A little over a year after closing the Juniper Networks acquisition, Hewlett Packard Enterprise Co. today used its Networking Investor Day to argue that networking is no longer a supporting act at HPE. It’s the growth engine. The numbers shown to investors support that. HPE says its combined networking business will grow from $9.3 billion in fiscal 2024 to about $11.3 billion in fiscal 2026, with operating profit rising from $1.6 billion to $2.5 billion over the same period.

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Five takeaways from HPE’s Networking Investor Day