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VMware Q42006 Results Exceed Expectations

Last October, I wrote an article titled "VMware as LBO Opportunity for EMC?"

In that article, I projected Q4 revenues for VMware to be about $200M, with the resulting FY2006 total VMware revenues of about $677M. Needless to say, I was a bit on the low side.

Last month, EMC announced their Q42006 results. VMware grew total revenues 101% year-over-year to $232M. They also grew total revenues 83% year-over-year to $709M for 2006.

On the conference call, EMC projected revenues of $1.2B for VMware in 2007. That's another 69% year-over-year growth rate. I don't doubt it. In fact, sources on the street tell me that internally VMware believes they can do $1.5B in 2007. That's a bit harder to grok, but, as witnessed above, I have underestimated VMware before. Many congratulations to VMware and their hard-working employees. I look forward to adding them to the elite list of $1B+ revenue software companies in 2007.

Looks like the Virtualization market is finally maturing. Hallelujah!

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  1. As Predicted, VMware will IPO in 2007 at Brian Berliner’s BrainFebruary 9, 2007 at 10:15 AM

    [...] Register « VMware Q42006 Results Exceed Expectations [...]

    ReplyDelete
  2. As Predicted, VMware will IPO in 2007 « Brian Berliner's BrainFebruary 24, 2010 at 6:39 AM

    [...] let’s do some more speculation. I reported on VMware’s Q42006 numbers earlier. They did $232M in revenue in Q42006, total revenues for 2006 of $709M, and EMC is projecting $1.2B [...]

    ReplyDelete

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