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Chronicles

The story behind the story

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The US SEC charges VMware with misleading investors by obscuring financial performance; VMware will pay $8M to settle without denying or admitting the findings

The U.S. Securities and Exchange Commission said on Monday it has charged cloud computing company VMware Inc (VMW.N) …

Reuters Kanishka Singh

Context & Ripple Effects

The SEC’s VMware action follows its recent settlement with Nvidia over disclosure of a material revenue-growth driver, placing the case within a run of enforcement focused on what public companies tell investors about financial performance. VMware also had an earlier government overcharging settlement with reseller Carahsoft, though that matter concerned a different type of claim.

First-order effects

  • VMware will pay $8 million to resolve the SEC’s allegations without admitting or denying the agency’s findings, ending the disclosed enforcement action against the company.
  • The SEC adds a VMware settlement to its record of cases alleging inadequate investor disclosure around financial results.

Second-order effects

  • The paired VMware and Nvidia matters put public issuers on notice that the SEC is examining whether disclosures adequately explain the drivers and presentation of reported performance.
  • VMware’s investors receive an SEC determination that the company’s financial-performance disclosures were misleading, even though the settlement does not include an admission of wrongdoing.

Third-order effects

  • If this enforcement pattern persists, disclosure controls around revenue and other financial-performance indicators will become a more prominent compliance risk for technology issuers, not merely an investor-relations exercise.

The trend: The SEC is using targeted settlements to press public technology companies for clearer disclosure of the factors behind reported financial performance.

Discussion

  • @secgov @secgov on x
    We charged VMware Inc for misleading investors about its order backlog management practices, which enabled it to push revenue into future quarters by delaying product deliveries, concealing its slowing performance relative to projections. More: https://www.sec.gov/...
  • @quinnypig Corey Quinn on x
    Oof, bad look for VMware. Or is it Dell, EMC, Pivotal, or Broadcom? I can't really keep up with that particular shell game. https://twitter.com/...