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VMware Management Discusses Q3 2012 Results - Earnings Call TranscriptTue, Oct 23, 2012
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VMware Management Discusses Q2 2012 Results - Earnings Call TranscriptMon, Jul 23, 2012
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VMware's CEO Discusses Q1 2012 Results - Earnings Call TranscriptWed, Apr 18, 2012
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VMware's CEO Discusses Q4 2011 Results - Earnings Call TranscriptMon, Jan 23, 2012 • 1 Comment
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VMware's CEO Discusses Q3 2011 Results - Earnings Call TranscriptMon, Oct 17, 2011 • 1 Comment
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VMware's CEO Discusses Q2 2011 Results - Earnings Call TranscriptTue, Jul 19, 2011
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VMware's CEO Discusses Q1 2011 Results - Earnings Call TranscriptTue, Apr 19, 2011
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VMware's CEO Discusses Q4 2010 Results - Earnings Call TranscriptMon, Jan 24, 2011
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VMware, Inc. Q2 2010 Earnings Call TranscriptWed, Jul 21, 2010
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VMware, Inc. Q1 2010 Earnings Call TranscriptTue, Apr 20, 2010
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VMware, Inc. Q4 2009 Earnings Call TranscriptMon, Jan 25, 2010 • 1 Comment
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VMware, Inc. Q3 2009 (Qtr End 9/30/09) Earnings Call TranscriptWed, Oct 21, 2009
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VMware, Inc. Q2 2009 Earnings Call TranscriptWed, Jul 22, 2009
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VMware, Inc. Q1 2009 Earnings Call TranscriptThu, Apr 23, 2009
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VMware, Inc. Q4 2008 Earnings Call TranscriptTue, Jan 27, 2009
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VMware, Inc. Q3 2008 Earnings Call TranscriptWed, Oct 22, 2008
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VMware, Inc. Q2 2008 Earnings Call TranscriptTue, Jul 22, 2008
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VMware, Inc. Q1 2008 Earnings Call TranscriptTue, Apr 22, 2008
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Marketwire (Jun 10, 2013)
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at MarketWatch.com (Jun 5, 2013)
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Marketwire (May 28, 2013)
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Marketwire (May 22, 2013)
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Marketwire (May 22, 2013)
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Marketwire (May 21, 2013)
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Marketwire (May 20, 2013)
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Marketwire (May 15, 2013)
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Marketwire (May 13, 2013)
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Marketwire (May 7, 2013)
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Marketwire (May 3, 2013)
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at Fox Business (May 2, 2013)
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Marketwire (Apr 30, 2013)
VMW vs. ETF Alternatives
Company Description
VMware is the leading provider of virtualization solutions from the desktop to the data center and to the cloud. Our virtualization solutions represent a pioneering approach to computing that separates application software from the underlying hardware to achieve significant improvements in... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Tuesday, June 11, 12:35 PM VMware (VMW +2%) takes aim at Splunk (SPLK +1.1%) by launching vCenter Log Insight, a software tool for managing/analyzing the reams of log data produced by IT hardware and software to troubleshoot problems lower admin costs. VMware asserts Log Insight, which is the product of a 2012 acquisition and competes with the market-leading Splunk Enterprise (analyzes log data and many other file types), can be deployed in minutes, is tightly integrated with VMware's vCenter Operations software, and natively supports the company's vSphere virtualization software. (PR) 1 Comment [Tech]
- Friday, June 7, 11:17 AM Drexel Hamilton becomes the latest sell-side firm to turn on VMware (VMW -1%), cutting shares to Hold on cash flow growth concerns (no doubt spurred by EMC's guidance). That's leading VMware to give back a small portion of the big gains it saw yesterday thanks to COO Carl Eschenbach's conference talk. Berenberg and Deutsche have also downgraded VMware this week. Comment! [Tech]
- Thursday, June 6, 9:09 AM Oracle (ORCL), Citrix (CTXS), and VMware (VMW) are downgraded to Sell by Berenberg. Oracle and Citrix are off fractionally, while VMware is up 3.1% in response to COO Carl Eschenbach's reassuring talk at a BofA/Merrill conference. Oracle's FQ4 report arrives on June 20. Comment! [Tech]
