprise extends innovations with new distributed services switches, expanded wired and wireless portfolio

Zawya

6 days ago

Business
Zawya

Hewlett Packard Enterprise extends innovations with new distributed services switches, expanded wired and wireless portfolio

HPE Aruba Networking doubles performance capabilities of widely-deployed data center distributed services switches Dubai, United Arab Emirates – Hewlett Packard Enterprise (NYSE: HPE) today announced expansions of its HPE Aruba Networking wired and wireless portfolio, along with new HPE Aruba Networking CX 10K distributed services switches, which feature built-in programmable data processing units (DPU) from AMD Pensando to offload security and network services to free up resources for complex AI workload processing. The new expansions from HPE Aruba Networking include: The HPE Aruba Networking CX 10040 is HPE's latest distributed services switch -- also known as a 'smart switch' -- that doubles the scale and performance of the previous networking and security solution. Four new HPE Aruba Networking CX 6300M campus networking switches, which provide faster data speeds for enterprise IoT, AI, or high-performance computing with a more compact footprint. New Wi-Fi 7 access points (APs) and capabilities for AI-driven indoor and outdoor connectivity that deliver the highest quality of service for data, voice, and video communications. 'Data-fueled AI, IoT, and other high-performance applications are driving unprecedented demands for enterprises to provide cost-effective connectivity, no matter where devices and users are or how they access the network,' said Phil Mottram, EVP and general manager, HPE Aruba Networking. 'HPE is again raising the bar with innovations that simplify data center and overall server connectivity at ten times the scale and performance and one-third the cost of traditional enterprise solutions.' 'As AI and data-driven applications continue to transform every industry, the need for scalable, compliant, and high-performance networking has never been greater,' said Soni Jiandani, senior vice president and general manager, Networking Technology and Solutions Group, AMD. 'Together with HPE and the HPE Aruba Networking CX 10040 platform, we're delivering cutting-edge solutions that combine AMD's advanced, programmable DPU and software technology with HPE's data center networking—enabling secure, scalable services for datacenter and colocation deployments that support the world's largest enterprises at a fraction of the cost of legacy solutions.' Solutions that exceed industry standards HPE Aruba Networking is demonstrating its ongoing commitment to powering enterprises of all sizes and across every industry as AI, IoT, and other types of high-performance computing accelerate. HPE Aruba Networking solutions continue exceeding industry standards by delivering performance, security, and intelligence along with all-inclusive licensing that generates significant savings. The latest advances announced today include: HPE Aruba Networking CX 10040 smart switch, utilizing an AMD Pensando DPU to double the scale and performance of the widely-deployed HPE Aruba Networking CX 10000 distributed services switch, supporting the growth in AI-driven computing, while maintaining its built-in firewalling, in-line encryption, and precision telemetry for increased security, greater observability and more efficient server operation. HPE Aruba Networking CX 6300 series campus switches, providing encryption protocols, precision timing, and application recognition and control (ARC), which enables enterprises to meet multiple types of data security, volume, and bandwidth service level agreements (SLAs) on a single switch. The four new switches also operate within a smaller footprint to provide maximum capacity and performance in demanding environments. New Wi-Fi 7 access points, introducing the indoor HPE Aruba Networking 720 and 740 Series and indoor/outdoor 760 Series, which feature a unique network slicing capability – dynamic application prioritization – to deliver the transmission priority and performance required for the real-time computing needs of AI and cloud-delivered applications. The HPE Aruba Networking 760 Series is designed for indoor/outdoor and industrial environments with flexible radio and antenna modes. Application-aware networking across campus switches is now available on the HPE Aruba Networking CX 5420 and 6200 series switches, enabling enterprises to apply specific policies more granularly to ensure that AI, IoT, and high-performance computing data can travel over the entire network based on pre-defined SLAs. A single point of visibility, control and analytics delivered by the latest release of HPE Aruba Networking Central provides secure, AI-powered network management that seamlessly scales across campus environments and data centers. HPE Morpheus VM Essentials integration with HPE Aruba CX 10000 Switch Series helps organizations unify the orchestration of virtualize and physical network and security services such as distributed firewall, microsegmentation across ESXi, KVM and bare metal hosts, easing migration to an open virtualization model with no forklift required. Related Resources: Read today's blog from HPE Aruba Networking, 'Architecting the future of distributed, secure, intelligent networks' Read today's blog from HPE Aruba Networking, 'Wi-Fi APs for AI-powered Wi-Fi everywhere: new right-sized APs make Wi-Fi 7 more accessible indoors and outdoors' Read more about integration of the HPE Networking CX 10000 Switch Series with HPE Morpheus VM Essentials HPE recently announced tighter integration between HPE Aruba Networking Central and HPE OpsRamp, expanding the ability to natively monitor third-party devices from vendors such as Cisco, Arista, and Juniper Networks Also recently announced, the HPE Networking Instant On Secure Gateway brings robust enterprise-grade security to small and medium businesses HPE Aruba Networking CX 10000 QuickStart Service to accelerate deployment of the next-generation distributed services switch Recent HPE News: Hewlett Packard Enterprise redefines cloud-based security with expansive solutions for zero trust networking and private cloud operations HPE introduces new virtual private cloud and on-premises deployment options for HPE Aruba Networking Central HPE Aruba Networking doubles down on security-first, AI-powered networks with innovations for retailers' IoT data collection and edge processing HPE simplifies deployment of private cellular networks with launch of HPE Aruba Networking Enterprise Private 5G About Hewlett Packard Enterprise Hewlett Packard Enterprise (NYSE: HPE) is a global technology leader focused on developing intelligent solutions that allow customers to capture, analyze, and act upon data seamlessly. The company innovates across networking, hybrid cloud, and AI to help customers develop new business models, engage in new ways, and increase operational performance. For more information, visit: Media Contact: Ronak Thakkar, Senior Vice President, FleishmanHillard.

