HP beats estimates on AI PC demand and Windows 11 refresh
HP beat quarterly estimates with $14.41 billion in revenue as AI PC demand rose. The firm warned that rising memory costs may pressure margins later this year.
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HP INC beat second-quarter estimates with revenue rising 9% to $14.41 billion and adjusted EPS reaching 86 cents, exceeding analyst estimates of $14.07 billion and 71 cents. Strong demand for AI-optimized PCs and a Windows 11 upgrade cycle drove performance through the quarter ended April 30. Investors are weighing significant AI PC adoption against rising memory costs that threaten to squeeze hardware margins through late 2026.