What is VMware worth?
VMware currently seems to be overvalued by 44%, based on the valuation of my discounted cash flows. The stock is currently priced at $ 150 on the market compared to my intrinsic value of $ 104.12. This means that the buying moment is probably gone for the moment. Another thing to keep in mind is that the stock price of VMware is fairly stable compared to the rest of the market, as shown by the low beta. This means that if you think that the current stock price would evolve over time to intrinsic value, a weak beta might suggest that it is probably not quick to reach this level, and once it is there, it can be difficult to downgrade an attractive buying range again.
Prospects are an important aspect when buying a stock, especially if you are an investor looking for growth in your portfolio. While value investors claim that intrinsic value over price is the most important, a more interesting investment trend would be a high growth potential at a cheap price. With a profit that is expected to grow by 36.60% over the next two years, the future looks bright for VMware. It appears that there are higher cash flows for the shares, which should result in a higher valuation of shares.
What does this mean for you?
Are you a shareholder? The optimistic future growth of VMware appears to have been taken into account in the current stock market, with equities being traded above their fair value. At this current price, shareholders can ask another question - do I have to sell? If you believe that VMware should trade below its current price, it may be profitable to sell at a high price and buy it back when the price drops to its true value. But before you make this decision, you must first see if the foundations have changed.
Are you a potential investor? If you keep an eye on VMware for a while, this may not be the best time to enter the stock. The price has exceeded the actual value, which means that there is no price increase. However, the optimistic outlook is encouraging for VMware, which means it is worthwhile to dive deeper into other factors to take advantage of the next price cut.
The price is only the tip of the iceberg. Discover more deeply what really matters - the basics - before deciding on VMware. You can find everything you need to know about VMware in the latest infographic search report. If you are no longer interested in VMware, you can use our free platform to view my list of more than 50 other growth markets with high potential.
Sunday 28 January 2018
Monday 22 January 2018
VMware Helps Retailers Transform Consumer Experiences by Modernizing and Mobilizing IT
Today, VMware, Inc. has (NYSE: VMW), a world leader in cloud infrastructure and business mobility, today sees a number of customers using VMware technology to modernize data centers. strengthen the digital workspace and transform networks and security.
Adopt a multi-cloud strategy to improve the customer experience
The rapid pace of changes in retail computing suggests that well-known brands are rethinking their IT strategies and seeing the cloud as a way to speed up delivery. VMware helps create a shared technology base to meet digital and in-store needs to create a connected retail environment.
DFS, the largest furniture manufacturer in the UK, strives to provide customers with the best shopping experience both in the store and online. With over 50% of its website traffic via a mobile device, the retailer said it wanted the infrastructure needed to increase the site's uptime and improve the customer experience. In addition, DFS needed a solution that could bend during periods of high customer demand - such as the "Guaranteed by Christmas" and the second Christmas Day delivery period - rather than having to manage an environment at full capacity around the world. year.
The customer has chosen to move to a scalable, cloud-based infrastructure via Rackspace Private Cloud, made possible by VMware. With this VMware Cloud Verified solution, the retailer said it can handle the peaks of online traffic year-round by expanding the existing infrastructure where necessary, using VMware's multi-cloud approach.
"VMware is unparalleled in the hybrid cloud space, so we knew we could rely on its technology - we've been using virtualization solutions for many years, but the ability to leverage what we built internally with an infrastructure." It was an excellent prospect, "said Russell Harte, CIO, DSI." VMware's hybrid cloud technology moved exactly where we needed it, thanks to the multi-cloud solution that allows us to manage only a VMware environment, but also cloud from other suppliers. VMware-based multi-cloud environment has changed the way we manage IT. "
Enable digital workspace to improve customer engagement
Today's consumer wants practical, frictionless experiences - always and everywhere. At the same time, retail and consumer brands must monitor and collect data and offer solutions that enable customers to make smarter, real-time purchasing decisions in response to behavior. VMware's digital workspace solutions help customers improve the delivery of applications and infrastructure to mobile devices, helping to increase customer engagement and improve mobile device experience.
Royal Caribbean, one of the largest cruise lines in the world, uses VMware AirWatch to manage mobile devices used by employees on both ships and on shore. In addition to traditional device management, Royal Caribbean's IT team uses AirWatch to deploy live applications to workers' devices, wherever they are in the world.
"To provide our customers with the best possible experience on board, our crew members need transparent and secure access to certain applications," said Jorge De La Cruz, Apple Architect, Information Technology, Royal. Caribbean International. "With AirWatch we can implement applications based on the department, title or location of an employee, so that they have access to the tools they need, where and when they want.
Transform the network and security
In December 2017, VMware acquired VeloCloud, the market leader in Cloud-Delivered SD-WAN. This solution helps retail organizations to deploy flexible, flexible, scalable and secure branch networks. Retailers can also cross the borders between digital retail and physical environments to provide a complete, secure and high-quality customer experience. VeloCloud SD-WAN can help customers achieve PCI certification, including Attestation of Compliance (AoC), enabling retail customers to accelerate their PCI audit process. Centralized visibility and management via VeloCloud Orchestrator
Maintaining network-wide connectivity with continued availability to support in-store and online transactions is a priority for Brooks Brothers, the oldest clothing retailer in the United States. When it's time to update its network to support future growth, the organization said it was turning to VeloCloud SD-WAN.
