| Stage | CSCO | % of rev | HPE | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $17.3B | 100.00% | $12.2B | 100.00% | CSCO ×1.41 |
| Gross profit | $11.1B | 64.13% | $4.9B | 40.11% | CSCO +24.0pp |
| Operating income | $4.3B | 24.72% | $1.4B | 11.41% | CSCO +13.3pp |
| Pre-tax income | $4.9B | 28.59% | $1.8B | 14.43% | CSCO +14.2pp |
| Net income | $3.9B | 22.37% | $1.5B | 12.61% | CSCO +9.8pp |
| Stage | CSCO | HPE | Gap · A − B |
|---|---|---|---|
| Revenue | $17.3B100.00% | $12.2B100.00% | CSCO ×1.41 |
| Gross profit | 64.13%$11.1B | 40.11%$4.9B | CSCO +24.0pp |
| Operating income | 24.72%$4.3B | 11.41%$1.4B | CSCO +13.3pp |
| Pre-tax income | 28.59%$4.9B | 14.43%$1.8B | CSCO +14.2pp |
| Net income |
| 22.37%$3.9B |
| 12.61%$1.5B |
| CSCO +9.8pp |
CSCO · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
HPE · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
CSCO · NTNX 10-KSep 24 '25
“Our software can run on qualified hardware from Cisco Systems, Inc. ("Cisco"), Dell Technologies ("Dell"), Fujitsu Technology Solutions GmbH ("Fujitsu"), Hewlett Packard Enterprise ("HPE"), and Lenovo Group Ltd. ("Lenovo"), as part of Cisco Compute Hyperconverged with Nutanix, Dell XC, Fujitsu XF, HPE DX, and Lenovo Converged HX, respectively.”
HPE · NTNX 10-KSep 24 '25
“HPE also delivers our software with HPE DX servers as a service through the HPE GreenLake offering.”
CSCO · PLUS 10-KMay 22 '25
“Products manufactured by Cisco Systems represented approximately 32%, 44%, and 40% of net sales of our combined technology business segments for the years ended March 31, 2025, 2024, and 2023, respectively.”
HPE · PLUS 10-KMay 22 '25
“Products manufactured by NetApp, Hewlett Packard Enterprise, Juniper Networks, Dell EMC, and Arista Networks, collectively represented approximately 23% to 25% of net sales of our combined technology business segments for the last three years.”
CSCO · CNXN 10-KFeb 24 '26
“We offer a broad selection of over 460,000 products at competitive prices, including products from vendors like Apple, Cisco, Dell Inc., HP Inc., Hewlett-Packard Enterprise, Intel, Lenovo, Microsoft Corporation, and VMware by Broadcom, and we partner with more than 1,600 suppliers.”
HPE · CNXN 10-KFeb 24 '26
“We offer a broad selection of over 460,000 products at competitive prices, including products from vendors like Apple, Cisco, Dell Inc., HP Inc., Hewlett-Packard Enterprise, Intel, Lenovo, Microsoft Corporation, and VMware by Broadcom, and we partner with more than 1,600 suppliers.”
CSCO · INGM 10-KMar 3 '26
“Similarly, in March 2024, Cisco acquired Splunk, and any changes in our relationship with either company—both of which are key vendor partners—could negatively impact our ability to distribute their products and services, alter pricing structure, or affect demand from our resellers and other customers.”
HPE · INGM 10-KMar 3 '26
“For example, in January 2024, HPE, one of our longstanding vendor partners, announced its intention to acquire Juniper Networks, another one of our longstanding vendor partners.”
CSCO · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”
HPE · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”