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HP UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Recent performance and financial highlights
Achieved 4% total growth and 8% growth in personal systems, driven by office and consumer premium segments.
Over 30% of shipments are now AI PCs, with expectations to reach 40-50% penetration this fiscal year and over 70% by FY 2028.
Delivered $2.9 billion in free cash flow and returned $1.9 billion to shareholders, with a 10th consecutive annual dividend increase.
Completed the three-year Future Ready program, achieving $2.2 billion in annualized cost savings, exceeding initial targets.
Announced guidance for the next fiscal year, factoring in headwinds from increased memory costs.
Strategic initiatives and cost management
Announced a new cost savings initiative targeting $1 billion in gross annualized run-rate savings over the next three years, with $300 million expected this fiscal year.
Long-term supply agreements for memory components span one to two years, with ongoing efforts to qualify new suppliers.
Memory cost headwinds are being managed through supplier relationships, inventory strategies, and product reconfiguration.
Tariff costs are being absorbed, with $700 million expected this fiscal year, and memory costs viewed as a temporary headwind.
Market trends and product outlook
Windows 11 refresh cycle is about 60% complete, with further upgrades expected from SMBs and international markets.
AI PCs command higher prices and are expected to drive a richer product mix and margin improvement.
Lower-end consumer PC market remains price sensitive, potentially delaying upgrades and extending the replacement cycle.
Memory cost increases primarily impact PCs, not peripherals or printing.
Quantify AI PC's pricing uplift impact
Most impactful memory cost offset strategy?
New savings program's strategic focus?
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Frequently asked questions
Computers & Printers
Hewlett-Packard, universally known as HP, is an iconic name in the global tech landscape. HP is an American company and was founded in a Palo Alto garage in 1939 by Stanford graduates, Bill Hewlett and Dave Packard. HP's expansive portfolio encompasses computing, printing, and digital technology, with a consistent emphasis on mixing technological innovation with user-centric design. As a testament to its pioneering spirit, the brand remains at the forefront of technological evolution, consistently reshaping the way individuals and businesses interact with the digital world.
Born in a Garage
HP's origin traces back to 1939 when Stanford University graduates, Bill Hewlett, and Dave Packard, initiated a venture from a garage with a mere investment of just a couple of hundred dollars. They called the company Hewlett-Packard (HP for short), and their first noteworthy product was an audio oscillator, with Walt Disney Studios being one of their initial clients, acquiring multiple oscillators for the movie "Fantasia". Over the years, HP expanded its product line and reach, continually establishing itself as a reputable name in the electronic and tech spheres. In 2015, Hewlett-Packard was renamed to HP Inc. In conjunction with this, the company spun off its enterprise business as well as renamed it Hewlett Packard Enterprise.
Computer Experts
HP's offerings of computers are segmented into different categories to serve various market segments. For personal users, the HP Pavilion and HP Envy lines bring together modern design and robust performance, ideal for everyday tasks. For professionals demanding high-performance systems, the HP ZBook and HP EliteBook series offers powerful computing solutions, often fortified with enhanced security features. Gaming enthusiasts are catered to by the HP Omen line, which is packed with high-end specs for an immersive experience. Moreover, their HP Chromebooks provide lightweight, cloud-based computing, suitable for students and consumers with a lower budget. The HP of today is a major player in the computer manufacturing industry and competes with companies such as Microsoft, Dell, Apple, and several other large manufacturers.
Not Just Computers
Parallel to their work in computer manufacturing, HP has maintained a significant presence in the world of printing. The introduction of the HP LaserJet series in the 1980s introduced a new dimension of efficiency and quality to both office and home printing. Over time, the company diversified its printer portfolio, introducing products like the DeskJet series for home users and multifunctional printers that combined scanning, copying, and faxing capabilities. Even if computers remain the main focus for HP, their printers are still an important part of their business operations.
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