VMW

VMware, Inc. (VMW) | Rumor.io

VMware

VMW

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)69%

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about VMW?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% -0.01

Jun 4

Broadcom's AI revenue has exploded 143% YoY, driven by demand for custom AI chips and enterprise virtualization software.
The company's acquisition of VMware has provided a high-margin, recurring software anchor, accounting for 30-40% of revenue.
Broadcom's diversified business, including networking and software, has strengthened earnings and cash flow, making it a key player in the AI infrastructure buildout.

Generated by AI

Sentiment

Of the messages about VMW that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +8.11	84.26% +26.4	68.6% +9.68
Bearish	—	0% -8.11	15.74% -26.4	31.4% -9.68

Bullish· Dec 13

VMware's financial performance is comparable to that of Marvell, Broadcom, and ARM, with Marvell's revenue growth driven by the VMware acquisition.
VMware's messaging and share price performance have a positive impact on employee morale, hiring, and retention, as well as attracting investors and customers.
VMware's strong performance introduces the possibility of issuing shares to raise capital or making acquisitions at a lower cost.

Bearish· Aug 31

VMware's market share is expected to decline due to price undercutting by Super Micro Computer (SMCI) and the latter's superior product offerings.
VMware is facing a potential threat from Broadcom's dominance in the networking and custom AI chip markets.
VMware's workforce has been significantly reduced, which may impact the company's ability to compete in the market.

Generated by AI

Topics

Of the messages about VMW that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	50%	37.79%	42.92%	36.1%
Macro	50%	32.56%	44.47%	29.54%
Analysts	0%	27.91%	11.95%	15.19%
Controversies	0%	1.74%	0.66%	1.14%
Earnings	0%	0%	0%	17.99%
Technical Analysis	0%	0%	0%	0.05%

Earnings· Dec 12

VMware's valuation may be more in line with other companies when non-cash amortization is factored in.
The company's ability to convert revenue into free cash flow is impressive, with it being described as a "profit generation machine".
The acquisition of VMware for $60 billion has been criticized, with some questioning how it will lead to profitability.

Analysts· Feb 25

Barclays lowers price target for VMware to $135.
Analysts at Oppenheimer, Mizuho, Raymond James, Credit Suisse, and Morgan Stanley have lowered VMware's price target to $125, $125, $167, $170, and $160, respectively.
Analysts at Goldman Sachs, Oppenheimer, and Morgan Stanley have reiterated coverage on VMware with new price targets of $119, $135, and $147, respectively.

Announcements· Dec 12

VMware's acquisition by Broadcom led to a significant inflection point in Broadcom's Software segment.
The inflection point in Broadcom's Software segment has since shifted to its Semiconductor segment, with the stock briefly reaching a $2T market cap after earnings.
Broadcom's management guided to a 40% growth rate in its Semiconductor segment, with a potential slowdown to 20% by 2026.

Controversies· Sep 25

Broadcom's acquisition of VMW has led to significant price increases for VMware's licensing, causing some companies to consider alternative virtualization solutions.
Decision-makers at major companies are evaluating alternatives to VMware due to Broadcom's aggressive pricing and business practices, which may lead to a loss of market share for VMware.
The controversy surrounding Broadcom's handling of VMware's client base may be a case study in what not to do when acquiring a business with established customers, with some experts suggesting it may be a result of hostile takeover tactics.

Macro· Nov 27

VMware's revenue is expected to remain flat for the next 3 years due to customers renewing existing licenses rather than switching to new buildouts.
The company's value is seen as tied to its position as a toll-collector on the trend of custom silicon, rather than its current revenue or one-off deals.
VMware is losing customers to competitors like Nutanix, with some customers transitioning to alternatives like Hyper-V due to its cost-effectiveness and scalability.

Technical Analysis· May 27

VMware's MACD Histogram crossed above the signal line, indicating a potential uptrend.
The author believes AMD will innovate without breaking away from a successful system, leading to a favorable setup in the next couple of months.
VMware is identified as one of the big M&A targets, with the author predicting further activity.

Generated by AI

Community

Of the messages about VMW, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	42.57%	17.46%	17.22%
Newcomers	0%	57.43%	82.54%	82.78%

Regulars· Dec 11

The regulars are discussing the potential impact of Broadcom's acquisition of VMware on the demand for generative AI and the company's revenue guidance, as well as the integration of VMware's technology.
There are concerns about the potential layoffs and attrition rate at VMware, with some users discussing the recent changes in the company's org chart and the potential for Broadcom to fire employees who do not return to the office.
The regulars are also discussing the recent changes in VMware's stock options and the potential for employees to receive severance packages, with some users speculating about the worst-case scenarios for VMware employees.