ANET vs. HPE: Which Networking Stock is a Smart Investment Now?

Yahoo

27-05-2025

Business
Yahoo

ANET vs. HPE: Which Networking Stock is a Smart Investment Now?

Arista Networks Inc. ANET and Hewlett Packard Enterprise HPE are major players in the networking industry worldwide. Arista provides industry-leading cloud networking solutions for data centers and cloud computing environments. The company offers 10/25/40/50/100 Gigabit Ethernet switches and routers optimized for next-generation data center Packard Enterprise boasts a broad portfolio that comprises server, cloud-native and hybrid solutions across storage and private cloud space. The company is also a leading network solutions provider offering wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area networks, private and public cellular network software, network security and diverse portfolio offering, both HPE and ANET hold a strong foothold in the networking industry. Let us analyze in depth the competitive strengths and weaknesses of the companies to understand who is in a better position to maximize gains from the emerging market trends. HPE is placing a strong emphasis on expanding its networking business. Its Aruba Networking portfolio is designed to offer end-to-end networking solutions by combining hardware products such as Wi-Fi access points, switches, and gateways with software and services such as cloud-based management, network management, network access control, software-defined wide-area networking, network security, analytics and assurance, location services software and more. Such comprehensive offerings coupled with a cloud native approach provide customers with a unified framework that effectively matches all requirements for connectivity, security across campus, branch, data center and as well as remote strengthen its market position in the networking industry, HPE has inked an agreement to acquire Juniper Networks Inc. JNPR in 2024. The strategic move aims to integrate Juniper's extensive array of cloud-based networking solutions, software and services, including Mist AI, with HPE Aruba Networking and HPE AI interconnect. This is expected to expedite the development of secure, unified networking solutions optimized for hybrid cloud and AI. The merger proposal has received approval from several antitrust regulators, including the European Commission and the U.K. it is to be noted that HPE and Juniper are the second and third largest WLAN (Wireless Local Area Network) solution providers in the industry. The merger is facing roadblocks in the United States. Department of Justice (DoJ) intervenes on the ground that the merger will reduce competition in the enterprise networking market, leading to lower innovation and reduced options for customers. Several industries that depend on networking products would be hit by higher prices. HPE is set to defend the acquisition on several grounds. Adoption of AI and cloud technologies has lowered the entry barrier in the industry, and the company has already received regulatory clearance from several authorities. HPE faces stiff competition from Cisco Systems Inc. CSCO, Arista, Ubiquiti, Palo Alto Networks and several others in the networking market. Cisco holds about 50% market share in the industry. Hence. HPE is arguing that the buyout with Juniper will promote fair competition and drive innovation in the market. It is to be seen whether HPE can clear this roadblock in the upcoming lawsuit initiated by the DoJ. The termination of the merger will be a major setback for HPE's ambition to become a major player in the networking debt-to-capital ratio stands at 34.4% with a current ratio of 1.33. The company is taking initiative to drive cost savings to streamline its operations and improve productivity. In the first quarter of 2025, HPE utilized $390 million in cash against a cash generation of $64 million in the year-ago quarter. With a strong focus on innovation and portfolio strength, Arista has created a niche market in the data center and cloud networking domain. The company has introduced a wide range of solutions