VMware Investor Strikes Back Against Dell Technologies Reverse Merger Talk
Red Hat, Palo Alto Networks, Splunk, Tanium, and Rubrik are better acquisition targets, the investor group says.
News - Earnings
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Dell Technologies Storage Revenue Dropped 11% in Q4 Fiscal 2018
Execs would not discuss a potential merger with VMware. -
Treasury Department Throws Fuel on Qualcomm and Broadcom Fire
The U.S. government ordered Qualcomm to postpone its annual meeting and board elections to investigate. -
Nutanix Reports Strong Revenue, Buys Minjar, Plans Hyperconverged Cloud Domination
Minjar sells a service that compares costs across public clouds. -
Palo Alto Exceeds Expectations in Fiscal Q2 2018 With New Hardware, Apps
The vendor reported $542 million in revenue, a 28 percent year-over-year increase. -
HPE Revenue, Stock Skyrockets Under Neri’s First Earnings Report
Hyperconverged revenue alone grew over 200 percent, compared to a year earlier. -
Equinix Pays $800M for Interconnection Hub, Posts $4.4B in 2017 Revenue
The data center company expects to hit $5 billion in revenue in 2018. -
Cisco Breaks its Revenue Losing Streak, Repatriates $66B in Overseas Cash
The company's intent-based networking is doing quite well. -
Oracle Quadruples Cloud Data Center Footprint
The company is also expanding autonomous capabilities across its entire PaaS product line. -
T-Mobile CEO Likens 5G Push to an Arms Race
The operator reasserted its claim that it will be first in the U.S. with a nationwide 5G footprint. -
SD-WAN Startups Head Toward the Trough of Disillusionment
The hype cycle for SD-WAN vendors has moved fast. -
Broadcom Increases Qualcomm Takeover Bid to $121 Billion
The semiconductor firm says this is its “best and final” offer. -
SDxCentral's Weekly Roundup — February 2, 2018
AT&T to release its dNOS to Linux; Cisco buys BroadSoft; Aryaka and Radware team up. -
Dell Technologies Confirms Possible VMware Merger, IPO
A reverse merger with VMware would allow Dell Technologies to be traded publicly without going through a formal listing. -
Citrix Emphasizes Cloud, Networking, and Subscriptions in Q4 2017 Earnings
Citrix said its Netscaler SD-WAN platform is beginning to see larger deployments. -
Nokia Stock Surges on Strong Earnings, Positive Sentiment
CEO Rajeev Suri cited improved conditions in North America and 5G momentum. -
AT&T CEO Says Tax Windfall Will Boost Capex by $1B in 2018
Much of the extra investment will go toward building more fiber. -
CA Technologies Boasts Highest Revenue in 4 Years in Q3 2018 Earnings
The company integrated two acquisitions during the quarter. -
Juniper's Confidence Is Not Shared by Investors, Revenues Drop 11% Year-over-Year
It's repatriating $3 billion and spending $2 billion on a stock buyback. -
Dell Technologies Eyes IPO, VMware Buy Out
VMware’s market value is north of $50 billion. -
Verizon CEO Is Meeting With City Mayors About 5G
Tests indicate 5G won’t require as much capex as expected. -
SDxCentral's Weekly Roundup — January 19, 2018
Comcast chooses AWS; Qualcomm puts up a fight against Broadcom; Maersk and IBM work with blockchain. -
Tax Holiday Promises a Happy Earnings Season for Some Tech Companies
Apple is promising $10 billion for new U.S. data centers. -
IBM ‘Redeploys’ CFO, Reportedly Plans to Reassign 30% of Workforce
The cuts will come from the Global Technology Services division.