India, Oct. 2 -- At its Networking Investor Day on 30 September, HPE projected a high-teens compound annual growth rate (CAGR) for overall networking revenue between fiscal 2026 and fiscal 2029, while maintaining operating margins in the mid-to-high 20% range. More strikingly, HPE expects its data centre networking business to grow at a low-to-high 50s% CAGR over the same period.

The target is well above the market growth assumptions HPE presented to investors. Its Investor Day presentation estimates the data centre networking market will grow at 44% CAGR between calendar years 2026 and 2029-routing at 20%, campus and branch at 6%, and security at 12%. HPE explicitly said it expects to outgrow the market and gain share in these areas.

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