VMware Expects More Growth in 2021, Stock Is a Buy Amid Strong Outlook
Dell Explores Sale or Spin-Off of Its Stake in VMware
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 Q3 Earnings: Stock Falls on Lower Revenue Outlook
Dell Technologies (DELL) stock fell more than 5% after hours yesterday following the company’s Q3 earnings release. Here’s what caused the fall.
NVIDIA Partners with VMware, Brings AI-Boosting GPUs
On Monday, NVIDIA (NVDA) announced that it would release accelerated GPU technology for VMware Cloud on Amazon Web Services.
VMware Down 9% after Announcing Q2 Results, News
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.
AMD Stock Rose Due to Earnings and EPYC Processor Boost
For AMD stock, the impressive run in recent weeks stems from analysts’ positive ratings. Analysts are still bullish about the stock’s prospects.
NetApp Stock Plunges on Preliminary Results
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.
Why Microsoft Put Its Money in nsKnox
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 and VMware Team Up for This $70 Billion Opportunity
Ericsson (ERIC) and VMware (VMW) have decided to team up to pursue the billions of dollars in revenue opportunity in the network virtualization market.
How IBM’s Technology Segment Performed in Q4
Technology Services and Cloud Platforms is IBM’s largest operating segment. The segment generated $8.9 billion in revenues in the fourth quarter.
Will Azure Help Microsoft Consolidate Its Hybrid Cloud Position?
Recently, Microsoft (MSFT) explained how the hybrid cloud, AI, and IoT (Internet of Things) are interconnected, complementing each other.
Why Jim Cramer Called Cisco the Cheapest Large-Cap Tech Stock
During Cramer’s lightning round on CNBC on December 10, Jim Cramer said that Cisco (CSCO) “is currently the cheapest large-cap tech stock.”
The Real Reason IBM Acquired Red Hat
In October, IBM (IBM) shocked the world by acquiring Red Hat (RHT) for $34 billion, marking its largest acquisition to date.
VMware’s Network Virtualization Product Is Gaining Popularity
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.
How CloudHealth Acquisition Could Drive VMware’s Cloud Business
VMware (VMW) bought start-up firm CloudHealth Technologies in October 2018.
How VMware Could Gain from 5G Investments
VMware’s (VMW) network virtualization capability makes it an ideal choice for telecom operators.
What Are VMware’s Latest Business Drivers?
VMware (VMW) is working to strengthen its already strong foothold in the network virtualization space.
Microsoft’s Server Business Shows Strong Momentum
Microsoft’s (MSFT) server business, which belongs to the Intelligent Cloud segment, continues to retain its solid growth momentum.
Why VMware Is Teaming Up with Microsoft
On September 25, VMware (VMW) announced a strategic alliance with Microsoft (MSFT).
Analyzing VMware’s Geographic Performance
The US market for VMware accounts for ~48% of its total business and has seen solid growth in revenue for the last five quarters.
How More Research and Development Could Help VMware
VMware (VMW) considers it extremely important to upgrade its product portfolio by investing in R&D (research and development) on a regular basis.
Here’s the Key Driving Force behind VMware’s Success
VMware (VMW) seems to be gaining a strong foothold in the network virtualization space, driven by its strong product portfolio.
Does VMware’s Valuation Look Attractive?
On September 5, VMware (VMW) was trading at a forward price-to-free-cash-flow multiple of ~16.5x.
A Look at Microsoft’s Valuations
On August 23, Microsoft was trading at a forward EV-to-EBITDA multiple of ~14.31x.
Amazon’s Partnership with VMware for Cloud Services
Amazon (AMZN), through its Amazon Web Services (or AWS) division, has secured a dominant position in cloud computing.
AMD’s New Radeon Pro V340 Server GPU Raises Investor Optimism
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.
Can VMware’s New Cloud Features Help It Retain Its Market Share?
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.
How the CloudHealth Acquisition Could Help VMware
To boost its cloud-related software services, VMware (VMW) has set out to buy startup company CloudHealth Technologies.
VMware Beats Fiscal Q2 2019 Estimates on Strong Cloud Business
VMware’s non-GAAP EPS after adjustments came in at $1.54 per share, easily outpacing analysts’ estimate of $1.49 per share.
Can VMware Achieve Its License Revenue Outlook in Fiscal Q2 2019?
VMware remains optimistic about its License segment revenue in the upcoming quarter, buoyed by strong bookings growth.
Can VMware Beat Its Earnings Estimate in Fiscal Q2 2019?
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.
VMware Acquires Dell EMC’s Service Assurance Suite Platform
On August 9, VMware (VMW) decided to acquire Dell EMC’s Service Assurance Suite platform.
VMware Partners with T-System to Drive the Virtual Cloud Network
VMware (VMW) is forming a strategic alliance with T-System, a digital service operator, to boost its virtual network capabilities.
