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VMware Q4 Earning Preview: 5 Big Things To Look Out For

From revenue predictions to finding a new CEO, here are the five most important things to watch for during VMware’s fourth quarter earnings report this week.

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Elephant In The Room: New CEO Search

VMware is in need of a game-changing new CEO.

Pat Gelsinger played a critical role in creating and building VMware into the software powerhouse it is today, having led the company for the past eight and a half years before leaving for Intel this month. Gelsinger nearly tripled VMware’s revenue during his tenure by increasing annual revenue from $4.5 billion to now nearly $12 billion. He also more than doubled the company’s size and led it through several transformations as well as dozens of mergers and acquisitions to create the modern VMware.

Right now, VMware’s Chief Financial Officer Zane Rowe (pictured) has taken over the interim CEO role. VMware’s global executive search to find a permanent CEO is being led by Paul Sagan, who is the lead independent VMware board member and chair of the Compensation and Corporate Governance Committee.

VMware will hopefully provide an update to investors, channel partners and customers during its earnings on Thursday regarding when a new CEO will be hired.

It also will be interesting to hear if VMware gives any details on the type of person their looking to lead the company or how the search process has gone thus far.

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