HP – Desktop & Collaboration Outlook – Announced Poly Acquisition, Potential Synergies & Risks

  • Public Equity
  • TMT
  • North America


Former SVP at Plantronics Inc


  • HP’s (NYSE: HPQ) enterprise communications equipment and peripherals and overall hybrid work equipment operating environment
  • Competitive dynamics in video, voice hardware and desktop communications broadly
  • Supply constraints, demand environment for Poly (NYSE: POLY) equipment, unit sales and engagement trends
  • Return-to-office demand normalisation, HP-Poly business synergies from announced acquisition and potential integration timeline


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