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VMware, Inc. (VMW)

  • Jan. 27, 2013, 5:35 PM
    Notable earnings after Monday’s close: BMC, CE, IDTI, ILMN, MSPD, OLN, SANM, STLD, STX, VMW, YHOO, ZION
    | Jan. 27, 2013, 5:35 PM | 1 Comment
  • Jan. 24, 2013, 2:35 PM
    VMware (VMW) furthers its data center/cloud management ambitions by investing $30M and forming a partnership with Puppet Labs, a developer of software that automates a variety of management tasks for IT admins. Puppet's tools complement those of cloud automation vendor DynamicOps, which VMware acquired in July. Unlike VMware's traditional vCloud offerings, both DynamicOps and Puppet can manage non-VMware virtualization environments. (August launches: I, II)
    | Jan. 24, 2013, 2:35 PM | Comment!
  • Jan. 23, 2013, 2:37 PM
    Some enterprise software stocks are trading higher following market-pleasing reports from IBM, SAP, and CA. IBM's earnings call tone and forecast for mid-single-digit 2013 software growth are going over well, as is SAP's (SAP +1.2%) guidance for 2013 software license/cloud subscription revenue growth of 14%-20% at constant currencies - cloud is expected to make up €750M ($998M) of this total. INFA +4.5%. CRM +2.2%. JIVE +2.5%. RHT +2.4%. CTXS +2.2%. CVLT +1.5%. VMW +1.7%.
    | Jan. 23, 2013, 2:37 PM | Comment!
  • Jan. 18, 2013, 6:49 PM
    ~85% of enterprise server workloads are targets for being virtualized and 60-70% will be virtualized by year's end, estimates Craig-Hallum. That leads it to think demand for VMware's (VMW) vSphere virtualization platform could slow down this year. CH also believes Microsoft's free Hyper-V platform is now good enough for 90% of workloads, something that will lead to price pressure. However, the fact vSphere workloads can only be moved onto other servers running and managed by VMware's software acts as a switching cost. (previous)
    | Jan. 18, 2013, 6:49 PM | 1 Comment
  • Jan. 16, 2013, 2:03 PM
    VMware (VMW -1%) CTO and long-time employee Steve Herrod has resigned to become a partner at VC firm General Catalyst; he'll remain with the company for now in an advisory role. VMware and parent EMC saw a big executive shakeup last year.
    | Jan. 16, 2013, 2:03 PM | Comment!
  • Jan. 15, 2013, 5:44 PM
    Microsoft (MSFT) has refreshed its cloud infrastructure software lineup. A service pack for Microsoft's System Center management software allows cloud apps/resources within to be centrally managed, and for different IT hardware resources to be simultaneously delivered - VMware is moving in a similar direction. Also, Microsoft's Azure cloud platform has been updated to support new monitoring and hosting services. Microsoft continues to make Azure's support for hybrid clouds a big selling point as it competes with the likes of Amazon and Salesforce.
    | Jan. 15, 2013, 5:44 PM | 3 Comments
  • Jan. 15, 2013, 12:56 PM
    A month after buying software-defined networking (SDN) controller vendor Contrail (I, II), Juniper (JNPR) is outlining its SDN vision. Like Cisco and VMware's Nicira, Juniper is supporting network virtualization and the centralization of management features on a controller. Just as importantly, it's announcing a novel pay-as-you-go software licensing model that allows licenses to be moved between devices. The move follows Cisco's efforts to use SDN to boost software sales, and is arguably an attempt to counter the commoditizing impact SDN could have on Juniper's switches.
    | Jan. 15, 2013, 12:56 PM | Comment!
  • Jan. 8, 2013, 2:45 PM
    EMC (EMC -1.5%) has acquired iWave, a developer of software that automates the provisioning of storage systems and private clouds, iWave's CEO discloses. Both EMC proper and VMware have been investing heavily in IT hardware/cloud automation solutions, and the fact iWave already had a reseller deal with EMC should simplify product integration. Red Hat, Citrix, and Microsoft have also been growing their presence in this space. (also) (William Blair downgrade)
    | Jan. 8, 2013, 2:45 PM | Comment!
  • Jan. 3, 2013, 4:51 PM
    Mellanox's warning fueled a gradual selloff in enterprise tech stocks. Some storage-centric names were among the hardest-hit: FIO -6.2%. BRCD -4.7%. ELX -3.9%. XRTX -4.7%. Other notable decliners: FFIV -3.8%. CTXS -3.4%. VMW -3.2%. TIBX -3%. QLIK -8.4%. (security hardware stocks)
    | Jan. 3, 2013, 4:51 PM | 4 Comments
  • Jan. 2, 2013, 6:28 PM
    Craig-Hallum has joined Oppenheimer in making cautious remarks about EMC (EMC -2%). Though believing EMC can meet Q4 estimates with the help of strong high-end storage (VMAX) and VMware (VMW +0.7%) sales, the firm thinks 2013 guidance could miss consensus in light of challenges posed by technologies such as flash storage, public cloud services (such as AWS), and open-source cloud solutions such as OpenStack. While impressed with EMC's flash efforts, CH largely sees them as defensive moves aimed at upstarts such as Fusion-io (FIO).
    | Jan. 2, 2013, 6:28 PM | 3 Comments
  • Jan. 2, 2013, 11:47 AM
    EMC's (EMC -2.2%) Q4 sales will come in at the low end of its $5.92B-$6.07B guidance range, thinks Oppenheimer after conducting U.S. and European checks; the consensus stands at $5.98B. 23% of Oppenheimer's contacts expect sub-5% Q/Q growth in EMC sales in seasonally strong Q4 (up from 15% a year ago). Also, the firm thinks sales of EMC's Data Domain de-duplication hardware and Avamar backup/recovery gear are slowing, though demand for its mid-range VNXe systems (competes with NTAP) is strong. EMC and VMware (VMW -0.4%) are underperforming.
    | Jan. 2, 2013, 11:47 AM | Comment!
  • 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 | Comment!
  • 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 | Comment!
  • 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 | Comment!
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Company Description
VMWare Inc provides virtualization infrastructure solutions utilized by organizations. It has three product areas: Software-Defined Data Center, End-User Computing, and Hybrid Cloud Computing.