{"id":2051,"date":"2022-08-26T17:57:00","date_gmt":"2022-08-26T09:57:00","guid":{"rendered":"https:\/\/www.ioiotimes.com\/?p=2051"},"modified":"2022-09-02T15:11:20","modified_gmt":"2022-09-02T07:11:20","slug":"vmware%e5%85%ac%e4%bd%882023%e8%b2%a1%e5%b9%b4%e7%ac%ac%e4%ba%8c%e5%ad%a3%e8%b2%a1%e5%a0%b1%ef%bc%8c%e7%b8%bd%e6%94%b6%e5%85%a5%e5%90%8c%e6%af%94%e5%a2%9e%e9%95%b76%e3%80%81%e8%a8%82%e9%96%b1%e5%92%8c","status":"publish","type":"post","link":"https:\/\/www.ioiotimes.com\/?p=2051","title":{"rendered":"VMware\u516c\u4f482023\u8ca1\u5e74\u7b2c\u4e8c\u5b63\u8ca1\u5831\uff0c\u7e3d\u6536\u5165\u540c\u6bd4\u589e\u95776%\u3001\u8a02\u95b1\u548cSaaS\u6536\u51659.43\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957722%"},"content":{"rendered":"
\n
\"\"<\/figure><\/div>\n\n\n

\u5168\u7403\u9818\u5148\u7684\u4f01\u696d\u8edf\u9ad4\u5275\u65b0\u8005 VMware\uff08NYSE: VMW\uff09\u65bc\u4eca\u65e5\u516c\u4f48\u4e86 2023 \u8ca1\u5e74\u7b2c\u4e8c\u5b63\u8ca1\u52d9\u5831\u544a\uff1a<\/p>\n\n\n\n

\u7b2c\u4e8c\u5b63\u8ca1\u52d9\u5831\u544a<\/strong>
\u2022 \u7b2c\u4e8c\u5b63\u6536\u5165\u7e3d\u984d\u70ba 33.4 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 6%\uff1b
\u2022 \u7b2c\u4e8c\u5b63\u8a02\u95b1\u3001SaaS \u548c\u8a31\u53ef\u6536\u5165\u5408\u8a08\u70ba 17.4 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 15%\uff1b
\u2022 \u7b2c\u4e8c\u5b63\u8a02\u95b1\u548c SaaS \u6536\u5165\u70ba 9.43 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 22%\uff0c\u4f54\u64da\u7b2c\u4e8c\u5b63\u5ea6\u7e3d\u6536\u5165\u7684 28%\uff1b
\u2022 \u7b2c\u4e8c\u5b63\u8a02\u95b1\u548c SaaS \u7684 ARR \u70ba 38.9 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 24%\uff1b
\u2022 \u7b2c\u4e8c\u5b63 GAAP \u6de8\u5229\u70ba 3.47 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca 0.82 \u7f8e\u5143\uff0c\u76f8\u8f03 2022 \u8ca1\u5e74\u7b2c\u4e8c\u5b63 GAAP \u6de8\u5229 4.11 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca 0.97 \u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d 16%\u3002\u7b2c\u4e8c\u5b63\u5ea6\u975e GAAP \u6de8\u5229\u70ba 6.97 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca 1.64 \u7f8e\u5143\uff0c\u76f8\u8f03 2022 \u8ca1\u5e74\u7b2c\u4e8c\u5b63\u975e GAAP \u6de8\u5229 7.39 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca 1.75 \u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d 6%\u8a3b1<\/sup>\uff1b
\u2022 \u7b2c\u4e8c\u5b63\u5ea6 GAAP \u71df\u904b\u6536\u5165\u70ba 5.66 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 8%\uff1b\u975e GAAP \u904b\u71df\u6536\u5165\u70ba 9.65 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 5%\uff1b
\u2022 \u7b2c\u4e8c\u5b63\u7d93\u71df\u73fe\u91d1\u6d41\u70ba 3.97 \u5104\u7f8e\u5143\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u70ba 2.84 \u5104\u7f8e\u5143\uff1b
\u2022 \u7b2c\u4e8c\u5b63 RPO \u7e3d\u984d\u70ba 121.0 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 8%\u3002<\/p>\n\n\n\n

VMware \u57f7\u884c\u9577 Raghu Raghuram \u8868\u793a\uff1a\u300c\u6211\u5f88\u6eff\u610f\u6211\u5011\u5728\u7b2c\u4e8c\u5b63\u7684\u8868\u73fe\u3002\u4e0b\u5468\u7684 VMware Explore \u5927\u6703\u5c07\u7e7c\u7e8c\u5ef6\u7e8c\u9019\u500b\u6c23\u52e2\uff0c\u5c55\u793a\u5373\u5c07\u767c\u4f48\u7684\u5275\u65b0\u7522\u54c1\uff0c\u4e26\u91cd\u9ede\u4ecb\u7d39\u6211\u5011\u5c07\u5982\u4f55\u8aac\u660e\u5ba2\u6236\u7e7c\u7e8c\u5b8c\u6210\u5176\u8f49\u578b\u4e4b\u65c5\u3002\u4e4b\u5f8c\uff0cVMware \u5c07\u7e7c\u7e8c\u81f4\u529b\u65bc\u8aac\u660e\u4f01\u696d\u6316\u6398\u591a\u96f2\u7684\u5168\u90e8\u6f5b\u529b\u3002\u300d<\/p>\n\n\n\n

VMware \u57f7\u884c\u526f\u7e3d\u88c1\u66a8\u8ca1\u52d9\u9577 Zane Rowe \u8868\u793a\uff1a\u300c\u901a\u904e\u7b2c\u4e8c\u5b63\u7684\u8ca1\u5831\uff0c\u6211\u5011\u53ef\u4ee5\u770b\u5230\u5728\u4f01\u696d\u5411\u591a\u96f2\u74b0\u5883\u9077\u79fb\u7684\u904e\u7a0b\u4e2d\uff0c\u6574\u500b VMware \u5718\u968a\u70ba\u52a0\u5feb\u5ba2\u6236\u7684\u5275\u65b0\u901f\u5ea6\u6240\u505a\u51fa\u7684\u52aa\u529b\u3002\u6191\u85c9\u5ba2\u6236\u5728\u6211\u5011\u8a02\u95b1\u548c SaaS \u7522\u54c1\u4e0a\u7684\u6295\u8cc7\uff0c\u7b2c\u4e8c\u5b63\u7684 ARR \u540c\u6bd4\u589e\u9577\u4e86 24%\u3002\u300d<\/p>\n\n\n\n

\u8fd1\u671f\u91cd\u8981\u4e8b\u4ef6\u548c\u6230\u7565\u767c\u4f48<\/strong>
\u2022 VMware \u767c\u4f48\u4e86 VMware vSphere+ \u548c VMware vSAN+\uff0c\u5e6b\u52a9\u4f01\u696d\u5728\u4e0d\u5f71\u97ff\u5de5\u4f5c\u8ca0\u8f09\u6216\u4e3b\u6a5f\u7684\u60c5\u6cc1\u4e0b\u5145\u5206\u5229\u7528\u96f2\u670d\u52d9\u3002
\u2022 VMware \u6210\u70ba\u9081\u51f1\u502b F1 \u8eca\u968a\u7684\u5b98\u65b9\u5408\u4f5c\u5925\u4f34\u3002VMware \u63d0\u4f9b\u7684\u591a\u96f2\u89e3\u6c7a\u65b9\u6848\u5c07\u5e6b\u52a9\u8a72\u8eca\u968a\u5728\u5168\u7403\u4efb\u4f55\u4e00\u500b\u5730\u9ede\u6bd4\u8cfd\u6642\uff0c\u90fd\u80fd\u5feb\u901f\u904b\u4f5c\u4e26\u5145\u6eff\u4fe1\u5fc3\u5730\u5b8c\u6210\u6bd4\u8cfd\u3002
\u2022 VMware \u548c HCL Technologies \u5ba3\u4f48\u5728 HCL \u65b0\u6210\u7acb\u4e00\u500b\u5c08\u9580\u7684 VMware \u696d\u52d9\u90e8\u9580\uff0c\u6316\u6398\u591a\u96f2\u548c\u61c9\u7528\u73fe\u4ee3\u5316\u7684\u6f5b\u85cf\u50f9\u503c\u3002\u9019\u500b\u65b0\u90e8\u9580\u5c07 HCL \u7684 CloudSMART \u6846\u67b6\u8207 VMware Cross\u0002Cloud \u670d\u52d9\u76f8\u7d50\u5408\uff0c\u63d0\u4f9b\u4f01\u696d\u52a0\u5feb\u96f2\u8f49\u578b\uff0c\u64f4\u5927\u96f2\u539f\u751f\u5e73\u53f0\u7684\u904b\u71df\u898f\u6a21\uff0c\u4e26\u8ce6\u80fd\u6df7\u5408\u5de5\u4f5c\u6a21\u5f0f\u3002
\u2022 VMware \u548c Wipro Limited \u5ba3\u4f48\u64f4\u5927\u5408\u4f5c\u7bc4\u570d\uff0c\u4f7f\u5ba2\u6236\u80fd\u5920\u5728\u57f7\u884c\u4ed6\u5011\u7684\u6578\u4f4d\u6230\u7565\u6642\u5be6\u73fe\u4ed6\u5011\u6240\u671f\u671b\u7684\u96f2\u7aef\u81ea\u7531\u548c\u4f01\u696d\u63a7\u5236\u3002
