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Tarek Robbiati: So, 5G is a great opportunity for HP as a whole, not just Aruba. It's tremendous opportunity, particularly in the United States. It's very, very important for us. And it's encompassing Aruba, but also our [HITS 00:05:01] business because a lot of the HITS solutions apply very nicely to 5G and also the CMS, which is our Communication Telecom Software Business that we have in-house. And if you look at the HITS portfolio products and you think about 5G, 5G is actually an enormous amount of bandwidth made available, which changes the wireless broadband equation, gives much better coverage across the nation, and as a result of the fact that you're putting a lot more capacity on air, you need to store the data, you need to process the data and moving the data back and forth from a central office to the cell edge is costly. And [Telco 00:05:54] operators looking at storing and cashing a lot of that information closer to the cell edge.

Tarek Robbiati: So that's an opportunity for us with our storage and compute solutions that we have in the HITS portfolio. But if you look at the enterprise segment of the market, too, that's a world that's completely nascent and it's presenting tremendous opportunities for us through Aruba as companies, whether they are operating in one country or multiple countries, would like to have a better end-to-end management of their infrastructure across their geographies and across platforms. Whether it's Wi-Fi or 5G, so we are thinking about how we can capitalize for that opportunity specifically through switching and the outer layers of the Telecom stack so to speak with Aruba and where we have plans for that and is where our RND dollars go.

Hewlett Packard Enterprises HPE is betting that 5G will change the landscape for technology, and its putting its money where its mouth is.

Shares of the stock popped after its first earnings report surpassed expectations and management slated a strong 2019 on Thursday evening.

A large degree of this bullishness on behalf of executives is related to the company's efforts in Intelligent Edge, its high profile cloud-focused program.

"We did announce actually prior to my arrival, a $4 billion investment on the Intelligent Edge," CFO Tarek Robbiati told Real money's Kevin Curran. "The vast majority of the investment goes towards building a robust portfolio of products and also the software platform that governs and manages all the platforms, with every respect for the security, to a network performance, to data mining, artificial intelligence, and so on. This is what we call the Edge Software Platform."

The area was a highlight during the company's earnings call, along with its GreenLake Hybrid Cloud, being touted as a key indicator of the company's future beyond its historical presence in data storage and hardware. The futuristic angle was intensified with the talk of 5G integration.

"The Intelligent Edge is absolutely an area that we continue to invest," CEO Antonio Neri commented. "Think about the connectivity aspect of this as 5G comes online. There is an opportunity to integrate 5G in through the overall control plane and data plane that we provide customers with our Aruba [wireless network] platforms. Think about the cloud computing at the edge."

"5G is a great opportunity for HPE as a whole, not just Aruba," Robbiati added. It's tremendous opportunity, particularly in the United States."

He explained that HPE can be the key piece in the equation that can facilitate the shift to this new generation of technology through storage and cloud offerings for major telecoms companies specifically.

To hear Robbiati's take on 5G and HPE's future, check out the TheStreet's podcast.