for cloud, Internet service providers, and enterprise networks to meet the rising demands of AI/ML-driven network architectures. The Arista 2.0 strategy is resonating well with customers with its modern networking platforms being foundational for transformation from silos to centers of data. The company is focused on providing the best-in-class, highly proactive products with resilience, zero-touch automation and telemetry with predictive client-to-cloud one-click operations with granular visibility and prescriptive insights for deeper AI algorithms. Such a strategy is driving customer offers one of the broadest ranges of datacenter and campus Gigabit Ethernet switches (1/2.5/5/10/25/40/50/100/400) and routers in the industry. It holds a leadership position in 100-gigabit Ethernet switching for the high-speed datacenter segment. Moreover, the 200- and 400-gig high-performance switching products are also gaining market traction. Arista's routing and switching platforms boast industry-leading capacity, low latency, port density and power efficiency. The company also continues to innovate in areas such as deep packet buffers, embedded optics and reversible cooling. Such a comprehensive portfolio augurs well for its long-term of March 31, 2025, the company had $1.84 billion in cash and cash equivalents and $257.8 million in other long-term liabilities. During the quarter, it repurchased $787.1 million worth of shares, the largest repurchase in the company's history. It generated $641.7 million in cash from operating activities. The company's strong balance sheet with healthy cash flow generation indicates efficient capital management and streamlined operations. The company is well-positioned to invest in growth initiatives, and its business model is resilient to market downturns. Its current ratio stands at 3.93 with no long-term the company faces stiff competition in cloud networking solutions, particularly in the 10-gigabit Ethernet and above. Cisco is the dominant player in the data center networking market by virtue of its diverse portfolio of IP-based networking products. Apart from Cisco, it also faces competition from Dell and HPE. The company is exposed to significant customer concentration risks. The Zacks Consensus Estimate for Arista's 2025 sales and EPS implies year-over-year growth of 18.72% and 12.78%, respectively. The EPS estimates have been trending northward over the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for HPE's 2025 sales implies year-over-year growth of 8.2%, while that for EPS implies a decline of 9.55%. The EPS estimates have been trending southward over the past 60 days. Image Source: Zacks Investment Research Over the past year, ANET has gained 19.1%, while HPE has declined 5.3% over the same period. Image Source: Zacks Investment ResearchHPE looks more attractive than Arista from a valuation standpoint. Going by the price/earnings ratio, the company's shares currently trade at 8.87 forward earnings, significantly lower than 33.65 for Arista. Image Source: Zacks Investment Research HPE carries a Zacks Rank #4 (Sell) at present, while Arista carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks companies are steadily expanding their networking portfolio with an AI focus and expect their net sales to improve in 2025. HPE's broader portfolio offers better stability and resilience in a volatile market. However, Arista is steadily strengthening its position in the Data Center and Cloud Networking vertical, driven by its highly scalable, programmable platform that offers data-driven automation, analytics and world-class support services. Its strong cash flow generation and effort to improve shareholder return with an aggressive buyback program are positive. Upward estimate revision shows investors' growing confidence in Arista stock. Hence, with a superior Zacks Rank and better price performance, Arista appears to be a better investment option at the moment. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report Juniper Networks, Inc. (JNPR) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research

