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

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

Il fatturato cresce del 9% rispetto allo stesso periodo dell’anno precedente.

Il fatturato per subscription e SaaS cresce del 44% anno su anno, il 22% del totale.

Milano, 28 agosto 2020 - VMware, Inc. (NYSE: VMW), leader globale e innovatore del software enterprise, ha annunciato oggi i risultati finanziari per il secondo trimestre dell’anno fiscale 2021. Questi i dati principali:

  • Il fatturato del secondo trimestre è stato pari a 2,88 miliardi di dollari, in aumento del 9% rispetto al secondo trimestre del fiscal year 2020.
  • La combinazione del fatturato per subscription e SaaS e per le licenze è stato di 1,35 miliardi di dollari, con un aumento dell’11% rispetto al secondo trimestre del fiscal year 2020.
  • Il fatturato per subscription e SaaS cresce del 44% anno su anno, raggiungendo i 631 milioni di dollari, e rappresenta il 22% del fatturato.
  • L'utile netto GAAP per il secondo trimestre è stato di 447 milioni di dollari, o 1,06 dollari per azione diluita, rispetto ai 5,03 miliardi di dollari[1], o 12,47 dollari per azione diluita, per il secondo trimestre dell'esercizio 2020. L'utile netto non-GAAP per il secondo trimestre è stato di 766 milioni di dollari, o 1,81 dollari per azione diluita, un aumento del 18% per azione diluita rispetto ai 650 milioni di dollari, o 1,53 dollari per azione diluita, per il secondo trimestre dell'anno fiscale 2020.
  • Il reddito operativo GAAP per il secondo trimestre ammonta a 534milioni di dollari, un aumento del 15% rispetto al secondo trimestre del fiscal year 2020. Il reddito operativo non GAAP per il secondo trimestre è stato di 950 milioni di dollari, in aumento del 20% rispetto al secondo trimestre del fiscal year 2020.
  • Il flusso di cassa operativo per il secondo trimestre è pari a 179 milioni di dollari. Il flusso di cassa disponibile per il secondo trimestre è stato di 643
  • L’RPO per il secondo trimestre è stato di 1,03 miliardi di dollari, un incremento del 17% anno su anno. Le entrate totali più le variazioni sequenziali delle entrate totali non acquisite sono cresciute del 2% su base annua.

"Alla luce di questi tempi incerti, l’execution e la performance finanziaria nel secondo trimestre dell'anno fiscale 2021 sono state buone", ha dichiarato Pat Gelsinger, CEO di VMware. "Con la nostra strategia Any Cloud, Any Application, Any Device, aiutiamo i clienti a risolvere le sfide tecnologiche più difficili e a raggiungere e superare i loro obiettivi di business".

"Le nostre prestazioni nel secondo trimestre riflettono la forza della nostra offerta di prodotti SaaS e Subscription, che sono cresciute del 44% rispetto all'anno precedente", ha dichiarato Zane Rowe, executive vice president e CFO di VMware. "Abbiamo in programma di accelerare alcune iniziative di prodotto nel corso dell'anno, che supporteranno ulteriormente le trasformazioni digitali dei clienti e faranno crescere la nostra offerta di prodotti Subscription e SaaS".

VMware Reports Fiscal Year 2021 Second Quarter Results

Total revenue growth of 9% year-over-year

Subscription and SaaS revenue growth of 44% year-over-year; 22% of total revenue

PALO ALTO, Calif., August 27, 2020 — VMware, Inc. (NYSE: VMW), a leading innovator in enterprise software, today announced financial results for the second quarter of fiscal 2021:

  • Revenue for the second quarter was $2.88 billion, an increase of 9% from the second quarter of fiscal 2020.
  • The combination of subscription and SaaS and license revenue was $1.35 billion, an increase of 11% from the second quarter of fiscal 2020.
  • Subscription and SaaS revenue for the second quarter was $631 million, an increase of 44% year-over-year, representing 22% of total revenue.
  • GAAP net income for the second quarter was $447 million, or $1.06 per diluted share, compared to $5.30 billion1, or $12.47 per diluted share, for the second quarter of fiscal 2020. Non-GAAP net income for the second quarter was $766 million, or $1.81 per diluted share, up 18% per diluted share compared to $650 million, or $1.53 per diluted share, for the second quarter of fiscal 2020.
  • GAAP operating income for the second quarter was $534 million, an increase of 15% from the second quarter of fiscal 2020. Non-GAAP operating income for the second quarter was $950 million, an increase of 20% from the second quarter of fiscal 2020.
  • Operating cash flow for the second quarter was $719 million. Free cash flow for the second quarter was $643 million.
  • RPO for Q2 totaled $10.3 billion, up 17% year-over-year; total revenue plus sequential change in total unearned revenue grew 2% year-over-year.
  • The combination of subscription and SaaS and license revenue plus sequential change in unearned subscription and SaaS and license revenue grew 12% year-over-year.

