HP Announces Fiscal 2016 Financial Outlook for Hewlett Packard Enterprise - Seite 3

"These restructuring activities will enable a more competitive, sustainable cost structure for the new Hewlett Packard Enterprise," said Whitman. "We've done a significant amount of work over the past few years to take costs out and simplify processes and these final actions will eliminate the need for any future corporate restructuring."

Cloud Strategy Update

Whitman provided an overview of Hewlett Packard Enterprise's cloud strategy, and how the company is uniquely positioned to help customers migrate more of their applications and services to a hybrid cloud environment. 

HPE Helion ensures that customers' applications are deployed to the right IT environment -- based on business requirements like security levels, service availability and regulatory compliance -- making it easier to build, manage and consume workloads in a hybrid IT environment.

Hewlett Packard Enterprise's hybrid infrastructure strategy is consistent with market data that shows that a combination of traditional IT and private clouds will dominate the market for the foreseeable future. Nearly 90% of IT spend over the next three years will be in traditional IT and private cloud.

The company expects cloud revenue in fiscal 2015 to be approximately $3 billion, growing over 20% annually for the next several years. This estimate includes revenue from our enterprise group, software and enterprise services segments which support customers' cloud build and consume.

Business Updates
Over the course of the day, the future Hewlett Packard Enterprise management team provided updates on business segments, including:

Enterprise Services

• Mike Nefkens, Executive Vice President and General Manager of Enterprise Services ("ES"), gave an overview of the progress ES has made over the past three years and the opportunity ahead. ES, which will be critical to Hewlett Packard Enterprise's solution-based approach, is delivering accelerated profit growth and revenue stabilization in constant currency
• The cost reduction program, including the $2 billion restructuring program, is driving operating profit improvement and will result in a long-term, sustainable, market competitive cost structure with a 7-9% operating margin by fiscal 2018.
• Given the importance of Enterprise Services to the overall turnaround strategy, HP provided an outlook for ES for fiscal 2016. Revenue is expected to be flat to down 2% year-over-year in constant currency, however, with continued focus on cost management and operational improvements, operating margin is expected to further improve to be in the range of 6-7% for fiscal 2016. 
• Approximately 37% of Hewlett Packard Enterprise's revenue will come from ES.

Software