VMWare Inc

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  • Understanding VMware’s NSX Everywhere Strategy
    Company & Industry Overviews

    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.

    By Anne Shields
  • What Do VMware’s RSI and Beta Indicate?
    Miscellaneous

    What Do VMware’s RSI and Beta Indicate?

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

    By Anne Shields
  • Why VMware Acquired CloudVelox
    Company & Industry Overviews

    Why VMware Acquired CloudVelox

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

    By Anne Shields
  • is vmware stock a buy
    Technology & Communications

    VMware Expects More Growth in 2021, Stock Is a Buy Amid Strong Outlook

    In the last three months, VMware stock has fallen 13 percent. Is VMW stock a good buy at this price? How's the company's outlook and what can investors expect?
    By Ambrish Shah
  • uploads///
    Earnings Report

    Cisco Systems: How Did It Do in Fiscal 4Q16 and Fiscal 2016?

    On August 17, 2016, Cisco Systems (CSCO) announced its fiscal 4Q16 and fiscal 2016 results. It reported revenue of $12.6 billion, an increase of 2% YoY.

    By Adam Rogers
  • uploads///azure stack
    Consumer

    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.

    By Anne Shields
  • uploads///VMWARE SDN
    Earnings Report

    How Has VMware’s NSX Been Performing?

    In its fiscal 4Q16 earnings release, VMware shared that the company had closed an “NSX-only deal” that surpassed $10 million in the quarter.

    By Anne Shields
  • uploads///
    Consumer

    Why Airbus Abandoned Microsoft Office for Google Docs

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

    By Neha Gupta
  • uploads///
    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    The Data Storage Market: What Does It Mean for EMC and Its Peers?

    In May 2015, EMC announced its $1.2 billion acquisition of Virtustream, a company that operates its own data centers offering cloud services to customers.

    By Adam Rogers
  • uploads///cloudnative foundation
    Company & Industry Overviews

    Oracle Joins the Cloud Native Computing Foundation

    On September 13, Oracle announced that it joined the Cloud Native Computing Foundation as a Platinum member.

    By Anne Shields
  • uploads///gartner
    Technology & Communications

    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.

    By Anne Shields
  • uploads///fcf
    Company & Industry Overviews

    How CloudHealth Acquisition Could Drive VMware’s Cloud Business

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

    By Aaron Hemsworth
  • uploads///part
    Company & Industry Overviews

    Revenues for VMware Increase 4% YoY in 2Q15

    In this series, we will analyze the stocks in the First Trust ISE Cloud Computing Index ETF (SKYY) that comprise the Systems Software subsector. Since January 2015, SKYY generated returns of 2.42% to close at $29.18 on August 28.

    By Adam Rogers
  • uploads///vmr
    Miscellaneous

    Does VMware’s Acquisition of PlumGrid Make Sense?

    VMware (VMW) parted with an undisclosed sum to add PlumGrid to its portfolio.

    By Ruchi Gupta
  • uploads///vm
    Company & Industry Overviews

    How VMWare’s $1.3 Billion Nicira Acquisition Is Helping It

    VMware (VMW) parted with $1.3 billion three years ago to acquire Nicira, a software-defined networking company. Now, VMware is beginning to show that it made the right decision.

    By Ruchi Gupta
  • uploads///NSX
    Earnings Report

    How VMWare’s NSX Got a Boost from the PLUMgrid Acquisition

    VMware ended 2016 with the acquisition of technology and IP intellectual property of PLUMgrid, a startup that designs smart SDN (software-designed networking) systems.

