VMware has opened a "virtual reality data center experience" that applies a virtual reality overlay on your vSphere product to give you a virtual view of virtual machines.
The company demonstrated this code for the first time to VMworld Europe after having been flogged in a previous hackfest.
The tool tries to replicate the vSphere functions as actions in virtual reality. Examining a virtual machine becomes a matter of picking up. Moving a virtual machine between hosts requires that the user retrieves it in VR and then places it on another server. The removal of a virtual machine can be achieved by dropping it on a tray.
In a demonstration that the vForum Sydney registry has seen today, the transfer of a server from a local site to the AWS cloud can be done by starting a server. VMware's operations director, Sanjay Poonen, also showed that he had a new server, which allowed the servers to migrate the helicopter's propellers to a new host, where they floated. before going back down in a controlled manner.
Here is a general description of the tool's demonstration.
And here is where you can find the tool itself.
If you want to try it, you should use vCenter 6.5 and have vSphere Cluster configured with at least one ESXi host and have HTC Vive at your fingertips.
You will also need a historical perspective, since this is not the first time you have tried this kind of thing. Computer Associates, which now insists on being simply called "CA", has created a VR interface for its Unicenter business management suite around 1997. And fortunately, Archive.org has kept the two videos below. to take a look at this.
The first only lasts 30 seconds. If you have time to consider the second, tie yourself up for three minutes minutes of golden advertiser. ®
Thursday 2 November 2017
Wednesday 25 October 2017
VMware begins new vSphere beta, but not for a big bang upgrade
VMware has announced a new beta version of vSphere, but unlike its previous efforts, it does not require you to test a new version of Big Bang.
Virtzilla's announcement says: "This beta program is different from our previous programs as it is not tied to a specific version or version only."
"We're now moving to a beta program that, with the new beta community, will continue across multiple versions of vSphere, and attendees can expect to see new features and capabilities added on an ongoing basis for their feedback."
If you find it very difficult to manage, you will have the option to test hosted vSphere in "in a VMware hosted environment, taking advantage of predefined workflows". On-site installations will always be possible.
VMware does this because it has promised frequent updates to its vSphere-on-AWS service. As stated in the FAQ for this service, "ESXi running on VMware Cloud on AWS may have a higher update rate, which allows customers to benefit from regular service improvements."
Which is exactly what is expected of a cloud service these days!
If you wish to play, applications for the beta program can be made here.
VMware has also released VMware vCloud Availability 2.0, a code for service providers who want to exploit a disaster recovery solution as a service. ® .........
Virtzilla's announcement says: "This beta program is different from our previous programs as it is not tied to a specific version or version only."
"We're now moving to a beta program that, with the new beta community, will continue across multiple versions of vSphere, and attendees can expect to see new features and capabilities added on an ongoing basis for their feedback."
If you find it very difficult to manage, you will have the option to test hosted vSphere in "in a VMware hosted environment, taking advantage of predefined workflows". On-site installations will always be possible.
VMware does this because it has promised frequent updates to its vSphere-on-AWS service. As stated in the FAQ for this service, "ESXi running on VMware Cloud on AWS may have a higher update rate, which allows customers to benefit from regular service improvements."
Which is exactly what is expected of a cloud service these days!
If you wish to play, applications for the beta program can be made here.
VMware has also released VMware vCloud Availability 2.0, a code for service providers who want to exploit a disaster recovery solution as a service. ® .........
Sunday 1 October 2017
VMware executive: As the cloud grows, so does the 'new hardware economy'
As more and more companies turn to cloud-based solutions to cut costs and connect to an increasingly digital world, Sanjay Poonen, chief operating officer of VMware said many take a hybrid approach to new technology.
"As you think about companies and their future, they have to decide on the capacity of the data center they want to use now," Poonen told Jim Cramer, the host of Mad Money. "Some people feel they are managing a data center very well, and we can help them modernize it with software, and that's what we do very well." Some companies say, "Look, I do not want to develop much Dell, HP, IBM, Fujitsu, Cisco." The new hardware-based economy is not just these players, but [Amazon Web Services], [Microsoft] Azure, Google, IBM ".
VMware, a cloud computing infrastructure, data center and virtualization company, recently partnered with Amazon Web Services, the online giant's cloud computing group, to provide customers with a more integrated solution.
"If you could take advantage of both worlds, the same tools you've experienced in VMware for management and automation, but getting data center capability on the fly, that's what we've brilliantly innovated here," said Poonen.
VMware's primary goal is to help high-end customers like Coca-Cola and Nike manage on-premise and private cloud operations, combine these functions with the public cloud and develop technologies in the data center, cloud and the mobile landscape.
The company's 500,000 customers include a wide range of retailers, most of them using Airwatch's technology from the cloud giant in their stores to help secure the devices they sell, said COO.
Twenty years ago, the hardware economy was responsible for massive hard disks and cluttered PCs. But a VMware executive told CNBC that there was a new iteration at work.
As more and more companies turn to cloud-based solutions to cut costs and connect to an increasingly digital world, Sanjay Poonen, VMware's chief operating officer, said: Many take a hybrid approach to new technology.
"As you think about companies and their future, they have to decide on the capacity of the data center they want to use now," Poonen told Jim Cramer, the host of Mad Money. "Some people feel they are managing a data center very well, and we can help them modernize it with software, and that's what we do very well." Some companies say, "Look, I do not want to develop much Dell, HP, IBM, Fujitsu, Cisco." The new hardware-based economy is not just these players, but [Amazon Web Services], [Microsoft] Azure, Google, IBM ".
VMware, a cloud computing infrastructure, data center and virtualization company, recently partnered with Amazon Web Services, the online giant's cloud computing group, to provide customers with a more integrated solution.
"If you could take advantage of both worlds, the same tools you've experienced in VMware for management and automation, but getting data center capability on the fly, that's what we've brilliantly innovated here," said Poonen.
VMware's primary goal is to help high-end customers like Coca-Cola and Nike manage on-premise and private cloud operations, combine these functions with the public cloud and develop technologies in the data center, cloud and the mobile landscape.
The company's 500,000 customers include a wide range of retailers, most of them using Airwatch's technology from the cloud giant in their stores to help secure the devices they sell, said COO.
Poonen added that Nike plans to build data centers and many "next-generation consumer applications" with VMware.
"The key is to become a trusted advisor for your client, and that's what we're doing," he said.
Regarding the slowdown in cloud growth or reluctance of companies to switch to "new hardware," Poonen said it was overstated, especially given the position of VMware.
"We believe there will be a fair amount of spending on
"As you think about companies and their future, they have to decide on the capacity of the data center they want to use now," Poonen told Jim Cramer, the host of Mad Money. "Some people feel they are managing a data center very well, and we can help them modernize it with software, and that's what we do very well." Some companies say, "Look, I do not want to develop much Dell, HP, IBM, Fujitsu, Cisco." The new hardware-based economy is not just these players, but [Amazon Web Services], [Microsoft] Azure, Google, IBM ".
VMware, a cloud computing infrastructure, data center and virtualization company, recently partnered with Amazon Web Services, the online giant's cloud computing group, to provide customers with a more integrated solution.
"If you could take advantage of both worlds, the same tools you've experienced in VMware for management and automation, but getting data center capability on the fly, that's what we've brilliantly innovated here," said Poonen.
VMware's primary goal is to help high-end customers like Coca-Cola and Nike manage on-premise and private cloud operations, combine these functions with the public cloud and develop technologies in the data center, cloud and the mobile landscape.
The company's 500,000 customers include a wide range of retailers, most of them using Airwatch's technology from the cloud giant in their stores to help secure the devices they sell, said COO.
Twenty years ago, the hardware economy was responsible for massive hard disks and cluttered PCs. But a VMware executive told CNBC that there was a new iteration at work.
As more and more companies turn to cloud-based solutions to cut costs and connect to an increasingly digital world, Sanjay Poonen, VMware's chief operating officer, said: Many take a hybrid approach to new technology.
"As you think about companies and their future, they have to decide on the capacity of the data center they want to use now," Poonen told Jim Cramer, the host of Mad Money. "Some people feel they are managing a data center very well, and we can help them modernize it with software, and that's what we do very well." Some companies say, "Look, I do not want to develop much Dell, HP, IBM, Fujitsu, Cisco." The new hardware-based economy is not just these players, but [Amazon Web Services], [Microsoft] Azure, Google, IBM ".
