Wednesday, July 22, 2015

VMware Now Has Over 700 NSX Paying Customers

VMware reported second quarter revenue of $1.52 billion, an increase of 4% from the second quarter of 2014, or up 8% year-over-year in constant currency. GAAP revenues were reduced by the amount of a settlement with the Department of Justiceand the General Service Administration ("GSA") for $75.5 million. GAAP net income for the second quarter was $172 million or $0.40 per diluted share, up 5% per diluted share compared to $167 million, or $0.38 per diluted share, for the second quarter of 2014.

Some highlights:

  • Geographically, sales in Asia Pacific performed best, followed by the Americas & EMEA
  • Cloud management penetration nearly 16% of installed base
  • VMware now has over 700 NSX paying customers, versus over 150 one year ago
  • VMware now has over 2,000 VSAN customers, versus over 1,000 two quarters ago 
  • AirWatch license bookings up over 60% YoY in constant currency
  • As of Q2 2015, VMware had 18,691 employees, up from 17,100 a year earlier.
"Our second quarter results are solid, building on our solid start to the year in Q1," said Pat Gelsinger, chief executive officer, VMware. "We experienced strong industry validation from industry analysts, partners and customers throughout the quarter and also unveiled our Business Mobility strategy and key announcements enabling organizations to transform their business processes."