HP’s latest quarterly results confirm a simple — and lucrative — reality: AI PCs and the Windows 11 refresh are doing heavy lifting for the Personal Systems business, and that shift is materially improving margins even as printing revenues soften.
Background / Overview
HP reported fiscal...
ai pcs
asp uplift
channel partners
copilot runtime
directml
enterprise it
hardware strategy
hpinc
it procurement
margin expansion
mix shift
npu
npu acceleration
on-device ai
personal systems
printing decline
software ecosystem
supply chain
windows 11
HP’s latest quarter did more than steady investor nerves — it refocused the market’s narrative from a collapsing PC cycle to a disciplined recovery powered by AI-capable PCs, strategic supply‑chain moves and a tightly managed printing business that, for now, is holding margins within targeted...