HPE raised its fiscal 2027 networking revenue growth guide to high teens to low 20s percent from 14% to 17%, increased its fiscal 2028 Juniper cost-synergy target to $800 million from at least $600 million, and set a fiscal 2026–2029 framework of a high teens revenue CAGR and mid-to-high 20s percent operating margins. It also announced a $1.2 billion AMD Helios order from Vultr and now expects cumulative networks-for-AI orders to exceed $3 billion.
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