VMware ma się lepiej dzięki „cloud smart”
VMware zwiększa wpływy z subskrypcji, klienci przekształcają swoje strategie z „cloud first” na „cloud smart” – komentuje CEO. Wyjaśnia, jaki to ma wpływ na zamówienia.

Klienci przechodzą do środowiska wielochmurowego – twierdzi CEO.
Rosną zamówienia we wszystkich głównych kategoriach VMware, w tym w biznesie multi-cloud, nowoczesnych aplikacji i end-user computing. Przychody firmy za II kw. finansowy 2021 r. (zakończony w lipcu br.) wyniosły 3,14 mld dol., o 9 proc. więcej niż przed rokiem. Zysk netto (GAAP) spadł natomiast o 8 proc., do 411 mln dol.
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Znacznie poprawiły się przychody z subskrypcji i SaaS. W II kw. wyniosły 776 mln dol., tj. o 23 proc. więcej w porównaniu z rokiem ubiegłym.
Natomiast łącznie suma przychodów z subskrypcji i SaaS oraz licencji osiągnęła 1,51 mld dol., co stanowi wzrost o 12 proc. r/r.
Co istotne, roczne cykliczne przychody (ARR) dla subskrypcji i SaaS w II kw. wyniosły już 3,15 mld dol. (+26 proc.).
„Klienci przekształcają swoje strategie z „cloud first” na „cloud smart”. Wybierają odpowiednie platformy i usługi dostosowane do konkretnych obciążeń oraz przechodzą do środowisko wielochmurowego” — wyjaśnia Raghu Raghuram, od czerwca br. dyrektor generalny VMware.
Twierdzi, że klienci potrzebują rozwiązań multi-cloud dla wszystkich aplikacji, wsparcia innowacji cyfrowych i kontroli nad przedsiębiorstwem, aby przyspieszyć rozwój firm.
VMware jest na drodze usamodzielnienia firmy. Do oddzielenia specjalisty od wirtualizacji od Dell Technologies dojdzie prawdopodobnie na początku listopada br.
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