HP tops revenue, profit estimates thanks to strong demand for AI-optimized PCs
HP exceeded revenue and profit expectations in its second quarter, driven by strong demand for AI-optimized PCs. The company is facing challenges due to rising memory costs and a shortage of memory chips, which are impacting margins. Despite these challenges, HP anticipates growth in AI PC shipments and plans to adjust pricing strategies to maintain revenue.
- ▪HP reported a 9 percent increase in second-quarter revenue, reaching US$14.41 billion.
- ▪AI PC shipments now account for 44 percent of HP's total PC shipments, up from over 35 percent in the previous quarter.
- ▪The company expects AI PC shipments to rise to between 60 percent and 70 percent of total shipments in the next fiscal year.
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| Original publisher | The Globe and Mail |
| Canonical URL | https://www.theglobeandmail.com/business/article-hp-ai-pc-windows-11-earnings/ |
| Publication time | Wed, 27 May 2026 23:58:58 +0000 |
| Retrieval time | 2026-05-28T00:08:06.862Z |
| Last seen | 2026-05-28T00:08:06.862Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | lXQRxhdcySqy · 2 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
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Opening excerpt (first ~120 words) tap to expand
Open this photo in gallery:A Hewlett-Packard (HP) logo at the Microsoft Ignite technology conference in Chicago in May, 2015.Jim Young/ReutersShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountHP HPE-N beat analysts’ estimates for second-quarter revenue and profit on Wednesday, helped by strong demand for AI-optimized personal computers, but warned that rising memory costs would pressure margins.PC makers including HP, Dell Technologies and China’s Lenovo Group are navigating a shortage of memory chips as data centre buildout is sucking up capacity and triggering price increases of smartphones and PCs.That supply crunch is pushing some enterprises toward higher-margin premium PC categories during the Windows 11 upgrade cycle after Microsoft ended support for…
Excerpt limited to ~120 words for fair-use compliance. The full article is at The Globe and Mail.
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