VMware veröffentlicht Ergebnisse für das dritte Quartal des Geschäftsjahres 2022

Gesamtumsatzwachstum von 11% gegenüber dem Vorjahr / Subscription- und SaaS-ARR für das dritte Quartal betrug 3,31 Milliarden US-Dollar, ein Anstieg von 25 % im Vergleich zum Vorjahreszeitraum

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VMware, ein führender Anbieter von Unternehmenssoftware, gab heute die Finanzergebnisse für das dritte Quartal des Geschäftsjahres 2022 bekannt:

Der Umsatz für das dritte Quartal beträgt 3,19 Milliarden US-Dollar, ein Anstieg von 11 % gegenüber dem dritten Quartal des Geschäftsjahres 2021.
Der kombinierte Umsatz aus Subscription, SaaS und Lizenzen beläuft sich auf 1,53 Milliarden US-Dollar, was einem Anstieg von 16 % gegenüber dem dritten Quartal des Geschäftsjahres 2021 entspricht.
Der Subscription- und SaaS-Umsatz beläuft sich im dritten Quartal auf 820 Millionen US-Dollar, was einem Anstieg von 21 % gegenüber dem Vorjahresquartal entspricht.
Der ARR für Subscription und SaaS lag im dritten Quartal bei 3,31 Milliarden US-Dollar, was einem Anstieg von 25 % gegenüber dem Vorjahr entspricht.
Der GAAP-Nettogewinn für das dritte Quartal beträgt 398 Millionen US-Dollar bzw. 0,94 US-Dollar pro verwässerter Aktie, ein Rückgang von 8 % pro verwässerter Aktie gegenüber 434 Millionen US-Dollar bzw. 1,02 US-Dollar pro verwässerter Aktie im dritten Quartal des Geschäftsjahres 2021. Der Non-GAAP-Nettogewinn für das dritte Quartal beträgt 725 Millionen US-Dollar bzw. 1,72 US-Dollar pro verwässerter Aktie, ein Plus von 3 % pro verwässerter Aktie gegenüber 704 Millionen US-Dollar bzw. 1,66 US-Dollar pro verwässerter Aktie im dritten Quartal des Geschäftsjahres 2021.
Das GAAP-Betriebsergebnis für das dritte Quartal beträgt 519 Mio. US-Dollar, ein Anstieg von 21 % gegenüber dem dritten Quartal des Geschäftsjahres 2021. Das Non-GAAP-Betriebsergebnis für das dritte Quartal beträgt 935 Mio. US-Dollar, ein Anstieg von 5 % gegenüber dem dritten Quartal des Geschäftsjahres 2021.
Der operative Cashflow für das dritte Quartal beträgt 1,09 Mrd. US-Dollar. Der freie Cashflow für das dritte Quartal beträgt 984 Millionen US-Dollar.
Im dritten Quartal belief sich der RPO auf insgesamt 11,12 Milliarden US-Dollar, was einem Anstieg von 9 % gegenüber dem Vorjahr entspricht.

„Wir freuen uns über unsere anhaltend starke Leistung im 3. Quartal. In diesem Quartal haben wir auf der VMworld viele neue Angebote vorgestellt und gezeigt, wie wir unsere Kunden bei der Transformation ihrer Unternehmen unterstützen", sagt Raghu Raghuram, CEO von VMware. "Unsere Mission ist es, eine vertrauenswürdige Softwarebasis zu bieten, um die Innovationen unserer Kunden ohne Kompromisse zu beschleunigen. Wir haben uns verpflichtet, Unternehmen dabei zu helfen, das volle Potenzial von Multi-Cloud auszuschöpfen."

"Wir haben im dritten Quartal weiterhin ein solides Umsatzwachstum und eine hohe Rentabilität erzielt, wobei der ARR für Subscription und SaaS im Vergleich zum Vorjahr um 25% auf 3,3 Milliarden US-Dollar gestiegen ist", sagt Zane Rowe, Executive Vice President und CFO von VMware. "Unsere Leistung im 3. Quartal spiegelt das starke Wachstum in den wichtigsten Produktkategorien im Vergleich zum Vorjahr wider, da wir unseren Kunden einen überzeugenden Mehrwert bieten."

