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VMware annuncia i risultati finanziari per il terzo trimestre del Fiscal Year 2021

VMware annuncia i risultati finanziari per il terzo trimestre del Fiscal Year 2021

Il fatturato cresce dell’8% rispetto allo stesso periodo dell’anno precedente.

Il fatturato per subscription e SaaS cresce del 44% anno su anno, il 24% del totale.

Milano, 26 novembre 2020 - VMware, Inc. (NYSE: VMW), leader globale e innovatore del software enterprise, ha annunciato i risultati finanziari per il terzo trimestre dell’anno fiscale 2021. Questi i dati principali:

  • Il fatturato del terzo trimestre è stato pari a 2,86 miliardi di dollari, in aumento dell’8% rispetto al terzo trimestre del fiscal year 2020.
  • La combinazione del fatturato per subscription e SaaS e per le licenze è stato di 1,32 miliardi di dollari, con un aumento del 10% rispetto al terzo trimestre del fiscal year 2020.
  • Il fatturato per subscription e SaaS cresce del 44% anno su anno, raggiungendo i 676 milioni di dollari, e rappresenta il 24% del fatturato.
  • L'utile netto GAAP per il terzo trimestre è stato di 434 milioni di dollari, o 1,02 dollari per azione diluita, rispetto ai 407 milioni di dollari, o 0,96 dollari per azione diluita, per il terzo trimestre dell'esercizio 2020. L'utile netto non-GAAP per il terzo trimestre è stato di 704 milioni di dollari, o 1,66 dollari per azione diluita, un aumento del 17% per azione diluita rispetto ai 602 milioni di dollari, o 1,42 dollari per azione diluita, per il terzo trimestre dell'anno fiscale 2020.
  • Il reddito operativo GAAP per il terzo trimestre ammonta a 428 milioni di dollari, un aumento del 15% rispetto al terzo trimestre del fiscal year 2020. Il reddito operativo non GAAP per il terzo trimestre è stato di 888 milioni di dollari, in aumento del 17% rispetto al terzo trimestre del fiscal year 2020.
  • Il flusso di cassa operativo per il terzo trimestre è pari a 992 milioni di dollari. Il flusso di cassa disponibile per il terzo trimestre è stato di 908 milioni di dollari.
  • L’RPO per il terzo trimestre è stato di 1,02 miliardi di dollari, un incremento del 10% anno su anno. Escludendo le entrate non realizzate ipotizzate nell'acquisizione di Carbon Black, che hanno avuto un impatto negativo sul tasso di crescita annuale di 5 punti percentuali, le entrate totali più la variazione sequenziale delle entrate non realizzate sono diminuite del 4% anno su anno.

"Il terzo trimestre è stato un altro trimestre positivo per VMware e siamo soddisfatti dei risultati", ha commentato Pat Gelsinger, CEO di VMware. "I nostri clienti si trovano a navigare in tempi che non hanno precedenti, e il nostro obiettivo rimane fornire loro la digital foundation per far fronte a un mondo imprevedibile. Continuiamo a innovare in aree che sono la priorità assoluta per ogni business, dallo sviluppo di app, al multi-cloud, alla sicurezza, al digital workspace".

"Le subscription e i ricavi SaaS sono aumentati del 44% rispetto al terzo trimestre dell'anno scorso e hanno superato per la prima volta i ricavi delle licenze", ha dichiarato Zane Rowe, executive vice president e CFO di VMware. "VMware continuerà a investire e a concentrarsi sull'ulteriore espansione del portafoglio di Subscription e SaaS, che riteniamo guiderà la crescita dell'azienda, la soddisfazione dei clienti e il valore per gli azionisti".

VMware Reports Fiscal Year 2021 Third Quarter Results

Total revenue growth of 8% year-over-year

Subscription and SaaS revenue growth of 44% year-over-year; 24% of total revenue

PALO ALTO, Calif., November 24, 2020 — VMware, Inc. (NYSE: VMW), a leading innovator in enterprise software, today announced financial results for the third quarter of fiscal 2021:

  • Revenue for the third quarter was $2.86 billion, an increase of 8% from the third quarter of fiscal 2020.
  • The combination of subscription and SaaS and license revenue was $1.32 billion, an increase of 10% from the third quarter of fiscal 2020.
  • Subscription and SaaS revenue for the third quarter was $676 million, an increase of 44% year-over-year, representing 24% of total revenue.
  • GAAP net income for the third quarter was $434 million, or $1.02 per diluted share, compared to $407 million, or $0.96 per diluted share, for the third quarter of fiscal 2020. Non-GAAP net income for the third quarter was $704 million, or $1.66 per diluted share, up 17% per diluted share compared to $602 million, or $1.42 per diluted share, for the third quarter of fiscal 2020.
  • GAAP operating income for the third quarter was $428 million, an increase of 15% from the third quarter of fiscal 2020. Non-GAAP operating income for the third quarter was $888 million, an increase of 17% from the third quarter of fiscal 2020.
  • Operating cash flow for the third quarter was $992 million. Free cash flow for the third quarter was $908 million.
  • RPO for Q3 totaled $10.2 billion, up 10% year-over-year. Excluding the impact in the third quarter of fiscal year 2020 of unearned revenue assumed in the acquisition of Carbon Black, which negatively impacted the year-over-year growth rate by 5 percentage points, total revenue plus sequential change in total unearned revenue decreased 4% year-over-year.
  • Excluding the impact in the third quarter of fiscal year 2020 of unearned revenue assumed in the acquisition of Carbon Black, which negatively impacted the year-over-year growth rate by 10 percentage points, subscription and SaaS and license revenue plus sequential change in unearned subscription and SaaS and license revenue grew 1% year-over-year.