VMware, a cloud computing infrastructure, data center and virtualization company, recently partnered with Amazon Web Services, the online giant's cloud computing group, to provide customers with a more integrated solution.
"If you could take advantage of both worlds, the same tools you've experienced in VMware for management and automation, but getting data center capability on the fly, that's what we've brilliantly innovated here," said Poonen.
VMware's primary goal is to help high-end customers like Coca-Cola and Nike manage on-premise and private cloud operations, combine these functions with the public cloud and develop technologies in the data center, cloud and the mobile landscape.
The company's 500,000 customers include a wide range of retailers, most of them using Airwatch's technology from the cloud giant in their stores to help secure the devices they sell, said COO.
Poonen added that Nike plans to build data centers and many "next-generation consumer applications" with VMware.
"The key is to become a trusted advisor for your client, and that's what we're doing," he said.
Regarding the slowdown in cloud growth or reluctance of companies to switch to "new hardware," Poonen said it was overstated, especially given the position of VMware.
"We believe there will be a fair amount of spending on
Sunday 10 September 2017
A closer look at VMware Workspace One Mobile Flows
What is a workflow application? VMware enters application suite? Discover here.
At VMworld 2017, we learned about Workspace One Mobile Flows, the entry of VMware into the "workflow application" space.
Today, let's look at what a workflow application really is; what we know about the VMware offer; how VMware works with its partners; and why this is useful.
A "workflow" application is a rather specific type of application, not for general file access, conversation or content manipulation; is to perform separate tasks based on events, time, location, or other contextual entries. Tasks could be business decisions; small sets of dependent and recurring operations; or quick data entry or retrieval. Generally, these are tasks that can be completed quickly, within a few seconds to a maximum of minutes. These applications can also be called micro-applications.
One of the functionality of workflow applications is to facilitate tasks involving other systems, including email / chat, databases, CRM / HR / ERP, service tickets, and more. This is especially important on mobile devices, where switching between applications can be a pain.
Workflows are often presented in what is called a "map" user interface basically, a small snippet of an application that displays the information you need along the entries needed to take action on the information . Usually, a single card is not worth its own stand-alone application, so it is inserted in other places, for example, inside or next to emails, in chat applications like Slack or in another application that displays multiple workflow cards as needed.
In VMware Things
VMware has thought about this concept at least as far as AirWatch Connect 2016, where they showed proof of concept. It's like Siri, except that you can access Salesforce, employee directories, maps, use the Workspace One infrastructure, and so on. "
Colin Steele took advantage of the announcement of Mobile Flows a few weeks before VMworld, and Mobile Flows appeared in the super session of EUC. I spoke to Marshall Anne Busbee, Product Manager, for more details.
The mobile streams are now in the technical overview, with no general schedule available at the moment; interested customers can register for the beta. This will be an additional payment for Workspace One, with prices to be determined.
Like many similar products, we covered, it is useful to think about the three-part mobile stream. You need a client end where you can present cards; you need some backend integrations to connect to all your recording systems; and you need a policy engine and logic between the two.
With mobile workflows, VMware Workspace One is obviously the center, as it already has a policy and compliance engine, identity integrations, device and application visibility, Workspace One Intelligence data, integration with AirWatch mobile application management, and DLP functionality, and more. Some of these things will be available in the mobile streams right away, others will take time, but you get the idea.
At the end of the customer, they say "everywhere", but for now, the cards will appear in the body of the Boxer email; launch a mobile stream SDK, so you can create your own client deployments; and they will also make an example application that is a reference implementation of the SDK. In the future, VMware will be part of Workspace One customers. Partners can also display maps, as Powwow demonstrated in VMworld (video via VMBlog).
On the other hand, to integrate with the recording systems, VMware will have pre-built connectors for Salesforce and Jira (and you can imagine that it's easy enough to extract the data from the workspace to create computer-based workflow maps). They also have an open source connector to create custom integrations. Beyond that, VMware relies on partners for future integrations, with partners Capriza, Dell Boomi, Powwow and Sapho .
At VMworld 2017, we learned about Workspace One Mobile Flows, the entry of VMware into the "workflow application" space.
Today, let's look at what a workflow application really is; what we know about the VMware offer; how VMware works with its partners; and why this is useful.
A "workflow" application is a rather specific type of application, not for general file access, conversation or content manipulation; is to perform separate tasks based on events, time, location, or other contextual entries. Tasks could be business decisions; small sets of dependent and recurring operations; or quick data entry or retrieval. Generally, these are tasks that can be completed quickly, within a few seconds to a maximum of minutes. These applications can also be called micro-applications.
One of the functionality of workflow applications is to facilitate tasks involving other systems, including email / chat, databases, CRM / HR / ERP, service tickets, and more. This is especially important on mobile devices, where switching between applications can be a pain.
Workflows are often presented in what is called a "map" user interface basically, a small snippet of an application that displays the information you need along the entries needed to take action on the information . Usually, a single card is not worth its own stand-alone application, so it is inserted in other places, for example, inside or next to emails, in chat applications like Slack or in another application that displays multiple workflow cards as needed.
In VMware Things
VMware has thought about this concept at least as far as AirWatch Connect 2016, where they showed proof of concept. It's like Siri, except that you can access Salesforce, employee directories, maps, use the Workspace One infrastructure, and so on. "
Colin Steele took advantage of the announcement of Mobile Flows a few weeks before VMworld, and Mobile Flows appeared in the super session of EUC. I spoke to Marshall Anne Busbee, Product Manager, for more details.
The mobile streams are now in the technical overview, with no general schedule available at the moment; interested customers can register for the beta. This will be an additional payment for Workspace One, with prices to be determined.
Like many similar products, we covered, it is useful to think about the three-part mobile stream. You need a client end where you can present cards; you need some backend integrations to connect to all your recording systems; and you need a policy engine and logic between the two.
With mobile workflows, VMware Workspace One is obviously the center, as it already has a policy and compliance engine, identity integrations, device and application visibility, Workspace One Intelligence data, integration with AirWatch mobile application management, and DLP functionality, and more. Some of these things will be available in the mobile streams right away, others will take time, but you get the idea.
At the end of the customer, they say "everywhere", but for now, the cards will appear in the body of the Boxer email; launch a mobile stream SDK, so you can create your own client deployments; and they will also make an example application that is a reference implementation of the SDK. In the future, VMware will be part of Workspace One customers. Partners can also display maps, as Powwow demonstrated in VMworld (video via VMBlog).
On the other hand, to integrate with the recording systems, VMware will have pre-built connectors for Salesforce and Jira (and you can imagine that it's easy enough to extract the data from the workspace to create computer-based workflow maps). They also have an open source connector to create custom integrations. Beyond that, VMware relies on partners for future integrations, with partners Capriza, Dell Boomi, Powwow and Sapho .
Tuesday 6 June 2017
Insight, Data#3 win VMware Global Partner Innovation awards
VMware has unveiled its most powerful partners in its Partners Annual Leadership Summit with Insight Australia and the # 3 pricing data takes both regional and global data.
Insight Enterprises won the global and regional winner in the Renovations category. Number 3 was the regional winner for Asia and the Pacific and Japan in the VMware NSX category.
The head of national practice 3 for security Richard Dornhart said: "The team is pleased to win this award, reflecting the investment in the data network of VMware virtualization technology # 3, NSX."
"NSX helps our customers become agile and gain efficiency in their software-defined data centers. The physical security hardware is cut, allowing the development of granular security policies for individual workloads."
Ross Brown, VMware senior vice president, partners and alliances around the world, said: "We are delighted to introduce VMware Global Partner Awards to a wide range of winners this year.
"VMware Partner Network continuously delivers value and performance in a dynamic group of companies, and together they enable organizations to harness the power of their digital transformation and help them thrive in today's competitive business environment."
The awards were announced on May 25 during the VMware Summit, which took place in Rancho Palos Verdes, California.
VMware recognizes partners annually for their outstanding achievements in the previous year.
Insight Enterprises won the global and regional winner in the Renovations category. Number 3 was the regional winner for Asia and the Pacific and Japan in the VMware NSX category.
The head of national practice 3 for security Richard Dornhart said: "The team is pleased to win this award, reflecting the investment in the data network of VMware virtualization technology # 3, NSX."
"NSX helps our customers become agile and gain efficiency in their software-defined data centers. The physical security hardware is cut, allowing the development of granular security policies for individual workloads."
Ross Brown, VMware senior vice president, partners and alliances around the world, said: "We are delighted to introduce VMware Global Partner Awards to a wide range of winners this year.