Weitere Details zu den Finanzzahlen entnehmen Sie bitte der englischsprachigen Pressemeldung wie folgt:

Business Highlights & Strategic Announcements

At VMworld 2021, the company articulated its strategy to help customers navigate the multi-cloud era with VMware Cross-Cloud services. This family of integrated services will help deliver a faster and smarter path to cloud for digital businesses. Announcements included:
New advancements in VMware Cloud, the industry’s first and only cloud-agnostic computing infrastructure that enables customers to move their apps to the cloud quickly and efficiently.
The VMware Sovereign Cloud initiative, where VMware is partnering across its VMware Cloud Provider Partners to deliver cloud services on sovereign digital infrastructure to customers in regulated industries.
Advancements to the VMware Tanzu portfolio, including Tanzu Application Platform, currently in beta, which delivers a superior developer experience for enterprises building and deploying apps and APIs on any Kubernetes.
The introduction of VMware Edge, a product portfolio that will enable organizations to run, manage and better secure edge-native apps across multiple clouds, anywhere.
VMware Cloud on AWS GovCloud (US) achieved FedRAMP Agency Authority to Operate at the High Impact Level. FedRAMP is a mandatory U.S. government-wide program that provides a standardized approach and baseline requirements for security assessment, authorization and monitoring of cloud products.
VMware unveiled enhancements to its Telco Cloud Platform designed to help service providers speed their multi-cloud transformation, as well as several updates to its Radio Access Network (RAN) portfolio of products and introduced VMware RAN Intelligent Controller.
The Company announced a collaboration with eero, an Amazon company, on work-from-home capabilities that will boost remote network connectivity while extending critical security services to devices connecting to an at-home corporate network.
In the third quarter, VMware received recognition from leading industry analyst firms:
VMware was positioned as a Leader in “The Forrester New Wave™: Zero Trust Network Access, Q3, 2021."1
VMware was also once again named a Leader in the August 2021 Gartner® Magic Quadrant™ for Unified Endpoint Management Tools, August 2021.2
VMware once again was named a Leader in the September 2021 Gartner® Magic Quadrant™ for WAN Edge Infrastructure, September 2021.3
VMware was once again ranked No. 1 in the September 2021 IDC report, “Worldwide Cloud System and Service Management Software Market Shares, 2020: Growth Continues for Top Vendors.”4
VMware joined the Valuable 500, as part of its commitment to diversity inclusion. The Valuable 500 is a global business collective that is igniting systemic change and unlocking the business, social and economic value of more than 1 billion people with disabilities around the world.
VMware received recognition for its ESG leadership by being invited to the Dow Jones Sustainability World Index (DJSI World) and Dow Jones Sustainability North America Index (DJSI North America)—one of the world’s leading ESG benchmarks—for the second consecutive year.

1Forrester, The Forrester New Wave™: Zero Trust Network Access, Q3, 2021, August 24, 2021
2Gartner, Magic Quadrant for Unified Endpoint Management Tools, 16 August 2021
3Gartner, Magic Quadrant for WAN Edge Infrastructure, 20 September 2021
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. Gartner and Magic Quadrant are registered trademarks and service marks of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.
4IDC, Worldwide Cloud System and Service Management Software Market Shares, 2021: Growth Continues for Top Vendors, #US48074121, September 2021

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 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 ir.vmware.com in conjunction with the conference call.

