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Are two HPs better than one? | #HPEDiscover
On November 1, HP officially split into two separate companies: Hewlett Packard Enterprise Co. (HPE) and HP, Inc.
“I had been saying presplit that HP had to shrink to grow, and that’s exactly what’s happening,” said Dave Vellante, cohost of theCUBE, from the SiliconANGLE Media team, during the kickoff to HPE Discover 2015 in London. “Now [CEO] Meg Whitman is focused on growing the top line.”
Vellante sees HP, Inc., which encompasses the trusted printers, ink and PCs, as the more stable of the two companies, while HPE is the “potential growth engine.”
HP has some work to do
But HP has some work to do to ensure continued growth. “Do they have the management to go to the next level?” Furrier asked.
“They will have to do some strategic M&A [mergers and acquisitions] to get back in the game,” Furrier said. “They are weak in collaboration but strong in the hybrid cloud and datacenter businesses. Security is also a potential opportunity for HP.”
Watch the full interview below, and be sure to check out more of SiliconANGLE and theCUBE’s coverage of HPE Discover 2015 — London. And join in on the conversation by CrowdChatting live with theCUBE hosts during the event.
Photo by SiliconANGLE
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About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
