VMWare - Cloud-Computing-Profiteur? (Seite 3)
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VMware COO: Studies show $1 spent on our platform translates into...
https://www.cnbc.com/video/2018/09/28/vmware-coo-on-amazon-p…
https://www.cnbc.com/video/2018/09/28/vmware-coo-on-amazon-p…
in 2017 wieder deutlicher Gewinnrückgang
Antwort auf Beitrag Nr.: 51.536.721 von R-BgO am 20.01.16 11:53:05
und wer noch "günstiger" kaufen will,
kann den Dell-Tracker nehmen Thread: Dell Technologies (V) Aktie ist ja
richtig "günstig" geworden...
dehistorize
Trading Spotlight
fast 100% Gewinnwachstum in 2011 aber immer noch SEHR hoch bewertet
Super micro computer seit 12.12 + 35% !!!
Es laufen ja 2 threads zum Thema Cloud computing, aber das Interesse an dem Thema ist gering. Ich denke mal, das wird selbst dann ein Megatrend, auch wenn die finale Penetration nicht über eine Prozentpunkte hinausgeht. Der Markt ist einfach riesig.
Wie immer stellt sich die Frage, wer wird mehr profitieren, die SW (also VMWare) oder HW Seite, also die CISCO, EMC, HP, Super Micro Computer, etc. etc. dieser WElt?
Wie immer stellt sich die Frage, wer wird mehr profitieren, die SW (also VMWare) oder HW Seite, also die CISCO, EMC, HP, Super Micro Computer, etc. etc. dieser WElt?
VMware Reports Third Quarter 2010 Results
Revenue Growth of 46% to $714 Million; GAAP Operating Margin of 13.2%; Non-GAAP Operating Margin of 28.6%; Trailing Twelve Months Operating Cash Flows Growth of 8% to $1.1 Billion; Trailing Twelve Months Free Cash Flows Growth of 39% to $1.1 Billion
PALO ALTO, CA, Oct 18, 2010 (MARKETWIRE via COMTEX) --
VMware, Inc. (NYSE: VMW), the global leader in virtualization and cloud infrastructure, today announced financial results for the third quarter 2010:
-- Revenues for the third quarter were $714 million, an increase of 46% from the third quarter of 2009.
-- GAAP operating income for the third quarter was $94 million, compared to $23 million for the third quarter of 2009. Non-GAAP operating income for the third quarter was $204 million, compared to $109 million the third quarter of 2009.
-- GAAP net income for the third quarter was $85 million, or $0.20 per diluted share, compared to $38 million, or $0.09 per diluted share, for the third quarter of 2009. Non-GAAP net income for the third quarter was $165 million, or $0.39 per diluted share, compared to $95 million, or $0.24 per diluted share, for the third quarter of 2009.
-- Cash, cash equivalents and short-term investments as of September 30, 2010 were $2.9 billion, an increase of 32% compared to a year ago. Total deferred revenues were $1.5 billion, an increase of 52% from the same period a year ago.
-- For the trailing twelve months ended September 30, 2010, operating cash flows were $1.1 billion, an increase of 8% from the same period a year ago. Trailing twelve month free cash flows were $1.1 billion, an increase of 39% from the same period a year ago.
US revenues for the third quarter increased 47% to $362 million from the third quarter of 2009. International revenues for the third quarter grew 44% to $352 million from the third quarter of 2009.
License revenues were $343 million, an increase of 43% from the third quarter of 2009. Services revenues, which include software maintenance and professional services, were $371 million, an increase of 49% from the third quarter of 2009.
"VMware's third quarter results were driven by strong demand across products and regions, led by the U.S. Federal sector," said Mark Peek, chief financial officer. "For the fourth quarter, we expect total revenues to be within a range of $790 and $810 million, an increase of 30% to 33% from 2009."
"The quarter's strong performance reinforces that VMware is on the right path to help customers navigate the changing IT landscape," said Paul Maritz, president and chief executive officer. "With virtualization as a central technology in cloud computing, VMware will continue to invest to deliver a broadening set of IT as a Service solutions across infrastructure, application platforms and end-user computing."