    By Anne Shields
  • uploads///laptop _
    Company & Industry Overviews

    VMware Acquires Dell EMC’s Service Assurance Suite Platform

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

    By Aaron Hemsworth
  • Technology & Communications

    Hewlett-Packard’s Enterprise Group business banks on storage and server

    Hewlett-Packard’s Enterprise Group (EG) revenue was up 1% year over year to $6.9 billion for fiscal first quarter 2014, but operating income for this group declined by 6% to just over $1 billion. In fiscal 2013, EG revenues declined 5.4% to $28.2 billion. EG offers a broad portfolio of enterprise technology infrastructure solutions such as […]

    By Samantha Nielson
  • uploads///
    Earnings Report

    How Will Cisco’s Data Center Business Perform in Fiscal 1Q17?

    While HPE leads the enterprise data center hardware space with a 20% share, Cisco leads the service provider data center hardware market with a 12% share.

    By Adam Rogers
  • uploads///synergy research
    Earnings Report

    How the Dell-EMC Merger Could Benefit VMware in the Cloud

    VMware, now owned by Dell, was ranked second after Microsoft (MSFT) in the cloud infrastructure software space.

    By Anne Shields
  • uploads///hybrid cloud
    Company & Industry Overviews

    Why Is VMware Focused on the Hybrid Cloud Space?

    VMware’s focus on the HCI (hyper-converged infrastructure) space will also benefit the company in the hybrid cloud space.

    By Anne Shields
  • uploads///sd wan
    Consumer

    VMware’s Acquisition of VeloCloud: Start of Mergers in SD-WAN?

    Could VMware’s (VMW) acquisition of VeloCloud be the start of an M&A (merger and acquisition) spree in the SDN space? We’ll have to wait and see.

    By Anne Shields
  • uploads///hybrid cloud
    Company & Industry Overviews

    Assessing VMware’s Financial Performance

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

    By Anne Shields
  • uploads///growth offerings
    Company & Industry Overviews

    What VMware’s Offerings Say about Its Growth Prospects

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

    By Anne Shields
  • uploads///storage market
    Company & Industry Overviews

    How VMware’s vSAN Performed in Fiscal Q1 2019

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

    By Anne Shields
  • uploads///PC market growth rates
    Macroeconomic Analysis

    Why Analysts Hope for a Holiday PC Market Comeback

    Windows 10 and Skylake are the main drivers that can help the PC market make a comeback after struggling for growth in the last few quarters.

    By Puneet Sikka
  • uploads///storage
    Company & Industry Overviews

    What Are EMC’s Other Reasons for Considering a Sell-Off?

    Elliott Management has pressured EMC to change its federal structure. However, the firm has agreed to a “standstill agreement” until September 2015.

    By Anne Shields
  • uploads///Public
    Consumer

    Why Public Cloud is being adopted more by enterprises

    One of the important factors driving public cloud adoption is an organization’s preference and need to reduce overall expenditure on IT infrastructure.

    By Anne Shields
  • uploads///VMware
    Earnings Report

    How Will the VMware-EMC Cloud Joint Venture Fare?

    VMware and EMC will have an equal stake in Virtustream, but financial results of the new company will be consolidated into VMware’s results.

    By Puja Tayal
  • Technology & Communications

    Why acquisitions are important in EMC’s business strategy

    EMC has completed and integrated more than 70 acquisitions since 2003. Through VMware (VMW), it entered the virtualization software market. Legato led to the storage management software market. Documentum led to content management. Finally, RSA and Greenplum let EMC venture into the data security and “big data” space, respectively.

    By Anne Shields
  • uploads///BlackBerry Software contribution
    Earnings Report

    BlackBerry Faces Pricing Pressure for Its EMM Solution

    One reason for BlackBerry’s software business revenue fall could be the pricing pressure that it faces for its Enterprise Mobility Management solution.

    By Puneet Sikka
  • uploads///dell spinoff
    Technology & Communications

    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.

    By Ambrish Shah
  • uploads///Dell earnings
    Earnings Report

    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.

    By Sophia Nicholson
  • uploads///gts
    Consumer

    How Are IBM’s Global Technology Services Performing?

    Let’s take a look at IBM’s Technology Services and Cloud Platforms segment, which encompasses its GTS business and its cloud infrastructure and platform capabilities.

