慧與的第三季度財(cái)報(bào)令華爾街普大喜奔,，由于成績(jī)好于預(yù)期,，慧與的股價(jià)在盤(pán)后交易中上漲了5個(gè)百分點(diǎn),。

摩爾戰(zhàn)略見(jiàn)解公司創(chuàng)始人、分析師帕特里克·摩爾海德指出,，慧與在網(wǎng)絡(luò)、存儲(chǔ)和金融服務(wù)方面實(shí)現(xiàn)了兩位數(shù)的增長(zhǎng)率,，在他看來(lái)，這里都是“非常積極的跡象”,。另一方面，他也對(duì)服務(wù)器業(yè)務(wù)收益超過(guò)1%的下滑表示了擔(dān)憂(yōu),。

下面我們回顧一下上上周二晚的慧與收益電話(huà)會(huì)議，看看能在其中找到哪些線(xiàn)索,。

1、惠特曼不走了

Uber上星期任命了達(dá)拉·科斯羅薩西作為公司新任CEO,。或許關(guān)于梅格·惠特曼將跳槽至Uber的傳聞也可以就此塵埃落定了,。在此次收益電話(huà)會(huì)議上，針對(duì)各種相關(guān)傳言,，惠特曼也重申了自己對(duì)慧與的忠誠(chéng)。

“我是在Uber物色新任CEO的最后階段才接到電話(huà)的,。我想說(shuō),，Uber的業(yè)務(wù)模式很有意思,，在某種程度上跟eBay很像,，因?yàn)樗幸粋€(gè)司機(jī)社區(qū),，就像eBay有一個(gè)賣(mài)家社區(qū)一樣,。”惠特曼本人既是Uber的投資者,，之前也曾擔(dān)任過(guò)eBay的CEO,。

不過(guò)之前惠特曼曾公開(kāi)表示，自己對(duì)跳槽過(guò)程Uber沒(méi)有興趣,。在此次收益電話(huà)會(huì)議上，惠特曼再度表示會(huì)將精力集中在慧與上,。“我已經(jīng)將人生中的六年奉獻(xiàn)給了這家公司,，況且這里還有更多工作要做,。我哪兒也不會(huì)去,?！?/p>

2,、Aruba成收益增長(zhǎng)龍頭

2015年，就在惠普拆分成兩家公司之前,，惠普以30億美元收購(gòu)了網(wǎng)絡(luò)設(shè)備制造商Aruba。拆分之后的慧與繼承了Aruba的業(yè)務(wù),，而Aruba也繼續(xù)成為慧與全線(xiàn)業(yè)務(wù)中的亮點(diǎn),。本季度,，慧與的網(wǎng)絡(luò)業(yè)務(wù)營(yíng)收入總體上漲16%,，而其中Aruba的營(yíng)收入較上年同期增長(zhǎng)了32%,，使其成為慧與網(wǎng)絡(luò)業(yè)務(wù)中最耀眼的明星,。

Aruba的網(wǎng)絡(luò)設(shè)備據(jù)說(shuō)可以提供安全的無(wú)線(xiàn)網(wǎng)絡(luò)連接。隨著世界進(jìn)入物聯(lián)網(wǎng)時(shí)代,，這一點(diǎn)也變得越發(fā)重要，因?yàn)槿蚋鞯財(cái)?shù)以?xún)|計(jì)的設(shè)備都需要安全的無(wú)線(xiàn)網(wǎng)絡(luò)連接來(lái)進(jìn)行互聯(lián),，或是聯(lián)入一個(gè)中心化的數(shù)據(jù)聚合點(diǎn)。而據(jù)摩爾海德稱(chēng),，Aruba在這方面做得相當(dāng)不錯(cuò)。

3,、慧與仍未明確低端服務(wù)器戰(zhàn)略

今年第一,、第二季度，惠特曼曾表示,，公司將評(píng)估是否將留在低端服務(wù)器市場(chǎng)，這些低端服務(wù)器的買(mǎi)主主要是大型的云計(jì)算公司,，那些公司一般大量采購(gòu)廉價(jià)服務(wù)器，但價(jià)格極低,，留給慧與的利潤(rùn)也極為單薄,。

在此次會(huì)議上，惠特曼也強(qiáng)調(diào)了向微軟等“一線(xiàn)”品牌銷(xiāo)售Cloudline云服務(wù)器的難度,。

“這項(xiàng)業(yè)務(wù)是很有難度的，而且沒(méi)有多少利潤(rùn),。所以我們需要為Cloudline服務(wù)器的長(zhǎng)期發(fā)展找到答案,?！彼赋觥?/p>

惠特曼仍未最終決定是否留在低端商業(yè)服務(wù)器業(yè)務(wù)中,，不過(guò)她承諾，公司將在10月前的分析師會(huì)議前做出決定,。

4、存儲(chǔ)也是亮點(diǎn)業(yè)務(wù)

慧與的總體全閃存業(yè)務(wù)較上年同期增長(zhǎng)了32%,。這在相當(dāng)程度上要?dú)w功于慧與今年三月收購(gòu)的Nimble Storage公司。閃存又叫固態(tài)存儲(chǔ)技術(shù),，它比傳統(tǒng)磁盤(pán)存儲(chǔ)器速度更快，但價(jià)格也更高,。據(jù)惠特曼估計(jì),，目前只有10%的企業(yè)數(shù)據(jù)中心遷移到了全閃存上,，所以這個(gè)領(lǐng)域還有銷(xiāo)量增長(zhǎng)的空間。不過(guò)同時(shí)慧與也面臨著戴爾科技的EMC部門(mén),、NetApp公司以及Pure Storage等年輕閃存企業(yè)的競(jìng)爭(zhēng)。