VMware Stock Is Showing Strong Growth Momentum
VMware (VMW) has risen 6.5% in the last month, whereas in the last year, the stock has risen 61.8%.
Is Digitization Helping VMware’s Business?
VMware (VMW) continues to gain from the ongoing trend of digitization across various industries.
VMware Is Driving Its Go-to-Market Strategy
To boost its product sales, VMware (VMW) is aiming to build specialty sales capacities.
Is VMware Benefiting from Dell’s Ownership?
VMware’s (VMW) parent-company, EMC Corporation, was bought by Dell for $67 billion in 2016.
How VMware Will Benefit from the Amazon Web Services Partnership
To boost its cloud platform, VMWare has taken the initiative to launch the VMware Cloud Foundation.
Why VMware Announced a One-Time Dividend Payment Yesterday
VMware (VMW) announced a special one-time dividend payment of $11 billion to its shareholders yesterday.
Why Nutanix Stock Fell Nearly 5%
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.
What Do Analysts Think of VMware Stock?
Credit Suisse Group has given VMware stock an “outperform” rating and has increased its price target on the stock to $155.00.
A Look at VMware’s Cash and Cash Flow Position
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.
What Caused VMware’s Net Income to Surge?
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.
A Look at VMware’s Strategy to Expand the Reach of NSX
NSX provides an enhanced networking security infrastructure that creates a highly secure software-based environment.
How Has VMware’s NSX Been Performing?
In this article, we’ll look into VMware’s (VMW) NSX performance in its most recent quarter.
How Is VMware Placed in the HCI Space?
According to the IDC’s recent report on the HCI space, VMware is the leader in this space.
What Makes vSAN One of VMware’s Best-Performing Solutions?
vSAN seems to be a popular choice among large businesses, as it can limit the costs of power and legacy-style support contracts.
How VMware’s vSAN Performed in Fiscal Q1 2019
Earlier in the series, we discussed double-digit growth in VMware’s (VMW) revenue.
The Economy Is on a Roll, and It’s Bringing the Stock Market Along With It
Jobs data released this morning shows that the U.S. economy is firing on all cylinders, and the stock market has responded by rallying.
What Technical Indicators Say about HPE
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%.
How HPE’s Acquisition of Plexxi Could Affect VMware
Plexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.
What Do VMware’s RSI and Beta Indicate?
VMware’s 14-day RSI is 49, indicating that the stock is neither overbought nor oversold.
What Could Put the Dell-VMware Deal in Jeopardy?
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.”
Why Is Dell So Interested in VMware?
VMware has a market cap of ~$55 billion to $56 billion with $11.6 billion in cash, cash equivalents, and short-term investments.
Where Is the Potential Merger between Dell and VMware Headed?
For the past couple of months, it’s been public knowledge that Dell is considering various merger routes for VMware (VMW), its subsidiary.
Can VMware Sustain Its Margin Growth?
In the last five years, VMW’s operating income grew at a CAGR (compound annual growth rate) of 9.0%.
VMware’s VeloCloud Acquisition to Boost Its Cloud Platform
VMware (VMW) bought VeloCloud, a startup firm dealing with cloud-based wide area networks (or WAN).
Factors Influencing Free Cash Flow Growth for VMware
VMW exited fiscal 2018 with free cash flow of ~$2.9 billion against $2.2 billion in fiscal 2017.
VMware’s International Business Growth Remains Strong
In the last five quarters, the revenues from VMW’s International business grew at a CAGR (compound annual growth rate) of 3.8%.
VMware’s Software Maintenance Growth Drives Service Segment
In fiscal Q4 2018, the revenues from VMW’s Software Maintenance segment came in at ~$1.1 billion, up 9.0% year-over-year.
VMware’s Share Buyback Program
As part of VMware’s (VMW) share repurchase program, the company has bought back ~$5.4 billion in shares in the last five years.
Higher Contract Wins Driving Unearned Revenue Growth for VMware
In the last five years, the VMware’s unearned revenues have grown at a CAGR (compound annual growth rate) of 6.9%.
Comparing VMware’s Valuations with Its Peers
On May 22, VMware’s (VMW) market capitalization stood at $55.4 billion.
How a Strong Product Portfolio Drives VMware’s Business
In the last five quarters, VMware’s revenues grew at a CAGR (compound annual growth rate) of 3.2%.
What Are the Key Industry Trends for NetApp?
According to NetApp (NTAP), the data-driven digital transformation seen across industry verticals has accelerated business outcomes.
A Look at Hewlett Packard Enterprise’s Key Challenges
We’ve discussed how Hewlett Packard Enterprise (HPE) has gained market share and increased its hyperconverged infrastructure revenue.
Who Are Alphabet’s Major Cloud Customers?
