VMware, Inc. (VMW) - NYSE
  • Dec. 21, 2012, 5:28 PM

    Red Hat's (RHT) acquisition of ManageIQ is aimed at VMware (VMW), suggests CEO Jim Whitehurst in a short interview. Though VMware has made decent enterprise traction with its vCloud management/provisioning platform, they're "almost nowhere in public cloud," declares Whitehurst, who thinks the preference among Internet companies for open-source solutions will help Red Hat. TechCrunch's Alex Williams, who notes ManageIQ supports Amazon Web Services, feels likewise. (VMware/DynamicOps) (earlier)

    | Dec. 21, 2012, 5:28 PM | 1 Comment
  • Dec. 19, 2012, 11:31 AM

    Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which was fueled by strong software license sales. VMW +3.7%. WDAY +2.9%. SPLK +2.6%. INFA +2.2%. JIVE +3.5%. Also, Mellanox (MLNX +4.9%) is getting a lift from the strong performance of Oracle's engineered systems business. Oracle noted on its earnings call its app license growth was north of 30%. Goldman estimates total license growth received a 600 bps boost from acquisitions, but is still impressed.

    | Dec. 19, 2012, 11:31 AM
  • Dec. 17, 2012, 2:40 PM

    The tech sector is "trading at a discount to the market for the first time in 20 years," notes Merrill, which advises going overweight on tech stocks (along with energy and industrial names). Barclays portfolio strategist Barry Knapp also sees tech doing well in 2013. More cautious is JPMorgan's Mark Moskowitz, who forecasts 2013 IT spending growth of just 1.7% amidst weak demand for PCs (mobile cannibalization) and servers (the sales lift provided by virtualization is slowing down) (Marc Andreessen)

    | Dec. 17, 2012, 2:40 PM
  • Dec. 15, 2012, 8:42 AM

    Some of GigaOm's 2013 cloud services predictions: 1) Providers will work harder to prove their platforms are safe/reliable enough for enterprises. Amazon, Microsoft, and others already see this as a priority. 2) H-P will face a "make-or-break" year for its newly-launched cloud offerings, and the OpenStack infrastructure platform (supported by Rackspace, H-P, Dell, and others) will also have to prove itself. 3) Software-defined networking will only make modest progress, in spite of all the hype.

    | Dec. 15, 2012, 8:42 AM | 2 Comments
  • Dec. 14, 2012, 12:40 PM

    Juniper (JNPR +2.9%) has rallied two days in a row since announcing its $176M purchase of software-defined networking (SDN) startup Contrail Systems (I, II). Light Reading thinks Contrail could be working on a genuine open standards-based SDN controller, something very different from the semi-proprietary solutions of Cisco and VMWare/Nicira. Stifel notes Cisco's (CSCO) plans for its OPEN SDN architecture involve selling proprietary software for its switches - thus, SDN appears a means to its goal of doubling software sales over the next 5 years.

    | Dec. 14, 2012, 12:40 PM
  • Dec. 12, 2012, 4:33 PM

    Like many of its peers, Juniper (JNPR) is betting big on software-defined networking (SDN): the company is issuing 5.82M shares and $57.5M in cash to buy the shares of SDN startup Contrail Systems it doesn't already own; the total valuation is $176M. Contrail, which recently snagged the CTO of Juniper's JUNOS OS, has been in stealth mode, though its blog posts suggest it might be working on an SDN software controller that will compete with VMware's (VMW) Nicira unit, seen as a threat to Cisco and Juniper's hardware margins.

    | Dec. 12, 2012, 4:33 PM
  • Dec. 6, 2012, 1:58 PM

    Cisco (CSCO +1.3%) and Juniper (JNPR +3.9%) are higher, possibly aided by a Credit Suisse note downplaying the threat posed by software-defined networking (SDN) solutions, such as those offered by VMware's (VMW) Nicira.  CS notes most of the IT pros it spoke with at a conference were "simply trying to understand what is SDN," and argues Cisco has a "practical and flexible" SDN strategy (I, II, III). Others have suggested SDN fragmentation between controller standards pushed by Cisco, Nicira, and the OpenFlow camp are a problem. Cisco's analyst day is tomorrow.

    | Dec. 6, 2012, 1:58 PM
  • Dec. 5, 2012, 5:38 PM

    Citrix (CTXS) is making a push into enterprise mobile device management (MDM) software by acquiring Zenprise, one of the market's early leaders. Citrix touts Zenprise's ability to complement Citrix's mobile-oriented products, such as GoToMeeting, Podio, and ShareFile, and in doing so create an end-to-end suite for managing devices, apps, and data. SAP's Sybase unit is also a key player in MDM software, as is Symantec. Look for VMware (VMW) to buy an MDM firm to complement its Horizon Suite, which competes with various Citrix products.