Recent Highlights & Strategic Announcements
-- On August 31, 2010, VMware outlined its vision for the next decade of information technology at VMworld 2010 in San Francisco and later at VMworld Europe in Copenhagen. The new model -- IT as a Service and hybrid cloud computing -- improves each critical layer of modern architecture for infrastructure, applications and end-user access. The events attracted more than 23,000 registered attendees, including customers, partners, press and analysts, and 346 sponsors and exhibitors.
-- On August 31, 2010, VMware announced a series of solutions to support its new model of IT as a Service, including VMware vCloud (TM) Director, a new model for delivering and consuming IT services across hybrid clouds; VMware vShield(TM), a product family to tackle cloud security challenges; VMware vCloud Datacenter Services, secure, interoperable enterprise-class clouds delivered by leading service providers; and VMware vFabric(TM), a modern application development platform to deliver speed, portability and optimized use of cloud infrastructure.
-- During the third quarter, VMware announced that some of the world's leading service providers, including Bluelock, Colt, SingTel, Terremark and Verizon, will utilize vCloud Datacenter Services to deliver secure interoperable enterprise-class hybrid clouds as a way for enterprises to extend their datacenters to external clouds, while preserving security, compliance and quality of service.
-- On August 31, 2010, VMware announced that it had acquired Integrien, a leader in real time application and infrastructure performance analytics software, and TriCipher, a leader in secure access management and enterprise identity federation for cloud hosted Software as a Service applications.
-- On September 13, 2010, VMware announced general availability of VMware View(TM)4.5, a complete, virtual desktop solution that enables enterprises to improve security, lower operating costs, and simplify desktop administration and management by establishing a modern, end-user computing architecture.
-- In the third quarter, VMware announced a series of alliances to accelerate cloud computing deployment and IT as a Service. VMware's agreement with HP will deliver a new virtualization solution and reference architectures. VMware and NetApp announced new solutions that will help midsize enterprises consolidate and virtualize their Windows(R) environments to deliver enterprise-class IT as a Service.
VMware plans to host a conference call today to review its third quarter results and to discuss its financial outlook. The call is scheduled to begin at 2:00 p.m. PT/ 5:00 p.m. ET and can be accessed via the Web at http://ir.vmware.com. The webcast will be available live, and a replay will be available following completion of the live broadcast for approximately 30 days.
Revenue Growth of 46% to $714 Million; GAAP Operating Margin of 13.2%; Non-GAAP Operating Margin of 28.6%; Trailing Twelve Months Operating Cash Flows Growth of 8% to $1.1 Billion; Trailing Twelve Months Free Cash Flows Growth of 39% to $1.1 Billion
PALO ALTO, CA, Oct 18, 2010 (MARKETWIRE via COMTEX) --
VMware, Inc. (NYSE: VMW), the global leader in virtualization and cloud infrastructure, today announced financial results for the third quarter 2010:
-- Revenues for the third quarter were $714 million, an increase of 46% from the third quarter of 2009.
-- GAAP operating income for the third quarter was $94 million, compared to $23 million for the third quarter of 2009. Non-GAAP operating income for the third quarter was $204 million, compared to $109 million the third quarter of 2009.
-- GAAP net income for the third quarter was $85 million, or $0.20 per diluted share, compared to $38 million, or $0.09 per diluted share, for the third quarter of 2009. Non-GAAP net income for the third quarter was $165 million, or $0.39 per diluted share, compared to $95 million, or $0.24 per diluted share, for the third quarter of 2009.
-- Cash, cash equivalents and short-term investments as of September 30, 2010 were $2.9 billion, an increase of 32% compared to a year ago. Total deferred revenues were $1.5 billion, an increase of 52% from the same period a year ago.
-- For the trailing twelve months ended September 30, 2010, operating cash flows were $1.1 billion, an increase of 8% from the same period a year ago. Trailing twelve month free cash flows were $1.1 billion, an increase of 39% from the same period a year ago.
US revenues for the third quarter increased 47% to $362 million from the third quarter of 2009. International revenues for the third quarter grew 44% to $352 million from the third quarter of 2009.
License revenues were $343 million, an increase of 43% from the third quarter of 2009. Services revenues, which include software maintenance and professional services, were $371 million, an increase of 49% from the third quarter of 2009.
