HPE CFO Sees No Changes in Memory Supply Until Fiscal 2028 -- Market Talk

11:23 ET--The memory supply environment for HPE hasn't gotten any easier and should stay constrained until the company's fiscal 2028, CFO Marie Myers says in an interview. "Demand far outstrips supply, as we see it today" she says, noting that the price increases for memory may moderate in 2027. "But we don't anticipate any sort of change in the supply environment in the near term here. It's probably more in terms of '28." She adds that HPE still has not seen evidence of cancellations or significant pull-ins from customers, and that the company continues to be disciplined about managing its pricing. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

September 03, 2026 11:23 ET (15:23 GMT)