另一方面,，慧與的3Par中端存儲(chǔ)系統(tǒng)的銷(xiāo)量較上年同期下降了9%。這也表明各個(gè)細(xì)分市場(chǎng)對(duì)存儲(chǔ)設(shè)備的需求差異,。

5、慧與將幫助企業(yè)選擇正確的IT發(fā)展途徑

惠特曼曾反復(fù)表示,，慧與的宗旨是幫助企業(yè)用戶(hù)部署最合理的IT技術(shù)，不管是在企業(yè)的內(nèi)部服務(wù)器上部署，還是在微軟Azure（Azure也是慧與最青睞的公有云合作伙伴）這種公有云服務(wù)上部署，或者是這兩種選擇的某種組合模式,。正是在這一戰(zhàn)略的指導(dǎo)下，慧與于本周二收購(gòu)了Cloud Technology Partners公司,。不過(guò)關(guān)于此次收購(gòu)的細(xì)節(jié)尚未被批露。

CTP可以幫助企業(yè)明確他們的應(yīng)用和數(shù)據(jù)應(yīng)該存放在哪里,。惠特曼表示：“我們的戰(zhàn)略的一個(gè)核心部分是要讓IT變得更簡(jiǎn)單,，而CTP能在這方面起到幫助,?！保ㄘ?cái)富中文網(wǎng)）

譯者：賈政景

Wall Street liked what it saw in Hewlett-Packard Enterprise's third-quarter earnings, sending HPE shares up more than 5% in after-hours trading based on better-than-expected results.

Analyst Patrick Moorhead, founder of Moor Strategies & Insights, commended HPE on achieving double-digit growth in networking, storage, and financial services. Those are all "very positive signs" in his view. On the flip side he expressed concern over a 1% decline in server revenue.

Here are a few key threads from the HP Enterprise's earnings call on Tuesday night.

1: Whitman is staying put

Uber named Dara Khosrowshahi as its new CEO last week, so you might think questions about whether HPE chief executive Meg Whitman wanted that job would fade away. But you would be wrong. On the call, Whitman was asked about her commitment to HP Enterprise amid reports that she had been a candidate for the Uber position.

"I was called in very late in the Uber search, and I said it was an interesting business model—very similar to eBay in some ways in that it has a community of drivers while eBay has a community of sellers," said Whitman, an investor in Uber who was also previously eBay's CEO.

But Whitman, who previously denied interest in the Uber post, again stated that she remains focused on HPE. "I've dedicated the last six years of my life to this company and there is more work to do here," she said. "I am actually not going anywhere."

2: Aruba is the gift that keeps on giving

In 2015, just before splitting into two companies, HP acquired networking gear maker Aruba for $3 billion. One of its spawn, HPE(hpe), ended up owning Aruba, which continues to be a bright spot. For the quarter, Aruba revenue rose 32% year-over year making it the star of HPE's overall networking lineup that saw overall revenue rise 16%.

Aruba's gear claims to offer secure wireless connections, a key consideration in the Internet of Things era where millions of devices scattered worldwide require secure wireless connections to each other or to a more central data aggregation point. Aruba does great in this realm, Moorhead said.

3: HPE is still figuring out what to do in low-end servers

For the first and second quarters this year, Whitman said the company will evaluate whether it should be in the business of selling inexpensive servers to large cloud computing companies. Those companies tend to buy cheap servers by the boatload, but at a very low price which means extremely thin profit to HPE.

Selling Cloudline servers to major "tier one" customers like Microsoft is a tough business, Whitman reiterated on the call, referring to HPE's brand of servers in this category.

"There is a headwind there. This is a lumpy business without much profit, so we need to figure out the long-term answer on Cloudline," she noted.

Whitman still hasn't made a decision about whether to stay in the commodity server business, but she promised that the answer would come before the company's analyst meeting, which is usually in October.

4: Storage was (mostly) a bright spot

Overall HPE sales of all-flash storage rose 32% year over year, led by Nimble Storage, a company HPE acquired in March.. Flash, or solid-state storage, is faster but more expensive than traditional disk storage. Whitman estimated that only 10% of corporate data centers have moved to all-flash, so there's room to increase sales in that category. But there's also plenty of competition from traditional rivals like Dell Technologies' EMC unit and NetApp (ntap) as well as younger flash pioneers like Pure Storage (pstg).

On a more sobering note, sales of 3Par mid-range storage systems fell 9% year-over-year in the quarter, showing that demand for storage varies by category.

5: HPE will help businesses pick the right IT path

Whitman has said repeatedly that HPE is all about helping business customers deploy their IT where it makes most sense, whether that is in their internal server rooms, in a public cloud like Microsoft Azure (HPE's preferred public cloud partner, Whitman stressed), or in some combination of the two. That strategy drove HPE's acquisition of Cloud Technology Partners, announced earlier Tuesday. Terms of that deal were not disclosed.

CTP helps customers figure out where their applications and data should reside. "A core part of our strategy is to make IT simple, and CTP helps with that," Whitman said.