"With VeloCloud SD-WAN, we are now able to extend the Brooks Brothers footprint to all geographies and allow all sites to have the same network access, regardless of location." explains Manny Stergakis, technical architect. "VeloCloud Cloud-Delivered SD-WAN has enabled the modernization of our global distribution network with secure and reliable migration and access to cloud applications, simplified deployments and WAN management, and reduced operating costs to deliver our top-of-the-line customers. range. a world class shopping experience. "
Adopt a multi-cloud strategy to improve the customer experience
The rapid pace of changes in retail computing suggests that well-known brands are rethinking their IT strategies and seeing the cloud as a way to speed up delivery. VMware helps create a shared technology base to meet digital and in-store needs to create a connected retail environment.
DFS, the largest furniture manufacturer in the UK, strives to provide customers with the best shopping experience both in the store and online. With over 50% of its website traffic via a mobile device, the retailer said it wanted the infrastructure needed to increase the site's uptime and improve the customer experience. In addition, DFS needed a solution that could bend during periods of high customer demand - such as the "Guaranteed by Christmas" and the second Christmas Day delivery period - rather than having to manage an environment at full capacity around the world. year.
The customer has chosen to move to a scalable, cloud-based infrastructure via Rackspace Private Cloud, made possible by VMware. With this VMware Cloud Verified solution, the retailer said it can handle the peaks of online traffic year-round by expanding the existing infrastructure where necessary, using VMware's multi-cloud approach.
"VMware is unparalleled in the hybrid cloud space, so we knew we could rely on its technology - we've been using virtualization solutions for many years, but the ability to leverage what we built internally with an infrastructure." It was an excellent prospect, "said Russell Harte, CIO, DSI." VMware's hybrid cloud technology moved exactly where we needed it, thanks to the multi-cloud solution that allows us to manage only a VMware environment, but also cloud from other suppliers. VMware-based multi-cloud environment has changed the way we manage IT. "
Enable digital workspace to improve customer engagement
Today's consumer wants practical, frictionless experiences - always and everywhere. At the same time, retail and consumer brands must monitor and collect data and offer solutions that enable customers to make smarter, real-time purchasing decisions in response to behavior. VMware's digital workspace solutions help customers improve the delivery of applications and infrastructure to mobile devices, helping to increase customer engagement and improve mobile device experience.
Royal Caribbean, one of the largest cruise lines in the world, uses VMware AirWatch to manage mobile devices used by employees on both ships and on shore. In addition to traditional device management, Royal Caribbean's IT team uses AirWatch to deploy live applications to workers' devices, wherever they are in the world.
"To provide our customers with the best possible experience on board, our crew members need transparent and secure access to certain applications," said Jorge De La Cruz, Apple Architect, Information Technology, Royal. Caribbean International. "With AirWatch we can implement applications based on the department, title or location of an employee, so that they have access to the tools they need, where and when they want.
Transform the network and security
In December 2017, VMware acquired VeloCloud, the market leader in Cloud-Delivered SD-WAN. This solution helps retail organizations to deploy flexible, flexible, scalable and secure branch networks. Retailers can also cross the borders between digital retail and physical environments to provide a complete, secure and high-quality customer experience. VeloCloud SD-WAN can help customers achieve PCI certification, including Attestation of Compliance (AoC), enabling retail customers to accelerate their PCI audit process. Centralized visibility and management via VeloCloud Orchestrator
Maintaining network-wide connectivity with continued availability to support in-store and online transactions is a priority for Brooks Brothers, the oldest clothing retailer in the United States. When it's time to update its network to support future growth, the organization said it was turning to VeloCloud SD-WAN.
"With VeloCloud SD-WAN, we are now able to extend the Brooks Brothers footprint to all geographies and allow all sites to have the same network access, regardless of location." explains Manny Stergakis, technical architect. "VeloCloud Cloud-Delivered SD-WAN has enabled the modernization of our global distribution network with secure and reliable migration and access to cloud applications, simplified deployments and WAN management, and reduced operating costs to deliver our top-of-the-line customers. range. a world class shopping experience. "
Monday 15 January 2018
VMware cuts a small percentage of employees
The VMware enterprise software company confirmed Tuesday that it had laid off a small percentage of employees.
The move comes two years after the Dell subsidiary removed approximately 800 employees.
"We can confirm that there has been a small power reduction at VMware this week," a VMware spokesperson told CNBC in an email. "Workforce rebalancing is an ongoing activity across VMware's business and geographies to ensure that resources are aligned with business goals and customer needs." We continue to recruit from strategic areas for the company.
It is unclear how many people were affected by the move; the spokesperson would not specify, or identify places where there were cuts. By early 2016, VMware had nearly 20,000 employees.