Additional Information
VMware’s website is located at vmware.com, and its investor relations website is located at ir.vmware.com. VMware’s goal is to maintain the investor relations website as a portal through which investors can easily find or navigate to pertinent information about VMware, all of which is made available free of charge. The additional information includes: materials that VMware files with the SEC; announcements of investor conferences, speeches and events at which its executives talk about its products, services and competitive strategies; webcasts of its quarterly earnings calls, investor conferences and events (archives of which are also available for a limited time); additional information on its financial metrics, including reconciliations of non-GAAP financial measures to the most directly comparable GAAP measures; press releases on quarterly earnings, product and service announcements, legal developments and international news; corporate governance information; ESG (environmental, social and governance) information; other news, blogs and announcements that VMware may post from time to time that investors may find useful or interesting; and opportunities to sign up for email alerts and RSS feeds to have information pushed in real time.

VMware, VMworld, and Tanzu are registered trademarks or trademarks of VMware, Inc. or its subsidiaries in the United States and other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective organizations.

Use of Non-GAAP Financial Measures
Reconciliations of non-GAAP financial measures to VMware’s financial results as determined in accordance with GAAP are included at the end of this press release following the accompanying financial data. For a description of these non-GAAP financial measures, including the reasons management uses each measure, please see the section of the tables titled “About Non-GAAP Financial Measures.”

Annual Recurring Revenue (“ARR”)
ARR is an operating measure VMware uses to assess the strength of the Company’s subscription and SaaS offerings. ARR is a performance metric and should be viewed independently of, and not as a substitute for or combined with, revenue and unearned revenue. ARR represents the annualized value of VMware’s committed customer subscription and SaaS contracts as of the end of the reporting period, assuming any contract that expires during the next 12 months is renewed on its existing terms, except that, for consumption-based subscription and SaaS offerings, ARR represents the annualized quarterly revenue based on revenue recognized for the current reporting period.

Forward-Looking Statements
This press release contains forward-looking statements including, among other things, statements regarding the expected benefits to customers of VMware’s strategy, collaborations, partnerships and offerings. These forward-looking statements are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those projected in the forward-looking statements as a result of certain risk factors, including but not limited to: (1) the impact of the COVID-19 pandemic on VMware’s operations, financial condition, VMware’s customers, the business environment and global and regional economies; (2) the ability of VMware to adapt its offerings, business operations and go-to-market activities to changes in how customers consume information technology resources, such as through subscription and SaaS offerings; (3) the effect of the spin-off from Dell Technologies (“Dell”) and changes in VMware’s and Dell’s commercial relationships and go-to-market and technology collaborations on VMware’s ability to maintain relationships with its customers, suppliers and on VMware’s operating results and business generally; (4) changes to VMware’s and Dell’s respective financial conditions and strategic directions that could adversely impact their commercial relationship and collaborations; (5) the continued risk of litigation and regulatory actions; (6) adverse changes in general economic or market conditions; (7) delays or reductions in consumer, government and information technology spending; (8) competitive factors, including but not limited to pricing pressures, industry consolidation, entry of new competitors into the industries in which VMware competes, as well as new product and marketing initiatives by VMware’s competitors; (9) rapid technological changes in the virtualization software and cloud, end user, edge security and mobile computing and telecom industries; (10) the uncertainty of VMware’s customers’ acceptance of and ability to transition to emerging technologies and new offerings and computing strategies in the industries in which VMware competes; (11) VMware’s ability to enter into, maintain and extend strategically effective partnerships, collaborations and alliances; (12) VMware’s ability to protect its proprietary technology; (13) changes to product and services development timelines; (14) risks associated with cyber-attacks, information security and data privacy; (15) disruptions resulting from key management changes; (16) risks associated with international sales, such as fluctuating currency exchange rates and increased trade barriers; (17) changes in VMware’s financial condition; and (18) other business effects, including those related to industry, market, economic, political, regulatory and global health conditions. These forward-looking statements are made as of the date of this press release, are based on current expectations and are subject to uncertainties and changes in condition, significance, value and effect as well as other risks detailed in documents filed with the Securities and Exchange Commission, including VMware’s most recent reports on Form 10-K and Form 10-Q and current reports on Form 8- K that VMware may file from time to time, which could cause actual results to vary from expectations. VMware assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release.
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