About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

Contact Cabling Installation & Maintenance

Editorial

Patrick McLaughlin

Serena Aburahma

Advertising and Sponsorship Sales

Peter Fretty - Vice President, Market Leader

Tim Carli - Business Development Manager

Brayden Hudspeth - Sales Development Representative

Subscriptions and Memberships

Subscribe to our newsletters and manage your subscriptions

Feedback/Problems

Send a message to our general in-box

 

Hewlett Packard Enterprises: 4 Reasons to Get In Now on the Stock

Computer printed circuit board or PCB with Hewlett-Packard Company HP logo. Conceptual editorial 3D rendering — Stock Editorial Photography

Hewlett Packard Enterprise Co. (NYSE: HPE) is a global technology company focused on providing edge-to-cloud solutions for businesses and organizations to accelerate their digital transformation and better manage their IT infrastructure.

The company sells enterprise solutions, including servers, storage, and networking, which are also critical components of artificial intelligence (AI) deployment. Like many late bloomers in the computer and technology sector, Hewlett Packard is starting to see an acceleration in its AI business. Here are four reasons why now may be the time to get into the stock.

1) The AI Business Is Gaining Momentum with More Acceleration to Follow

Hewlett Packard reported Q3 2024 EPS of 50 cents, which beat analyst estimates by 3 cents as revenue rose 10.7%  YoY to $7.71 billion, which also beat consensus estimates for $7.67 billion. This was its first double-digit revenue growth quarter since its first quarter of 2023. Taking a look under the hood, it's apparent that its AI business is revving up. Its server business saw 35% YoY growth to $4.3 billion with a 10.8% profit margin, up from 10.1% last year. AI systems business surged 40% sequentially and now accounts for 30% of its total server business.

Hewlett Packard received strong early customer response to its Private Cloud AI offering integrated with NVIDIA Co. (NASDAQ: NVDA) software, which it expects to supercharge enterprise AI adoption as it can reduce up to 75% of deployment time and costs. Hewlett Packard’s CEO Antonio Neri said in a CNBC interview that AI is more revolutionary than the internet itself.

2) The Enterprise Business Is Recovering From Normalization

Hewlett Packard's traditional server business is experiencing recovery as demand and revenue improve sequentially. While the pandemic surged its business during the reopening, the normalization of surplus inventory has been a slow process nearing conclusion. Networking is seeing recovery with growth in WLAN, data center networking, and switching, as well as sustained growth in services and security. While some clients remain cautious and are still only prioritizing mission-critical projects, enterprise demand is improving primarily in North America, followed by Asia Pacific, Japan, and India. Lagging geographies include Europe due to geopolitical and macroeconomic factors and the Middle East.

Overall, the server business experienced margin expansion. During its first AI Day event, the company unveiled its new data center solutions, including its fan-less direct liquid cooling systems and new AI server powered by Applied Micro Devices Inc. (NASDAQ: AMD) AI chip.  The new fan-less design is estimated to help reduce data center cooling costs by 90%. The cooling tubes cool down every piece of hardware on the server rack, including the processors, server blades, storage devices, and network fabric. Gen AI deployment will boost productivity and operating margins as AI bots handle helpdesk tasks and provide software development assistance.

3) Valuation Is Still Relatively Cheap Compared to Peers

HPE stock trades at 12.48x forward earnings and offers a 2.51% annual dividend yield. Compared to Dell Technologies Inc. (NYSE: DELL), with a forward PE of 18.49, and Super Micro Computer Inc. (NASDAQ: SMCI) forward PE of 16.77, the valuation is relatively cheap. HPE's consensus analyst price target is $21.36, with its highest price target at $26.00.

While the company closed out July 2024 with $3.1 billion in cash, it received an 80% boost since then. Hewlett Packard sold a chunk of its equity stake in H3C Technologies to Unisplendour International Technology Limited for $2.1 billion in cash, which will be reflected in its Q4 2024 earnings report.

4) The Juniper Networks Acquisition Should Close in the Next 2-3 Quarters

Hewlett Packard announced the acquisition of networking leader Juniper Networks Inc. (NYSE: JNPR) for $14 billion at the beginning of 2024. The deal is expected to close at the end of the calendar year 2024 or early 2025. The acquisition adds a supercharged jolt to its high-margin networking portfolio.

Networking is a critical element of AI deployment in data centers, and the acquisition will provide even stronger offerings for its data center clients. The acquisition helps materialize its full edge-to-cloud vision. It enables Hewlett Packard to gain control of a fully integrated network IP stack from the underlying hardware to software and security layers, a complete one-stop solution.  

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.