VMware sells software that allows companies to run multiple applications on each server in their data centers. It faces competition from Cisco, IBM and Microsoft.
Over the past two years, VMware has focused on public cloud infrastructure, particularly when it decided to make its software available on Amazon Web Services, the market leader. The tools became available in August, although CEO Pat Gelsinger said in November that he did not expect them to be important "this year or next year".
VMware beat analysts' estimates for the quarter ended November 3, with earnings per share of $ 1.34, excluding certain items, of $ 1.98 billion, up 11% year-over-year. The VMware stock has grown more than 60% over the past year .
The move comes two years after the Dell subsidiary removed approximately 800 employees.
"We can confirm that there has been a small power reduction at VMware this week," a VMware spokesperson told CNBC in an email. "Workforce rebalancing is an ongoing activity across VMware's business and geographies to ensure that resources are aligned with business goals and customer needs." We continue to recruit from strategic areas for the company.
It is unclear how many people were affected by the move; the spokesperson would not specify, or identify places where there were cuts. By early 2016, VMware had nearly 20,000 employees.
VMware sells software that allows companies to run multiple applications on each server in their data centers. It faces competition from Cisco, IBM and Microsoft.
Over the past two years, VMware has focused on public cloud infrastructure, particularly when it decided to make its software available on Amazon Web Services, the market leader. The tools became available in August, although CEO Pat Gelsinger said in November that he did not expect them to be important "this year or next year".
VMware beat analysts' estimates for the quarter ended November 3, with earnings per share of $ 1.34, excluding certain items, of $ 1.98 billion, up 11% year-over-year. The VMware stock has grown more than 60% over the past year .
Thursday 4 January 2018
VMware Issues 3 Critical Patches for vSphere Data Protection
VMware, a subsidiary of Dell Technologies, released several patches on Tuesday to address critical vulnerabilities that affect its vSphere virtualization platform in the cloud.
The bugs resolve three vulnerabilities in VMware's vSphere Data Protection (VDP), a backup and recovery solution used with its vSphere platform. According to the company, a remote attacker could exploit the vulnerabilities and take control of the affected systems.
Each of the vulnerabilities (CVE-2017-15548, CVE-2017-15549, CVE-2017-15550) is considered critical. The versions of VDP 6.1.x, 6.0.x and 5.x that run on VMware virtual devices are affected. The company said there are no solutions available.
vSphere Data Protection is a backup solution for use in vSphere environments, and generally runs in tandem with VMware vCenter Server and vSphere Web Client.
The VMware Security Advisory describes one of the vulnerabilities (CVE-2017-15548) as a VDP authentication skip vulnerability. According to the company, the vulnerability allows an "unauthenticated remote malicious user to potentially avoid authentication of the application and obtain unauthorized root access to the affected systems."
A second VDP load vulnerability (CVE-2017-15549) allows a "remote authenticated malicious user with low privileges (to) upload arbitrarily created files in a malicious manner to any location in the server's file system."
Finally, the CVE-2017-15550 vulnerability is a cross-sectional vulnerability that allows a "remote authenticated malicious user with low privileges (to) access arbitrary files in the server's file system in the context of the vulnerable application in execution".
According to VMware, patches are available for each of the vulnerabilities through updates to each of the affected versions of vSphere Data Protection. VMware did not go into detail about the vulnerabilities.
Last year, VMware patched several vulnerabilities related to its vSphere Data Protection solution, which include a Java deserialization problem and a second VDP vulnerability in relation to the way it stores credentials.
The bugs resolve three vulnerabilities in VMware's vSphere Data Protection (VDP), a backup and recovery solution used with its vSphere platform. According to the company, a remote attacker could exploit the vulnerabilities and take control of the affected systems.
Each of the vulnerabilities (CVE-2017-15548, CVE-2017-15549, CVE-2017-15550) is considered critical. The versions of VDP 6.1.x, 6.0.x and 5.x that run on VMware virtual devices are affected. The company said there are no solutions available.
vSphere Data Protection is a backup solution for use in vSphere environments, and generally runs in tandem with VMware vCenter Server and vSphere Web Client.
The VMware Security Advisory describes one of the vulnerabilities (CVE-2017-15548) as a VDP authentication skip vulnerability. According to the company, the vulnerability allows an "unauthenticated remote malicious user to potentially avoid authentication of the application and obtain unauthorized root access to the affected systems."
A second VDP load vulnerability (CVE-2017-15549) allows a "remote authenticated malicious user with low privileges (to) upload arbitrarily created files in a malicious manner to any location in the server's file system."
Finally, the CVE-2017-15550 vulnerability is a cross-sectional vulnerability that allows a "remote authenticated malicious user with low privileges (to) access arbitrary files in the server's file system in the context of the vulnerable application in execution".
According to VMware, patches are available for each of the vulnerabilities through updates to each of the affected versions of vSphere Data Protection. VMware did not go into detail about the vulnerabilities.
Last year, VMware patched several vulnerabilities related to its vSphere Data Protection solution, which include a Java deserialization problem and a second VDP vulnerability in relation to the way it stores credentials.
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