"VMware Partner Network continuously delivers value and performance in a dynamic group of companies, and together they enable organizations to harness the power of their digital transformation and help them thrive in today's competitive business environment."
The awards were announced on May 25 during the VMware Summit, which took place in Rancho Palos Verdes, California.
VMware recognizes partners annually for their outstanding achievements in the previous year.
Monday 29 May 2017
VMware: Accounting Playbook Flashes Buy Signal
A confluence of accounting devices is expected to provide a backwash to VMware's reported financial results this year.
The period of the buttons created by the recent change in the company's fiscal year began the quarter ended.
The transition to the new revenue recognition standard next year is expected to add 2 points to the recurrent growth in license revenues this year.
Billing for the 2nd license could increase because the raw tax accounting treatment of the new cloud offering with AWS effectively flows the use of the AWS infrastructure across the declared VMware license category.
In August 2015, we warned VMware (VMW) investors that management's use of abstruse accounting tricks masked a deterioration in the fundamentals of the company and that we correctly qualified the stock as a short. We still believe that the company uses various accounting tricks to shape its reported financial results, but this time we think it will benefit the investor sentiment.
We are very optimistic that VMW will enter the publication of future results, as several neglected financial maneuvers should generate statistics on the revenues and invoices of these licenses this year. We expect short-term licensing and a tail-end of growth in the second half of the year. We do not necessarily believe that the underlying demand trends have increased for VMware, but the reported financial results should be guided by three accounting devices that investors probably do not consider. Here is the book of reading.
1. The Stub
We believe that the April quarter ended recently was significantly disabled by> $ 30 million invoicing billing available for invoice on day 1 of the quarter. This is a business that would naturally have accounted for in January, but was probably pushed in February as management had little incentive to harvest licensing transactions before the start of the new fiscal year.
To recap, VMware changed its fiscal year end from December to January to align with its new parent company, Dell (NYSE: DVMT). From 1/1/17 to 2/3/17 was a transitional reporting period and the next financial quarter began on 2/4/17. In accounting language, this is called a stub period and operating performance during the five-week self-transition period will be included in the first 10-Q of the fiscal year. Management has no obligation to disclose the details of the heel until that time, so we do not expect any mention of the June 1 conference call.
Perhaps the most notorious example of disbursing income from an end period occurred 20 years ago when 3Com merged with US Robotics. One company ended the March quarter and the surviving entity had a fiscal quarter in May. The timing of the transaction resulted in a two-month period and US Robotics delivered only $ 15 million of product in the transition window when its operations were at a sales rate of $ 600 million .
We do not expect that extreme sales will be removed from VMware's five-week period, but the company may have earned> $ 30 million in order backlogs on the first day of the April quarter. A back-shell calculation:
$ 600 million = invoice for reference license if quarter ended March
$ 120M = assume that 20% of licensing is normally done in the first month
$ 30m = assume that ¼ could be pushed to February
This $ 30 million would be comprised of certain ELA royalty payments and partner royalties where the corporation has the flexibility to influence the timing of the reporting. Of course, the number could be higher. The next 10-Q will be an interesting reading.
We do not expect the company to consume the entire backlog in the April quarter as the prudent move would be to move orders from the end of April to the next quarter. We were able to see $ 15 million in upward licensing in the April quarter, consistent with quarterly earnings the Company posted each quarter over the past year.
Our provocative concern with the heel period is supported by an unusual trend in sales promotion activity that we have seen over the past six months. In October 2015, we chronicled the long experience of VMware consistan
The second element we feel out of revenue licensing forecasts this year is a byproduct of the new revenue recognition rule that goes into effect in 2018. The transition to ASC 606 should add 2 points to recurring revenue growth by Licenses this year as the deferral of deferred revenue licensing routine due to lack of VSOE disappear from tricky accounting VMware RPG.
We have previously documented that VMware holds> 50 million initial dollars of deferred revenue dollars as a buffer to manage the quarterly sales licenses declared. The company uses the new promotions of seedlings mentioned above to push this quarantine quarter. The accounting standard governing the postponement will be removed for one year when the ASC 606 arrives.
"While we continue to evaluate the potential impacts of around 606, non-work-related income related to the sale of perpetual license licenses is expected to decline significantly during adoption.At present, we remit all income related licensing The sale of permanent licenses in this case does not meet some criteria for recognition of income. However, in item 606, who generally expect that almost all of the income from licenses related to the sale of permanent licenses are recognized in the - VMware 10-K, page 24
We expect that VMware solved this deferral program during the year, adding 2 percentage points to the annual growth in licensing revenue years. If VMware does not cover this fee, the balance will be converted to cumulative results at the end of the year without being executed in the profit and loss account. Financial managers call these steaming revenues. Since a significant part of the management of incentive compensation is based on revenue growth, it is very unlikely that the company abandoned this.
3. AWS Raw Accounting Treatment
As subtle as accounting tricks, we are likely to be very intrigued by VMware's potential for 2H license bill accounts with the deployment of the new cloud offering with AWS. This is a VMware subscription service sold around the physical infrastructure of AWS. We are not so focused on the idea of a hot new product, but the probable invoice processing for accounting and billing in the VMware license category.
VMware cloud in AWS will have a stack of fully configured VMware software running on AWS real estate and essentially replacing the recently active vCloud air released VMware. Internal business forces never achieved a significant share of the IaaS market, along with all other VMware service offerings, accounting for <10% of total revenue.
"VMware Cloud in AWS is the best public and private clouds that enable our customers to run any application using a standard set of software tools and family in a consistent hybrid cloud environment. Customer interest to date has been positive and We expect to offer this service mid-year. " - Pat Gelsinger, CEO of VMware Calling 4Q16 Profits
If you believe that the demand for the cloud in AWS annihilate from vCloud market to air, taking into account VMware will recognize the total value of AWS orders. Unlike other IaaS solutions with VMware partners, the AWS cloud will be sold and operated by VMware. This distinction is important because the AWS cloud orders will be taken on the basis of gross revenue. The cloud business with other partners are recognized on a net basis, if VMware is a dealer or partner share when it is sold. Gross accountant network is the key here.
On the occasion of the potential contribution of the AWS relationship, we realized the discussion surrounding the VVustream business canceled 18 months ago JV. Although the agreement was never consummated, Virtustream must generate "hundreds of millions of dollars in annual revenue" for VMware with a cloud-like business model in AWS. In this spirit, we have modeled additional cloud pricing numbers in AWS for next year. The company has never driven, so we made the following assumptions:
AWS is a $ 20,000 business on the 2018 calendar
Cloud in AWS accounts for 1% of AWS turnover ($ 200 million AWS)
VMware will get a gross margin of 50% for the cloud in AWS (which means an income of 40
The period of the buttons created by the recent change in the company's fiscal year began the quarter ended.
The transition to the new revenue recognition standard next year is expected to add 2 points to the recurrent growth in license revenues this year.
Billing for the 2nd license could increase because the raw tax accounting treatment of the new cloud offering with AWS effectively flows the use of the AWS infrastructure across the declared VMware license category.
In August 2015, we warned VMware (VMW) investors that management's use of abstruse accounting tricks masked a deterioration in the fundamentals of the company and that we correctly qualified the stock as a short. We still believe that the company uses various accounting tricks to shape its reported financial results, but this time we think it will benefit the investor sentiment.
We are very optimistic that VMW will enter the publication of future results, as several neglected financial maneuvers should generate statistics on the revenues and invoices of these licenses this year. We expect short-term licensing and a tail-end of growth in the second half of the year. We do not necessarily believe that the underlying demand trends have increased for VMware, but the reported financial results should be guided by three accounting devices that investors probably do not consider. Here is the book of reading.
1. The Stub
We believe that the April quarter ended recently was significantly disabled by> $ 30 million invoicing billing available for invoice on day 1 of the quarter. This is a business that would naturally have accounted for in January, but was probably pushed in February as management had little incentive to harvest licensing transactions before the start of the new fiscal year.
To recap, VMware changed its fiscal year end from December to January to align with its new parent company, Dell (NYSE: DVMT). From 1/1/17 to 2/3/17 was a transitional reporting period and the next financial quarter began on 2/4/17. In accounting language, this is called a stub period and operating performance during the five-week self-transition period will be included in the first 10-Q of the fiscal year. Management has no obligation to disclose the details of the heel until that time, so we do not expect any mention of the June 1 conference call.