Newcomers· Jun 3

Newcomers to the VMware asset are expressing frustration with Broadcom's acquisition and subsequent price increases, with some users mentioning lawsuits and loss of customers due to the high prices.
Some users are noting that Broadcom's valuation is largely due to its hardware business, and that VMware's software revenue is still growing despite the company's dissatisfaction with Broadcom's pricing and licensing practices.
Users are also expressing dissatisfaction with Broadcom's treatment of VMware customers, with some mentioning that the company's aggressive pricing and licensing practices have driven them to seek alternatives, and others noting that Broadcom's actions will have long-term consequences for the company.

Generated by AI

News

Broadcom stands to gain from new cloud deal

2mo agothestreet.com

Sheetz is quitting VMware, migrating 11,000 virtual machines

The convenience store chain will use StorMagic instead.

2mo agoArs Technica

Five cloud business groups urge EU interim measures against Broadcom

2mo agoReuters

Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes

European cloud and infrastructure groups have challenged Broadcom over recent VMware licensing changes following the acquisition. Trade association CISPE and others have asked EU antitrust regulators to review and suspend certain Broadcom practices tied to VMware contracts. The European Commission has opened an antitrust review that centers on access, pricing, and conditions for VMware software in the region. Broadcom (NasdaqGS:AVGO) is coming under closer regulatory scrutiny in Europe at a...

2mo agoYahoo Finance

Sheetz Chooses StorMagic SvHCI to Replace VMware Across 830+ Retail Stores

StorMagic®, simplifying on-site virtualization, today announced that Sheetz, a leader in restaurant-quality food and unmatched convenience, has selected StorMagic SvHCI to replace VMware across its 830+ store locations. Sheetz has already completed migrations at more than 600 stores, averaging 200 stores per month, and expects to complete the rollout in just four months.

2mo agoYahoo Finance

Allstate accuses Broadcom of auditing it because it quit VMware, CA

Broadcom accuses Allstate of dodging VMware audits.

2mo agoArs Technica

Also Discussed

Investors talking about VMW also mention

#	Name	Attention
1	Nutanix, Inc. Class A Common StockNTNX	0%new
2	NetApp Inc.NTAP	0.03%+0.03
3	Dell Technologies IncDELL	0.11%+0.08
4	Global X Emerging Markets Great Consumer ETFEMC	0%0
5	MOBL - MobileIron, Inc.	——
6	NEWR - New Relic, Inc.	——
7	F5, Inc.FFIV	0.01%+0.01
8	Cisco Systems, Inc.CSCO	0.02%-0.02
9	JNPR - Juniper Networks, Inc.	——
10	Akamai Technologies Inc.AKAM	0%-0.49

VMware, Inc.

Location

Social

What share of all stock conversation is about VMW?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% -0.01

Jun 4

Broadcom's AI revenue has exploded 143% YoY, driven by demand for custom AI chips and enterprise virtualization software.
The company's acquisition of VMware has provided a high-margin, recurring software anchor, accounting for 30-40% of revenue.
Broadcom's diversified business, including networking and software, has strengthened earnings and cash flow, making it a key player in the AI infrastructure buildout.

Generated by AI

Sentiment

Of the messages about VMW that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +8.11	84.26% +26.4	68.6% +9.68
Bearish	—	0% -8.11	15.74% -26.4	31.4% -9.68

Bullish· Dec 13

VMware's financial performance is comparable to that of Marvell, Broadcom, and ARM, with Marvell's revenue growth driven by the VMware acquisition.
VMware's messaging and share price performance have a positive impact on employee morale, hiring, and retention, as well as attracting investors and customers.
VMware's strong performance introduces the possibility of issuing shares to raise capital or making acquisitions at a lower cost.

Bearish· Aug 31

VMware's market share is expected to decline due to price undercutting by Super Micro Computer (SMCI) and the latter's superior product offerings.
VMware is facing a potential threat from Broadcom's dominance in the networking and custom AI chip markets.
VMware's workforce has been significantly reduced, which may impact the company's ability to compete in the market.

Generated by AI

Topics

Of the messages about VMW that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	50%	37.79%	42.92%	36.1%
Macro	50%	32.56%	44.47%	29.54%
Analysts	0%	27.91%	11.95%	15.19%
Controversies	0%	1.74%	0.66%	1.14%
Earnings	0%	0%	0%	17.99%
Technical Analysis	0%	0%	0%	0.05%

Earnings· Dec 12

VMware's valuation may be more in line with other companies when non-cash amortization is factored in.
The company's ability to convert revenue into free cash flow is impressive, with it being described as a "profit generation machine".
The acquisition of VMware for $60 billion has been criticized, with some questioning how it will lead to profitability.