In March, Airbus said it was shifting its workforce to Google’s G-Suite from Microsoft Office (MSFT).
What Technical Indicators Indicate for VMware Stock
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.
How BofA Merrill Lynch Views VMware’s Growth
VMware’s guidance exceeded analysts’ expectations for the company to post revenues and non-GAAP EPS of $8.66 billion and $5.57, respectively.
Barclays’ View of VMware’s Reverse Merger with Dell
While VMware stock is currently trading around ~$123.00, Barclays has a price target of $145.00 on the stock.
What Could Boost VMware Stock in 2018?
VMware was named as a leader in Gartner’s February 2018 Magic Quadrant for Hyperconverged Infrastructure.
How Dell May Be Limiting VMware’s Financial Prospects
In 4Q18, VMware’s cash, cash equivalents, and short-term investments stood at ~$11.7 billion.
Assessing VMware’s Financial Performance
VMware has continued to focus on the hybrid cloud and developing a stable multi-cloud management platform.
Why VMware Acquired CloudVelox
In late February 2018, VMware announced its acquisition of CloudVelox, taking its hybrid cloud to the next level.
What VMware Could Gain from Its CloudCoreo Acquisition
CloudCoreo monitors entire infrastructures to look for risks and misconfigurations at deployment.
What VMware’s Offerings Say about Its Growth Prospects
VMware’s NFV (network function virtualization) and security offering, AppDefense, are poised to take off.
Checking in on VMware’s Virtual Storage Area Network Business
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.
Assessing VMware’s End-User Computing in 4Q18
Workspace ONE, VMware’s digital workspace platform, integrates EMM (enterprise mobility management) with identity and digital workspace capabilities.
What Helped VMware’s NSX Gain Traction
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.
How VMware Aims to Expand in the Enterprise IT Space
VMware’s expansion of NSX, which operates in the SDN market, is timely.
Understanding VMware’s NSX Everywhere Strategy
VMware’s NSX is a networking platform that can manage and control any virtualized networking environment, irrespective of endpoints.
Could NSX Be Adding to VMware’s Allure?
Currently, Dell is working with Bain & Company to evaluate the synergies and benefits of reverse merging with VMware.
What’s behind VMware Stock’s Fall
VMware (VMW) stock has fluctuated significantly in the last two months due to speculations regarding its parent company, Dell.
Why Airbus Abandoned Microsoft Office for Google Docs
Airbus is flying out of Microsoft’s (MSFT) Office environment, and the destination is Google.
Why Adobe Is One of Jim Cramer’s ‘Cloud Kings’
Earlier this week, Jim Cramer highlighted a new stock selection in the tech space that he calls “the cloud kings.”
Cisco Systems Adjusts Its Holdings in VMware
Cisco Systems still owns more than 2.5 million VMware shares, representing nearly 42.8% of its total portfolio.
CA Technologies’ Services Segment Remains Stable
CA Technologies’ (CA) Services segment is showing stable growth momentum.
Why Cisco Systems Acquired Skyport Systems
In January 2018, Cisco Systems (CSCO) announced its acquisition of Skyport Systems.
Can Cisco Systems Beat Analysts’ Estimates in Fiscal 2Q18?
Cisco Systems (CSCO) plans to announce its fiscal 2Q18 results on February 14, 2018. Analysts expect it to post revenues of $11.8 billion.
Why VMware Stock Has Been So Volatile Recently
VMware (VMW) stock rose more than 10.0% in the week ended January 26, 2018, to close at $150.00.
How Apple’s Data Center Plans Could Affect Amazon and Google
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.
Microsoft and Avere Systems: A Step Forward in Hybrid Cloud?
Recently, the hybrid cloud space has been seeing a lot of activity. Microsoft is not the only company interested in the hybrid cloud space.
Where Does VeloCloud Fit in VMware’s Strategy?
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 Volatility and Relative Strength Index after Fiscal 3Q18
VMware’s (VMW) 14-day RSI (relative strength index) is 79, indicating that VMW stock is currently in an overbought territory.
What Are VMware’s Strategic Growth Plans?
In fiscal 3Q18, VMware unveiled two offerings: VMware AppDefense and PKS (Pivotal Container Service).
VMware’s Cash and Cash Flow in 3Q18
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.
Here’s What Made VMware’s vSAN the Largest HCI Vendor
VMware’s vSAN was the largest HCI software vendor in the first half of 2017, based on the sales of HCI solutions running vSAN.
How VMware’s vSAN Has Been Performing
In fiscal 3Q18, VMware’s vSAN license bookings rose 150% on a year-over-year basis. In fiscal 2Q18, it reported the same growth.
How VMware’s End-User Computing Has Been Performing
VMware’s (VMW) EUC license bookings grew 40% on a YoY (year-over-year) basis in fiscal 3Q18.
VMware’s Focus on Container Technology and What It Indicates
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.