Hp Inc
HPQQ1 2025Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$333.3M
AI Revenue (Q)
$337.6M
Total Revenue (Q)
$13.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
HP's Q1 FY2025 (three months ended Jan 31, 2025) shows total revenue of $13,504M (Products $12,695M, Services $809M). No AI-specific revenue disclosure. Windows 10 end-of-life (Oct 2025) begins to drive PC refresh cycle, with many enterprises opting for AI PCs as replacements. Industry AI PC penetration estimated ~25% of shipments. Personal Systems ~$9.7B this quarter. Estimate: 25% AI PC mix * ($80/$900) * $9.7B = ~$216M. Plus AI workstation premium (~$30M) and AI security/software (~$20M). Total ~$266M / $13,504M = ~2.0%. Adding slight premium for commercial enterprise AI PC refresh trend = 2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Net revenue Products $12,695M, Services $809M, Total $13,504M [three months ended January 31, 2025]
10-Q Q1 FY2025, Consolidated Condensed Statements of Earnings
AI Products Identified (Ring 1)
HP AI PCs (NPU-equipped, Windows 11 refresh cycle)HP AI Workstations (Z-series)HP Wolf Security (AI deep-learning)Intelligent print features
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Poly video/audio solutions (AI features)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix