{"id":12592,"date":"2022-05-27T14:23:20","date_gmt":"2022-05-27T06:23:20","guid":{"rendered":"https:\/\/gothe.tw\/?p=12592"},"modified":"2022-05-27T14:23:20","modified_gmt":"2022-05-27T06:23:20","slug":"vmware%e5%85%ac%e4%bd%882023%e8%b2%a1%e5%b9%b4%e7%ac%ac%e4%b8%80%e5%ad%a3%e8%b2%a1%e5%a0%b1-%e7%b8%bd%e6%94%b6%e5%85%a5%e5%90%8c%e6%af%94%e5%a2%9e%e9%95%b79-%e5%8d%9a%e9%80%9a%e8%88%87vmware","status":"publish","type":"post","link":"https:\/\/gothe.tw\/?p=12592","title":{"rendered":"VMware\u516c\u4f482023\u8ca1\u5e74\u7b2c\u4e00\u5b63\u8ca1\u5831   \u7e3d\u6536\u5165\u540c\u6bd4\u589e\u95779% \u535a\u901a\u8207VMware\u9054\u6210\u6700\u7d42\u6536\u8cfc\u5354\u8b70"},"content":{"rendered":"<div>\n<p>\u8a18\u8005\u9ec3\u4fca\u80b2 \/ \u7d9c\u5408\u5831\u5c0e<\/p>\n<p style=\"font-weight: 400;\"><strong>\u5168\u7403\u9818\u5148\u7684\u4f01\u696d\u8edf\u9ad4\u5275\u65b0\u8005VMware\uff08NYSE: VMW\uff09\u4eca\u65e5\u516c\u4f48\u4e862023\u8ca1\u5e74\u7b2c\u4e00\u5b63\u8ca1\u52d9\u5831\u544a\uff1a\u00a0<\/strong><\/p>\n<p style=\"font-weight: 400;\"><strong>\u7b2c\u4e00\u5b63\u8ca1\u52d9\u5831\u544a\uff1a\u00a0<\/strong><\/p>\n<ul style=\"font-weight: 400;\">\n<li>\u7b2c\u4e00\u5b63\u6536\u5165\u7e3d\u984d\u70ba30.9\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u95773%\uff1b<\/li>\n<li>\u8a02\u95b1\u548cSaaS\u696d\u52d9\u7e7c\u7e8c\u4fdd\u6301\u52d5\u80fd\uff0c\u4f54\u7b2c\u4e00\u5b63\u7e3d\u6536\u5165\u768429%\uff1b<\/li>\n<li>\u5118\u7ba1\u8a31\u53ef\u6536\u5165\uff08license revenue\uff09\u53d7\u5230\u6536\u5165\u8f49\u79fb\u81f3\u8a02\u95b1\u548cSaaS\u5f71\u97ff\uff0c\u8a02\u95b1\u3001SaaS\u548c\u8a31\u53ef\u6536\u5165\u5408\u8a08\u70ba14.7\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u95776%\uff1b<\/li>\n<li>\u7b2c\u4e00\u5b63\u8a02\u95b1\u548cSaaS\u6536\u5165\u70ba8.99\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957721%\uff1b<\/li>\n<li>\u6392\u9664\u66ab\u505c\u4fc4\u7f85\u65af\u696d\u52d9\u548c\u5916\u532f\u5e36\u4f86\u7684\u5f71\u97ff\uff0c\u7b2c\u4e00\u5b63\u7e3d\u6536\u5165\u70ba31.4\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u95775%\uff0c\u8a02\u95b1\u548cSaaS\u6536\u5165\u70ba9.12\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957723%\uff1b<\/li>\n<li>\u7b2c\u4e00\u5b63\u8a02\u95b1\u548cSaaS\u7684ARR\u70ba36.6\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957721%\uff1b<\/li>\n<li>\u7b2c\u4e00\u5b63GAAP\u6de8\u5229\u70ba2.42\u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca0.57\u7f8e\u5143\uff0c\u76f8\u8f032022\u8ca1\u5e74\u7b2c\u4e00\u5b63GAAP\u6de8\u52294.25\u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca1.01\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d43%\u3002\u7b2c\u4e00\u5b63\u975eGAAP\u6de8\u5229\u70ba5.42\u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca1.28\u7f8e\u5143\uff0c\u76f8\u8f032022\u8ca1\u5e74\u7b2c\u4e00\u5b63\u975eGAAP\u6de8\u52297.44\u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca1.76\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d43%\uff1b<\/li>\n<li>\u7b2c\u4e00\u5b63GAAP\u904b\u71df\u6536\u5165\u70ba4.08\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d27%\uff1b\u975eGAAP\u904b\u71df\u6536\u5165\u70ba7.71\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d16%\uff1b<\/li>\n<li>\u7b2c\u4e00\u5b63\u7d93\u71df\u73fe\u91d1\u6d41\u70ba10.1\u5104\u7f8e\u5143\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u70ba8.99\u5104\u7f8e\u5143\uff1b<\/li>\n<li>\u7b2c\u4e00\u5b63RPO\u7e3d\u984d\u70ba115.6\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u95775%\u3002<\/li>\n<\/ul>\n<p style=\"font-weight: 400;\">VMware\u57f7\u884c\u9577Raghu Raghuram\u8868\u793a\uff1a\u300c\u6211\u5011\u81f4\u529b\u65bc\u52a0\u901f\u8a02\u95b1\u548cSaaS\u7522\u54c1\u7684\u589e\u9577\uff0c\u4ee5\u6eff\u8db3\u5ba2\u6236\u6240\u5c0b\u6c42\u7684\u9748\u6d3b\u6027\u548c\u591a\u5143\u5316\u7684\u9078\u64c7\u3002\u5728\u591a\u96f2\u9818\u57df\u4e2d\uff0c\u6211\u5011\u81f4\u529b\u65bc\u70ba\u6578\u5341\u842c\u4fe1\u4efb\u6211\u5011\u7684\u8edf\u9ad4\u4f5c\u70ba\u5176\u95dc\u9375\u61c9\u7528\u57fa\u790e\u7684\u5ba2\u6236\uff0c\u63d0\u4f9b\u4e00\u500b\u6eff\u8db3\u591a\u6a23\u5316\u5ba2\u6236\u9700\u6c42\u7684\u7d9c\u5408\u6280\u8853\u5e73\u53f0\u3002\u300d<\/p>\n<p style=\"font-weight: 400;\">VMware\u57f7\u884c\u526f\u7e3d\u88c1\u66a8\u8ca1\u52d9\u9577Zane Rowe\u8868\u793a\uff1a\u300c\u5728\u672c\u5b63\u4e4b\u4e2d\uff0c\u53ef\u4ee5\u770b\u5230\u6211\u5011\u7684\u8a02\u95b1\u548cSaaS\u7684\u9032\u5165\u5e02\u5834\uff08Go-To-Market\uff09\u884c\u52d5\u6301\u7e8c\u53d6\u5f97\u9032\u5c55\uff0c\u4f7f\u5f97\u7b2c\u4e00\u5b63\u7684\u7e3d\u6536\u5165\u4e2d\u8a02\u95b1\u548cSaaS\u6536\u5165\u8207\u8a31\u53ef\u6536\u5165\u76f8\u6bd4\uff0c\u8d85\u51fa\u6211\u5011\u7684\u9810\u671f\u3002\u300d<\/p>\n<p style=\"font-weight: 400;\"><strong>\u8fd1\u671f\u91cd\u8981\u4e8b\u4ef6\u548c\u6230\u7565\u767c\u4f48\u00a0<\/strong><\/p>\n<ul style=\"font-weight: 400;\">\n<li>Google Cloud\u8207VMware\u64f4\u5927\u5408\u4f5c\uff0c\u5354\u52a9\u5ba2\u6236\u96f2\u7aef\u8f49\u578b\u4e26\u52a0\u901f\u61c9\u7528\u73fe\u4ee3\u5316\u9032\u7a0b\u3002\u5ba2\u6236\u5c07\u80fd\u5920\u901a\u904eVMware Cloud Universal\u5c08\u6848\u5145\u5206\u767c\u63eeGoogle Cloud VMware Engine\u7684\u512a\u52e2\u3002\u901a\u904e\u6b64\u6b21\u5408\u4f5c\u64f4\u5c55\uff0c\u4f01\u696d\u5ba2\u6236\u5c07\u7372\u5f97\u66f4\u5927\u7684\u8ca1\u52d9\u9748\u6d3b\u6027\u548c\u9078\u64c7\u6b0a\uff0c\u4e26\u52a0\u901f\u96f2\u7aef\u9077\u79fb\uff0c\u5728Google