Ericsson vs Hewlett Packard Enterprise

Ericsson and Hewlett Packard Enterprise are presented here in a neutral comparison. This page examines their business models, financial performance, and market context to help readers understand how each company positions itself. Educational content, not financial advice.

Ericsson and Hewlett Packard Enterprise are presented here in a neutral comparison. This page examines their business models, financial performance, and market context to help readers understand how e...

Comparison Snapshot

Key Financial Metrics

ERIC

Metric

HPE

$31.67B

Market Cap

$27.21B

-9.41%

Potential Profit

22.61%

Hold

Analyst Rating

Buy

Why It's Moving

Ericsson Stock Trades Sideways as Investors Await Key Q4 Earnings Next Week

Recent trading sessions saw ERIC dip to $9.34 on January 16 before stabilizing near $9.42, signaling investor caution ahead of earnings.
Q4 estimates call for EPS of $0.210 and revenue of 6.525B SEK, with the market eyeing potential beats like Q3's 22% EPS surprise.
Telecom peers remain upbeat on 5G and networking demand, buoying Ericsson's 3-month gain of over 16% despite weekly flatness.

Sentiment:

⚖️Neutral

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

Hacker offers HPE's alleged source code for products like Zerto and iLO, plus private GitHub repos and Docker builds on a cybercrime forum.
HPE activated cyber response protocols, disabled credentials, and confirmed no business disruption or evidence of customer info exposure.
Claims echo past incidents targeting tech giants, prompting experts to urge HPE users to monitor for vulnerabilities and apply patches.

Sentiment:

🐻Bearish

Ericsson Stock Trades Sideways as Investors Await Key Q4 Earnings Next Week

Recent trading sessions saw ERIC dip to $9.34 on January 16 before stabilizing near $9.42, signaling investor caution ahead of earnings.
Q4 estimates call for EPS of $0.210 and revenue of 6.525B SEK, with the market eyeing potential beats like Q3's 22% EPS surprise.
Telecom peers remain upbeat on 5G and networking demand, buoying Ericsson's 3-month gain of over 16% despite weekly flatness.

Sentiment:

⚖️Neutral

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

Hacker offers HPE's alleged source code for products like Zerto and iLO, plus private GitHub repos and Docker builds on a cybercrime forum.
HPE activated cyber response protocols, disabled credentials, and confirmed no business disruption or evidence of customer info exposure.
Claims echo past incidents targeting tech giants, prompting experts to urge HPE users to monitor for vulnerabilities and apply patches.

Sentiment:

🐻Bearish

Investment Analysis

Ericsson

ERIC

Pros

Ericsson is a global leader in telecommunications with a broad geographic presence including Europe, North America, Asia, and Latin America, supporting resilience and growth.
The company has strong revenue generation with over $23 billion in 2024 and a positive net income, reflecting profitability and operational efficiency.
Ericsson is well-positioned in the 5G and network virtualization markets, driving digital transformation with advanced hardware, software, and managed services.

Considerations

Ericsson faces significant competition in the telecom infrastructure market, requiring continuous innovation and investment to maintain market share.
The company operates in a highly cyclical and capital-intensive industry subject to regulatory risks and geopolitical tensions in key regions.
Despite recent profitability, Ericsson's EBIT margins have shown variability, indicating potential operational execution risks and cost pressures.

Hewlett Packard Enterprise

HPE

Pros

Hewlett Packard Enterprise has an enterprise value around $51 billion, indicating a large scale and significant market presence in IT infrastructure and services.
The company benefits from a focus on hybrid cloud, edge computing and services, which are growing segments in enterprise IT spending.
Strategic partnerships like the joint validation lab with Ericsson for multi-vendor 5G solutions signal HPE’s engagement in emerging technology platforms.

Considerations

HPE faces intense competition in IT hardware and cloud services, pressuring margins and requiring ongoing innovation and differentiation.
The company's exposure to cyclical IT spending and macroeconomic uncertainty could affect revenue and profitability volatility.
HPE’s transition towards software and services business segments poses execution challenges while maintaining traditional hardware sales.

About The Companies

Ericsson (ERIC)

Telefonaktiebolaget LM Ericsson (ERIC) is a global supplier of network infrastructure, software and services for telecom operators, with a market cap of about $32.42B. The company is a major vendor for 4G and 5G radio access networks, core network software, managed services and licensing. Investors should note Ericsson’s mix of equipment sales and growing higher-margin software and services revenue, its broad geographic exposure to Europe, Asia and the Americas, and its reliance on operator capital expenditure cycles. Key opportunities include continued 5G rollouts, cloud-native network transformations and software monetisation; key risks include intense competition (notably from Nokia and regional suppliers), cyclical demand, regulatory and geopolitical pressures, and execution on margin improvement. Financial health, cash flow generation and order backlog are useful evaluation points. This is general educational information, not personal investment advice — suitability depends on individual circumstances and returns are not guaranteed.

Hewlett Packard Enterprise (HPE)

Hewlett Packard Enterprise (HPE) is an enterprise technology company focused on servers, storage, networking, edge computing and hybrid cloud software and services. Investors should know HPE is transitioning revenue toward recurring software and as-a-service offerings while still deriving substantial sales from hardware and integrated solutions for large businesses and public-sector customers. This mix can offer more predictable income over time but depends on successful execution and customer adoption. HPE faces competition from large cloud providers and other hardware vendors, and its results remain sensitive to corporate IT spending cycles and macroeconomic conditions. With a market capitalisation of about $30.70bn, HPE may suit investors looking for exposure to enterprise IT transformation, but outcomes can vary and past performance is not indicative of future returns. This is general information only—not personalised advice—and investors should assess risk tolerance and diversify accordingly.

Ericsson (ERIC) Next Earnings Date

Ericsson (ERIC) is scheduled to report its Q4 2025 earnings on January 23, 2026, before market open at 3:00 AM ET. Analysts are forecasting earnings per share of $0.23 and revenue of approximately $7.16 billion for the quarter. This earnings announcement will be released just four days from today, providing investors with the company's financial performance for the final quarter of 2025.

Hewlett Packard Enterprise (HPE) Next Earnings Date

Hewlett Packard Enterprise's next earnings report is scheduled for March 5, 2026, covering the Q1 2026 quarter. This follows the most recent Q4 2025 release on December 4, 2025, aligning with the company's historical early March pattern for fiscal first-quarter results. Investors should monitor for any official confirmation from the company.

Ericsson (ERIC) Next Earnings Date

Ericsson (ERIC) is scheduled to report its Q4 2025 earnings on January 23, 2026, before market open at 3:00 AM ET. Analysts are forecasting earnings per share of $0.23 and revenue of approximately $7.16 billion for the quarter. This earnings announcement will be released just four days from today, providing investors with the company's financial performance for the final quarter of 2025.

Hewlett Packard Enterprise (HPE) Next Earnings Date

Hewlett Packard Enterprise's next earnings report is scheduled for March 5, 2026, covering the Q1 2026 quarter. This follows the most recent Q4 2025 release on December 4, 2025, aligning with the company's historical early March pattern for fiscal first-quarter results. Investors should monitor for any official confirmation from the company.

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Comparison Snapshot

Why It's Moving

Ericsson Stock Trades Sideways as Investors Await Key Q4 Earnings Next Week

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

Ericsson Stock Trades Sideways as Investors Await Key Q4 Earnings Next Week

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors