Shaping the future: How HPE is evolving its telco strategy
HPE is leaning into areas of core strength to deliver greatest value and impact for customers
With HPE’s acquisition of Juniper Networks, we have united two of the industry’s most dynamic players to create a new powerhouse of innovation. The Networking business at HPE is more than a combination of portfolios; we are building a new generation of networks.
As digital landscapes become more dynamic and complex, we have everything customers need to harness the power of AI to transform their networks, streamline operations, and seize new opportunities to drive their business forward. We have an industry-leading, comprehensive portfolio spanning campus and branch, data center networking, routing, and security. And we are focused on delivering these solutions to customers in enterprise, cloud, and service provider sectors.
Simply put, we are redefining the connectivity experience for customers everywhere.
Prioritizing customers’ success while accelerating our business goals
To bring this vision to life, we are leaning into our areas of core strength and focusing on the areas where we can deliver the greatest value to customers and support our overall HPE business objectives.
We are sharpening our focus on high-growth, high-margin parts of the market and, today, we announced an agreement to divest our Telco Solutions business to HCLTech.
Our Telco Solutions business is a trusted partner in the telecommunications market, known for its excellence in Operations Support Systems (OSS) assurance and orchestration platforms and public 5G subscriber management software for telecommunications companies. Its model revolves around developing telecommunications-specific products, and it has growth potential in supporting communications service providers (CSPs) with large, complex transformation projects.
The specialized expertise of our Telco Solutions business is a great fit for a systems integrator like HCLTech that serves this market specifically and can deliver innovation and impact to communications service providers. This business has delivered substantial value to telecom companies worldwide and is poised for continued success as part of HCLTech.
The Future for Service Providers with HPE
Networks have never been more important and we are committed to delivering not only connectivity, but excellent customer and end user experiences.
For a range of customers including service providers, public sector entities, hyperscalers, and data center interconnect customers, we enable high-performance through our high-speed routing, switching, and network security solutions.
And specifically for communications service providers, we help them face increasing demands for modern networks with solutions that can support complex operations, rising data traffic, and the transformative capabilities of AI.
One example of this is our recently announced partnership with Ericsson. Together, we are establishing a state-of-the-art test lab in Sweden to develop cutting-edge, AI-powered solutions for 5G and future networks. This collaboration will enable CSPs to deploy faster, smarter, and more efficient networks, driving innovation and advancing the capabilities of the telecommunications industry.
Through AI-native networking and automation technologies, HPE is empowering CSPs to simplify operations, enhance security, and strengthen their defenses against cyberattacks.
At Mobile World Congress (MWC) earlier this year, we announced our commitment to helping service providers build next-generation networks that maximize AI opportunities; with the creation of HPE Networking, we are now better equipped than ever to deliver on this promise and looking forward to MWC 2026 to showcase these capabilities further.
With ground-breaking products recently introduced at our HPE Discover Barcelona event – including PTX and MX Series Routers as well as an industry-leading firewall, the SRX4700 – we are enabling service providers to thrive in the digital era.
We are also looking ahead to 6G, where we expect to be a major player in xHaul networks, in-network AI inference, edge compute, and network security.
We have powerful, differentiated technology solutions that allow our customers to extract even more value out of their network
We have powerful, differentiated technology solutions that allow our customers to extract even more value out of their network.
Moving Forward
I am energized by the path and opportunities ahead for HPE in the telco space. We are uniquely positioned to help CSPs unlock the transformative potential of AI-native networking, robust security, and agile, open architectures.
Our strategy in this segment is clear: to deliver next-generation solutions that drive scalability and efficiency for our service provider customers. In the era of AI, the demands on network infrastructure are constantly evolving, and we are committed to delivering the infrastructure our customers need, so they can drive results within their business and empower their customers.