    By Anne Shields
  • uploads///nvda
    Company & Industry Overviews

    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.

    By Sophia Nicholson
  • uploads///Microsoft
    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///iMAGE
    Company & Industry Overviews

    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.

    By Samuel Prince
  • uploads///cloud services market share trend
    Company & Industry Overviews

    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.

    By Puneet Sikka
  • uploads///RD
    Company & Industry Overviews

    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.

    By Aaron Hemsworth
  • uploads///valuation
    Company & Industry Overviews

    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.

    By Aaron Hemsworth
  • uploads///cyber glasses _
    Consumer

    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.

    By Aaron Hemsworth
  • uploads///RD
    Company & Industry Overviews

    VMware Is Driving Its Go-to-Market Strategy

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

    By Aaron Hemsworth
  • uploads///ice cream cone _
    Materials

    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.

    By JP Gravitt
  • uploads///Share repurchase
    Company & Industry Overviews

    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.

    By Aaron Hemsworth
  • uploads///Valuation
    Company & Industry Overviews

    Comparing VMware’s Valuations with Its Peers

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

    By Aaron Hemsworth
  • uploads///
    Consumer

    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.

    By Adam Rogers
  • uploads///
    Company & Industry Overviews

    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).

    By Neha Gupta
  • uploads///NSX
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///CA_Service Segment revs
    Earnings Report

    CA Technologies’ Services Segment Remains Stable

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

    By Aaron Hemsworth
  • uploads///computers __
    Earnings Report

    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.

    By Adam Rogers
  • uploads///
    Company & Industry Overviews

    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.

    By Ruchi Gupta
  • uploads///IDC HCI
    Company & Industry Overviews

    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.

    By Anne Shields
  • uploads///VMware NSX
    Earnings Report

    How WMware’s NSX Performed in Fiscal 3Q18

    In the last quarter, VMware’s (VMW) NSX license bookings grew 100%, indicating that NSX continues to see increased traction.

    By Anne Shields
  • uploads///VMWARE CLOUD ON AWS
    Company & Industry Overviews

    VMware’s Cloud Strategy and the Current Cloud Preferences

    Companies are increasingly being drawn to a multi-cloud strategy. Workloads and other factors are expected to be instrumental in their decision to choose private cloud or public cloud.

    By Anne Shields
  • uploads///g
    Earnings Report

    Why Some Analysts Are Cautious about VMware’s Prospects

    Drexel Hamilton and Gabelli have cut their ratings for VMware stock from a “buy” to a “hold.”

    By Anne Shields
  • uploads///analysts
    Earnings Report

    Why Industry Analysts Raised VMware’s Stock Price Target

    Brad Reback, an analyst with Stifel Nicolaus, explained the factors that led his firm to raise the price target for VMware stock to $152 from $150.

    By Anne Shields
  • uploads///sdn market growth
    Technology & Communications

    VMware’s VeloCloud Acquisition: The Trend It Points To

    VMware’s acquisition of VeloCloud and Cisco’s acquisition of Viptela hint of a trend toward a preference for subscription-based business models.

    By Anne Shields
  • uploads///Velocloud
    Technology & Communications

    How VMware’s Acquisition of VeloCloud Could Impact Cisco

    Citing IHS Markit, Channel Partners reported that VMware’s recent buyout of VeloCloud Networks has established it as one of the top two companies in the SD-WAN space.

    By Anne Shields
  • uploads///enterprise cloud strategy
    Consumer

    A Look into IBM’s Growth Strategy

    Consistent growth in the cloud and mainframe systems enabled IBM to post a lower-than-expected fall in its revenues in 3Q17.

    By Anne Shields
  • uploads///gartner
    Consumer

    What Is Hybrid Cloud’s Role in Red Hat’s Growth?

    Red Hat’s dominant presence in the Linux space will further enable it to cross-sell its OpenStack to new and existing clients as hybrid cloud adoption increases.

