Subtext

Hewlett Packard Enterprise Company HPE

SectorInformation Technology
Transcripts37
Date range2016-03-04 – 2025-03-06
Calls charted37

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-9+0+9+192016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Overall: +9.72016 Q2 · Overall: +10.12016 Q3 · Overall: +13.52016 Q4 · Overall: +7.22017 Q1 · Overall: +2.92017 Q2 · Overall: +3.22017 Q3 · Overall: +13.12017 Q4 · Overall: +7.22018 Q1 · Overall: +12.92018 Q2 · Overall: +16.32018 Q3 · Overall: +16.32018 Q4 · Overall: +12.32019 Q1 · Overall: +13.82019 Q2 · Overall: +9.82019 Q3 · Overall: +10.12019 Q4 · Overall: +12.92020 Q1 · Overall: +4.22020 Q2 · Overall: -0.52020 Q3 · Overall: +9.22020 Q4 · Overall: +12.62021 Q1 · Overall: +14.82021 Q2 · Overall: +14.62021 Q3 · Overall: +10.72021 Q4 · Overall: +11.12022 Q1 · Overall: +9.92022 Q2 · Overall: +4.82022 Q3 · Overall: +7.72022 Q4 · Overall: +7.92023 Q1 · Overall: +11.12023 Q2 · Overall: +7.02023 Q3 · Overall: +11.72023 Q4 · Overall: +7.02024 Q1 · Overall: +7.22024 Q2 · Overall: +10.92024 Q3 · Overall: +15.02024 Q4 · Overall: +11.32025 Q1 · Overall: +5.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-28-14+0+14+282016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q2 · CEO: +17.22016 Q3 · CEO: +18.02016 Q4 · CEO: +14.72017 Q1 · CEO: +9.42017 Q2 · CEO: +11.22017 Q3 · CEO: +20.42017 Q4 · CEO: +10.52018 Q1 · CEO: +17.12018 Q2 · CEO: +24.42018 Q3 · CEO: +23.92018 Q4 · CEO: +16.12019 Q1 · CEO: +18.42019 Q2 · CEO: +11.32019 Q3 · CEO: +14.52019 Q4 · CEO: +16.92020 Q1 · CEO: +11.72020 Q2 · CEO: +1.32020 Q3 · CEO: +14.52020 Q4 · CEO: +11.32021 Q1 · CEO: +18.62021 Q2 · CEO: +17.32021 Q3 · CEO: +17.22021 Q4 · CEO: +11.52022 Q1 · CEO: +12.72022 Q2 · CEO: +8.52022 Q3 · CEO: +10.22022 Q4 · CEO: +13.52023 Q1 · CEO: +18.22023 Q2 · CEO: +8.52023 Q3 · CEO: +18.22023 Q4 · CEO: +13.12024 Q1 · CEO: +12.42024 Q2 · CEO: +11.72024 Q3 · CEO: +16.32024 Q4 · CEO: +17.62025 Q1 · CEO: +14.42016 Q2 · CFO: +12.02016 Q3 · CFO: +12.22016 Q4 · CFO: +7.52017 Q1 · CFO: +1.72017 Q2 · CFO: -0.72017 Q3 · CFO: +9.72017 Q4 · CFO: +10.02018 Q1 · CFO: +14.72018 Q2 · CFO: +14.22018 Q3 · CFO: +15.92018 Q4 · CFO: +3.92019 Q1 · CFO: +15.42019 Q2 · CFO: +16.12019 Q3 · CFO: +11.12019 Q4 · CFO: +16.92020 Q1 · CFO: -1.52020 Q2 · CFO: +0.62020 Q3 · CFO: +8.52020 Q4 · CFO: +20.82021 Q1 · CFO: +19.12021 Q2 · CFO: +20.92021 Q3 · CFO: +12.02021 Q4 · CFO: +17.12022 Q1 · CFO: +16.72022 Q2 · CFO: +6.12022 Q3 · CFO: +11.92022 Q4 · CFO: +6.52023 Q1 · CFO: +12.62023 Q2 · CFO: +9.02023 Q3 · CFO: +5.72023 Q4 · CFO: +5.92024 Q1 · CFO: +12.52024 Q2 · CFO: +11.92024 Q3 · CFO: +22.32024 Q4 · CFO: +16.62025 Q1 · CFO: +4.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-16+0+16+312016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Prepared remarks: +17.02016 Q2 · Prepared remarks: +20.72016 Q3 · Prepared remarks: +23.42016 Q4 · Prepared remarks: +14.62017 Q1 · Prepared remarks: +9.62017 Q2 · Prepared remarks: +7.12017 Q3 · Prepared remarks: +19.52017 Q4 · Prepared remarks: +14.72018 Q1 · Prepared remarks: +17.82018 Q2 · Prepared remarks: +25.32018 Q3 · Prepared remarks: +26.02018 Q4 · Prepared remarks: +19.82019 Q1 · Prepared remarks: +21.72019 Q2 · Prepared remarks: +19.02019 Q3 · Prepared remarks: +16.92019 Q4 · Prepared remarks: +21.22020 Q1 · Prepared remarks: +11.42020 Q2 · Prepared remarks: +1.52020 Q3 · Prepared remarks: +16.52020 Q4 · Prepared remarks: +20.92021 Q1 · Prepared remarks: +27.22021 Q2 · Prepared remarks: +22.82021 Q3 · Prepared remarks: +18.12021 Q4 · Prepared remarks: +15.62022 Q1 · Prepared remarks: +19.22022 Q2 · Prepared remarks: +11.12022 Q3 · Prepared remarks: +17.92022 Q4 · Prepared remarks: +12.52023 Q1 · Prepared remarks: +20.32023 Q2 · Prepared remarks: +11.92023 Q3 · Prepared remarks: +15.62023 Q4 · Prepared remarks: +11.72024 Q1 · Prepared remarks: +16.92024 Q2 · Prepared remarks: +16.42024 Q3 · Prepared remarks: +23.92024 Q4 · Prepared remarks: +21.92025 Q1 · Prepared remarks: +12.72016 Q1 · Q&A responses: +7.22016 Q2 · Q&A responses: +9.62016 Q3 · Q&A responses: +8.72016 Q4 · Q&A responses: +8.02017 Q1 · Q&A responses: +2.72017 Q2 · Q&A responses: +3.82017 Q3 · Q&A responses: +11.62017 Q4 · Q&A responses: +4.02018 Q1 · Q&A responses: +12.42018 Q2 · Q&A responses: +12.52018 Q3 · Q&A responses: +10.02018 Q4 · Q&A responses: +7.12019 Q1 · Q&A responses: +10.32019 Q2 · Q&A responses: +3.52019 Q3 · Q&A responses: +5.72019 Q4 · Q&A responses: +9.42020 Q1 · Q&A responses: -1.72020 Q2 · Q&A responses: +1.02020 Q3 · Q&A responses: +6.02020 Q4 · Q&A responses: +11.52021 Q1 · Q&A responses: +11.42021 Q2 · Q&A responses: +15.72021 Q3 · Q&A responses: +7.72021 Q4 · Q&A responses: +10.12022 Q1 · Q&A responses: +7.22022 Q2 · Q&A responses: +2.72022 Q3 · Q&A responses: +2.82022 Q4 · Q&A responses: +5.12023 Q1 · Q&A responses: +4.52023 Q2 · Q&A responses: +1.32023 Q3 · Q&A responses: +8.92023 Q4 · Q&A responses: +7.32024 Q1 · Q&A responses: +2.62024 Q2 · Q&A responses: +8.92024 Q3 · Q&A responses: +4.82024 Q4 · Q&A responses: +8.82025 Q1 · Q&A responses: +4.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.12$1.67$2.232016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: $1.932016 Q2: $1.962016 Q3: $2.042016 Q4: $2.052017 Q1: $1.952017 Q2: $1.372017 Q3: $1.212017 Q4: $1.202018 Q1: $1.442018 Q2: $1.512018 Q3: $1.572018 Q4: $1.602019 Q1: $1.702019 Q2: $1.762019 Q3: $1.792019 Q4: $1.882020 Q1: $1.822020 Q2: $1.372020 Q3: $1.462020 Q4: $1.672021 Q1: $1.872021 Q2: $1.932021 Q3: $1.982021 Q4: $2.052022 Q1: $2.152022 Q2: $2.132022 Q3: $2.122022 Q4: $2.042023 Q1: $2.102023 Q2: $2.122023 Q3: $2.142023 Q4: $1.962024 Q1: $1.952024 Q2: $2.042024 Q3: $2.082024 Q4: $2.14

