VMW

August 28, 2018 Summary VMW reported the results of its fiscal Q2 late last week. The results were a beat and raise quarter, albeit with some confusion as to how the raise should be calculated. The company shares fell because bookings metrics were considered mediocre by some. The company is really firing on all cylinders…

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Mar. 19, 2018 Summary VMware reported another blow-out quarter earlier this month. The shares, unlike those of most enterprise IT peers, have been stuck in neutral and did not really respond to the strong operational performance that was reported. Part of the issue remains very conservative revenue growth guidance which seemingly belies any kind of analysis…

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Mar. 19, 2018 Summary VMware reported another blow-out quarter earlier this month. The shares, unlike those of most enterprise IT peers, have been stuck in neutral and did not really respond to the strong operational performance that was reported. Part of the issue remains very conservative revenue growth guidance which seemingly belies any kind of…

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Jan. 8, 2018 Summary The VMWare engine continues to fire on all cylinders. The company reported another quarter above expectations in terms of both revenues and earnings. The company forecast was just slightly greater than the prior consensus in terms of EPS and revenue and reflected some level of conservatism. VMW shares have appreciated by…

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Jul. 7, 2017 Summary VMware’s shares have underperformed the tech stock averages in the wake of a quarter that was very strong but with guidance that was not raised enough. The reality is that growth for the company is continuing to show noticeable acceleration as its growth businesses have become a larger component of total…

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Feb. 8, 2017 Summary VMW announced the results of its 2016 year the other week. Results were a beat on almost all major metrics and in all significant geos. License bookings growth of 14% was the highest it has been in some years. The company increased its forecast from the prior consensus, but still left…

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October 28, 2016 Summary VMware announced the results of its fiscal Q3 on Wednesday afternoon. The results were a beat and the guidance was a raise. The company had its strongest bookings quarter since early in 2015, with results above expectations across the board. Both GAAP and non-GAAP operating margins have continued to climb. VMware…

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July 12, 2016 Summary In about three months, the long awaited merger between EMC and Dell will probably close. The merger agreement will provide EMC shareholders with .11 of a tracking share called Class V that will mimic the economic performance of VMware as well as $24.05/share in cash. VMW’s shares, despite a positive reaction…

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July 21, 2016 Summary VMW reported Q2 financial results a couple of days ago and headlines were modest beats. The company modestly raised forward guidance as well. Below the headlines, the company has enjoyed unheralded success with its series of hyper-converged storage solutions, with its SDN offerings and with its offerings to facilitate the hybrid…

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Apr. 22, 2016 1:01 PM ET Summary VMware is a company in the midst of yet another transition. This time the company is attempting to transform its revenue base from that of desktop virtualization solutions to becoming a provider of virtualized infrastructure for all types of cloud deployments. As part of the Dell/EMC transaction, EMC…

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