    By Anne Shields
  • uploads///margins
    Earnings Report

    A Look at VMware’s Financial Performance in Fiscal 2Q18

    Services revenus, which contributed ~61.5% to VMW’s overall revenues, rose 11.3% to ~$1.2 billion in fiscal 2Q18.

    By Anne Shields
  • uploads///Workspace ONE
    Earnings Report

    How VMware’s End-User Computing Business Performed in Fiscal 2Q18

    Workspace ONE’s increasing popularity persuaded Hewlett-Packard (HPQ) to enter into a partnership with VMware.

    By Anne Shields
  • uploads///NSX
    Consumer

    Chart in Focus: VMware’s NSX Performance in Fiscal 2Q18

    At VMworld, VMware launched NSX Cloud, a service designed to provide more consistent security and networking services for applications running in multiple clouds.

    By Anne Shields
  • uploads///AppDefense software
    Company & Industry Overviews

    Why VMware Launched AppDefense Software

    During its VMworld tech conference on August 28, VMware (VMW) launched its newest offering, AppDefense. AppDefense is designed to protect a company’s core virtualization software from malware, ransomware, and other threats.

    By Anne Shields
  • uploads///
    Consumer

    How Google’s Gmail Move Puts Amazon on Notice

    The decision by Alphabet’s (GOOGL) Google to stop scanning Gmail content for advertising purposes appears to have more than meets the eye.

    By Ruchi Gupta
  • uploads///Azure Stack
    Company & Industry Overviews

    How Azure Stack Can Add to the Allure of Microsoft’s Azure

    Azure Stack is expected to find a preference among companies and industries that prefer the hybrid cloud’s ability.

    By Anne Shields
  • uploads///vmware cash
    Company & Industry Overviews

    Analyzing VMware’s Cash and Cash Flow

    Let’s have a look at VMware’s cash, debt, and cash flows in its most recent quarter. In fiscal 1Q18, VMware’s cash, cash equivalents, and short-term investments totaled $8.6 billion.

    By Anne Shields
  • uploads///VMware HCI
    Company & Industry Overviews

    How Is VMware’s vSAN Performing?

    Let’s see how VMware’s vSAN (virtual storage area network) offering is performing in terms of HCI (hyper-converged infrastructure) and software-defined storage.

    By Anne Shields
  • uploads///VMware EUC
    Company & Industry Overviews

    How VMware’s End-User Computing Business Performed

    In fiscal 1Q18, VMware’s end-user computing business reported a 20% YoY (year-over-year) rise in its license bookings. Mobile and desktop software sales drove this growth.

    By Anne Shields
  • uploads///EMM
    Company & Industry Overviews

    How Have VMware’s Hybrid Cloud and SaaS Performed?

    VMware’s hybrid cloud and software-as-a-service offerings on the back of AirWatch SaaS and vCloud Air Network rose in the double digits year-over-year.

    By Anne Shields
  • uploads///Azure smb
    Company & Industry Overviews

    Why VMware’s Horizon Deal with Microsoft Azure Is Important

    Last month, VMware (VMW) announced a deal with Microsoft (MSFT). It announced the delivery of its Horizon Cloud DaaS (desktop-as-a-service) on Microsoft Azure.

    By Anne Shields
  • uploads///IBM tech services
    Company & Industry Overviews

    How IBM’s Global Technology Services Segment Has Performed

    In 1Q17, IBM’s GTS (global technology services) business’s revenue accounted for ~45% of its total revenue. Its performance is crucial to IBM’s overall growth.

    By Anne Shields
  • uploads///private cloud
    Miscellaneous

    What Caused VMware Stock to Rise More Than 75% in the Last Year?

    VMware’s strategic partnerships with Amazon (AMZN) and IBM (IBM) in the cloud space have contributed significantly to the market’s improved sentiment toward its stock.