- Wednesday, June 5, 4:38 PM VMware (VMW, EMC) +1.6% AH after COO Carl Eschenback tries to use a BofA/Merrill conference talk to reassure investors on edge over EMC's cash flow guidance and downbeat sell-side commentary. Eschenbach has reiterated VMware's Q2/2013 guidance and operating cash flow targets (the latter might be below consensus), is optimistic about a 2H demand pickup, and claims the vCloud Suite is seeing good momentum. Shares fell 2.5% in regular trading following Deutsche's downgrade. 1 Comment [Tech, Breaking News, On the Move]
- Wednesday, June 5, 9:36 AM VMware (VMW -0.9%) gets cut to Hold by Deutsche's Nandan Amladi, who's worried about competition, billings growth, and execution. VMware's vSphere virtualization platform "continues to face pricing pressures from [Microsoft's] Hyper-V," and the rise of OpenStack is "driving up adoption" of Citrix's (CTXS) Xen virtualization software and the Linux-based KVM. Lastly, checks "indicate a fair amount of interest" in Microsoft's (MSFT) System Center management tools, which compete with parts of VMware's vCloud Suite. IDC estimates VMware's virtualization share fell to 56.8% in 2012, and Microsoft's rose to 27.5%. (cash flow guidance) (Craig-Hallum) 6 Comments [Tech]
- Monday, June 3, 4:20 PM Though VMware's (VMW -2.4%) management has declared the cash flow guidance recently provided by parent EMC inaccurate (due to differences in accounting), subsequent talks with management "imply that they are not entirely comfortable with Street numbers," says Nomura's Rick Sherlund, following up on his Friday note. Management's remarks suggest op. cash flow growth will match op. income growth - Sherlund had been forecasting the former would grow 15%, and believes the consensus for the latter was 24%. He doesn't know whether the shortfall is due to "high receivables or working capital," or demand issues, but thinks the lack of clarity makes for an "awkward situation." Investors don't seem thrilled either. Comment! [Tech, On the Move]
- Friday, May 31, 12:51 PM VMware's (VMW +1.1%) guidance is unchanged, claims Nomura's Rick Sherlund after talking with management about yesterday's EMC cash flow forecasts, which included VMware forecasts that were well below consensus. Sherlund points out EMC and VMware recognize cash flow differently, and says channel checks point to a roughly in-line Q2. But he is concerned about a dearth of specialists and partners to push VMware's huge vCloud Suite (covers virtualization, data center management, and cloud management software), which underpins the company's efforts to grow in the face of slowing vSphere virtualization software demand. Comment! [Tech]
- Thursday, May 30, 5:12 PM More on EMC/VMware: EMC (EMC +5.3%) is guiding for VMware (VMW -1.3%) to produce 2013 operating cash flow of $1.875B and free cash flow of $1.525B. That's well below Stifel's consensus figures of $2.37B and $2.01B. UBS' Brent Thill defends VMware, arguing EMC's forecast is conservative given it implies a 9% Y/Y drop in VMware's operating cash flow for the rest of 2013 (it grew 17% in Q1). Thill sees such a decline as unlikely in light of strong renewal trends for VMware's costly enterprise license agreements (ELAs). Comment! [Tech]
- Thursday, May 30, 1:41 PM EMC (EMC +5.3%) and 80%-owned VMware (VMW -1.6%) head in opposite directions after the former issued fresh guidance to go with news it's raised its buyback authorization by $5B to a remaining $5.5B, initiated a dividend, and promised to spend $3B on buybacks between now and Q2 2014. Though EMC reiterated its 2013 free cash flow guidance of $5.5B, Stifel thinks the specifics suggest VMware's cash flow estimates are too high. EMC's outstanding authorization, which lasts until the end of 2015, is good for buying 10.5% of shares at current levels. Wells Fargo sees the buybacks lifting 2014 EPS by $0.11. Deutsche sees EMC's dividend rising over time. Comment! [Tech, On the Move]
- Tuesday, May 21, 7:07 PM VMware (VMW, EMC) officially launches its vCloud Hybrid Service, which allows clients to pair on-premise workloads with a VMware-run public cloud infrastructure. VMware claims the service supports more than 90 OS', has high-availability options, and allows public and on-premise workloads to be jointly managed. VMware also says it will offer SAP software, including Hana, "as a subscription service on premise and in the cloud." vCloud Hybrid competes with Amazon Web Services, Microsoft's Azure (perhaps the most direct rival), and Rackspace's OpenStack offerings. ITWorld calls it "ideal for a significant set of enterprise applications," but adds it's "no Amazon killer," given AWS' focus on low cost and ease-of-use. 3 Comments [Tech]
- Thursday, May 16, 12:16 PM Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) 1 Comment [Tech, On the Move]