"VMware's third quarter results were driven by strong demand across products and regions, led by the U.S. Federal sector," said Mark Peek, chief financial officer. "For the fourth quarter, we expect total revenues to be within a range of $790 and $810 million, an increase of 30% to 33% from 2009."
"The quarter's strong performance reinforces that VMware is on the right path to help customers navigate the changing IT landscape," said Paul Maritz, president and chief executive officer. "With virtualization as a central technology in cloud computing, VMware will continue to invest to deliver a broadening set of IT as a Service solutions across infrastructure, application platforms and end-user computing."
Recent Highlights & Strategic Announcements
-- On August 31, 2010, VMware outlined its vision for the next decade of information technology at VMworld 2010 in San Francisco and later at VMworld Europe in Copenhagen. The new model -- IT as a Service and hybrid cloud computing -- improves each critical layer of modern architecture for infrastructure, applications and end-user access. The events attracted more than 23,000 registered attendees, including customers, partners, press and analysts, and 346 sponsors and exhibitors.
-- On August 31, 2010, VMware announced a series of solutions to support its new model of IT as a Service, including VMware vCloud (TM) Director, a new model for delivering and consuming IT services across hybrid clouds; VMware vShield(TM), a product family to tackle cloud security challenges; VMware vCloud Datacenter Services, secure, interoperable enterprise-class clouds delivered by leading service providers; and VMware vFabric(TM), a modern application development platform to deliver speed, portability and optimized use of cloud infrastructure.
-- During the third quarter, VMware announced that some of the world's leading service providers, including Bluelock, Colt, SingTel, Terremark and Verizon, will utilize vCloud Datacenter Services to deliver secure interoperable enterprise-class hybrid clouds as a way for enterprises to extend their datacenters to external clouds, while preserving security, compliance and quality of service.
-- On August 31, 2010, VMware announced that it had acquired Integrien, a leader in real time application and infrastructure performance analytics software, and TriCipher, a leader in secure access management and enterprise identity federation for cloud hosted Software as a Service applications.
-- On September 13, 2010, VMware announced general availability of VMware View(TM)4.5, a complete, virtual desktop solution that enables enterprises to improve security, lower operating costs, and simplify desktop administration and management by establishing a modern, end-user computing architecture.
-- In the third quarter, VMware announced a series of alliances to accelerate cloud computing deployment and IT as a Service. VMware's agreement with HP will deliver a new virtualization solution and reference architectures. VMware and NetApp announced new solutions that will help midsize enterprises consolidate and virtualize their Windows(R) environments to deliver enterprise-class IT as a Service.
VMware plans to host a conference call today to review its third quarter results and to discuss its financial outlook. The call is scheduled to begin at 2:00 p.m. PT/ 5:00 p.m. ET and can be accessed via the Web at http://ir.vmware.com. The webcast will be available live, and a replay will be available following completion of the live broadcast for approximately 30 days.
Die EMC-Tochter VMware ist offenbar an den Linux-Assets von Novell interessiert und soll sich bereits in fortgeschrittenen Gesprächen mit Novell befinden. In den nächsten drei bis vier Wochen könnte der Deal bereits abgeschlossen sein.
Es sollen jedoch auch weitere Unternehmen Interesse an einer Übernahme bekundet haben, wie das Wall Street Journal unter Berufung auf mit den Verhandlungen betraute Personen berichtet. Mit mindestens zwei Interessenten sei Novell bereits in fortgeschrittenen Gesprächen.
So scheine VMware lediglich an Novells Suse-Betriebssystem, weiteren Linux-Technologien und den entsprechenden Unternehmensgruppen interessiert sein. Die NetWare-Technologie könnte an Attachmate gehen. Attachmate ist ein Software-Unternehmen, das sich auf den Support von Legacy-Anwendungen spezialisiert hat. Hinter Attachmate stehen die auf Buyouts spezialisierten Investoren Golden Gate Capital und Francisco Partners.
