Side-by-side comparison of AI visibility scores, market position, and capabilities
Enterprise IT infrastructure with $31.8B FY2024 revenue; $14B Juniper Networks acquisition (pending 2025); GreenLake as-a-service; AI server surge beneficiary with Cray and ProLiant GPU lines.
Hewlett Packard Enterprise (HPE) is a global enterprise IT infrastructure company spun off from Hewlett-Packard in November 2015, headquartered in Spring, Texas and trading on NYSE (HPE). The company reported $31.8 billion in revenues for fiscal year 2024 (ending October 31) under CEO Antonio Neri, spanning servers, storage, networking, and hybrid cloud services. HPE's most significant strategic move of the decade is its pending $14 billion acquisition of Juniper Networks—announced January 2024 and under regulatory review through 2025—which would combine HPE's ProLiant server and Aruba networking portfolios with Juniper's AI-native networking platform, Mist AI, creating a more complete enterprise infrastructure competitor to Cisco.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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