    | Dec. 5, 2012, 5:38 PM
  • Dec. 4, 2012, 12:44 PM
    EMC and VMware (VMW) have made their rumored spinoff official. Called the Pivotal Initiative, VMware says it will feature not only the Greenplum, Cloud Foundry, SpringSource, and Gemstone units, as has been reported, but also EMC's Pivotal Labs Web/mobile software development tool business, and VMware's Cetas big data analytics software unit. As expected, ex-VMware CEO Paul Maritz will be in charge. Virtually anything offered by VMware/EMC that's aimed at Web/cloud developers or big data projects is in the mix. If an IPO happens in the future, it could be a big one.
    | Dec. 4, 2012, 12:44 PM | 1 Comment
  • Nov. 30, 2012, 3:55 PM
    TechCrunch backs up this week's GigaOm report (I, II) about VMware (VMW) combining three non-core businesses servicing Web/cloud app developers with EMC's Greenplum database and analytics hardware/software arm, whose products are often used in big data projects. Like GigaOm, TechCrunch claims ex-VMware CEO Paul Maritz will head the new unit, while adding about 1K VMware employees will be working for him. An announcement is expected next week.
    | Nov. 30, 2012, 3:55 PM | 1 Comment
  • Nov. 27, 2012, 3:27 PM

    More on VMware/EMC: Paul Maritz, who went from being VMware's CEO to EMC's Chief Strategist in a July shakeup, will reportedly "play a key role" in the spinoff. VMWare is hoping to re-focus on its core virtualization and management software ops, where license growth has slowed and intense competition is provided by Microsoft and Citrix, while giving the spinoff units the attention they need. The spinoff could yield a lucrative IPO down the line, given the Street's love of all things cloud and big data.

    | Nov. 27, 2012, 3:27 PM
  • Nov. 27, 2012, 2:47 PM

    VMware (VMW -0.4%) temporarily spiked on a GigaOm report the company is set to spin off its Cloud Foundry app development platform, as well as its GemStone and SpringSource units (both provide tools for Web/cloud developers) to a unit owned by parent EMC. The unit is unnamed, but a July report about a spinoff mentioned the Greenplum analytics/database software division. Sources claim the spinoff will be announced next week.

    | Nov. 27, 2012, 2:47 PM
  • Nov. 13, 2012, 7:04 PM

    A few more details from Cisco's (CSCO) FQ1 call: Analysts were surprised by Cisco's light FQ2 gross margin guidance, in light of FQ1's margin strength. Cisco attributed the guidance to a mix shift and noted its UCS server line, which carries relatively low margins, is growing rapidly. John Chambers claimed Cisco is competing better with Huawei (still a concern for many) than it was 12-18 months ago. He reaffirmed Cisco's strained partnership with EMC/VMware, but added Cisco plans to form closer ties with EMC rivals such as NetApp, Red Hat, and Microsoft.

    | Nov. 13, 2012, 7:04 PM
  • Nov. 13, 2012, 10:02 AM

    Palo Alto Networks (PANW +1.1%) is outperforming after introducing the VM-Series, a next-gen firewall that can run on servers using VMware's (VMW) virtualization software. The allows the firewall (and its policies) to be quickly moved from server to server. Palo Alto also introduced new mid-range hardware, a malware prevention service, and an update to the OS its firewalls run on. Gartner notes Check Point (CHKP) has long offered a virtual firewall, but expects the VMware partnership to give Palo Alto, whose solutions are differentiated in other respects, a lift. (Citrix partnership)

    | Nov. 13, 2012, 10:02 AM
  • Nov. 5, 2012, 2:55 PM

    Brocade (BRCD +1.1%) is acquiring Vyatta, developer of an operating system that allows networking gear to be built using off-the-shelf hardware and virtualization software, for an undisclosed amount of cash. GigaOm notes the services enabled by Vyatta's software help protect Brocade from seeing its hardware commoditized as software-defined networking (driven by the likes of VMware's Nicira) takes flight. Wunderlich observes Vyatta has generated plenty of industry hype.

    | Nov. 5, 2012, 2:55 PM
  • Oct. 29, 2012, 11:10 AM

    Apple's (AAPL) iOS 6 brings with it a slew of additional features meant to boost enterprise iPhone/iPad adoption. Among them are "guided access," which allows admins to steer users to a single app, and the ability to control configuration profiles and disable pre-installed apps. Apple is also reportedly partnering with VMware (VMW) to deliver a cloud-hosted version of Apple's iWork productivity suite, among other enterprise solutions. There's still no word on when Microsoft Office (MSFT) will arrive on the iPad. (Forrester)

    | Oct. 29, 2012, 11:10 AM | 8 Comments
Company Description
VMware, Inc. provides virtualization infrastructure solutions utilized by organizations to help transform the way they build, deliver and consume information technology resources. Its virtualization infrastructure solutions, which include a suite of products designed to deliver a... More
Sector: Technology
Industry: Technical & System Software
Country: United States