Perhaps the most notorious example of disbursing income from an end period occurred 20 years ago when 3Com merged with US Robotics. One company ended the March quarter and the surviving entity had a fiscal quarter in May. The timing of the transaction resulted in a two-month period and US Robotics delivered only $ 15 million of product in the transition window when its operations were at a sales rate of $ 600 million .
We do not expect that extreme sales will be removed from VMware's five-week period, but the company may have earned> $ 30 million in order backlogs on the first day of the April quarter. A back-shell calculation:
$ 600 million = invoice for reference license if quarter ended March
$ 120M = assume that 20% of licensing is normally done in the first month
$ 30m = assume that ¼ could be pushed to February
This $ 30 million would be comprised of certain ELA royalty payments and partner royalties where the corporation has the flexibility to influence the timing of the reporting. Of course, the number could be higher. The next 10-Q will be an interesting reading.
We do not expect the company to consume the entire backlog in the April quarter as the prudent move would be to move orders from the end of April to the next quarter. We were able to see $ 15 million in upward licensing in the April quarter, consistent with quarterly earnings the Company posted each quarter over the past year.
Our provocative concern with the heel period is supported by an unusual trend in sales promotion activity that we have seen over the past six months. In October 2015, we chronicled the long experience of VMware consistan
The second element we feel out of revenue licensing forecasts this year is a byproduct of the new revenue recognition rule that goes into effect in 2018. The transition to ASC 606 should add 2 points to recurring revenue growth by Licenses this year as the deferral of deferred revenue licensing routine due to lack of VSOE disappear from tricky accounting VMware RPG.
We have previously documented that VMware holds> 50 million initial dollars of deferred revenue dollars as a buffer to manage the quarterly sales licenses declared. The company uses the new promotions of seedlings mentioned above to push this quarantine quarter. The accounting standard governing the postponement will be removed for one year when the ASC 606 arrives.
"While we continue to evaluate the potential impacts of around 606, non-work-related income related to the sale of perpetual license licenses is expected to decline significantly during adoption.At present, we remit all income related licensing The sale of permanent licenses in this case does not meet some criteria for recognition of income. However, in item 606, who generally expect that almost all of the income from licenses related to the sale of permanent licenses are recognized in the - VMware 10-K, page 24
We expect that VMware solved this deferral program during the year, adding 2 percentage points to the annual growth in licensing revenue years. If VMware does not cover this fee, the balance will be converted to cumulative results at the end of the year without being executed in the profit and loss account. Financial managers call these steaming revenues. Since a significant part of the management of incentive compensation is based on revenue growth, it is very unlikely that the company abandoned this.
3. AWS Raw Accounting Treatment
As subtle as accounting tricks, we are likely to be very intrigued by VMware's potential for 2H license bill accounts with the deployment of the new cloud offering with AWS. This is a VMware subscription service sold around the physical infrastructure of AWS. We are not so focused on the idea of a hot new product, but the probable invoice processing for accounting and billing in the VMware license category.
VMware cloud in AWS will have a stack of fully configured VMware software running on AWS real estate and essentially replacing the recently active vCloud air released VMware. Internal business forces never achieved a significant share of the IaaS market, along with all other VMware service offerings, accounting for <10% of total revenue.
"VMware Cloud in AWS is the best public and private clouds that enable our customers to run any application using a standard set of software tools and family in a consistent hybrid cloud environment. Customer interest to date has been positive and We expect to offer this service mid-year. " - Pat Gelsinger, CEO of VMware Calling 4Q16 Profits
If you believe that the demand for the cloud in AWS annihilate from vCloud market to air, taking into account VMware will recognize the total value of AWS orders. Unlike other IaaS solutions with VMware partners, the AWS cloud will be sold and operated by VMware. This distinction is important because the AWS cloud orders will be taken on the basis of gross revenue. The cloud business with other partners are recognized on a net basis, if VMware is a dealer or partner share when it is sold. Gross accountant network is the key here.
On the occasion of the potential contribution of the AWS relationship, we realized the discussion surrounding the VVustream business canceled 18 months ago JV. Although the agreement was never consummated, Virtustream must generate "hundreds of millions of dollars in annual revenue" for VMware with a cloud-like business model in AWS. In this spirit, we have modeled additional cloud pricing numbers in AWS for next year. The company has never driven, so we made the following assumptions:
AWS is a $ 20,000 business on the 2018 calendar
Cloud in AWS accounts for 1% of AWS turnover ($ 200 million AWS)
VMware will get a gross margin of 50% for the cloud in AWS (which means an income of 40
Sunday 14 May 2017
VMware-Dell integration kicks off with on-prem VDI-and-PC-as-a-service
When Dell acquired EMC, one of the things that had been promised for us was a smart integration between Dell's EMC hardware and VMware software.
The results so far? The Virtzilla turning on the Dell EMC World projector saw announcing "Dell EMC VDI Complete Solutions", VDI in a box. Dell has done this for ages, both for VMware and Citrix, so anything that can excite you here, folks.
Except for the price. As shown in the image below, the two companies will sell these products on the service in close proximity to the prices of the computers. Also renting light clients and PC.
It is quite interesting that software servers and pre-integrated, especially because it is clearly a response to the way that virtual desktops are sold overcast. Dell will also offer a throat to drown out VMware hardware and software support.
Both have also later taught AirWatch VMware to play Dell servers. AirWatch is fast becoming an end-point management tool and leaves behind its roots as the enterprise mobility management tool, letting the ambition have been developed by VMware to manage the entire deployment of a company.
Including Chromebooks. VMware and Google have teamed up before ensuring that Virtzilla Horizon products can run applications on Chrome OS. Now the two have teamed up to authenticate the VMware UNO workspace in multiple virtual applications and / or the web is nice with Chromebooks. The result of this effort will mean a single connection to numerous Chromebook applications. This could give a little more confidence to companies regarding the Chromebook PC.
We are told that things in this story are considered the beginning of the beginning of future VMware / Dell integration.
The results so far? The Virtzilla turning on the Dell EMC World projector saw announcing "Dell EMC VDI Complete Solutions", VDI in a box. Dell has done this for ages, both for VMware and Citrix, so anything that can excite you here, folks.
Except for the price. As shown in the image below, the two companies will sell these products on the service in close proximity to the prices of the computers. Also renting light clients and PC.
It is quite interesting that software servers and pre-integrated, especially because it is clearly a response to the way that virtual desktops are sold overcast. Dell will also offer a throat to drown out VMware hardware and software support.
Both have also later taught AirWatch VMware to play Dell servers. AirWatch is fast becoming an end-point management tool and leaves behind its roots as the enterprise mobility management tool, letting the ambition have been developed by VMware to manage the entire deployment of a company.
Including Chromebooks. VMware and Google have teamed up before ensuring that Virtzilla Horizon products can run applications on Chrome OS. Now the two have teamed up to authenticate the VMware UNO workspace in multiple virtual applications and / or the web is nice with Chromebooks. The result of this effort will mean a single connection to numerous Chromebook applications. This could give a little more confidence to companies regarding the Chromebook PC.
We are told that things in this story are considered the beginning of the beginning of future VMware / Dell integration.
Tuesday 2 May 2017
We are a holistic provider of datacenters, cloud and mobility
We are a holistic provider of datacenters, cloud and mobility: Rajiv Ramaswami, COO- Products & Cloud Services, VMwareVMware, the global leader in cloud infrastructure and enterprise mobility, helps CEOs achieve the digital transformation of their business, helping modernize data centers, integrating the public cloud into their infrastructure, Work and the digital security process. In an interview with Rajiv ETCIO Ramaswani, director of operations, products and services in the cloud, VMware has the strategic road map of the company.
VMware was acquired by EMC and now the listed company is a technology subsidiary of Dell. What does all this mean to the company and its customers?
Dell Technologies has completed the acquisition of EMC since last fall and Dell owns the majority of VMware. We continue to operate as an independent public company. We are a pure software company with a broad ecosystem of partners, which also includes the competition partners Dell. We do not say that we are an exclusive company of Dell. HP, Lenovo and Cisco are our partners. And these are the associations we have had for a long time and will continue to move forward.
Having said that, Dell is a very important partner for us in terms of our trajectory in the market. When we made the deal we have publicly announced that, using Dell's channel and its high volume sales force, we could generate a $ 1 billion increase in revenue synergies at VMware. So, increase VMware's revenue by $ 1 trillion using Dell's large sales force. In particular, with respect to emerging markets, such as India and others, where they have a larger sales force than ours. They are a company much bigger than us. We will also exploit areas that are not fully virtualized especially small clients, where they have greater coverage.
