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.

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

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.

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, VMware



VMware, 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.

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.