Globe and Mail

26-05-2025

Business
Globe and Mail

ANET vs. HPE: Which Networking Stock is a Smart Investment Now?

Arista Networks Inc. ANET and Hewlett Packard Enterprise HPE are major players in the networking industry worldwide. Arista provides industry-leading cloud networking solutions for data centers and cloud computing environments. The company offers 10/25/40/50/100 Gigabit Ethernet switches and routers optimized for next-generation data center networks. Hewlett Packard Enterprise boasts a broad portfolio that comprises server, cloud-native and hybrid solutions across storage and private cloud space. The company is also a leading network solutions provider offering wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area networks, private and public cellular network software, network security and more. With diverse portfolio offering, both HPE and ANET hold a strong foothold in the networking industry. Let us analyze in depth the competitive strengths and weaknesses of the companies to understand who is in a better position to maximize gains from the emerging market trends. The Case for HPE HPE is placing a strong emphasis on expanding its networking business. Its Aruba Networking portfolio is designed to offer end-to-end networking solutions by combining hardware products such as Wi-Fi access points, switches, and gateways with software and services such as cloud-based management, network management, network access control, software-defined wide-area networking, network security, analytics and assurance, location services software and more. Such comprehensive offerings coupled with a cloud native approach provide customers with a unified framework that effectively matches all requirements for connectivity, security across campus, branch, data center and as well as remote environments. To strengthen its market position in the networking industry, HPE has inked an agreement to acquire Juniper Networks Inc. JNPR in 2024. The strategic move aims to integrate Juniper's extensive array of cloud-based networking solutions, software and services, including Mist AI, with HPE Aruba Networking and HPE AI interconnect. This is expected to expedite the development of secure, unified networking solutions optimized for hybrid cloud and AI. The merger proposal has received approval from several antitrust regulators, including the European Commission and the U.K. CMA. However, it is to be noted that HPE and Juniper are the second and third largest WLAN (Wireless Local Area Network) solution providers in the industry. The merger is facing roadblocks in the United States. Department of Justice (DoJ) intervenes on the ground that the merger will reduce competition in the enterprise networking market, leading to lower innovation and reduced options for customers. Several industries that depend on networking products would be hit by higher prices. HPE is set to defend the acquisition on several grounds. Adoption of AI and cloud technologies has lowered the entry barrier in the industry, and the company has already received regulatory clearance from several authorities. HPE faces stiff competition from Cisco Systems Inc. CSCO, Arista, Ubiquiti, Palo Alto Networks and several others in the networking market. Cisco holds about 50% market share in the industry. Hence. HPE is arguing that the buyout with Juniper will promote fair competition and drive innovation in the market. It is to be seen whether HPE can clear this roadblock in the upcoming lawsuit initiated by the DoJ. The termination of the merger will be a major setback for HPE's ambition to become a major player in the networking space. HPE's debt-to-capital ratio stands at 34.4% with a current ratio of 1.33. The company is taking initiative to drive cost savings to streamline its operations and improve productivity. In the first quarter of 2025, HPE utilized $390 million in cash against a cash generation of $64 million in the year-ago quarter. The Case for ANET With a strong focus on innovation and portfolio strength, Arista has created a niche market in the data center and cloud networking domain. The company has introduced a wide range of solutions for cloud, Internet service providers, and enterprise networks to meet the rising demands of AI/ML-driven network architectures. The Arista 2.0 strategy is resonating well with customers with its modern networking platforms being foundational for transformation from silos to centers of data. The company is focused on providing the best-in-class, highly proactive products with resilience, zero-touch