VMWare Inc

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

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

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

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?

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.

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

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

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

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

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.

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

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

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

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.

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

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.

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

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

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 […]

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.

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

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

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.

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

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

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

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.

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

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

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

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.

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

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.

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.

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

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.

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

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

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

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

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.

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

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

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

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

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

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

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

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

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.

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

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.

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

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.

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

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.

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

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.

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

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

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

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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 […]

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.

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 […]

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

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

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

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

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

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.

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.

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

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

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.

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.

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).

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.

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.

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

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.

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.