And the final piece that is hyper-convergent because hyper-convergence in some cases are sold as a combination of hardware and software instead. Finally, Dell has a very important customer who are one of the largest PC manufacturers and IT R & D with Dell customers. So we consider Dell as a very important partner, now, it can generate a lot of extra work for VMware, but they work independently as an independent company.
In VMware, we will continue to provide the set of all the solutions we have talked about before. They also have the opportunity to consider Dell as a VMware partner and consume great solutions that Dell offers. The goal of Dell technology is to be a complete solution provider for the company to meet all the needs of the business. They have an extensive portfolio of equipment. They servers, clients, networked storage with EMC and this gives them the opportunity to be a window ..
We started as a server virtualization company. From there, we are a company that allows a fully defined data center software that includes server virtualization, hyperconjugé storage, network virtualization, the ability to help our customers transform and modernize their data centers, Integrating public clouds, transforming security and enhance the mobile experience. It is a much wider range of colors. So when we work with our customers, they think we allow them to generate these results with them.
Monday 24 April 2017
VMware sees growth in adoption of digital workspace solutions in India
VMware virtualization has said it sees growth in the adoption of its digital workspace solutions through Indian organizations, having gained several new clients such as Max Life Insurance, MSC Software, Malayala Manorama Karunya University among others. The company said there were more than one million endpoints administered in India.
VMware said the average return on investment for digital workspace spending was 150 percent. By 2016, the company had studied more than 1,200 IT leaders, influential and decision makers in business around the world and found that 78% were able to actively carry out or carry out mobile initiatives and move to A digital workspace.
Digital workspaces provide better security, reduce costs and management complexity, and prevent data loss, he said.
"Digital workspace is the definition of the end-user computing model in the era of the mobile cloud." Business is changing in India and digital workspaces add real business value to organizations and, at the same time, enable Users focus on the work at hand and not the technology in their hands.We are at the heart of this change, providing a complete computing platform based on the end user mobile cloud architecture that enables enterprises to generate a digital transformation " Said assistant Arun Parameswaran, CEO of VMware India in a statement.
"Enterprise mobility reflects a paradigm shift toward consolidation of business systems that not only makes available devices and multi-platform applications, but also emerging devices such as portable systems, IO systems Automatic learning and virtual reality.The proliferation of mobile terminals has forced companies to deal with threats management with automated mechanisms and adaptation of defense while generating a richer user experience.This year we will see a Change in how companies approach mobility devices approach based on a more global strategy, "said Benoy CS, director of digital processing practice (ICT), Frost & Sullivan
Building on the innovations of the digital workspace to accelerate its adoption, VMware has recently introduced new changes to its award-winning UNO workspace solution. These IT upgrades enable you to provide unified access and unique login experience for intranet applications and provide conditional access to richer capabilities that combine real-time security with compliance with automation hygiene.
VMware said the average return on investment for digital workspace spending was 150 percent. By 2016, the company had studied more than 1,200 IT leaders, influential and decision makers in business around the world and found that 78% were able to actively carry out or carry out mobile initiatives and move to A digital workspace.
Digital workspaces provide better security, reduce costs and management complexity, and prevent data loss, he said.
"Digital workspace is the definition of the end-user computing model in the era of the mobile cloud." Business is changing in India and digital workspaces add real business value to organizations and, at the same time, enable Users focus on the work at hand and not the technology in their hands.We are at the heart of this change, providing a complete computing platform based on the end user mobile cloud architecture that enables enterprises to generate a digital transformation " Said assistant Arun Parameswaran, CEO of VMware India in a statement.
"Enterprise mobility reflects a paradigm shift toward consolidation of business systems that not only makes available devices and multi-platform applications, but also emerging devices such as portable systems, IO systems Automatic learning and virtual reality.The proliferation of mobile terminals has forced companies to deal with threats management with automated mechanisms and adaptation of defense while generating a richer user experience.This year we will see a Change in how companies approach mobility devices approach based on a more global strategy, "said Benoy CS, director of digital processing practice (ICT), Frost & Sullivan
Building on the innovations of the digital workspace to accelerate its adoption, VMware has recently introduced new changes to its award-winning UNO workspace solution. These IT upgrades enable you to provide unified access and unique login experience for intranet applications and provide conditional access to richer capabilities that combine real-time security with compliance with automation hygiene.
Thursday 30 March 2017
VMware to end support for third-party virtual switches
VMWare vSphere allows users to finally support third-party virtual switches.
Virtual switches allow you to handle traffic generated by virtual machines. They were part of vSphere for years because it makes sense to have a virtual switch to connect virtual machines instead of sending traffic from a crowd to a physical switch over and over again.
VMware's first effort in this area was modest. The Cisco Nexus 1000V, however, was best regarded and adopted as reasonably widely adopted. IBM and HPE also have virtual switches.
Over the years, VMware has made better efforts: the vSphere Distributed switch is now considered a rival to the Nexus 1000v. VMware also offers VMware vSphere Standard switch. There is also open Linux vSwitch Foundation.
A VMware spokesman said the reason for this change is that some users are more committed to third-party virtual switches. "The VMware native virtual switch implementation has become the de facto standard for more than 99% of vSphere customers today," said the spokesperson.
"The strategy is to invest in the priorities of our customers and simplify the platform to create the best and safest possible experience."
This also involves some pain for those who use third-party virtual switches because they will have to migrate away from them every time VMware will provide its next vSphere upgrade. If the current form is carried out, it will take time next year.
Perhaps more significantly, this week saw rumors arise suggesting that Cisco is working on an IOS decoupled from the hardware output. If this rumor is true, it would set the cat among the pigeons if vSphere did not do well with the future virtual versions of the various Cisco switches.
And then there's the question of the lock. An employee of a hyperconverti systems provider who supports multiple hypervisors and asked for anonymity, believes that some users feel it's worth considering a multi-hypervisor strategy to make sure they are unrelated to VMware virtual switches.
Thursday 2 March 2017
VMware Identity Manager
VMware Identity Manager is an identification of the offer as a service (IDAAS) capabilities providing single sign-on (SSO) and user-based mobile web applications, clouds and controls. Identity Manager is based on the technology acquired by VMware TriCipher in 2010 and is part of the cloud-based management platform ONE with Wake Workspace Enterprise Mobility Management.
Managing the identity of the offer provides SSO access to any application of everything based on policies created by the IT service device. Administrators can create and delete accounts automatically with permission and restrictions for applications managed by Identity Manager VMware. Administrators can also use VMware Identity Manager in different VMware management interfaces, such as vRealize and vCloud Air. Supported applications include Office 365, Salesforce, Dropbox, and Amazon Web Services.
With VMware Identity Manager, administrators provide employees with a way to access a self-service catalog of securely-approved applications and workstations from a variety of devices. It eliminates the possibility that employees sign dangerous devices and important access documents and information, and possibly confidential information.
The underlying local operating system VMware is SuSE Linux Identity Manager 11. If an organization wants to use ThinApp packages, the VMware Identity Manager agent is required for each client. Using VMware ThinApp Packages Identity Manager allows users to run the Windows virtualized application on a Windows system, even though it is not the system in which the application was originally installed. Administrators can also deploy Identity Manager in vCloud Air as software as a server (SaaS), but a local connector is required to connect, as vCloud Air Direct Connect, the organization's data center.
Identity Manager also offers IT a single place to manage multiple accounts and applications. The administrator can set policies to manage devices have access to selected applications. An administrator can give access to all devices or only managed.
Users need one or more VMware ESX servers to deploy Identity Manager and vSphere Client or vSphere Client Web is required to implement a virtual device as an OVA file that is available on the VMware Web site.
Managing the identity of the offer provides SSO access to any application of everything based on policies created by the IT service device. Administrators can create and delete accounts automatically with permission and restrictions for applications managed by Identity Manager VMware. Administrators can also use VMware Identity Manager in different VMware management interfaces, such as vRealize and vCloud Air. Supported applications include Office 365, Salesforce, Dropbox, and Amazon Web Services.
With VMware Identity Manager, administrators provide employees with a way to access a self-service catalog of securely-approved applications and workstations from a variety of devices. It eliminates the possibility that employees sign dangerous devices and important access documents and information, and possibly confidential information.