Forward P/E

4.028.8813.732016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: 8.892016 Q2: 9.582016 Q3: 10.472016 Q4: 11.652017 Q1: 11.642017 Q2: 12.192017 Q3: 10.962017 Q4: 11.952018 Q1: 13.062018 Q2: 10.482018 Q3: 10.622018 Q4: 8.212019 Q1: 9.142019 Q2: 8.342019 Q3: 8.252019 Q4: 8.462020 Q1: 4.692020 Q2: 7.332020 Q3: 6.502020 Q4: 7.272021 Q1: 8.582021 Q2: 8.062021 Q3: 6.952021 Q4: 7.232022 Q1: 7.802022 Q2: 6.612022 Q3: 6.152022 Q4: 7.922023 Q1: 6.612023 Q2: 7.922023 Q3: 7.842023 Q4: 8.452024 Q1: 9.202024 Q2: 10.712024 Q3: 8.802024 Q4: 9.61

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q3 tone ↑ +9.9 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2018 Q4 tone ↓ -4.0 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -4.0 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -4.0 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↓ -3.7 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-03-06+5.5——View →
2024 Q42024-12-05+11.3$2.149.6View →
2024 Q32024-09-04+15.0$2.088.8View →
2024 Q22024-06-04+10.9$2.0410.7View →
2024 Q12024-02-29+7.2$1.959.2View →
2023 Q42023-11-28+7.0$1.968.4View →
2023 Q32023-08-29+11.7$2.147.8View →
2023 Q22023-05-30+7.0$2.127.9View →