HP Inc. (HPQ) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.12K Followers Follow HP Inc. ( HPQ ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 4:05 PM EDT Company Participants Karen Parkhill - Chief Financial Officer Conference Call Participants Katherine Murphy - Goldman Sachs Group, Inc., Research Division Presentation Katherine Murphy Goldman Sachs Group, Inc., Research Division Hello, everyone, and welcome to the HP Fireside Chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of hosting Karen Parkhill, CFO of HP here today. My name is Kat Murphy. I cover HP and IT hardware here at Goldman Sachs. We have about 35 minutes for today's session, inclusive of audience Q&A at the end. So with that, Karen, thank you very much for being here. Question-and-Answer Session Katherine Murphy Goldman Sachs Group, Inc., Research Division To start off, you reported earnings last or 2 weeks ago with very strong results in the Personal Systems segment on portfolio mix and pricing benefits, more in-line results on print. Is there anything you can share to help contextualize those results for this audience or anything that you want to highlight for the purposes of this presentation? Karen Parkhill Chief Financial Officer Yes. Thank you, Kat, and thank you for having us here. I would say we had a really, really strong third quarter. We were pleased with the results because we did deliver record revenue in our PS segment, 18%. And we continue to execute on our 4-pillar mitigation plan during this commodity cost cycle. And we -- print expectations were definitely in line, but we had some really great things going on in print, particularly in our key growth areas, where we drove share gains in Big Tank aligned with our strategy. We drove really strong growth in industrial printing and 3D printing, continued to drive subscribers to our all-in plan. So I'd say really strong results that ultimately enabled us to increase our annual guidance. And we