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VMware Earnings: 5 Big Takeaways On vSphere, Dell And SaaS

From its upcoming vShpere as-a-Service offering to plans of forming new vendor partnerships across the industry as a stand-alone company, here are the five most important takeaways from VMware’s third-quarter financial earnings report Tuesday.

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Vendor Partners Are ‘Staffing Up’ On VMware-Certified Personnel Post-Dell 

Raghuram said a tailwind is brewing as vendors are now “staffing up” on VMware-certified personnel, aiming to form new go-to-market and joint product offerings after Dell Technologies spun out its majority stake in VMware this month.

“We are seeing a sense of excitement and possibility from the partners that are already planning to or are starting to staff up on their VMware expertise. We are talking to other partners about what we could do to help them further in the markets where we could have joint solutions,” said Raghuram.

Round Rock, Texas-based Dell Technologies spun out its majority stake in VMware to Dell shareholders on Nov. 1, opening up new opportunities for VMware to form new or enhanced technology partnerships and go-to-market strategies with other companies. Raghuram said as an independent company now, other vendors are starting to add VMware-certified experts.

“So all these conversations have started happening. These all have different timelines depending upon whether they’re purely go-to-market or they involve technical collaboration and joint solutions, etc.” said Raghuram. “So I do expect to start to see some results over the course of the next year. Like I tell our internal employees, day one for us post-spin-off [from Dell] may not look very different, but in day 365, you’ll see the benefits of it.”

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