與戴爾“分手”後穩步上升，VMware Q3 收入增長 11%

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"週二，企業軟件領域的領先創新者 "},{"type":"link","attrs":{"href":"https:\/\/www.vmware.com\/asean.html","title":null,"type":null},"content":[{"type":"text","text":"VMware"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":" 公佈了2022 財年第三季度財務業績，該公司第三季度收入爲 31.9 億美元，比 2021 財年第三季度增長 11%，其中，訂閱和 SaaS 收入爲 8.2 億美元，同比增長 21%。自從 VMware 與"},{"type":"link","attrs":{"href":"https:\/\/www.dell.com\/zh-cn","title":null,"type":null},"content":[{"type":"text","text":"戴爾"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"完成拆分以來，該公司一直處於穩步上升的趨勢。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"“我們對第三季度強勁的表現感到高興。本季度，我們在 "},{"type":"link","attrs":{"href":"https:\/\/www.vmware.com\/vmworld\/en\/index.html","title":null,"type":null},"content":[{"type":"text","text":"VMworld"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"上推出了許多新產品，展示瞭如何幫助客戶實現當今的業務轉型，同時我們的創新引擎正在蓬勃發展，”VMware 首席執行官 Raghu Raghuram 說。“我們的使命是成爲值得信賴的軟件基礎，​​持續加速客戶的創新。我們致力於幫助組織釋放多雲的全部潛力。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"歷經 18 年，VMware 再次獨立"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"1998 年 VMware 公司成立，最初作爲服務器計算虛擬化解決方案提供商。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"2003 年信息技術存儲公司 EMC 斥資 6.35 億美元收購 VMware。VMware 與 EMC 本屬不同的業務領域，EMC 從事存儲系統和數據管理軟件業務，而 VMware 則關注服務器軟件，不過 EMC 認爲，兼併 VMware 有助於自己快速進入服務器領域。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"2015 年10 月，戴爾宣佈斥巨資670億美元收購 EMC 公司，這也是當時科技界規模最大的一宗併購交易。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"今年 4 月份，戴爾就表示將會分拆所持 VMware 81% 的股份，使其作爲獨立上市公司，以幫助自己減少債務。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"今年11月初，VMware 正式宣佈完成與戴爾科技集團的拆分。VMware 現任 CEO Raghu Raghuram 對此表示，“作爲一家獨立公司，我們現在可以靈活地與所有云計算和企業內部基礎設施公司進行更深入的合作，爲我們的客戶創造更好的軟件基礎。這項舉措將加快我們在雲計算行業和多雲戰略實踐的進程。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"對於此次分家，不少投資者也是非常樂於見到，戴爾減少了債務影響，而 VMware 則可以開啓自己的獨角獸之路，釋放更多潛力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"但是，從披露的新聞稿中不難看到，戴爾和 VMware 將保留一份強大而獨特的商業協議，以保留公司關係中最有價值的部分，例如關鍵解決方案的共同開發以及銷售和營銷活動的一致性，同時允許戰略靈活性。VMware 將繼續使用戴爾金融服務來幫助其客戶爲其數字化轉型提供資金。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"“在對潛在戰略選擇進行全面評估後，雙方認爲，這筆交易將簡化資本結構，並創造額外的長期企業價值。”邁克爾·戴爾表示，戴爾與 VMware 的合作伙伴關係“將繼續發展並變得更強大。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#333333","name":"user"}}],"text":"多雲將成爲未來20年的數字業務模式"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"到目前爲止，VMware 正在完成第三次進化：從 1998 年誕生到 2010 年前後，VMware 一直是企業級虛擬化技術的代言詞；在 2010 年到 2020 年，VMware 又再次完成向私有云市場“霸主”地位的躍升；2020 年開始 VMware 開始在多雲及應用領域發力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"在 VMworld 2021 年度大會上，"},{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"VMware "},{"type":"text","text":"闡明瞭其戰略，即通過 VMware 跨雲服務幫助客戶駕馭多雲時代，這一系列集成服務將有助於爲數字企業提供更快、更智能的雲路徑。公告包括："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"bulletedlist","content":[{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"VMware Cloud 的新進展，這是業界第一個也是唯一一個與雲無關的計算基礎架構，使客戶能夠快速有效地將他們的應用程序遷移到雲中；"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"VMware 主權雲計劃，VMware 與其 VMware 雲提供商合作伙伴合作，在主權數字基礎架構上向受監管行業的客戶提供雲服務；"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"VMware Tanzu 產品組合的改進，包括目前處於測試階段的 Tanzu 應用平臺，可爲在任何 Kubernetes 上構建和部署應用程序和 API 的企業提供好的開發人員體驗；"}]}]},{"type":"listitem","attrs":{"listStyle":null},"content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"推出 VMware Edge，該產品組合將使組織能夠在任何地方跨多個雲運行、管理和更好地保護邊緣原生應用程序。"}]}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"VMware首席執行官 Raghu Raghuram表示：“VMware推出的全新跨雲服務，能夠支持所有主要的公有云、私有云和主權雲等各種類型的雲環境以及應用平臺，幫助企業級客戶把應用部署到各個環節中，支持其對應用和集羣進行安全的調用、管理和運維，實現應用現代化升級。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#080e14","name":"user"}}],"text":"參考鏈接："},{"type":"link","attrs":{"href":"https:\/\/www.businesswire.com\/news\/home\/20211123006126\/en\/VMware-Reports-Fiscal-Year-2022-Third-Quarter-Results","title":null,"type":null},"content":[{"type":"text","text":"https:\/\/www.businesswire.com\/news\/home\/20211123006126\/en\/VMware-Reports-Fiscal-Year-2022-Third-Quarter-Results"}]}]}]}