Cloud\u4e2d\u5be6\u73fe\u4f01\u696d\u61c9\u7528\u7684\u73fe\u4ee3\u5316\u8f49\u578b\u3002<\/li>\n<li>VMware\u5ba3\u4f48\u64f4\u5927VMware\u4e3b\u6b0a\u96f2\u8a08\u756b\uff0c\u5f15\u5165\u65b0\u7684\u5408\u4f5c\u5925\u4f34\uff0c\u4e26\u589e\u52a0\u4ee5\u96f2\u539f\u751f\u70ba\u4e2d\u5fc3\u7684\u958b\u767c\u8005\u529f\u80fd\uff0c\u70ba\u6240\u6709VMware\u96f2\u7aef\u670d\u52d9\u63d0\u4f9b\u8005\u7684\u7522\u54c1\u5e36\u4f86\u66f4\u591a\u50f9\u503c\u3002VMware\u4e3b\u6b0a\u96f2\u8a08\u756b\u80fd\u5920\u5354\u52a9\u5ba2\u6236\u8b58\u5225\u4e26\u63a5\u6d3d\u503c\u5f97\u4fe1\u4efb\u7684\u570b\u5bb6\u6216\u5730\u5340\u96f2\u670d\u52d9\u63d0\u4f9b\u8005\uff0c\u4ee5\u6eff\u8db3\u5176\u7368\u7279\u7684\u4e3b\u6b0a\u96f2\u8981\u6c42\u3002<\/li>\n<li>\u5fb7\u52e4\u8207VMware\u63a8\u51fa\u5fb7\u52e4VMware\u5206\u6563\u5f0f\u96f2\u7aef\u696d\u52d9\uff08Deloitte VMware Distributed Cloud\uff09\uff0c\u901a\u904e\u66f4\u6709\u6548\u5730\u5be6\u65bd\u90e8\u7f72\u548c\u904b\u7528\u5206\u6563\u5f0f\u96f2\u7aef\u9ad4\u7cfb\u67b6\u69cb\uff0c\u5354\u52a9\u5ba2\u6236\u53ca\u5176\u6240\u5728\u884c\u696d\u5be6\u73fe\u696d\u52d9\u8f49\u578b\u3002<\/li>\n<li>DISH\u5c07\u8a66\u7528VMware\u7684RAN\u667a\u6167\u63a7\u5236\u5668\uff08RAN Intelligent Controller\uff09\u4f5c\u70baRAN\u61c9\u7528\u7684\u904b\u884c\u5e73\u53f0\u3002RIC\u662f\u4e00\u500b\u65b0\u7684\u8edf\u9ad4\u5c64\uff0c\u4f7fRAN\u6210\u70ba\u4e00\u500b\u53ef\u4f9b\u958b\u767c\u4eba\u54e1\u4f7f\u7528\u7684\u53ef\u7a0b\u5f0f\u8a2d\u8a08\u8edf\u9ad4\u5e73\u53f0\u3002\u900f\u904eRIC\uff0cISVs\u548c\u958b\u767c\u8005\u7684\u4ea4\u4e92\u69cb\u5efa\u65b0\u61c9\u7528\uff0c\u70ba\u65b0\u7684\u6d88\u8cbb\u8005\u548c\u61c9\u7528\u63d0\u4f9b\u4e00\u500b\u5145\u6eff\u6d3b\u529b\u7684\u65b0\u5e02\u5834\u3002<\/li>\n<li>VMware\u56e0\u5176\u6301\u7e8c\u7684\u74b0\u5883\u3001\u793e\u6703\u548c\u6cbb\u7406\uff08ESG\uff09\u9818\u5c0e\u529b\u548c\u53ef\u6301\u7e8c\u767c\u5c55\u8209\u63aa\u800c\u7372\u5f97\u8a8d\u53ef\uff0c\u88ab\u5217\u5165\u300a\u5df4\u502b\u9031\u520a\u300b2022\u5e74100\u5bb6\u6700\u53ef\u6301\u7e8c\u767c\u5c55\u516c\u53f8\u540d\u55ae\uff0c\u4e26\u9023\u7e8c\u7b2c\u4e09\u5e74\u5165\u9078Clean 200\u540d\u55ae\u3002<\/li>\n<li>VMware\u9023\u7e8c\u7b2c\u56db\u5e74\u5165\u9078\u798f\u5e03\u65af2022\u5e74\u7f8e\u570b\u6700\u4f73\u591a\u5143\u5316\u96c7\u4e3b\u540d\u55ae\u3002\u5728\u798f\u5e03\u65af\u8a55\u51fa\u7684\u6700\u81f4\u529b\u65bc\u591a\u5143\u5316\u3001\u516c\u5e73\u548c\u5305\u5bb9\u7684500\u5bb6\u96c7\u4e3b\u4e2d\uff0cVMware\u5728\u7e3d\u6392\u540d\u7b2c\u4e8c\uff0c\u662f\u6392\u540d\u7b2c\u4e00\u7684\u6280\u8853\u516c\u53f8\u3002<\/li>\n<li>VMware\u4e0a\u699cNewsweek\u8a55\u9078\u7684\u300a2022\u5e74\u7f8e\u570b\u6700\u5177\u8cac\u4efb\u611f\u516c\u53f8\u300b\uff0c\u5728\u8edf\u9ad4\u548c\u96fb\u4fe1\u985e\u5225\u4e2d\u6392\u540d\u7b2c\u56db\u3002<\/li>\n<\/ul>\n<p