HPEが第1四半期のビートを投稿し、3桁のアルバの成長を報告

SD-Branchビジネスユニットの収益が前年比で3桁増加したため、アルバはHewlett Packard Enterprise（HPE）の2021会計年度第1四半期の収益のスターでした。Aruba was the star of Hewlett Packard Enterprise’s (HPE) first-quarter fiscal 2021 earnings as revenue for the SD-Branch business unit was up triple digits year over year. “We definitely still see the tailwind of what we saw in 2020,” CEO Antonio Neri said on a call with investors. “Obviously we work in a much more distributed environment … that’s why we believe our Aruba business is a digital transformation engine for our customers.” The infrastructure vendor reported stronger-than-expected financial results for Q1 despite a revenue dip of 3% to $6.83 billion, down from $6.95 billion a year ago. HPE reported fiscal first-quarter net income of $223 million, or 17 cents per share, compared with $333 million, or 25 cents a share, a year ago. In terms of its business segment revenue, HPE reported growth in Intelligent Edge while the other sectors remained flat or declined year over year. Intelligent Edge, which includes HPE’s Aruba networking and security products, hit $806 million, up 11% year over year and delivering a third consecutive quarter of sequential growth. The vendor credited its continued growth in this arena to strength in software capabilities combined with greater operational productivity and expects to grow market share in both campus switching and WLAN. High-Performance Compute and Mission Critical Systems was $762 million, down 9% year over year, representing a 22% decline from the previous quarter of $ $975 million. Nevertheless, the vendor remains confident for this business segment to rebound and gain traction later this year following the launch of HPE GreenLake for HPC.  Its core compute and storage businesses declined during the quarter. Compute revenue dropped 1% year over year to $3.2 billion, which remained relatively flat compared to the previous quarter revenue of $3 billion. And storage revenue fell 5% to $1.2 billion. Within that segment, however, a silver lining: Nimble revenue was up 31% year over a year and all-flash arrays were up 5% year over year.  This marked the first full quarter of revenue from its $925 million acquisition of Silver Peak, which saw a strong quarter due to circumstances brought on by the global pandemic that forced enterprises to change approaches to the WAN, edge, and the cloud. While Aruba had already developed and launched its own SD-WAN capabilities with its Aruba Central platform, Silver Peak’s contributions enables customers to extend those capabilities beyond the branch and into the cloud, thereby accelerating access to software-as-a-service applications.  What’s more, because Silver Peak’s software can also run on-premises, customers can connect all edges on the cloud in a fully automated and autonomous way, Neri added. “And that’s a big opportunity for us. And that’s why I’m really bullish because ultimately, we are integrating that solution into the same platform.” Strategically, the Silver Peak integration stands to improve Aruba’s standing in the crowded and highly competitive SD-WAN market that is hotter than ever, according to Gartner — the analyst firm’s 2020 Magic Quadrant WAN Edge Infrastructure report fields no fewer than six market leaders. “We believe Aruba is a winner, simply put,” Neri said.  And, as HPE transitions to an as-a-service business, all of these Aruba products are available via HPE GreenLake as networking subscription-based services. HPE continued making progress on its transition to cloud-delivered services and products as it works toward offering its entire portfolio as a service by 2022. So much so, GreenLake, which is HPE’s consumption-based IT portfolio, saw skyrocketing year-over-year growth represented by an annualized revenue run rate of $649 million dollars, up 27% year over year.  Q1 represented the highest first quarter ever with HP GreenLake Cloud services as customer retention rates were above 95%. The vendor gained more than 70 new HP GreenLake cloud services logos. Neri previously said GreenLake is HPE’s fastest-growing business and the numbers certainly agree HPE’s edge-to-cloud strategy resonates with customers. He talked about this strategy at HPE Discover last  summer and about cloud being an “experience,” not a destination. What he means by this is that customers want the same flexibility and scalability that public cloud provides in their on-premises data centers and at the edge. They also want to be able to build and migrate applications, and process and store data across a hybrid IT environment. “Obviously the shift to a consumption-driven model is in our favor because once we land a customer in GreenLake, basically, they get what they want, whether it’s at the edge or what is in the core or whether it’s in a managed service for the hybrid model that they are all adopting,” Neri said.“We remain very confident in our unique approach and differentiate the portfolio to capitalize on the rapidly growing on-premises as-a-service market.”