2/27/2023 0 Comments Hyper lies 2013 download![]() This is above the typical market share for midrange and smaller businesses for Hyper-V of 25% to 30%. ![]() We’re seeing 40% of our downloads being performed for Hyper-V virtual appliances. But I do have access to information concerning downloads of our Unitrends Enteprise Backup(TM) Free Edition – the version that lets you protect up to 4 VMs for free. And that’s where the fundamental question lies: how much of this is due to increased competition with Microsoft’s Windows Server 2012 and Hyper-V?Ĭlearly I don’t have greater insight than the plethora of journalists and analysts that follow VMware and Microsoft. Other articles have noted an increasing competitive landscape. So why is VMware, at least in the minds of Wall Street analysts, calling down their revenue growth? Some articles have noted that virtualization penetration will naturally slow as it continues to climb. For Q1-2013, VMware forecasted $1.17B to $1.19B in revenue – while Wall Street had predicted $1.25B. VMware is forecasting fiscal 2013 revenue of $5.23B to $5.35B. The real reason that the company’s valuation has dropped by over 20% (at the time this is being written) is VMware’s forecast for 2013. But it’s not clear that this isn’t just reconciliation from all of the M&A buys that VMware has made. Some authors have focused on the announced layoffs of about 7% of the company (900 jobs). Sounds like a solid performance – so why has VMware’s valuation taking such a hit? VMware actually announced revenue growth of 22% to $1.29B and net income excluding one time items of 81 cents a share up from 62 cents a share earlier. The transcript of the Q4 2012 earnings call may be found here. ![]() ![]() There’s been a huge amount of media coverage of this – from InformationWeek to TechTarget to Business Insider and many more. VMware recently announced that they were going to cut jobs and realign their products in 2013 – and their valuation (stock price) has taken a huge hit as well. ![]()
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