style=\"font-weight: 400;\"><strong>\u535a\u901a\u8207VMware\u9054\u6210\u6536\u8cfc\u5354\u5b9a\u00a0<\/strong><\/p>\n<p style=\"font-weight: 400;\">VMware\u7b2c\u4e00\u5b63\u8ca1\u5831\u548c\u535a\u901a\u8207VMware\u5df2\u9054\u6210\u6700\u7d42\u6536\u8cfc\u5354\u8b70\u7684\u6d88\u606f\u4e00\u4f75\u5ba3\u4f48\u3002\u8a73\u60c5\u53ef<a href=\"https:\/\/www.vmware.com\/tw\/company\/news\/releases\/2022\/VMwareTW_Broadcom-VMware.html?fbclid=IwAR2JZbeqOW6XRclvA0FGuuMBOIfcCXr3ZcROuRlk9Nlk3ce3s_tTnwAWpKQ\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.vmware.com\/tw\/company\/news\/releases\/2022\/VMwareTW_Broadcom-VMware.html?fbclid%3DIwAR2JZbeqOW6XRclvA0FGuuMBOIfcCXr3ZcROuRlk9Nlk3ce3s_tTnwAWpKQ&amp;source=gmail&amp;ust=1653716128984000&amp;usg=AOvVaw3Glfvsx_RaVKfq_lR9ngqd\">\u7531\u6b64<\/a>\u67e5\u95b1\u65b0\u805e\u7a3f\u300c\u535a\u901a\u5c07\u4ee5\u7d04610\u5104\u7f8e\u5143\u7684\u73fe\u91d1\u548c\u80a1\u7968\u6536\u8cfcVMware\u300d\u3002<\/p>\n<p style=\"font-weight: 400;\">\u7531\u65bcVMware\u5c07\u88ab\u535a\u901a\u6536\u8cfc\uff0cVMware\u53d6\u6d88\u4e865\u670826\u65e5\u8a0e\u8ad62023\u8ca1\u5e74\u7b2c\u4e00\u5b63\u8ca1\u52d9\u5831\u544a\u7684\u96fb\u8a71\u6703\u8b70\u548c\u7db2\u8def\u76f4\u64ad\u3002\u6b64\u5916\uff0cVMware\u5c07\u4e0d\u6703\u63d0\u4f9b2023\u8ca1\u5e74\u7b2c\u4e8c\u5b63\u7684\u8ca1\u52d9\u6307\u5c0e\uff0c\u4e26\u66ab\u505c\u5c0d2023\u8ca1\u5e74\u5168\u5e74\u7684\u8ca1\u52d9\u6307\u5c0e\u3002<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u8a18\u8005\u9ec3\u4fca\u80b2 \/ \u7d9c\u5408\u5831\u5c0e \u5168\u7403\u9818\u5148\u7684\u4f01\u696d\u8edf\u9ad4<\/p>\n","protected":false},"author":6,"featured_media":12593,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[423],"class_list":["post-12592","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-life","tag-423","two-columns"],"_links":{"self":[{"href":"https:\/\/gothe.tw\/index.php?rest_route=\/wp\/v2\/posts\/12592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gothe.tw\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gothe.tw\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gothe.tw\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/gothe.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12592"}],"version-history":[{"count":0,"href":"https:\/\/gothe.tw\/index.php?rest_route=\/wp\/v2\/posts\/12592\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/gothe.tw\/index.php?rest_route=\/wp\/v2\/media\/12593"}],"wp:attachment":[{"href":"https:\/\/gothe.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12592"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gothe.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12592"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gothe.tw\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}