    By Anne Shields
  • uploads///vmware vsphere private cloud
    Earnings Report

    Why VMware Sold Its vCloud Air

    Before acquiring Wavefront, VMware made the news when it announced the sale of its vCloud Air to OVH, a France-based cloud company that has partnered with VMware in the past.

    By Anne Shields
  • uploads///CROSS CLOUD
    Company & Industry Overviews

    How VMW’s Cross-Cloud Architecture Could Benefit from Wavefront

    VMware’s vRealize cloud management suite is a cloud management platform specifically built for the hybrid cloud.

    By Anne Shields
  • uploads///wavefront container
    Miscellaneous

    VMware’s Wavefront Buyout Could Strengthen It in the Cloud Space

    Let’s see how VMware’s acquisition of Wavefront could provide it with access to container technology, which could be beneficial for VMware in the IaaS (Internet as a service) space.

    By Anne Shields
  • uploads///hybrid cloud
    Company & Industry Overviews

    How Amazon’s Outage Provided Opportunities to IBM and Oracle

    Earlier this month, Amazon suffered a setback when AWS (Amazon Web Services), its cloud computing platform, was hit by a temporary failure in its hosting platform.

    By Anne Shields
  • uploads///Spending on Public Cloud Services
    Company & Industry Overviews

    Behind the Alphabet–Snapchat Cloud Deal

    Snapchat disclosed in its initial public offering filing that it has a signed deal to use Alphabet’s (GOOGL) Google Cloud for five years.

    By Neha Gupta
  • uploads///Cloud solutions market
    Company & Industry Overviews

    How Amazon Plans to Make Customer Shift to the Cloud Easier

    Amazon leads the cloud infrastructure services market Amazon (AMZN) continues to lead the cloud infrastructure services market. According to a Canalys report, Amazon led the market with a share of 30%, while Microsoft (MSFT), Alphabet (GOOG), and IBM’s (IBM) SoftLayer had a combined share of 30% as of 2Q16. The report also states that the […]

    By Puneet Sikka
  • uploads///HCI Foresster
    Miscellaneous

    How HPE Aims to Increase Market Share in Hyper Converged Space

    HPE estimates the hyper-converged market to be worth ~$2.4 billion in 2016. It’s expected to grow at a compound annual growth rate of 25% to nearly $6 billion by 2020.

    By Anne Shields
  • uploads///simplivity presentation
    Miscellaneous

    Why Hewlett-Packard Enterprise Acquired SimpliVity

    HPE shells out $650 million to acquire SimpliVity Earlier in the series, we discussed VMware’s (VMW) focus on the HCI (hyper-converged infrastructure) space. We also discussed the benefits offered by HCI that contribute to its popularity. VMware’s focus on HCI technology could get a boost due to its now being part of Dell technologies, as […]

    By Anne Shields
  • uploads///HCI
    Earnings Report

    Why VMware Is Focused on Hyper-Converged Infrastructure

    To gain a strong foothold in the public cloud space, VMware has pursued a hyper-converged infrastructure (or HCI).

    By Anne Shields
  • uploads///Gartner
    Earnings Report

    Why the VMware-Amazon Deal Is Expected to Be a Game Changer

    According to investors.com, Jason Ader, an analyst at William Blair, believes a VMware-Amazon partnership would be “game changer.”

    By Anne Shields
  • uploads///AMZN
    Company & Industry Overviews

    Behind Google Improvements in Cloud Solutions

    Last quarter, Google upgraded its BigQuery data analytics software and made Google Cloud Machine Learning available for businesses for training purposes.

    By Puneet Sikka
  • uploads///VMW
    Company & Industry Overviews

    Does VMware Have a Survival Plan in the Cloud Era?

    VMware’s (VMW) revenues have nearly doubled over the last five years. The company reported revenues of $6.6 billion in 2015.

    By Ruchi Gupta
  • uploads///VMware Q
    Earnings Report

    How VMware’s New Offerings Helped Its Fiscal 3Q16 Results

    VMware’s (VMX) new offerings—NSX, VSAN and VxRail software—in the networking space continued to gain traction in fiscal 3Q16.

