HPE, Oracle, and Adobe Earnings Coming Next Week
Quick Read
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HP Enterprise (HPE) down 12% to $21.13 despite 150% Networking growth, net income fell to $305M from $1.37B; Oracle (ORCL) down 21% to $152.96, 68% IaaS growth, $523B backlog; Adobe (ADBE) down 19% to $283.62, $10.03B cash flow.
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Earnings reports next week test whether HP Enterprise’s Juniper integration works, Oracle’s cloud revenue matches its backlog, and Adobe’s AI features drive growth.
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It's a packed week for tech earnings, and three companies are coming in with very different stories to tell.
HPE: The Juniper Bet Gets Its First Real Test
Hewlett Packard Enterprise (NYSE:HPE) reports Monday after the market closes, and the headline question is simple: is the Juniper Networks acquisition actually working?
HPE's most recent quarter showed 150% Networking revenue growth tied directly to the Juniper deal, but net income collapsed to $305 million from $1.37 billion a year earlier, weighed down by integration costs and a $1.621 billion goodwill impairment charge in its Hybrid Cloud segment. For Q1 FY2026, HPE has guided for revenue of $9.0 billion to $9.4 billion.
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The stock is down about 12% year to date, sitting at $21.13 against an analyst target of $26.01. Prediction markets on Polymarket are pricing in an 87% probability that HPE beats earnings, which is notable given the mixed fundamental picture.
Oracle: Revenue Execution Is Everything
Oracle (NYSE:ORCL) reports Tuesday after the close, and the market is still processing what happened last quarter. Oracle beat EPS estimates by a wide margin but missed revenue expectations, and the stock sold off sharply on elevated capex concerns.
The underlying business momentum is genuinely impressive. IaaS revenue grew 68% year over year, multicloud database revenue surged, and Oracle's remaining performance obligations hit $523 billion as hyperscalers and AI companies pile into commitments. Prediction markets give Oracle a 78.5% probability of beating earnings, with multicloud and OpenAI partnership discussions nearly certain to dominate the call. Oracle is down about 21% year to date at $152.96, well below the analyst consensus target of $257.29.
Adobe: The AI Monetization Story
Adobe (NASDAQ:ADBE) closes the week out Thursday after the close. Last quarter was strong across the board, with record operating cash flow of $10.03 billion for FY2025 and AI-influenced ARR surpassing $5 billion. For Q1 FY2026, Adobe guided for revenue of $6.25 billion to $6.30 billion.
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