The HPE CMS virtual analyst day presented a potpourri of products and solutions across a wide swath of CSP and industry needs. The good news for CSPs is that HPE has a solid portfolio of solutions, all with customer deployments. The not-so-good news is that CSPs may find it difficult to locate compelling differentiators in a portfolio that spans so many domains with limited focus. This breadth complicates having an identifiable “USP” and spreads investments more thinly. At the end of the day I was left without a clear summary of what made HPE special. I’m not saying that they are not doing a good job – but rather that the overview was necessarily broad and shallow, so any such judgement would be premature. A strong installed base to leverage Appledore believe that HPE CMS has a strong installed base to leverage, and there is some evidence of significant modernization – yet the message seems cloudy, and we also don’t see market progress commensurate with so many investments. We believe that HPE CMS would benefit from more focus and clarity- both in out bound messaging and ideally with internal investments to establish and maintain differentiation in those niches. . . . […]