“In light of these uncertain times, we delivered solid execution and financial performance in Q2 FY21,” said Pat Gelsinger, VMware CEO. “With our Any Cloud, Any Application, Any Device strategy, we are helping customers solve their hardest technology challenges and meet and exceed their business objectives.”

“Our performance in Q2 reflected strength in our Subscription and SaaS product offerings, which grew 44% year-over-year,” said Zane Rowe, executive vice president and CFO, VMware. “We plan to accelerate certain product initiatives through the remainder of the year, which will further support customers’ digital transformations and grow our Subscription and SaaS product offerings.”

Business Highlights & Strategic Announcements

  • VMware continues to further the Company’s multi-cloud strategy with advancements across the cloud platform and ecosystem.
    • VMware made available the second generation of VMware Cloud on Dell EMC, a VMware service that delivers simple, more secure and scalable infrastructure as-a-service to customers’ on-premises data center and edge locations.
    • Google Cloud announced the general availability of Google Cloud VMware Engine, an integrated first-party offering with end-to-end support to migrate and run the VMware environment in Google Cloud.
    • Microsoft previewed the next generation of Azure VMware Solution, a first-party solution designed, built and supported by Microsoft and endorsed by VMware.
    • VMware announced new capabilities designed to further improve the economic value of VMware Cloud on AWS while meeting an evolving set of requirements for application modernization, business continuity and resiliency, and cloud migration.
    • Oracle unveiled worldwide availability of Oracle Cloud VMware Solution, a dedicated, cloud-native VMware-based environment that enables enterprises to easily move their production VMware workloads to Oracle Cloud Infrastructure.
  • DISH has chosen VMware Telco Cloud to help deploy the world’s first 5G, cloud-native Open Radio Access Network. The platform will help bring to life the first network in the U.S. to combine the efficiency of the distributed telco cloud, public cloud and private cloud environments while delivering consistent, low-latency edge computing.
  • Intel and VMware announced they are collaborating on an integrated software platform for virtualized Radio Access Networks to accelerate the rollout of both existing LTE and future 5G networks.
  • VMware announced a series of technology acquisitions including:
    • Lastline, a pioneer in anti-malware research and Artificial Intelligence-powered network detection and response that is being integrated into NSX to provide a complete, internal firewall capability, opening new opportunities for NSX and dramatically accelerating the customer journey towards Intrinsic Security.
    • The True Visibility Suite team and products from Blue Medora enabling VMware vRealize Operations to provide visibility and insight into customers’ broad data center and hybrid cloud environments.
    • Datrium, which expands VMware Cloud on AWS’ Site Recovery offering with Datrium’s world-class cost-optimized disaster recovery as a solution.
  • VMware introduced VMware vSphere BitFusion, a new integrated feature in VMware vSphere 7 that will enable enterprises to deliver elastic infrastructure on-demand for artificial intelligence (AI) and machine learning (ML) applications.
  • In the second quarter, VMware received further recognition from leading industry analysts:
    • IDC has ranked VMware No. 1 in worldwide cloud system and service management software2 based on IDC calculations for calendar year 2019.
    • IDC ranked VMware No. 1 in worldwide IT automation and configuration management (ITACM) based on IDC calculationsfor calendar year 2019.3
    • VMware has been recognized as a Leader in the 2020 Gartner Magic Quadrant for Unified Endpoint Management4, for the third consecutive year. The report recognized VMware as a leader for overall completeness of vision and ability to execute, positioned furthest for completeness of vision.
    • VMware was positioned as a Leader in “The Forrester Wave™: Infrastructure Automation Platforms, Q3 2020.”5 According to Forrester’s report, VMware achieved the highest possible score in 22 criteria.

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 During the second quarter of fiscal 2020, VMware completed an intra-group transfer of certain of its intellectual property rights to its Irish subsidiary, where its international business is headquartered. A discrete tax benefit of $4.9 billion was recorded as a deferred tax asset.

2 IDC, “Worldwide Cloud System and Service Management Software Market Shares, 2019: SaaS and ITOM Drive Growth,” doc #US45083420e, May 2020

3 IDC, “Worldwide IT Automation and Configuration Management Software Market Shares, 2019: Market Expands Ahead of Coronavirus Impact,” doc #US46397520, June 2020

4 Gartner, Inc., Magic Quadrant for Unified Endpoint Management, Dan Wilson, Chris Silva, et al, August 10, 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.

5 Forrester, Chris Gardner, The Forrester Wave™: Infrastructure Automation Platforms, Q3 2020, August 10, 2020.

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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

VMware Italia

Chiara Zambelli
Tel.: +39 02 30412700
Email: czambelli@vmware.com 

Ufficio stampa VMware
Imageware
Alessandra Merini, Elisabetta Benini
Tel.: +39 02 700251
Email: vmware@imageware.it

[1] Nel corso del secondo trimestre dell'anno fiscale 2020, VMware ha completato un trasferimento intragruppo di alcuni dei suoi diritti di proprietà intellettuale alla controllata irlandese, dove ha sede la sua attività internazionale. Un beneficio fiscale di 4,9 miliardi di dollari è stato registrato come attività fiscale differita.