\u2022 VMware \u88ab\u8a55\u70ba 2022 \u5e74 HPE \u6700\u4f73\u5168\u7403\u6280\u8853\u5408\u4f5c\u5925\u4f34\uff0c\u4ee5\u6b64\u8868\u5f70 VMware \u4f5c\u70ba\u5408\u4f5c\u5925\u4f34\u5728\u652f\u63f4\u5ba2\u6236\u6578\u4f4d\u5316\u8f49\u578b\u65b9\u9762\u4ed8\u51fa\u7684\u52aa\u529b\u548c\u53d6\u5f97\u7684\u6210\u529f\u3002
\u2022 VMware \u69ae\u7372 Google Cloud 2021 \u5e74\u5ea6\u6700\u4f73\u57fa\u790e\u67b6\u69cb\u73fe\u4ee3\u5316\u6280\u8853\u5408\u4f5c\u5925\u4f34\u734e\uff082021 Google Cloud Technology Partner of the Year Award for Infrastructure Modernization\uff09\u3002\u4f5c\u70ba Google Cloud \u7684\u5408\u4f5c\u5925\u4f34\uff0cVMware \u5728\u63d0\u4f9b\u96d9\u65b9\u7684\u5171\u540c\u5ba2\u6236\u52a0\u901f\u4f01\u696d\u96f2\u8f49\u578b\u65b9\u9762\u53d6\u5f97\u7684\u6210\u5c31\u7372\u5f97\u4e86\u6975\u5927\u7684\u8a8d\u53ef\u3002
\u2022 VMware \u7372\u5f97\u7684\u884c\u696d\u7814\u7a76\u6a5f\u69cb\u8a8d\u53ef\uff1a
o VMware \u5728\u5728\u6700\u65b0\u7684\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\uff08UEM\uff09\u9818\u57df\u7684\u4e09\u4efd IDC MarketScape \u5831\u544a\u4e2d\u88ab\u8a55\u70ba\u9818\u5c0e\u8005\u8a3b2<\/sup>\u3002\u9019\u4e09\u4efd\u5831\u544a\u5206\u5225\u662f\uff1a\u300aIDC MarketScape\uff1a2022 \u5e74\u5168\u7403\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\u8edf\u9ad4\u4f9b\u61c9\u5546\u8a55\u4f30\u300b\u3001\u300aIDC MarketScape\uff1a2022 \u5e74\u5168\u7403\u860b\u679c\u8a2d\u5099\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\u8edf\u9ad4\u4f9b\u61c9\u5546\u8a55\u4f30\u300b\u548c\u300aIDC MarketScape\uff1a2022 \u5e74\u5168\u7403\u5f37\u56fa\/\u7269\u806f\u7db2\u8a2d\u5099\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\u8edf\u9ad4\u4f9b\u61c9\u5546\u8a55\u4f30\u300b\u3002
o VMware \u6191\u85c9\u5176\u53ef \u89c0\u6e2c\u6027\u5e73 \u53f0 Tanzu Observability by Wavefront \u7372\u8a55 2022Gartner \u61c9\u7528\u6027\u80fd\u76e3\u63a7\u548c\u53ef\u89c0\u6e2c\u6027\u9b54\u529b\u8c61\u9650\u8a3b3<\/sup>\u9818\u5c0e\u8005\u3002VMware \u7684\u524d\u77bb\u6027\u548c\u57f7\u884c\u529b\u5747\u5f97\u5230\u4e86\u8a8d\u53ef\u3002\u8d8a\u4f86\u8d8a\u591a\u7684\u4f01\u696d\u958b\u59cb\u63a1\u7528\u591a\u96f2\u6230\u7565\u548c\u73fe\u4ee3\u5316\u61c9\u7528\u958b\u767c\uff0c\u4ee5\u6eff\u8db3\u6210\u70ba\u73fe\u4ee3\u5316\u6578\u4f4d\u4f01\u696d\u7684\u8981\u6c42\u3002
\u2022 VMware \u767c\u4f48\u4e86\u300a2022\u5e74\u74b0\u5883\u3001\u793e\u6703\u548c\u6cbb\u7406\uff08ESG\uff09\u5831\u544a\u300b\u4ee5\u53ca\u300a2022 \u5e74\u591a\u5143\u5316\u3001\u516c\u5e73\u548c\u5305\u5bb9\u6027\uff08DEI\uff09\u5831\u544a\u300b\uff0c\u7e7c\u7e8c\u52a0\u5f37 ESG \u8cc7\u8a0a\u62ab\u9732\u3002