    By Anne Shields
  • uploads///microsoft azure stack
    Earnings Report

    VMware-Amazon Partnership to Give Microsoft a Run for Its Money

    Microsoft is in second place behind Amazon in the cloud but recorded 100% growth in the space 2Q16. It claimed Salesforce’s leadership position in SaaS.

    By Anne Shields
  • uploads///Amazon IaaS
    Earnings Report

    What the Amazon-VMware Alliance Means for Microsoft, IBM in Cloud

    Analysts and the market seem to have given their approval of the partnership between VMware (VMW) and Amazon (AMZN) as VMware’s stock rose on October 13.

    By Anne Shields
  • uploads///gartner leader
    Earnings Report

    Partnering with Amazon to Help VMware in Virtualization Space

    Along with Microsoft (MSFT), VMware was named a leader in the x86 server virtualization infrastructure space in Gartner’s Magic Quadrant.

    By Anne Shields
  • uploads///cross cloud
    Company & Industry Overviews

    A Look at VMware’s Newest Offering, Cross-Cloud Architecture

    VMware’s Cross-Cloud Architecture provides “a common operating environment” for public and private clouds.

    By Anne Shields
  • uploads///dell emc
    Miscellaneous

    How the Dell-EMC Deal May Affect VMware’s Future

    For the past year, uncertainty has been looming over VMware (VMW), primarily due to the impending Dell-EMC deal. EMC has an 80% stake and 97% of the voting rights in VMware.

    By Anne Shields
  • uploads///
    Earnings Report

    How Did Cisco’s Data Center Segment Perform in Fiscal 4Q16?

    Cisco System’s (CSCO) data center business revenues fell 1% YoY in fiscal 4Q16. Revenues fell from $882 million in fiscal 4Q15 to $873 million in fiscal 4Q16.

    By Adam Rogers
  • uploads///
    Company & Industry Overviews

    What Are the Trends and Drivers Impacting NaaS Firms Like Cisco?

    One of the key drivers for the implementation of NaaS is the transition toward a more programmable, flexible, and virtual network, also known as SDN (software-defined networking) and NFV (network function virtualization).

    By Adam Rogers
  • uploads///
    Company & Industry Overviews

    How Is the Network-as-a-Service Business Expected to Grow?

    Network-as-a-Service (or NaaS) follows a business model where network services are delivered virtually over the Internet. MarketsandMarkets expects the NaaS market to grow from ~$30.7 billion in 2014 to ~$50.8 billion in 2019.

    By Adam Rogers
  • uploads///blue coat
    Miscellaneous

    Why Is Symantec Buying Blue Coat Systems?

    On June 12, 2016, Symantec (SYMC) announced that it would acquire Blue Coat Systems for $4.7 billion in order to expand its offerings and position in the cybersecurity space.

    By Anne Shields
  • uploads///Amazon AWS operating margins
    Company & Industry Overviews

    Why Amazon Believes AWS Business Could Be Bumpy

    The AWS (Amazon Web Services) segment is becoming the main growth driver for Amazon (AMZN).

    By Puneet Sikka
  • uploads///Cloud infrastructure market shares
    Company & Industry Overviews

    Why Has Google Suddenly Increased Its Cloud Investment?

    Amazon had a 31% share of the cloud infrastructure services market as of 4Q15, while Microsoft, IBM, and Google had shares of 9%, 7%, and 4%, respectively.

    By Puneet Sikka
  • uploads///DLP
    Earnings Report

    Why Symantec Slashed Earnings Guidance for Fiscal 4Q16

    Symantec announced in its fiscal 4Q16 guidance call that it is slashing its fiscal 1Q16 earnings guidance. Symantec is scheduled to announce its fiscal 4Q16 results on May 22, 2016.

    By Anne Shields
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