automation and telemetry with predictive client-to-cloud one-click operations with granular visibility and prescriptive insights for deeper AI algorithms. Such a strategy is driving customer engagement. It offers one of the broadest ranges of datacenter and campus Gigabit Ethernet switches (1/2.5/5/10/25/40/50/100/400) and routers in the industry. It holds a leadership position in 100-gigabit Ethernet switching for the high-speed datacenter segment. Moreover, the 200- and 400-gig high-performance switching products are also gaining market traction. Arista's routing and switching platforms boast industry-leading capacity, low latency, port density and power efficiency. The company also continues to innovate in areas such as deep packet buffers, embedded optics and reversible cooling. Such a comprehensive portfolio augurs well for its long-term growth. As of March 31, 2025, the company had $1.84 billion in cash and cash equivalents and $257.8 million in other long-term liabilities. During the quarter, it repurchased $787.1 million worth of shares, the largest repurchase in the company's history. It generated $641.7 million in cash from operating activities. The company's strong balance sheet with healthy cash flow generation indicates efficient capital management and streamlined operations. The company is well-positioned to invest in growth initiatives, and its business model is resilient to market downturns. Its current ratio stands at 3.93 with no long-term debt. However, the company faces stiff competition in cloud networking solutions, particularly in the 10-gigabit Ethernet and above. Cisco is the dominant player in the data center networking market by virtue of its diverse portfolio of IP-based networking products. Apart from Cisco, it also faces competition from Dell and HPE. The company is exposed to significant customer concentration risks. How Do Zacks Estimates Compare for ANET & HPE? The Zacks Consensus Estimate for Arista's 2025 sales and EPS implies year-over-year growth of 18.72% and 12.78%, respectively. The EPS estimates have been trending northward over the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for HPE's 2025 sales implies year-over-year growth of 8.2%, while that for EPS implies a decline of 9.55%. The EPS estimates have been trending southward over the past 60 days. Image Source: Zacks Investment Research Price Performance & Valuation of ANET & HPE Over the past year, ANET has gained 19.1%, while HPE has declined 5.3% over the same period. HPE looks more attractive than Arista from a valuation standpoint. Going by the price/earnings ratio, the company's shares currently trade at 8.87 forward earnings, significantly lower than 33.65 for Arista. ANET or HPE: Which is a Better Pick? HPE carries a Zacks Rank #4 (Sell) at present, while Arista carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Both companies are steadily expanding their networking portfolio with an AI focus and expect their net sales to improve in 2025. HPE's broader portfolio offers better stability and resilience in a volatile market. However, Arista is steadily strengthening its position in the Data Center and Cloud Networking vertical, driven by its highly scalable, programmable platform that offers data-driven automation, analytics and world-class support services. Its strong cash flow generation and effort to improve shareholder return with an aggressive buyback program are positive. Upward estimate revision shows investors' growing confidence in Arista stock. Hence, with a superior Zacks Rank and better price performance, Arista appears to be a better investment option at the moment. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.0% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO): Free Stock Analysis Report Juniper Networks, Inc. (JNPR): Free Stock Analysis Report Arista Networks, Inc. (ANET): Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE): Free Stock Analysis Report This article originally published on Zacks Investment Research (

Latest news with #ArubaNetworking

Hewlett-Packard Enterprise (HPE) Unveils Upgraded Aruba Networking Portfolio for the AI Era

Hewlett-Packard Enterprise (HPE) Unveils Upgraded Aruba Networking Portfolio for the AI Era

Hewlett Packard Enterprise extends innovations with new distributed services switches, expanded wired and wireless portfolio

ANET vs. HPE: Which Networking Stock is a Smart Investment Now?

ANET vs. HPE: Which Networking Stock is a Smart Investment Now?

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