COMPANY NAME

INDUSTRY/ VERTICALS

investment theme

VMWARE

IT Infrastructure, Cyber Security, Virtualization, Cloud, Data.

(1) Digital Transformation.

(2) Hybrid Cloud Computing

(3) Remote Teams

VMWARE STORY

AVORY BRIEF (5 MIN)

Disclaimer: Avory & Company was an investor in the company above at the time of this writing, however, this may change at any time.

This is not a recommendation of the purchase or sale of any securities mentioned. 

 
 
 
 
 
 
 
 
 
 
 

METRICS

ORGANIC GROWTH WITH A HIGH MARGIN OPERATING MODEL

VMware has consistently grown revenue 10-15% organically driven by its success across its product portfolio. Their efficient marketing has led to over 80% gross margins while maintaining 30-40% operating cash flow margins while generating 4-9 months payback. The company trades near a 13x operating cash flow multiple.

Disclaimer: Avory & Company was an investor in the company above at the time of this writing, however, this may change at any time. This is not a recommendation of the purchase or sale of any securities mentioned.