The underlying local operating system VMware is SuSE Linux Identity Manager 11. If an organization wants to use ThinApp packages, the VMware Identity Manager agent is required for each client. Using VMware ThinApp Packages Identity Manager allows users to run the Windows virtualized application on a Windows system, even though it is not the system in which the application was originally installed. Administrators can also deploy Identity Manager in vCloud Air as software as a server (SaaS), but a local connector is required to connect, as vCloud Air Direct Connect, the organization's data center.
Identity Manager also offers IT a single place to manage multiple accounts and applications. The administrator can set policies to manage devices have access to selected applications. An administrator can give access to all devices or only managed.
Users need one or more VMware ESX servers to deploy Identity Manager and vSphere Client or vSphere Client Web is required to implement a virtual device as an OVA file that is available on the VMware Web site.
Sunday 26 February 2017
CenturyLink Deepens Ties to VMWare
CenturyLink, Inc. today announced that it has expanded its global strategic collaboration with VMware to deepen the level of software-defined data center technologies (SDDCs) available to enterprise customers. This collaboration will preserve and enhance customer investments in local data centers and extend critical workloads and applications to the cloud. Guests can also use VMware technology with CenturyLink's portfolio of network solutions, hosting management and cloud.
"More and more companies are looking for service providers' expertise in managing public and private cloud solutions across diverse hybrid computing models," said Bill Corbin, vice president of strategic partnering and channel partnerships, CenturyLink. "The expansion of our long-standing relationship with VMware is beneficial to our customers through further enhancements to our cloud portfolio with greater integration of VMware technology."
CenturyLink and VMware have brought innovative solutions to the market to benefit business customers:
"As business leaders chart a path to the cloud, they want simplicity, security, and choice of how they consume and leverage IT services," said Geoff Waters, vice president, Global Service Provider for VMware Channel. "With a strong set of organizations using VMware technologies, customers can further benefit from CenturyLink's experience in building, managing and securing cloud environments through critical workloads, hybrid infrastructure critical network links .
"More and more companies are looking for service providers' expertise in managing public and private cloud solutions across diverse hybrid computing models," said Bill Corbin, vice president of strategic partnering and channel partnerships, CenturyLink. "The expansion of our long-standing relationship with VMware is beneficial to our customers through further enhancements to our cloud portfolio with greater integration of VMware technology."
CenturyLink and VMware have brought innovative solutions to the market to benefit business customers:
- Cloud CenturyLink is one of the largest multi-user cloud environments in VMware vSphere in the world, offering performance, usage, connectivity and management organizations benefits.
- Dedicated cloud computing service CenturyLink is one of the largest vSphere-based private cloud services in the world, enabling modular scalability and architectural flexibility for customers seeking a secure and auditable infrastructure that can be tailored to the Loads working as SAP. This service will soon include Data Center Software Defined-based Technology (SDDC) NSX VMware, VMware VSAN and VMware Cloud Foundation.
- CenturyLink includes VMware vCloud Air as part of its multi-cloud offering since its launch in 2013.
- CenturyLink's ElasticBox application management framework includes adapters for VMware vCenter ™, vCloud Director vCloud and air, enabling customers to receive CenturyLink services wherever they need them.
- CenturyLink public and private cloud service offerings will provide a demonstration platform in the cloud ecosystem VMware vCloud Air Network.
"As business leaders chart a path to the cloud, they want simplicity, security, and choice of how they consume and leverage IT services," said Geoff Waters, vice president, Global Service Provider for VMware Channel. "With a strong set of organizations using VMware technologies, customers can further benefit from CenturyLink's experience in building, managing and securing cloud environments through critical workloads, hybrid infrastructure critical network links .
Sunday 12 February 2017
VMware: A Rare Bargain In The Cloud Investment World
Dell's crown jewel blinks a little brighter
VMware (NYSE: VMW) released its results about 10 days ago. It was a good pace, basically in all the measures that operate. In particular, reserves growth has accelerated to 13% for the second consecutive quarter. Licensing reserves experienced a significant acceleration in the quarter, reaching a growth of 14%, compared with a 9% growth in the previous quarter. BPA of $ 1.43 $ 0.04 A was beaten. Operating margins showed a marked improvement. The company provided what appears to be a conservative orientation, especially for some of its older products.
Many investors want to invest in the cloud, but most find alternative space to be expensive and risky. In a way, VMW is a rare animal that has a significant set of solutions that are in the cloud, a relationship with AWS (NASDAQ: AMZN) that will start contributing to revenue this fiscal year as well as some offers in Hyper- convergence.
The first time I wrote about VMware before the transaction with Dell in it would be EMC swallowing in April. The shares have appreciated more than 50% since then, while the IGV is about 16%. An obvious question is if it is too late to get on this train? I will explore this issue in this article.
The other issue to consider is the competitive position of the company in its different markets. This is a complex task and requires a little study to be properly valued and appreciated.
Although VMW shares have increased substantially, there is still a clue because visible growth has also increased significantly. In April, the main measure of growth in license stocks increased by 2%. It is currently growing at 14%. In April, the company raised its revenue growth rate from 3% to 5%, and slightly increased its earnings per share. Revenue growth has reached nearly 10%, gaining faster profits.
Somehow, as I explain below, VMW shares are now more of a case than they were in April because the growth rate is much higher in terms of revenues and margins. The CEO of the company, Pat Gelsinger proclaimed that "our strategy is the hybrid cloud." Of course, the company does not get all or even a preponderance of revenue from the hybrid cloud, but the momentum in this business is undeniable and can show an acceleration of the step function that partnerships with AWS and IBM (NYSE: IBM) Start generating income. VMware is far from being evaluated as a cloud name despite the progress made by the company in that direction. Lots of time to get on the train.
The reason why behind the
One of the things I like about the convenience of VMware is that while stocks went up, it has not yet become a favorite non-ally analysts. The average first call rating is 2.4, blocked from buy and hold, and has not changed substantially in some time, although Wells Fargo increased its rating shortly before the release of results last month.
A few days ago, a writer for Street.com, has produced an article with the sensational title "pay more for the virtual madness of VMware." Editors of the SA could not afford this type of title. While the title was sensational, notes the author had a glow of reality. The company's revenue growth has not reached double digits and less than 10% of its business is in the cloud. Those are the facts.
If I believed that the company's sales growth would be less than 6 percent. 100 - the current consensus estimate for the first call - or that its EPS would not exceed current forecasts of $ 4.87 for what will be fiscal year 2018 (ending 1/31/18), then it would be much more difficult to Recommend actions. But I have many reasons to believe that the consensus will be overcome, as it is the case since I first published this name. (Investors should note that VMware now report their results on Dell's earnings time, which means that the first quarter will be held from 02.01 to 04.30. The month of January will be considered a chunk period and will be reported by Separate but since it does not include the closing period, it is unlikely that the results are not representative of the pace of the company's operations.)
Therefore, it is not surprising that the average price target of the action is only one
If revenues have not crossed a two-digit growth threshold, the company was able to increase its operating cash flow by more than 20% and increase free cash flow by 43%. Much of this increase in cash flow is a product of higher deferred revenue balances that suggest that demand for VMW solutions is increasing faster than total revenues. The company expects earnings per share growth to be around 11% next year, with a free cash flow growth of about 9%, it seems likely that the company has a significant opportunity due to strong momentum Deferred revenues to its new solutions to overcome this projection.
It would be much easier for analysts if VMware chose to leave all its many solutions and offer its contribution to revenue and growth rates. It would be easier, but it would also be a fairy tale. At this point, I think it's fair to see that much of the company's reserves come from fast-growing business segments. Unless this trend changes significantly, reserves growth will again be in double digits and that strength should lead to revenue growth at least equal to that observed in 2016. The CFO said: 2018. Our Portfolio expanded products, as well as our private, hybrid and public cloud strategy, resonate well with our customers ... "On a qualitative basis, continued dynamic growth should mean reserves in the mid-to-late teenage years or more I create growth reserves at this level, it sets a stage in which the company will be able to exceed expectations during the year, and do so in a way that will potentially change company valuation parameters.
Anchor Compute-boat or simply a source of income
In recent years, the business component, which VMware calls the calculation has declined steadily. The calculation is the main factor of compression of evaluation metrics for VMware. It is interesting to note, for example, that Nutanix with global revenues are approximately 10% of VMW has a company value of $ 4.1 million, while VMW has a company value of about $ 30 billion. The reason is that the hyper-VMW growth areas are offset against the equity company that is flat to decline and is likely to continue to squeeze in the foreseeable future. The happiest part of this is that the narrowing of VMW starts ... continue to decline as a percentage of total revenues and reserves and less than half of reserves, allows the new strength of company solutions to show through.