Offenbar sollen rund 20 Unternehmen Interesse an Novell bekundet haben, doch nur einige wenige scheinen an einem Kauf stärker interessiert zu sein. Novell steht seit März zum Verkauf. Damals hatte das Unternehmen aus Utah jedoch ein Angebot des Investmentfonds Elliot Associates in Höhe von rund 2 Milliarden Dollar als zu niedrig zurückgewiesen. Damals hatte Novell erklärt, Angebote zu prüfen.
Doch wie die New York Post berichtet, sollen sich die Gespräche derzeit auf zwei Interessenten konzentrieren. Demnach sei Novell bereits damit einverstanden sein, das Unternehmen in zwei Teile aufzuspalten. Die Übernahme könnte in den nächsten drei bis vier Wochen stattfinden. Da die Gespräche aber offenbar sehr "sensibel" ablaufen, könne der Deal auch jederzeit platzen.
Unklar ist derzeit auch, welchem Käufer der Novell-Bereich für Identity Management zufällt, der neben dem Linux-Business ein wichtiges Umsatzstandbein Novells ist.
Für VMware könnte der Deal durchaus Sinn machen. Nachdem Red Hat eine Art Linux-basiertes Cloud-Framework vorgelegt hat, und damit auch in die Domäne von VMware vordringt, könnte der Virtualisierungsmarktführer so sein Linux-Engagement ausbauen. Zudem ist Suse-Linux die von VMware bevorzugte Distribution. Vorgepackte Virtuelle Appliances schnürt VMware schon jetzt mit Suse-Linux. Außerdem könnte VMware mit der Akquisition den eigenen Cloud-Service-Stack vervollständigen.
Derzeit gibt es weder von Novell noch von VMware einen Kommentar zu den Gerüchten.
Es sollen jedoch auch weitere Unternehmen Interesse an einer Übernahme bekundet haben, wie das Wall Street Journal unter Berufung auf mit den Verhandlungen betraute Personen berichtet. Mit mindestens zwei Interessenten sei Novell bereits in fortgeschrittenen Gesprächen.
So scheine VMware lediglich an Novells Suse-Betriebssystem, weiteren Linux-Technologien und den entsprechenden Unternehmensgruppen interessiert sein. Die NetWare-Technologie könnte an Attachmate gehen. Attachmate ist ein Software-Unternehmen, das sich auf den Support von Legacy-Anwendungen spezialisiert hat. Hinter Attachmate stehen die auf Buyouts spezialisierten Investoren Golden Gate Capital und Francisco Partners.
Offenbar sollen rund 20 Unternehmen Interesse an Novell bekundet haben, doch nur einige wenige scheinen an einem Kauf stärker interessiert zu sein. Novell steht seit März zum Verkauf. Damals hatte das Unternehmen aus Utah jedoch ein Angebot des Investmentfonds Elliot Associates in Höhe von rund 2 Milliarden Dollar als zu niedrig zurückgewiesen. Damals hatte Novell erklärt, Angebote zu prüfen.
Doch wie die New York Post berichtet, sollen sich die Gespräche derzeit auf zwei Interessenten konzentrieren. Demnach sei Novell bereits damit einverstanden sein, das Unternehmen in zwei Teile aufzuspalten. Die Übernahme könnte in den nächsten drei bis vier Wochen stattfinden. Da die Gespräche aber offenbar sehr "sensibel" ablaufen, könne der Deal auch jederzeit platzen.
Unklar ist derzeit auch, welchem Käufer der Novell-Bereich für Identity Management zufällt, der neben dem Linux-Business ein wichtiges Umsatzstandbein Novells ist.
Für VMware könnte der Deal durchaus Sinn machen. Nachdem Red Hat eine Art Linux-basiertes Cloud-Framework vorgelegt hat, und damit auch in die Domäne von VMware vordringt, könnte der Virtualisierungsmarktführer so sein Linux-Engagement ausbauen. Zudem ist Suse-Linux die von VMware bevorzugte Distribution. Vorgepackte Virtuelle Appliances schnürt VMware schon jetzt mit Suse-Linux. Außerdem könnte VMware mit der Akquisition den eigenen Cloud-Service-Stack vervollständigen.
Derzeit gibt es weder von Novell noch von VMware einen Kommentar zu den Gerüchten.
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VMWare - Cloud-Computing-Profiteur?
