VMware

Oxide Computer, which provides on-premises cloud computers to businesses, raised a $100M Series B led by Thomas Tull's US Innovative Technology Fund

We don't want to bury the lede: we have raised a $100M Series B … Kelly Teal / channelfutures : OpenText Doubles Down on Private Cloud, Increasing Partner Opportunity Maria Deutscher / SiliconANGLE : ...

Broadcom reports Q4 revenue up 51% YoY to $14.05B vs. $14.09B est., FY 2024 AI revenue up 220%, expects Q1 revenue just above est.; AVGO jumps 10%+ after hours

Broadcom CEO: ALL THREE of his major hyperscaler customers are going to building 1 million AI accelerator clusters across a single fabric by fiscal 2027  —  lol X: @economyapp : $AVGO Broadcom Q4 FY24...

VMware beats in Q3 with revenue of $3.19B, up 11% YoY, vs. $3.12B estimated, and Subscription and SaaS revenue of $820M, up 21% YoY

Stephanie Condon / ZDNet :

VMware reports Q2 revenue of $3.14B, up 9% YoY, vs estimates of $3.1B, Subscription and SaaS revenue of $776M, up 23% YoY, is on track for Dell spin-off in Nov.

Stephanie Condon / ZDNet :

VMware reports Q3 revenue of $2.86B, up 8% YoY, vs. $2.81B est., with subscription and SaaS revenue up 44% YoY to $676M, as it raises fiscal year guidance

Natalie Gagliordi / ZDNet :

VMware says its blockchain platform for enterprises is commercially available, after teasing the project in 2018

VMware beats estimates for Q2 with revenue of $2.88B, up 9% YoY, as subscription and SaaS revenue jumped 44% YoY to $631M

Earnings Review Paul Gillin / SiliconANGLE : VMware tops estimates again as subscription revenue jumps VMware : VMware Reports Fiscal Year 2021 Second Quarter Results

VMware reports Q1 revenue of $2.73B, up 12% YoY, subscription and SaaS revenue up 39% YoY; stock up ~9% after hours

Larry Dignan / ZDNet :

VMware reports Q4 revenue of $3.07B, up 11% YoY, subscription and SaaS revenue up 14% YoY, but misses expectations, stock down 6% after hours

Stephanie Condon / ZDNet :

VMware reports Q1 revenue of $2.27B, up 13% YoY, beating analyst estimates of $2.24B, and net income of $505M, including a gain of $132M from Pivotal

Natalie Gagliordi / ZDNet :