VMWare Inc

In today’s pre-market trading session at 7:33 AM ET, Dell Technologies (NASDAQ:DELL) and VMware (NYSE:VMW) stocks rose by 14.7% and 8.3%, respectively.

Dell Technologies (DELL) stock fell more than 5% after hours yesterday following the company’s Q3 earnings release. Here’s what caused the fall.

On Monday, NVIDIA (NVDA) announced that it would release accelerated GPU technology for VMware Cloud on Amazon Web Services.

VMware (VMW) lost about 9% in early hours trading today. VMW released its Q2 of fiscal 2020 results on August 22 after the market closed.

For AMD stock, the impressive run in recent weeks stems from analysts’ positive ratings. Analysts are still bullish about the stock’s prospects.

NetApp’s (NTAP) shares have fallen 21.3% in the last two trading days after the company announced preliminary results for its first quarter of fiscal 2020.

Through its investment arm, M12, Microsoft (MSFT) has led a funding round that has raised $15 million for nsKnox, a startup aiming to make corporate payments more secure.

Ericsson (ERIC) and VMware (VMW) have decided to team up to pursue the billions of dollars in revenue opportunity in the network virtualization market.

Technology Services and Cloud Platforms is IBM’s largest operating segment. The segment generated $8.9 billion in revenues in the fourth quarter.

Recently, Microsoft (MSFT) explained how the hybrid cloud, AI, and IoT (Internet of Things) are interconnected, complementing each other.

During Cramer’s lightning round on CNBC on December 10, Jim Cramer said that Cisco (CSCO) “is currently the cheapest large-cap tech stock.”

In October, IBM (IBM) shocked the world by acquiring Red Hat (RHT) for $34 billion, marking its largest acquisition to date.

VMware’s (VMW) NSX (network virtualization) product, which is derived from the acquisition of VeloCloud in December 2017, could drive the company’s license business.

VMware (VMW) bought start-up firm CloudHealth Technologies in October 2018.

VMware’s (VMW) network virtualization capability makes it an ideal choice for telecom operators.

VMware (VMW) is working to strengthen its already strong foothold in the network virtualization space.

Microsoft’s (MSFT) server business, which belongs to the Intelligent Cloud segment, continues to retain its solid growth momentum.

On September 25, VMware (VMW) announced a strategic alliance with Microsoft (MSFT).

The US market for VMware accounts for ~48% of its total business and has seen solid growth in revenue for the last five quarters.

VMware (VMW) considers it extremely important to upgrade its product portfolio by investing in R&D (research and development) on a regular basis.

VMware (VMW) seems to be gaining a strong foothold in the network virtualization space, driven by its strong product portfolio.

On September 5, VMware (VMW) was trading at a forward price-to-free-cash-flow multiple of ~16.5x.

On August 23, Microsoft was trading at a forward EV-to-EBITDA multiple of ~14.31x.

Amazon (AMZN), through its Amazon Web Services (or AWS) division, has secured a dominant position in cloud computing.

Advanced Micro Devices (AMD) stock has been on a growth spree since August 20, hitting a new 52-week high of $27.30 on August 27.

In October 2016, VMware formed a strategic alliance with Amazon Web Services to deliver an integrated hybrid cloud platform to customers situated in different locations.

To boost its cloud-related software services, VMware (VMW) has set out to buy startup company CloudHealth Technologies.

VMware’s non-GAAP EPS after adjustments came in at $1.54 per share, easily outpacing analysts’ estimate of $1.49 per share.

VMware remains optimistic about its License segment revenue in the upcoming quarter, buoyed by strong bookings growth.

VMware (VMW) is set to release its fiscal Q2 2019 results on August 23 after the market closes. Analysts are estimating EPS to increase 13.2% YoY.

On August 9, VMware (VMW) decided to acquire Dell EMC’s Service Assurance Suite platform.

VMware (VMW) is forming a strategic alliance with T-System, a digital service operator, to boost its virtual network capabilities.

VMware (VMW) has risen 6.5% in the last month, whereas in the last year, the stock has risen 61.8%.

VMware (VMW) continues to gain from the ongoing trend of digitization across various industries.

To boost its product sales, VMware (VMW) is aiming to build specialty sales capacities.

VMware’s (VMW) parent-company, EMC Corporation, was bought by Dell for $67 billion in 2016.

To boost its cloud platform, VMWare has taken the initiative to launch the VMware Cloud Foundation.

VMware (VMW) announced a special one-time dividend payment of $11 billion to its shareholders yesterday.

Nutanix (NTNX) was unable to escape the ripple effect of the large US indexes and fell ~5% on Monday, its fourth-largest fall in three months.

Credit Suisse Group has given VMware stock an “outperform” rating and has increased its price target on the stock to $155.00.

Despite the uncertainty VMware faces over its future as its parent company considers an IPO or a merger with it, the stock has continued its upward trajectory.

In fiscal Q1 2019, VMware’s revenue rose 13.8%, while its net income rose approximately fourfold to $942 million from $245 million in fiscal Q1 2018.

NSX provides an enhanced networking security infrastructure that creates a highly secure software-based environment.

In this article, we’ll look into VMware’s (VMW) NSX performance in its most recent quarter.

According to the IDC’s recent report on the HCI space, VMware is the leader in this space.

vSAN seems to be a popular choice among large businesses, as it can limit the costs of power and legacy-style support contracts.

Earlier in the series, we discussed double-digit growth in VMware’s (VMW) revenue.

Jobs data released this morning shows that the U.S. economy is firing on all cylinders, and the stock market has responded by rallying.

As of May 28, HPE stock has risen ~6% in the trailing-12-month period. However, in the trailing-one-month period, it has fallen ~9%.

Plexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.

VMware’s 14-day RSI is 49, indicating that the stock is neither overbought nor oversold.

According to Carl Icahn, “Dell has got $42 billion in debt, That’s a lot for a country, a third-world country, let alone Michael Dell.”

VMware has a market cap of ~$55 billion to $56 billion with $11.6 billion in cash, cash equivalents, and short-term investments.

For the past couple of months, it’s been public knowledge that Dell is considering various merger routes for VMware (VMW), its subsidiary.

In the last five years, VMW’s operating income grew at a CAGR (compound annual growth rate) of 9.0%.

VMware (VMW) bought VeloCloud, a startup firm dealing with cloud-based wide area networks (or WAN).

VMW exited fiscal 2018 with free cash flow of ~$2.9 billion against $2.2 billion in fiscal 2017.

In the last five quarters, the revenues from VMW’s International business grew at a CAGR (compound annual growth rate) of 3.8%.

In fiscal Q4 2018, the revenues from VMW’s Software Maintenance segment came in at ~$1.1 billion, up 9.0% year-over-year.

As part of VMware’s (VMW) share repurchase program, the company has bought back ~$5.4 billion in shares in the last five years.

In the last five years, the VMware’s unearned revenues have grown at a CAGR (compound annual growth rate) of 6.9%.

On May 22, VMware’s (VMW) market capitalization stood at $55.4 billion.

In the last five quarters, VMware’s revenues grew at a CAGR (compound annual growth rate) of 3.2%.

According to NetApp (NTAP), the data-driven digital transformation seen across industry verticals has accelerated business outcomes.

We’ve discussed how Hewlett Packard Enterprise (HPE) has gained market share and increased its hyperconverged infrastructure revenue.

In March, Airbus said it was shifting its workforce to Google’s G-Suite from Microsoft Office (MSFT).

On March 22, 2018, VMware’s last trading price was $122.10. The stock was trading 2.0% below its 20-day moving average of $125.00.

VMware’s guidance exceeded analysts’ expectations for the company to post revenues and non-GAAP EPS of $8.66 billion and $5.57, respectively.

While VMware stock is currently trading around ~$123.00, Barclays has a price target of $145.00 on the stock.

VMware was named as a leader in Gartner’s February 2018 Magic Quadrant for Hyperconverged Infrastructure.

In 4Q18, VMware’s cash, cash equivalents, and short-term investments stood at ~$11.7 billion.

VMware has continued to focus on the hybrid cloud and developing a stable multi-cloud management platform.

In late February 2018, VMware announced its acquisition of CloudVelox, taking its hybrid cloud to the next level.

CloudCoreo monitors entire infrastructures to look for risks and misconfigurations at deployment.

VMware’s NFV (network function virtualization) and security offering, AppDefense, are poised to take off.

VMware’s vSAN license bookings rose 100% and 130% YoY (year-over-year) in fiscal 4Q18 and fiscal 2018, respectively, backed by the strong performance of its vSAN, VxRail, and other HCI offerings.

Workspace ONE, VMware’s digital workspace platform, integrates EMM (enterprise mobility management) with identity and digital workspace capabilities.

The increased adoption of container technology has left many industry experts wondering if VMware should feel threatened by containers replacing VMs (virtual machines) as customers’ preferred choice.

VMware’s expansion of NSX, which operates in the SDN market, is timely.

VMware’s NSX is a networking platform that can manage and control any virtualized networking environment, irrespective of endpoints.

Currently, Dell is working with Bain & Company to evaluate the synergies and benefits of reverse merging with VMware.

VMware (VMW) stock has fluctuated significantly in the last two months due to speculations regarding its parent company, Dell.

Airbus is flying out of Microsoft’s (MSFT) Office environment, and the destination is Google.

Earlier this week, Jim Cramer highlighted a new stock selection in the tech space that he calls “the cloud kings.”

Cisco Systems still owns more than 2.5 million VMware shares, representing nearly 42.8% of its total portfolio.

CA Technologies’ (CA) Services segment is showing stable growth momentum.

In January 2018, Cisco Systems (CSCO) announced its acquisition of Skyport Systems.

Cisco Systems (CSCO) plans to announce its fiscal 2Q18 results on February 14, 2018. Analysts expect it to post revenues of $11.8 billion.

VMware (VMW) stock rose more than 10.0% in the week ended January 26, 2018, to close at $150.00.

Apple (AAPL) plans to invest more than $10.0 billion to set up more data centers across the US (SPY) in the next five years.

Recently, the hybrid cloud space has been seeing a lot of activity. Microsoft is not the only company interested in the hybrid cloud space.

Just before Christmas, VMware (VMW) announced that it had completed the acquisition of VeloCloud, a specialist in the software-defined wide-area network (SD-WAN) space.

VMware’s (VMW) 14-day RSI (relative strength index) is 79, indicating that VMW stock is currently in an overbought territory.

In fiscal 3Q18, VMware unveiled two offerings: VMware AppDefense and PKS (Pivotal Container Service).

In 3Q18, VMware’s cash, cash equivalents, and short-term investments stood at $11.6 billion. It has $4.2 billion in total debt as of 3Q18.

VMware’s vSAN was the largest HCI software vendor in the first half of 2017, based on the sales of HCI solutions running vSAN.

In fiscal 3Q18, VMware’s vSAN license bookings rose 150% on a year-over-year basis. In fiscal 2Q18, it reported the same growth.

VMware’s (VMW) EUC license bookings grew 40% on a YoY (year-over-year) basis in fiscal 3Q18.

In late August 2016, VMware along with Pivotal Software teamed up with Google (GOOG) to promote Kubernetes to establish companies with their own data centers.