It's part of VMW has its foundation in that the company emerged in the world again at the turn of the century. It is all the virtualized classic products that run on Windows, Linux and Mac, which is called hypervisors for different servers. During the last conference call, management said it hoped that the calculation would lead to a decrease in license reserves mid-individual digits, but would be able to maintain total revenues.
While it is always a lot more fun to talk about new products such as sexy and VxRail NSX, the fact is that much of the company's good results last year due to an excess of achievement in its segment that was reduced At a slower rate than originally planned summer. Even if the calculation seems to be a product near the sunset, it turned out to be a foundation or a springboard for the rest of the VMW product range.
The periodic triggering factors for this company will be how to calculate declines; Full double-digit growth will be difficult to achieve if the calculation of reserves indicates a decrease of more than half a digit. CEO Gelsinger thoughts on the topic as expressed in a response when the call has been as follows:
In other words, we believe that we have taken these challenges in the fourth quarter. And with the overall good results in the quarter, which is generally seen in mid-teen licensing ... also for the office and the end user have a very robust pipeline ... We are very excited, however, about the vision of the UNO work area, where there is no office or mobility or identity. This is the complete solution and is a very different strategy to everyone in the industry. And we really started to see the adoption of this in the fourth quarter and those that are great deals, more strategic.
Many investors are probably tired to exhaustion upon learning of the revolution of the clouds. They do not want to hear about transitions and changes in income recognition and another. For these investors, VMware will not be the easiest name to keep in mind. As I have tried to point out, while a part of your future regarding solutions for use in place in different ways or as part of a storage device, it has also developed specific solutions and celles- cloud these are also worthy Of being discussed in some level detail of, at least, by identifying what they are.
VMW offers some AWS solutions are expected to have a significant impact on growth, but not particularly in the coming year. The products will generally be available by the middle of next year and the sales cycles are such that it is likely to be prudent not to overestimate the adoption of a new product. The AWS bid is expected to lead to sustained revenue growth, as it means users are buying the full range of VMW offerings, while most existing customers are still the users of vSphere, the desktop solutions company.
A crucial component of the VMW cloud strategy is what it calls Cross-Cloud. Cruz Cloud is an architecture that allows users to manage AWS, Microsoft Azure (NASDAQ: MSFT) and Google (NASDAQ: GOOG) using VMware tools. It is much more complicated than that, but the details are not very important in evaluating the prospects of VMW. This is a new offer of the company that is being introduced. The above link is one of the most enthusiastic reviews of a product I've seen lately, and some readers may find it interesting to see how the industry experts rate some of the company's new products is the introduction.
Of course, like any new offer that is in a space that did not exist until now, the growth trajectory is difficult to determine, but the initial signals, such as the address described during the conference call, were favorable. There are several competitive strategies that are designed to achieve cross-connect functionality.
The AWS service is likely to use initial VMW clients defined data center. Given the potential contribution of SDDC revenues, it appears that this strategy has the potential to revive the business sector.
Management has suggested that the strong quarter reached in the fourth quarter was a product of its customers to understand and appreciate the hybrid cloud strategy and to buy more VMW applications because of this strategy. I have no way to measure this claim, of course, but this seems plausible, and if true, then it creates a better year in 2018 than the company was careful to predict.
There is much controversy over the utility of hybrid cloud solutions versus the public cloud. I'm sure the answer depends on many factors, but in general, that's probably enough to tie the two in the firmament. Not all companies can issue their data centers for some time in the near future, but all companies looking to make reality part of the cloud economy.
evaluation
There is always something more that could be written in relation to a company as complex as VMW. Of course, some readers have wanted to see less. I hope the article is a balance between more than one player has to determine buy / sell / retention in their mind and something more detailed than necessary.
When I started writing about VMW values on this site, they were not cheaper. They are now cheap because estimates of growth rates are much higher. VMW shares closed at $ 89.50 yesterday, and the company has a series of fully diluted shares of 416.5 million, as shown in the last quarter's release. The number of shares planned for the current year is 409 million, based on the repurchase of shares, and I have used it in the calculation of the value of the company.
The share repurchase has reduced outstanding shares by approximately 2% per year during the most recent period. At 409 million, the company has a market capitalization of $ 36.6 billion. The company has a net cash of $ 6.5 billion, so the value of the company now stands at $ 30.1 million. The company's revenue forecast is $ 7.6 billion, giving an EV / S of approximately 3.95X. Me appell
VMware (NYSE: VMW) released its results about 10 days ago. It was a good pace, basically in all the measures that operate. In particular, reserves growth has accelerated to 13% for the second consecutive quarter. Licensing reserves experienced a significant acceleration in the quarter, reaching a growth of 14%, compared with a 9% growth in the previous quarter. BPA of $ 1.43 $ 0.04 A was beaten. Operating margins showed a marked improvement. The company provided what appears to be a conservative orientation, especially for some of its older products.
Many investors want to invest in the cloud, but most find alternative space to be expensive and risky. In a way, VMW is a rare animal that has a significant set of solutions that are in the cloud, a relationship with AWS (NASDAQ: AMZN) that will start contributing to revenue this fiscal year as well as some offers in Hyper- convergence.
The first time I wrote about VMware before the transaction with Dell in it would be EMC swallowing in April. The shares have appreciated more than 50% since then, while the IGV is about 16%. An obvious question is if it is too late to get on this train? I will explore this issue in this article.
The other issue to consider is the competitive position of the company in its different markets. This is a complex task and requires a little study to be properly valued and appreciated.
Although VMW shares have increased substantially, there is still a clue because visible growth has also increased significantly. In April, the main measure of growth in license stocks increased by 2%. It is currently growing at 14%. In April, the company raised its revenue growth rate from 3% to 5%, and slightly increased its earnings per share. Revenue growth has reached nearly 10%, gaining faster profits.
Somehow, as I explain below, VMW shares are now more of a case than they were in April because the growth rate is much higher in terms of revenues and margins. The CEO of the company, Pat Gelsinger proclaimed that "our strategy is the hybrid cloud." Of course, the company does not get all or even a preponderance of revenue from the hybrid cloud, but the momentum in this business is undeniable and can show an acceleration of the step function that partnerships with AWS and IBM (NYSE: IBM) Start generating income. VMware is far from being evaluated as a cloud name despite the progress made by the company in that direction. Lots of time to get on the train.
The reason why behind the
One of the things I like about the convenience of VMware is that while stocks went up, it has not yet become a favorite non-ally analysts. The average first call rating is 2.4, blocked from buy and hold, and has not changed substantially in some time, although Wells Fargo increased its rating shortly before the release of results last month.
A few days ago, a writer for Street.com, has produced an article with the sensational title "pay more for the virtual madness of VMware." Editors of the SA could not afford this type of title. While the title was sensational, notes the author had a glow of reality. The company's revenue growth has not reached double digits and less than 10% of its business is in the cloud. Those are the facts.
If I believed that the company's sales growth would be less than 6 percent. 100 - the current consensus estimate for the first call - or that its EPS would not exceed current forecasts of $ 4.87 for what will be fiscal year 2018 (ending 1/31/18), then it would be much more difficult to Recommend actions. But I have many reasons to believe that the consensus will be overcome, as it is the case since I first published this name. (Investors should note that VMware now report their results on Dell's earnings time, which means that the first quarter will be held from 02.01 to 04.30. The month of January will be considered a chunk period and will be reported by Separate but since it does not include the closing period, it is unlikely that the results are not representative of the pace of the company's operations.)
Therefore, it is not surprising that the average price target of the action is only one
If revenues have not crossed a two-digit growth threshold, the company was able to increase its operating cash flow by more than 20% and increase free cash flow by 43%. Much of this increase in cash flow is a product of higher deferred revenue balances that suggest that demand for VMW solutions is increasing faster than total revenues. The company expects earnings per share growth to be around 11% next year, with a free cash flow growth of about 9%, it seems likely that the company has a significant opportunity due to strong momentum Deferred revenues to its new solutions to overcome this projection.