- Monday, May 13, 12:53 PM FBR has upgraded Cisco (CSCO +0.3%) to Market Perform ahead of Wednesday's FQ3 report. Less than 2 months after downgrading Cisco and Juniper (JNPR -0.5%) on a belief software-defined networking (SDN) will drastically lower switch/router demand, the firm says talks suggest SDN overlay solutions - Cisco, Juniper, and VMware (VMW) are pushing them - are gaining traction relative to products requiring big hardware changes, and that this should limit near-term sales pressure. Though rivals doubtlessly disagree, Cisco has been arguing its SDN solution can offer superior intelligence, thanks to its integration with Cisco hardware. (switch competition) 1 Comment [Tech]
- Thursday, May 9, 12:45 PM Four downgrades are levied on Rackspace (RAX -26.3%) following yesterday's Q1 revenue miss, accompanied by worrying business metrics. Slowing growth and a slumping EBITDA margin (due to price cuts) are problems that will get worse as Microsoft and Google ramp their cloud offerings, argues CLSA, which has cut shares to Sell. The firm adds checks indicate "mid-tier to large firms" are increasingly migrating from hosting to cloud services, and expects OpenStack to be immaterial to RAX's bottom line for the next 1-2 years. Stephens, making a contrarian upgrade to Overweight, thinks "new contract wins are on the horizon," as Rackspace targets enterprises. EQIX -2.2%. COR -4.2%. INXN -3.3%. VMW -2.5%. (transcript) 1 Comment [Tech, Earnings, On the Move]
- Tuesday, May 7, 11:41 AM EMC (EMC -0.4%) and VMware (VMW -0.5%) plan to cut 1,800 jobs in a restructuring expected to be finished this year, EMC discloses in its Q1 10-Q. EMC proper expects to cut 1,004 positions (yes, they're that precise), and VMware 800. In January, VMware said it planned to cut 900 jobs in a restructuring; recent asset sales might have lowered that figure. Also: Topeka's Brian White expects EMC to refresh its mid-range VNX storage line at this week's EMC World conference, as well as intro new technology for pooling storage and server resources. (EMC ViPR) Comment! [Tech]
- Wednesday, May 1, 11:27 AM VMware (VMW, EMC) continues its housecleaning, selling the assets for its WaveMaker Java cloud app development tool business to startup incubator Pramati (likely for a small sum). The deal comes 2 years after VMware bought WaveMaker, arguing it complements its SpringSource Web app tool unit (now part of the Pivotal Initiative), and 2 months after it unloaded online PowerPoint rival SlideRocket, as it tries to focus on its core virtualization/infrastructure management businesses amidst intensifying competition. Comment! [Tech, M&A]
- Wednesday, April 24, 3:59 PM "With Hyper-V and OpenStack becoming more competitive, the core virtualization market increasingly saturated and the macro-economy not showing any signs of robust growth, we continue to remain on the sidelines," writes Craig-Hallum on VMware (VMW -5.9%). Given VMware's light revenue forecasts and Microsoft's boasts of Hyper-V share gains, concerns about virtualization growth seem well-placed. The big question is whether the vCloud Suite, Nicira, and other infrastructure management solutions will compensate. Credit Suisse argues these offerings will fuel a recovery, but Bernstein is concerned they'll impact margins. (GE/Pivotal) (transcript) Comment! [Tech]
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The Wall Street Transcript
VMware, Inc. ( $VMW ) Well-Positioned to Benefit as Companies Make the Game-Changing Move to the Cloud - http://su.pr/24qrs4 - View all 0 replies
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muldoon1959: Growing impatient as well. I've been long the stock since the gap down from the 90s.
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muldoon1959: I took a small equity stake looking to fill the gap and expected an up move, but not this explosive!
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SKS1586: andyk80: Mr Market is listening to you & following your thought of bounce, with uptick in all the Futures @ this moment.
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Ryan Mallory
Morning Coffee, Day Trading Watchlist: $IMAX $PAY $VMW | by @wallstreetnole http://bit.ly/1578Du4 - View all 1 replies
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Sunil Shah
$VMW trounced on miss rev forecast. $CRM and this chart are almost identical as 'cloud plays' . IS $CRM next? The hour cometh... - View all 3 replies
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Hank Rearden Jr: and the fact too that an already overpriced AMZN was rewarded for mediocre results yesterday -
Sunil Shah: yup $amzn shows the irrationality of growth names today. but look at $aapl. i can hope lol!
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Michael Bryant
Baidu (BIDU) & VMware (VMW) is a buy. I would stay away from Europe & Koninklijke Ahold (AHONY.PK). http://yhoo.it/nybUBc - View all 1 replies
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