Analysts· Feb 25

Barclays lowers price target for VMware to $135.
Analysts at Oppenheimer, Mizuho, Raymond James, Credit Suisse, and Morgan Stanley have lowered VMware's price target to $125, $125, $167, $170, and $160, respectively.
Analysts at Goldman Sachs, Oppenheimer, and Morgan Stanley have reiterated coverage on VMware with new price targets of $119, $135, and $147, respectively.

Announcements· Dec 12

VMware's acquisition by Broadcom led to a significant inflection point in Broadcom's Software segment.
The inflection point in Broadcom's Software segment has since shifted to its Semiconductor segment, with the stock briefly reaching a $2T market cap after earnings.
Broadcom's management guided to a 40% growth rate in its Semiconductor segment, with a potential slowdown to 20% by 2026.

Controversies· Sep 25

Broadcom's acquisition of VMW has led to significant price increases for VMware's licensing, causing some companies to consider alternative virtualization solutions.
Decision-makers at major companies are evaluating alternatives to VMware due to Broadcom's aggressive pricing and business practices, which may lead to a loss of market share for VMware.
The controversy surrounding Broadcom's handling of VMware's client base may be a case study in what not to do when acquiring a business with established customers, with some experts suggesting it may be a result of hostile takeover tactics.

Macro· Nov 27

VMware's revenue is expected to remain flat for the next 3 years due to customers renewing existing licenses rather than switching to new buildouts.
The company's value is seen as tied to its position as a toll-collector on the trend of custom silicon, rather than its current revenue or one-off deals.
VMware is losing customers to competitors like Nutanix, with some customers transitioning to alternatives like Hyper-V due to its cost-effectiveness and scalability.

Technical Analysis· May 27

VMware's MACD Histogram crossed above the signal line, indicating a potential uptrend.
The author believes AMD will innovate without breaking away from a successful system, leading to a favorable setup in the next couple of months.
VMware is identified as one of the big M&A targets, with the author predicting further activity.

Generated by AI

Community

Of the messages about VMW, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	42.57%	17.46%	17.22%
Newcomers	0%	57.43%	82.54%	82.78%

Regulars· Dec 11

The regulars are discussing the potential impact of Broadcom's acquisition of VMware on the demand for generative AI and the company's revenue guidance, as well as the integration of VMware's technology.
There are concerns about the potential layoffs and attrition rate at VMware, with some users discussing the recent changes in the company's org chart and the potential for Broadcom to fire employees who do not return to the office.
The regulars are also discussing the recent changes in VMware's stock options and the potential for employees to receive severance packages, with some users speculating about the worst-case scenarios for VMware employees.

Newcomers· Jun 3

Newcomers to the VMware asset are expressing frustration with Broadcom's acquisition and subsequent price increases, with some users mentioning lawsuits and loss of customers due to the high prices.
Some users are noting that Broadcom's valuation is largely due to its hardware business, and that VMware's software revenue is still growing despite the company's dissatisfaction with Broadcom's pricing and licensing practices.
Users are also expressing dissatisfaction with Broadcom's treatment of VMware customers, with some mentioning that the company's aggressive pricing and licensing practices have driven them to seek alternatives, and others noting that Broadcom's actions will have long-term consequences for the company.

Generated by AI

VMware

Social

Jun 4

Bullish· Dec 13

Bearish· Aug 31

Earnings· Dec 12

Analysts· Feb 25

Announcements· Dec 12

Controversies· Sep 25

Macro· Nov 27

Technical Analysis· May 27

Regulars· Dec 11

Newcomers· Jun 3

Broadcom stands to gain from new cloud deal

Sheetz is quitting VMware, migrating 11,000 virtual machines

Five cloud business groups urge EU interim measures against Broadcom

Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes

Sheetz Chooses StorMagic SvHCI to Replace VMware Across 830+ Retail Stores

Allstate accuses Broadcom of auditing it because it quit VMware, CA

Also Discussed

VMware, Inc.

Company Information

Location

Broadcom stands to gain from new cloud deal

Sheetz is quitting VMware, migrating 11,000 virtual machines

Five cloud business groups urge EU interim measures against Broadcom

Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes

Sheetz Chooses StorMagic SvHCI to Replace VMware Across 830+ Retail Stores

Allstate accuses Broadcom of auditing it because it quit VMware, CA

Also Discussed

Social

Jun 4

Bullish· Dec 13

Bearish· Aug 31

Earnings· Dec 12

Analysts· Feb 25

Announcements· Dec 12

Controversies· Sep 25

Macro· Nov 27

Technical Analysis· May 27

Regulars· Dec 11

Newcomers· Jun 3