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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wamsi Mohan | Bank of America | 16 questions · 31% challenging |
| Erik Woodring | Morgan Stanley | 10 questions · 20% challenging |
| Amit Daryanani | Evercore ISI | 8 questions · 0% challenging |
| Samik Chatterjee | JPMorgan | 8 questions · 0% challenging |
| Mike Ng | Goldman Sachs | 7 questions · 0% challenging |
| Krish Sankar | TD Cowen | 6 questions · 0% challenging |
| Alek Valero | Loop Capital | 6 questions · 0% challenging |
| Dave Vogt | UBS | 6 questions · 0% challenging |
| Brian Luke | UBS | 6 questions · 0% challenging |
| Asiya Merchant | Citigroup | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 3 analysts | 16 questions · 25% challenging |
| Bank of America | 1 analyst | 16 questions · 31% challenging |
| Evercore ISI | 2 analysts | 13 questions · 0% challenging |
| JPMorgan | 2 analysts | 12 questions · 8% challenging |
| UBS | 2 analysts | 12 questions · 0% challenging |
| Loop Capital | 2 analysts | 11 questions · 0% challenging |
| Goldman Sachs | 2 analysts | 11 questions · 0% challenging |
| Citigroup | 2 analysts | 10 questions · 0% challenging |
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HP INC. delivered 9% revenue growth driven by a 13% surge in Personal Systems, with AIPC shipment mix climbing from 35% to 44%, while Print revenue remained flat in a competitive market. Non-GAAP EPS of $0.86 rose over 20% year-over-year, aided by disciplined pricing, favorable mix toward premium categories, and lower financing costs, though GAAP operating income declined 6% due to voluntary early retirement restructuring charges. Management narrowed full-year EPS guidance to $2.90-$3.10 from $2.90-$3.20, reflecting confidence in cost mitigation progress but acknowledging rising memory, storage, and oil-related input costs through the back half, with Q4 PS margins expected to trough. The Windows 11 refresh cycle with roughly 30% of the installed base remaining and growing enterprise demand for AI at the edge provide near-term tailwinds, though unit TAM is expected to decline high teens in the second half of calendar 2026.
Margin | Demand | Cost Pressure | Pricing | Cloud & AI | Competitive Dynamics | Supply Chain | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 1 | 4 | 4 | 3 | 3 | 3 |
| 2025Q1 | 2 | 5 | 1 | 2 | 5 | 4 | 1 | 4 |
| 2025Q2 | 6 | 4 | 1 | 5 | 3 | 1 | 4 | 2 |
| 2025Q3 | 5 | 6 | 3 | 2 | 5 | |||
| 2025Q4 | 4 | 3 | 7 | 3 | 4 | 1 | 2 | 3 |
| 2026Q1 | 6 | 5 | 9 | 4 | 2 | 3 | 3 | |
| 2026Q2 | 6 | 5 | 8 | 3 | 2 | 1 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 4 | 2 | 6 | 5 | 4 | 6 | 6 |
| Demand | 4 | 5 | 4 | 6 | 3 | 5 | 5 |
| Cost Pressure | 1 | 1 | 1 | 7 | 9 | 8 | |
| Pricing | 4 | 2 | 5 | 3 | 3 | 4 | 3 |
| Cloud & AI | 4 | 5 | 3 | 2 | 4 | 2 | |
| Competitive Dynamics | 3 | 4 | 1 | 5 | 1 | 2 | 1 |
| Supply Chain | 3 | 1 | 4 | 2 | 3 | 4 | |
| Revenue Growth | 3 | 4 | 2 | 3 | 3 | 2 |
Calendar quarter Q2 2026Earnings call May 27, 2026
FY2026 Q2 in brief
HP INC. delivered 9% revenue growth driven by a 13% surge in Personal Systems, with AIPC shipment mix climbing from 35% to 44%, while Print revenue remained flat in a competitive market.
Newest quarter FY2026 Q3 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for HP Inc. (HPQ), FY2026 Q2: 6/10. Scores: HP Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: HPQ daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +8.99% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What HPQ and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Previously, we highlighted our collaboration with partners like Zoom and CrowdStrike.”
HP cited CrowdStrike among its software partners collaborating on its AI PC / edge software stack.
“the continued Win 11 refresh cycle in Asia and Europe, helped to drive strong performance as expected.”
The Microsoft Windows 11 refresh cycle (with ~30% of the installed base still on Windows 10) is a key demand driver for HP's PC business.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $14.05B | +1.7% | $0.92 | -5.2% | 21.4% | 7.1% | 6.4% | $1.47B |
| FY2025 Q1 | $13.50B | +2.4% | $0.59 | -4.8% | 21.0% | 6.3% | 4.2% | $72M |
| FY2025 Q2 | $13.22B | +3.3% | $0.42 | -31.1% | 20.7% | 4.9% | 3.1% | $-145M |
| FY2025 Q3 | $13.93B | +3.1% | $0.80 | +23.1% | 20.5% | 5.1% | 5.5% | $1.45B |
| FY2025 Q4 | $14.64B | +4.2% | $0.84 | -8.7% | 19.8% | 7.4% | 5.4% | $1.43B |
| FY2026 Q1 | $14.44B | +6.9% | $0.58 | -1.7% | 19.6% | 5.3% | 3.8% | $150M |
| FY2026 Q2Selected | $14.41B | +9.0% | $0.49 | +16.7% | 20.9% | 4.2% | 3.1% | $756M |
| FY2026 Q3 | $15.68B | +12.5% | $0.71 | -11.3% | 18.8% | 5.7% | 4.2% | $1.55B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HPQ HP Inc. | 6 | +9.0% | |
| ANET Arista Networks | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| DELL Dell Technologies | 9 | +87.5% | |
| IONQ IonQ, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NTAP NetApp | 9 | +12.5% | |
| P Everpure, Inc. | 9 | +35.3% | |
| QBTS D-Wave Quantum Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| RGTI Rigetti Computing, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SMCI Supermicro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| STX Seagate Technology Holdings | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| WDC Western Digital | Newest quarter — available with Pro | Newest quarter — available with Pro |
Newest-quarter details for 7 peers (score, revenue, headline, themes and macro signals) are available with Pro.