HPQHP Inc.

“our AI PC mix that we shipped this quarter increased pretty substantially from 35% last quarter to 44% this quarter, as Bruce noted. And we continue to expect AI PCs to be a greater part of our shipments going forward, reaching 60% to 70% next fiscal year, and then above 70% by FY '28.”

“we've enhanced our Workforce Experience Platform, known as WXP, with AI-driven tools for proactive management of personal endpoints and shared spaces. WXP actively manages over 5.2 million devices across 180 countries.”

“continued momentum in AI PCs, which increased from more than 35% to 44% of our shipment mix in the quarter”

“double-digit year-over-year revenue growth in AI PCs, Advanced Compute Solutions, and Workforce Solutions”

“we are seeing use of agentic with our technology. We're seeing it both on the governmental side and on the enterprise side. And the applications are both in using cloud, but more importantly, really utilizing the edge computing. And what we're seeing over time, and we're hearing it from our customers that they're really moving from a centralized cloud intelligence where models were formed to being able to create real-time intelligence closer to the employee, the consumer, and the workflow.”

“we are innovating on AI execution platforms, starting from how systems are designed around and for AI workloads, where you see AI PCs and workstations are capable for running AI models locally. And we demonstrated this through some amazing product innovations earlier at HP Imagine, including HP IQ and Wolf Security solution, which is unique in protecting at BIOS level instruction.”

“To bring data center capabilities directly to the desktop in order to support the most demanding AI and compute workloads, we introduced new Z workstations and AI stations. These purpose-built devices enable customers to develop, run inference, and scale AI workloads, providing greater control over token costs, latency, and enterprise data security.”

“our partnership with 150-plus software partners who are also working on different use cases, like productivity, developer needs and creative needs for building -- bringing in local workloads is also helping.”

“In print, we launched a new LaserJet series with AI-enabled document workflows, quantum-resistant security and up to 50% faster document handling, making work easier and more secure.”

“Goodnotes, for example, is leveraging the NPU for local audio transcription and summarization, while AI Producer is transforming our AI PCs into professional production studios.”

“In Personal Systems, we introduced the next-generation AI PC and expanded local AI capabilities with an ecosystem of more than 150 software companies of all sizes.”

“we continue to advance our AI-enabled transformation, including modernizing our software development and delivery capabilities. We are consolidating platforms, simplifying applications and using AI to boost developer productivity, speed innovation, and deliver better customer experiences faster. And we are also scaling similar initiatives across the company, including in our supply chain, go-to-market, and customer support organizations.”

“AI innovation is accelerating, adoption growing rapidly across enterprises. Customers are becoming more thoughtful about where AI workflows run. AI is transforming computing from passive devices to context-aware intelligence systems. Companies like HP that own the trusted edge, the workflow context, and the orchestration layer between local and cloud intelligence will be positioned to thrive in this environment.”

“There is a real shift happening towards the AI at the edge with workloads moving for reasons stated by Bruce earlier. Fundamentally, benefits like latency, privacy, sovereign AI and the cost associated. And with this shift, the PC is becoming strategically relevant, and HP has the right capabilities and proof points to shape how AI shows up at the edge.”

“Rising cloud costs associated with agentic AI, along with latency, privacy, and security considerations are driving demand for AI workloads at the edge. As a result, customers are building AI at the edge using smaller, open source and proprietary models with more capable hardware and secure software layers.”

“in both short run and long run, as a lot of customers are moving workloads to the edge with rising cost of excess AI, that's a great opportunity, we believe, which is structurally available to us for AI at the edge, which will help us drive better mix and share gains, particularly in premium categories.”

“we introduced the HP IQ. This is a groundbreaking intelligence layer that coordinates seamless integrated experiences across all our products. A key feature is HP NearSense, a new spatial intelligence that helps devices easily discover and connect to each other.”

“across the 3 geographies, you see structural demand coming on AI PCs and premium PCs, largely because of the AI and the edge opportunity, which I called out before, and that remains strong even for Q3 and Q4.”

“we are executing our plans to gain additional share both in tank printers through portfolio extensions and targeted promotions and in office as we fully roll out our latest AI-enabled laser portfolio.”