
Network protection: As networking and security converge, Rahim said HPE continues to embed security throughout the network by combining SASE, network access control, firewalls, identity-based policy enforcement, and AI-powered operations. HPE’s security revenue is expected to grow at a high-single-digit percent CAGR through fiscal 2029.
Partners: On Nov. 1, HPE will converge the Juniper and Aruba programs under one unified partner program, HPE Partner Ready Vantage. “Partners drive most of our networking business, and this milestone will enable all 60,000 HPE partners to sell the full networking portfolio through one unified partner program. Before the acquisition, only around 10% of HPE Aruba Networking and Juniper partners overlapped, and so this creates a significant cross-selling opportunity as we bring the combined HPE Networking portfolio to a much broader set of sellers and customers.”
Service growth: “Today, services represent about one-third of our HPE Networking business. Services deepen customer relationships, add higher margin recurring revenue, and improve the quality of our products driving durable earnings,” Rahim said. HPE sees an opportunity to bring that business model and the culture to Aruba across a much larger installed base. “So, by fiscal 2028, we expect to increase services attach rates by five percentage points, supporting both recurring revenue growth and margin expansion,” Rahim said.





















