VMW : Analysis & Opinions

  1. William Blair Positive on VMware-AWS Partnership

    January 17, 2017
    Analyst Jason Ader reports a 'significant buzz' regarding VMware's budding AWS partnership.
  2. VMware Releases State of Digital Workspace Report

    January 11, 2017
    The network virtualization leader highlights the benefits of adopting a digital workspace approach.
  3. VMware Teams With Adaptiva to Modernize Software

    January 11, 2017
    The deal integrates VMware's AirWatch with Adaptiva's OneSite P2P Systems Management Technology.
  4. Al-Mawarid Bank Chooses VMware NSX Network

    January 10, 2017
    The innovative Lebanese bank will deploy VMware's NSX network virtualization to improve security.
  5. VMware Joins OPEN-O Project

    January 5, 2017
    The Palo Alto-based firm joins a number of other networking providers to strengthen its position.
  6. What’s Next for VMware in 2017

    December 28, 2016
    The company leverages its alliance with Amazon while building out target markets to drive growth.
  7. 2 Tech Stock Positioned to Outperform in 2017

    December 28, 2016
    VMware and Micron are positioned to benefit from hybrid cloud solutions and DRAM chips.
  8. VMware in $500M Stock Repurchase Plan With Dell

    December 15, 2016
    VMware agreed to buy Class A common stock held by EMC Corp., which Dell bought for $67 billion.
  9. Three Tech Stocks That Rallied Hard in 2016

    December 9, 2016
    A 3D pioneer, the hybrid cloud leader and a Chinese internet giant have ignited investor interest in 2016.
  10. Dell CEO Reports Q3 Results After EMC Acquisition

    December 8, 2016
    After completing the largest tech merger to date, Dell's CFO says the firm is on track.
  11. AWS CEO: 55% YOY Growth ‘Just the Beginning' (AMZN, VMW)

    November 30, 2016
    CEO Andy Jassy explains AWS' unique position at the head of a growth market set to be worth trillions, highlighting large ...
  12. VMware Survey: Decentralizing Brings Risk (VMW)

    November 22, 2016
    The network infrastructure and virtualization leader warns that a decentralized IT puts businesses at risk of compliance, ...
  13. VMware Announces Expansion Into Telco (VMW)

    November 22, 2016
    The network infrastructure and virtualization leader promoted a new executive to lead the firm's Telco Group to deliver Cross ...
  14. VMware Stock Upgraded by Raymond James (VMW)

    November 3, 2016
    Analysts applaud VMware's emergence as a hybrid cloud leader with a key AWS deal, along with expressing confidence in core ...
  15. VMware: Oppenheimer Upgrades to Outperform (VMW)

    October 31, 2016
    Analysts applaud the cloud infrastructure and network virtualization leader's Q3 earnings beat, along with a solid push into ...
  16. 2 Hot Tech Stocks This Earnings Season (VMW, INVN)

    October 29, 2016
    This network virtualization leader and U.S. chip maker are positioned to gain long-term from positive growth in emerging ...
  17. Google's Growing Cloud Ambitions

    October 28, 2016
    Cloud is expected to be "one of the largest areas of investment and headcount growth in 2017"
  18. Citi: VMware a Buy, Lifts Target Price (VMW)

    October 27, 2016
    Analysts foresee sustainable growth in the tech firm's emerging businesses, highlighting higher billings amid a positive ...
  19. VMware’s Q3 Beats the Street Estimates (VMW)

    October 26, 2016
    The cloud infrastructure and network virtualization leader points to new partnerships as drivers of long-term growth in the ...
  20. Analyst: VMware Upgraded, Citing AWS Deal (VMW)

    October 25, 2016
    William Blair & Co. analysts upgrade the network virtualization and cloud provider's stock to outperform, noting big win ...
  21. Citrix’s Q3 Earnings Fail to Impress (CTXS, VMW)

    October 21, 2016
    Analysts are skeptical of the software company's ability to sustain long-term growth, indicating a significant lag behind ...
  22. VMware’s Q3 Earnings Report: What to Expect (VMW)

    October 20, 2016
    Despite initial uncertainty due to the EMC-Dell merger, VMware has beat the Street's estimates for six quarters due to growth ...
  23. VMworld: New Offerings, Skype Integration (VMW, MSFT)

    October 18, 2016
    At VMworld in Europe, the network infrastructure and virtualization leader announced latest enterprise communication tools ...
  24. Amazon Joins VMware in Cloud Partnership (AMZN, VMW)

    October 18, 2016
    AWS' dominance in the cloud space will strengthen with a VMware hybrid cloud partnership, gaining market share and enticing ...
  25. VMware CEO Confirms Strong Bond With Dell (VMW)

    October 17, 2016
    After inking a groundbreaking deal with AWS, Gelsinger says he and Dell see eye to eye, easing concerns over a possible management ...
  26. VMWare Inks Another Big Cloud Partnership

    October 14, 2016
    To the surprise of no one who follows either VMWare (NYSE: VMW) or Amazon Web Services -- rumors have run rampant the past ...
  27. What the AWS-VMware Cloud Deal Means (AMZN, VMW)

    October 14, 2016
    VMware's private cloud and virtualization tools will run on Amazon's public cloud platform, catapulting AWS' dominance against ...
  28. VMware, GigaSpaces in Virtualization Alliance (VMW)

    October 12, 2016
    Among a wave of new tech alliances, tech infrastructure leader and middleware tech firm push ahead NFV architecture to support ...
  29. VMware Cries Uncle, Joins Amazon Cloud (VMW, AMZN)

    October 5, 2016
    The technology infrastructure giant will run its Cloud Foundation on Amazon Web Services public cloud servers.
  30. Symantec, VMware in Strategic Deal (SYMC, VMW)

    October 5, 2016
    Old-guard tech companies try to stay relevant in emerging markets such as the cloud and the IoT increasingly choose to team ...
  31. VMware Unveils New AirWatch Solutions (VMW)

    October 4, 2016
    At Connect 2016, cloud infrastructure and business mobility leader, VMware, releases new unified endpoint management and ...
  32. IBM, VMWare Partnership Inks Major Cloud Deal

    September 29, 2016
    Back in February, two of the biggest players in the fast-growing cloud market -- IBM (NYSE: IBM) and infrastructure leader ...
  33. Former VMware Chief Tech Joins Embotics (VMW)

    September 24, 2016
    The news signifies a lack of confidence as a former VMware CTO speaks out on the success of smaller, more niche cloud startups. ...
  34. VMware Sells 2 Units to Focus on Cloud (VMW)

    September 15, 2016
    Recently Dell-owned VMware sells off assets to private investment firm Skyview Capital to become a leader in cloud computing. ...
  35. Huawei Enters Cloud Computing Space (CSCO, VMW)

    September 13, 2016
    The Shenzhen-based tech giant's private cloud initiative will target growth markets outside of China.
  36. What the EMC-Dell Merger Means for VMware (VMW)

    September 8, 2016
    Dell Inc. will gain 80% of the leading virtualization company, as investors remain bullish regarding VMware's robust growth ...
  37. VMware’s New Offerings Help Lift Stock Price (VMW)

    September 7, 2016
    Investors see VMware revenues continue to surge from new enterprise agreements, riding on the back of the company’s exhaustive ...
  38. VMware Takes a Stab at Cloud Computing (VMW)

    August 30, 2016
    The data tech leader re-focuses efforts on public cloud computing with its new Cloud Foundation, naming IBM as the offering's ...
  39. IBM and VMware Expand Their Cloud Partnership

    August 29, 2016
    Early this year, VMware (NYSE: VMW) and IBM (NYSE: IBM) formed a partnership to facilitate customers shift to the cloud, ...
  40. VMWare Flying High After Strong Quarter

    July 19, 2016
    VMWare (NYSE: VMW) was already having a good week. It reported a solid quarter with year-over-year improvements on both ...
  41. Will EMC Shareholders Approve Sale to Dell Today?

    July 19, 2016
    Generally, reporting earnings growth and revenue above analyst expectations -- as EMC (NYSE: EMC) did on Monday -- would ...
  42. Dell Nears Purchase of EMC For $67B (EMC, VMW)

    July 11, 2016
    What’s in it for Dell and also for EMC shareholders as the deal gets support from advisory firms?
  43. IBM and VMWare Team Up with Cloud Offering

    June 15, 2016
    In February,  IBM (NYSE: IBM) and VMWare (NYSE: VMW) announced an expanded strategic partnership "designed to help enterprises ...
  44. Pivotal Raises Over $650M in Funding Round Led by Ford

    May 13, 2016
    The tech startup helping traditional organizations transform into digital companies, received investment from partner Ford ...
  45. VMware Earnings Coming Up, What to Expect? (VMW, EMC)

    April 19, 2016
    VMware must show a level of margin improvement that demonstrates that its underlying business has strengthened.
  46. EMC's 3 Most Profitable Lines of Business

    April 18, 2016
    Get familiar with the different lines of EMC's cloud computing business, and have a complete look at which lines of its business ...
  47. Portfolio Trends in 2016 (DODGX)

    March 24, 2016
    Discover the year-over-year portfolio trends in the Dodge and Cox Stock Fund ("DODGX") and learn if its strategy can help ...
  48. The Top 5 Large-Cap Software Stocks for 2016

    December 18, 2015
    Discover the top five large-cap software stocks for 2016, with a summary of each company and what will make the stock appreciate ...
  49. Does the Dell/EMC Deal Make Financial Sense?

    October 19, 2015
    Last week, Dell announced it would be buying IT provider EMC in a $67 billion deal, making it the largest technology deal ...
  50. VMware Stock Battered on EMC Buyout News

    October 13, 2015
    In one of the largest tech deals ever, privately held Dell has agreed to pay $33.15 a share in cash and stock for information ...
  51. Dell Acquires EMC in the Largest Tech Deal Ever

    October 12, 2015
    Dell and private equity company Silver Lake have announced a plan to acquire EMC (NYSE: EMC) for $67 billion, which would ...
  52. EMC Exploring Reorganization Alternatives

    August 10, 2015
    After announcing a so-so 2% increase in revenues during the second quarter and flat non-GAAP (excluding one-time items) ...
  53. World's top 10 Software Companies

    January 7, 2015
    Want to invest in software stocks but finding it difficult to identify companies with major software revenue? Here is a list ...
  54. BMC Software Shows Again That Getting Full Value Is Tough Without ...

    May 6, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  55. Can ServiceSource Turn It Around?

    February 11, 2013
    ServiceSource has to prove to the Street that it has a viable long-term model.
  56. Cisco Pays Dearly For Meraki

    November 20, 2012
    Cisco's paying a steep price for more SDN capability.
  57. Not Even EMC Is Immune To Tech Headwinds

    October 26, 2012
    A sector-wide slowdown in IT spending has hit EMC as well.
  58. Will A New Philosophy Toward Capital Unlock Cisco's Value?

    August 17, 2012
    Cisco's decision to hike the dividend is a good one.