Вчера были официально объявлены результаты первого квартала 2008 года:

Revenues for the first quarter were $438 million, an increase of 69% compared to the first quarter of 2007.

GAAP operating income for the first quarter was $48 million, compared to $46 million in the first quarter of 2007.  Non-GAAP operating income was $106 million, an increase of 62% over the year-ago quarter.

GAAP net income for the quarter was $43 million, or $0.11 per diluted share, compared to $41 million, or $0.12 per diluted share, in the year-ago quarter.   Non-GAAP net income for the quarter was $88 million, or $0.22 per diluted share, compared to $0.16 a year ago.

…

First-quarter U.S. revenues grew 65% compared to the year-ago quarter on increased demand from large enterprises standardizing on the VMware platform and an increase in the number of smaller transactions delivered through VMware channel partners.  International revenues, which increased 74%, were driven in part by triple-digit business growth across Australia and emerging markets including Brazil, China, India and Russia.

Рынок отреагировал положительно ростом котировок акций:

NEW YORK (AP) – Shares of VMware Inc. climbed Wednesday, a day after the virtualization software company posted robust first-quarter profits and said it expects revenue to grow 55 percent in the second quarter.

The stock rose $2.82, or 4.9 percent, to close at $60.84.

BMO Capital Markets analyst Keith Bachman said in a note to investors that VMware’s results remove "a wall of worry," given investors’ anxiety ahead of the results. Bachman noted that the company’s $438 million in revenue beat his estimates of $425 million, and said he expected continued results from the company’s service segment.

Ссылки

Расшифровка конференции для аналитиков

VMware shares climb sharply on strong earnings, outlook: Associated Press Business News: VMW – MSN Money