\u2022 VMware \u88ab\u5217\u5165 JUST Capital \u8a55\u9078\u7684 100 \u5bb6\u300a\u652f\u63f4\u5065\u5eb7\u5bb6\u5ead\u548c\u793e\u5340\u7684\u7f8e\u570b\u4f01\u696d\u300b\uff0cVMware \u5728\u54e1\u5de5\u652f\u6301\u65b9\u9762\u6240\u505a\u51fa\u7684\u52aa\u529b\u7372\u5f97\u4e86\u5145\u5206\u8a8d\u53ef\u3002
\u2022 VMware \u5728 2022 \u5e74\u6b98\u75be\u5e73\u7b49\u6307\u6578\u4e2d\u7372\u5f97\u4e86\u6eff\u5206 100 \u5206\uff0c\u4e26\u9023\u7e8c\u7b2c\u4e8c\u5e74\u88ab Disability:IN \u548c AAPD \u8a55\u70ba\u300c\u5305\u5bb9\u6b98\u75be\u54e1\u5de5\u7684\u6700\u4f73\u5de5\u4f5c\u5834\u6240\u300d\u3002
\u2022 \u6700\u8fd1\uff0cVMware \u8207\u5176\u4ed6 80 \u591a\u5bb6\u4f01\u696d\u4e00\u8d77\u652f\u6301\u300a\u570b\u969b\u8ca1\u52d9\u5831\u544a\u53ef\u6301\u7e8c\u62ab\u9732\u6e96\u5247\u300b\uff0c\u5f37\u8abf\u4e86\u4ee5\u66f4\u52a0\u6a19\u6e96\u3001\u900f\u660e\u7684\u65b9\u5f0f\u5411\u6295\u8cc7\u8005\u7fa4\u9ad4\u62ab\u9732\u74b0\u5883\u3001\u793e\u6703\u548c\u6cbb\u7406\u8cc7\u8a0a\u7684\u91cd\u8981\u6027\u3002<\/p>\n\n\n\n

\u8a3b1\uff1a\u6211\u5011\u7684\u5e74\u5ea6\u9810\u4f30\u7a05\u7387\u662f\u57fa\u65bc\u7576\u524d\u7a05\u6cd5\u4e2d\u95dc\u65bc\u7f8e\u570b\u570b\u5167\u7a05\u6536\u6cd5\u5178\u7b2c 174 \u7bc0\uff08Internal Revenue Code Section174\uff09\u7814\u767c\u8cbb\u7528\u8cc7\u672c\u5316\u7684\u5f71\u97ff\uff0c\u5f9e VMware \u7684 2023 \u8ca1\u5e74\u958b\u59cb\u751f\u6548\u3002\u5118\u7ba1\u7f8e\u570b\u570b\u6703\u7e7c\u7e8c\u8003\u616e\u5404\u7a2e\u7acb\u6cd5\u65b9\u6848\uff0c\u5c07\u6524\u92b7\u8981\u6c42\u63a8\u9072\u5230\u5e7e\u5e74\u5f8c\uff0c\u4f46\u622a\u81f3 2022 \u5e74 7 \u6708 29 \u65e5\u7684\u516d\u500b\u6708\u8ca1\u52d9\u5831\u544a\u53cd\u6620\u4e86\u5df2\u751f\u6548\u7a05\u6cd5\u7684\u5f71\u97ff\u3002\u672c\u65b0\u805e\u7a3f\u9644\u4ef6\u4e2d\u63d0\u4f9b\u7684\u9810\u4f30\u7a05\u6536\u8abf\u6574\u7bc4\u570d\uff0c\u53cd\u6620\u4e86\u5982\u679c\u7b2c 174 \u689d\u7684\u8cc7\u672c\u5316\u898f\u5b9a\u88ab\u63a8\u9072\u6216\u5ee2\u9664\uff0c\u4e26\u5728 2023 \u8ca1\u5e74\u751f\u6548\uff0c\u6211\u5011\u6703\u9032\u884c\u9810\u671f\u7684\u975e GAAP \u8abf\u6574\u3002
\u8a3b2\uff1aIDC MarketScape\uff1a2022 \u5e74\u5168\u7403\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\u8edf\u9ad4\u4f9b\u61c9\u5546\u8a55\u4f30\u300b\uff08\u6587\u4ef6\u7de8\u865f\uff1aUS48325122\uff0c2022 \u5e74 5\u6708\uff09\uff1b\u300aIDC MarketScape\uff1a2022 \u5e74\u5168\u7403\u860b\u679c\u8a2d\u5099\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\u8edf\u9ad4\u4f9b\u61c9\u5546\u8a55\u4f30\u300b\uff08\u6587\u4ef6\u7de8\u865f\uff1a
US48325222\uff0c2022 \u5e74 5 \u6708\uff09\uff1b\u300aIDC MarketScape\uff1a2022 \u5e74\u5168\u7403\u5f37\u56fa\/\u7269\u806f\u7db2\u8a2d\u5099\u7d71\u4e00\u7aef\u9ede\u7ba1\u7406\u8edf\u9ad4\u4f9b
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