与戴尔“分手”后稳步上升，VMware Q3 收入增长 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":"周二，企业软件领域的领先创新者 "},{"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":" 公布了2022 财年第三季度财务业绩，该公司第三季度收入为 31.9 亿美元，比 2021 财年第三季度增长 11%，其中，订阅和 SaaS 收入为 8.2 亿美元，同比增长 21%。自从 VMware 与"},{"type":"link","attrs":{"href":"https:\/\/www.dell.com\/zh-cn","title":null,"type":null},"content":[{"type":"text","text":"戴尔"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"完成拆分以来，该公司一直处于稳步上升的趋势。"}]},{"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":"“我们对第三季度强劲的表现感到高兴。本季度，我们在 "},{"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":"上推出了许多新产品，展示了如何帮助客户实现当今的业务转型，同时我们的创新引擎正在蓬勃发展，”VMware 首席执行官 Raghu Raghuram 说。“我们的使命是成为值得信赖的软件基础，​​持续加速客户的创新。我们致力于帮助组织释放多云的全部潜力。”"}]},{"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":"历经 18 年，VMware 再次独立"}]},{"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，最初作为服务器计算虚拟化解决方案提供商。"}]},{"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 年信息技术存储公司 EMC 斥资 6.35 亿美元收购 VMware。VMware 与 EMC 本属不同的业务领域，EMC 从事存储系统和数据管理软件业务，而 VMware 则关注服务器软件，不过 EMC 认为，兼并 VMware 有助于自己快速进入服务器领域。"}]},{"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，戴尔宣布斥巨资670亿美元收购 EMC 公司，这也是当时科技界规模最大的一宗并购交易。"}]},{"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，戴尔就表示将会分拆所持 VMware 81% 的股份，使其作为独立上市公司，以帮助自己减少债务。"}]},{"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 正式宣布完成与戴尔科技集团的拆分。VMware 现任 CEO Raghu Raghuram 对此表示，“作为一家独立公司，我们现在可以灵活地与所有云计算和企业内部基础设施公司进行更深入的合作，为我们的客户创造更好的软件基础。这项举措将加快我们在云计算行业和多云战略实践的进程。”"}]},{"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":"对于此次分家，不少投资者也是非常乐于见到，戴尔减少了债务影响，而 VMware 则可以开启自己的独角兽之路，释放更多潜力。"}]},{"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，从披露的新闻稿中不难看到，戴尔和 VMware 将保留一份强大而独特的商业协议，以保留公司关系中最有价值的部分，例如关键解决方案的共同开发以及销售和营销活动的一致性，同时允许战略灵活性。VMware 将继续使用戴尔金融服务来帮助其客户为其数字化转型提供资金。"}]},{"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":"“在对潜在战略选择进行全面评估后，双方认为，这笔交易将简化资本结构，并创造额外的长期企业价值。”迈克尔·戴尔表示，戴尔与 VMware 的合作伙伴关系“将继续发展并变得更强大。”"}]},{"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":"多云将成为未来20年的数字业务模式"}]},{"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":"到目前为止，VMware 正在完成第三次进化：从 1998 年诞生到 2010 年前后，VMware 一直是企业级虚拟化技术的代言词；在 2010 年到 2020 年，VMware 又再次完成向私有云市场“霸主”地位的跃升；2020 年开始 VMware 开始在多云及应用领域发力。"}]},{"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 年度大会上，"},{"type":"text","marks":[{"type":"color","attrs":{"color":"#444444","name":"user"}}],"text":"VMware "},{"type":"text","text":"阐明了其战略，即通过 VMware 跨云服务帮助客户驾驭多云时代，这一系列集成服务将有助于为数字企业提供更快、更智能的云路径。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 的新进展，这是业界第一个也是唯一一个与云无关的计算基础架构，使客户能够快速有效地将他们的应用程序迁移到云中；"}]}]},{"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 主权云计划，VMware 与其 VMware 云提供商合作伙伴合作，在主权数字基础架构上向受监管行业的客户提供云服务；"}]}]},{"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 产品组合的改进，包括目前处于测试阶段的 Tanzu 应用平台，可为在任何 Kubernetes 上构建和部署应用程序和 API 的企业提供好的开发人员体验；"}]}]},{"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，该产品组合将使组织能够在任何地方跨多个云运行、管理和更好地保护边缘原生应用程序。"}]}]}]},{"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首席执行官 Raghu Raghuram表示：“VMware推出的全新跨云服务，能够支持所有主要的公有云、私有云和主权云等各种类型的云环境以及应用平台，帮助企业级客户把应用部署到各个环节中，支持其对应用和集群进行安全的调用、管理和运维，实现应用现代化升级。”"}]},{"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":"参考链接："},{"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"}]}]}]}