It would be much easier for analysts if VMware chose to leave all its many solutions and offer its contribution to revenue and growth rates. It would be easier, but it would also be a fairy tale. At this point, I think it's fair to see that much of the company's reserves come from fast-growing business segments. Unless this trend changes significantly, reserves growth will again be in double digits and that strength should lead to revenue growth at least equal to that observed in 2016. The CFO said: 2018. Our Portfolio expanded products, as well as our private, hybrid and public cloud strategy, resonate well with our customers ... "On a qualitative basis, continued dynamic growth should mean reserves in the mid-to-late teenage years or more I create growth reserves at this level, it sets a stage in which the company will be able to exceed expectations during the year, and do so in a way that will potentially change company valuation parameters.
Anchor Compute-boat or simply a source of income
In recent years, the business component, which VMware calls the calculation has declined steadily. The calculation is the main factor of compression of evaluation metrics for VMware. It is interesting to note, for example, that Nutanix with global revenues are approximately 10% of VMW has a company value of $ 4.1 million, while VMW has a company value of about $ 30 billion. The reason is that the hyper-VMW growth areas are offset against the equity company that is flat to decline and is likely to continue to squeeze in the foreseeable future. The happiest part of this is that the narrowing of VMW starts ... continue to decline as a percentage of total revenues and reserves and less than half of reserves, allows the new strength of company solutions to show through.
It's part of VMW has its foundation in that the company emerged in the world again at the turn of the century. It is all the virtualized classic products that run on Windows, Linux and Mac, which is called hypervisors for different servers. During the last conference call, management said it hoped that the calculation would lead to a decrease in license reserves mid-individual digits, but would be able to maintain total revenues.
While it is always a lot more fun to talk about new products such as sexy and VxRail NSX, the fact is that much of the company's good results last year due to an excess of achievement in its segment that was reduced At a slower rate than originally planned summer. Even if the calculation seems to be a product near the sunset, it turned out to be a foundation or a springboard for the rest of the VMW product range.
The periodic triggering factors for this company will be how to calculate declines; Full double-digit growth will be difficult to achieve if the calculation of reserves indicates a decrease of more than half a digit. CEO Gelsinger thoughts on the topic as expressed in a response when the call has been as follows:
In other words, we believe that we have taken these challenges in the fourth quarter. And with the overall good results in the quarter, which is generally seen in mid-teen licensing ... also for the office and the end user have a very robust pipeline ... We are very excited, however, about the vision of the UNO work area, where there is no office or mobility or identity. This is the complete solution and is a very different strategy to everyone in the industry. And we really started to see the adoption of this in the fourth quarter and those that are great deals, more strategic.
Many investors are probably tired to exhaustion upon learning of the revolution of the clouds. They do not want to hear about transitions and changes in income recognition and another. For these investors, VMware will not be the easiest name to keep in mind. As I have tried to point out, while a part of your future regarding solutions for use in place in different ways or as part of a storage device, it has also developed specific solutions and celles- cloud these are also worthy Of being discussed in some level detail of, at least, by identifying what they are.
VMW offers some AWS solutions are expected to have a significant impact on growth, but not particularly in the coming year. The products will generally be available by the middle of next year and the sales cycles are such that it is likely to be prudent not to overestimate the adoption of a new product. The AWS bid is expected to lead to sustained revenue growth, as it means users are buying the full range of VMW offerings, while most existing customers are still the users of vSphere, the desktop solutions company.
A crucial component of the VMW cloud strategy is what it calls Cross-Cloud. Cruz Cloud is an architecture that allows users to manage AWS, Microsoft Azure (NASDAQ: MSFT) and Google (NASDAQ: GOOG) using VMware tools. It is much more complicated than that, but the details are not very important in evaluating the prospects of VMW. This is a new offer of the company that is being introduced. The above link is one of the most enthusiastic reviews of a product I've seen lately, and some readers may find it interesting to see how the industry experts rate some of the company's new products is the introduction.
Of course, like any new offer that is in a space that did not exist until now, the growth trajectory is difficult to determine, but the initial signals, such as the address described during the conference call, were favorable. There are several competitive strategies that are designed to achieve cross-connect functionality.
The AWS service is likely to use initial VMW clients defined data center. Given the potential contribution of SDDC revenues, it appears that this strategy has the potential to revive the business sector.
Management has suggested that the strong quarter reached in the fourth quarter was a product of its customers to understand and appreciate the hybrid cloud strategy and to buy more VMW applications because of this strategy. I have no way to measure this claim, of course, but this seems plausible, and if true, then it creates a better year in 2018 than the company was careful to predict.
There is much controversy over the utility of hybrid cloud solutions versus the public cloud. I'm sure the answer depends on many factors, but in general, that's probably enough to tie the two in the firmament. Not all companies can issue their data centers for some time in the near future, but all companies looking to make reality part of the cloud economy.
evaluation
There is always something more that could be written in relation to a company as complex as VMW. Of course, some readers have wanted to see less. I hope the article is a balance between more than one player has to determine buy / sell / retention in their mind and something more detailed than necessary.
When I started writing about VMW values on this site, they were not cheaper. They are now cheap because estimates of growth rates are much higher. VMW shares closed at $ 89.50 yesterday, and the company has a series of fully diluted shares of 416.5 million, as shown in the last quarter's release. The number of shares planned for the current year is 409 million, based on the repurchase of shares, and I have used it in the calculation of the value of the company.
The share repurchase has reduced outstanding shares by approximately 2% per year during the most recent period. At 409 million, the company has a market capitalization of $ 36.6 billion. The company has a net cash of $ 6.5 billion, so the value of the company now stands at $ 30.1 million. The company's revenue forecast is $ 7.6 billion, giving an EV / S of approximately 3.95X. Me appell
Monday 9 January 2017
VMware Joins OPEN-O Project
VMware Inc. (VMW), based in Palo Alto, Calif., Today announced that it has joined the Open-O project, an open source project organized by the Linux Foundation.
OPEN-O, focused on network virtualization (SDN) and network virtualization functions (NFV), is part of a larger initiative represents a global and technological effort to advance network operations. (See also: Facebook Open Compute supports Cisco).
Strengthening the position with service providers
OPEN-O is intended to provide telecom operators, cable and end-to-end cloud orchestration in the NFV, SDN and legacy networks. As a new "platinum" member, VMware will assist the Board and technical management and marketing committees to stimulate the wave of innovation in orchestration and open standards-based.
VMware hopes that by joining OPEN-O, it will remain at the forefront of technology to provide support for the transformation of 400 communications service providers (CSPs) and telecommunication companies around the world for accelerated innovation and service Starts faster, easier and cheaper than before.
These CSP telecommunications operators and are able to benefit from a converged network and application services platform that combine network architectures, cloud, mobility and IT. VMware joins many other network providers as well as some of the largest operators in the world, including China Mobile, Hong Kong Telecom (HKT) and China Telecom in the OPEN-O project.
"The implementation of NFV NFV requires a robust infrastructure and agility that offers the kind of complete NFV orchestration and multi-cloud project that Open-O is committed to deliver," said Gabriele Di Piazza, vice president of telecommunications solutions NFV VMware Group. "Customers will ultimately choose the path that will help them achieve their goals of the best digital transformation."
By joining OPEN-O, VMware is expanding its position as a major player in defining the evolution and adoption of NFV by Telecommunications operators.
OPEN-O, focused on network virtualization (SDN) and network virtualization functions (NFV), is part of a larger initiative represents a global and technological effort to advance network operations. (See also: Facebook Open Compute supports Cisco).
Strengthening the position with service providers
OPEN-O is intended to provide telecom operators, cable and end-to-end cloud orchestration in the NFV, SDN and legacy networks. As a new "platinum" member, VMware will assist the Board and technical management and marketing committees to stimulate the wave of innovation in orchestration and open standards-based.
VMware hopes that by joining OPEN-O, it will remain at the forefront of technology to provide support for the transformation of 400 communications service providers (CSPs) and telecommunication companies around the world for accelerated innovation and service Starts faster, easier and cheaper than before.
These CSP telecommunications operators and are able to benefit from a converged network and application services platform that combine network architectures, cloud, mobility and IT. VMware joins many other network providers as well as some of the largest operators in the world, including China Mobile, Hong Kong Telecom (HKT) and China Telecom in the OPEN-O project.
"The implementation of NFV NFV requires a robust infrastructure and agility that offers the kind of complete NFV orchestration and multi-cloud project that Open-O is committed to deliver," said Gabriele Di Piazza, vice president of telecommunications solutions NFV VMware Group. "Customers will ultimately choose the path that will help them achieve their goals of the best digital transformation."
By joining OPEN-O, VMware is expanding its position as a major player in defining the evolution and adoption of NFV by Telecommunications operators.
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