“Q3 was another good quarter for VMware, and we’re pleased with our results,” commented Pat Gelsinger, CEO, VMware. “As customers navigate through these unprecedented times, our focus remains on delivering the digital foundation for an unpredictable world. We continue to shape the future in areas that are top priority for every business–from app development to multi-cloud to security and digital workspaces.”

“Subscription and SaaS revenue increased 44% year-over-year in Q3 and surpassed license revenue for the first time,” said Zane Rowe, executive vice president and CFO, VMware. “VMware will continue to invest in and focus on further expanding our Subscription and SaaS portfolio, which we believe will drive company growth, customer satisfaction and shareholder value.”

VMware is raising full-year fiscal 2021 total revenue guidance to $11.7 billion and increasing GAAP net income per diluted share to between $4.17 and $4.27 with non-GAAP net income per diluted share of $7.03.

Business Highlights & Strategic Announcements

  • At VMworld 2020, VMware welcomed nearly 200,000 registrants and introduced a wave of new offerings and partnerships designed to help customers navigate their own transformation journeys. The news across VMworld includes:
    • VMware unveiled new innovations to deliver intrinsic security to the world’s digital infrastructure. Specifically, VMware Carbon Black Cloud Workload delivers advanced protection built into vSphere for better securing modern workloads to reduce the attack surface and strengthen security posture.
    • VMware outlined VMware Workforce Anywhere solutions to provide exceptional workforce experiences, end-to-end Zero Trust security controls and simplified management featuring VMware NSX Secure Access Service Edge (SASE), Workspace ONE and Carbon Black Endpoint Security capabilities.
    • VMware announced partnerships with Menlo Security and Zscaler to help large global enterprises simplify the adoption of a complete SASE architecture and more effectively implement Zero Trust security.
    • VMware acquired SaltStack, a pioneer in building intelligent, event-driven automation software. SaltStack will enable VMware to significantly broaden its software configuration management and infrastructure and network automation capabilities.
    • VMware unveiled updates to Tanzu support across VMware Cloud on AWS, Azure VMware Solution and Oracle Cloud VMware Solution.
    • VMware announced Project Monterey—a technology preview focused on evolving the architecture for the data center, cloud and edge to address the changing requirements of next-generation applications including AI, machine learning and 5G applications.
    • VMware and NVIDIA announced a broad partnership to deliver both an end-to-end enterprise platform for AI and a new architecture for data center, cloud and edge that uses NVIDIA® DPUs (data processing units) to support existing and next-generation applications. This will help accelerate AI adoption, enabling enterprises to extend existing infrastructure for AI, manage all applications with a single set of operations and deploy AI-ready infrastructure where the data resides, across the data center, cloud and edge.
  • The company announced the 5G Telco Cloud Platform, a consistent cloud-first solution powered by a field-proven, carrier-grade, and high-performance cloud native infrastructure with intelligent automation. This new platform includes Tanzu Kubernetes Grid—an embedded Kubernetes distribution—that will allow Communication Service Providers to reliably build, manage and run containerized workloads across private, telco, edge and public clouds.
  • VMware announced it has collaborated with Samsung Electronics Co., Ltd. to further extend its leadership in 5G. Through this alliance, the companies seek to help communication service providers meet the requirements of 5G networks and accelerate the roll-out of 5G by optimizing Samsung’s portfolio of telco offerings from Core to Edge to RAN for both containerized network functions and virtualized network functions with VMware Telco Cloud Platform.
  • The company unveiled VMware vSphere 7 Update 1, VMware vSAN 7 Update 1 and VMware Cloud Foundation 4.1 product releases that streamline customer adoption of Kubernetes, support stateful applications with new developer-ready capabilities and enhance scalability and operations with new features. VMware also announced Tanzu editions—packaging portfolio capabilities to address the most common scenarios customers encounter in their modernization efforts.
  • In August, the company was positioned as a Leader in “The Forrester Wave™: Infrastructure Automation Platforms, Q3 2020.”1
  • In September, VMware has again been positioned as a Leader in the Gartner 2020 Magic Quadrant for WAN Edge Infrastructure.2 This is the third consecutive year VMware has been positioned as a Leader for VMware SD-WAN in Gartner’s evaluation for WAN Edge Infrastructure.

The company will host a conference call today at 1:30 p.m. PT/ 4:30 p.m. ET to review financial results and business outlook. A live web broadcast of the event will be available on the VMware investor relations website at http://ir.vmware.com. Slides will accompany the web broadcast. The replay of the webcast and slides will be available on the website for two months. In addition, six quarters of historical data for unearned revenue will also be made available at http://ir.vmware.com in conjunction with the conference call.

1 Forrester, “The Forrester Wave™: Infrastructure Automation Platforms, Q3 2020,” August 2020

2 Gartner Magic Quadrant for WAN Edge Infrastructure, Jonathan Forest, Andrew Lerner, Naresh Singh, 23rd September 2020. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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VMware

Il software di VMware alimenta la complessa infrastruttura digitale del mondo. L'offerta di soluzioni cloud, modernizzazione delle app, networking, sicurezza e digital workspace dell'azienda aiuta i clienti a fornire qualsiasi applicazione su qualsiasi cloud attraverso qualunque dispositivo. Con sede a Palo Alto, California, VMware si impegna a essere una “force for good”, dalle sue innovazioni tecnologiche all'impatto globale. Per ulteriori informazioni, visita il sito: https://www.vmware.com/company.html

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