The Motley Fool

AUGUST 2, 2023

Although this is not great news, I would like to point out that a major piece of the revenue shortfall was resale revenue, which is low margin, and we have conscientiously reduced over the last few years to limit our dependency on this type of revenue. So, in the short term, the underrun and resale revenue impacts bottom-line profit.

Resale 189

Resale Capital Assets Accounting 189

The Motley Fool

MAY 16, 2024

Margin was down 50 basis points year to year, primarily driven by lower noncash pension income and the impact of gains from asset sales booked in the fourth quarter of fiscal '23. Depreciation and amortization was flat year to year as a percent of revenue, down $17 million, reflecting continued capital discipline. SG&A was 8.7%

Resale 130

Resale Consulting Consultants Debt 130

The Motley Fool

DECEMBER 12, 2024

Measure on resales, Q4 industrial resales of $173 million declined 27% year on year. This figure excludes $156 million of depreciation. As long as they always say, they meet the criteria, the fairly demanding criteria we look for, we would always be open to acquiring these assets and adding to our portfolio.

Debt 246

Debt Resale Taxes Accounting 246

The Motley Fool

NOVEMBER 1, 2023

Executing on this will allow us to sell underutilized assets, making us more efficient overall and helping us fix the margin of the GBS business moving forward. year-to-year decline, 160 basis points came from a reduced level of low-margin resale revenues, which was in line with our expectations. SG&A was 9.4% in fiscal year '23.

Resale 187

Resale Taxes Capital Assets 187

The Motley Fool

JUNE 12, 2024

Finally, Q2 industrial resale of $234 million declined 10% year on year. And for fiscal '24, we now expect industrial resale to be down double-digit percentage year on year, compared to our prior guidance for high single-digit decline. This figure excludes 149 million of depreciation. Adjusted EBITDA was 7.4

Resale 246

Resale Banks Debt Portfolios 246

The Motley Fool

DECEMBER 7, 2023

We are now refocusing VMware on its core business of creating private and hybrid cloud environments among large enterprises globally and divesting noncore assets. Industrial resales were 962 million. In fiscal '24, we expect industrial resales to be down low single digits year on year. Those are good assets.

Resale 130

Resale Banks Assets Depreciation 130

The Motley Fool

MARCH 7, 2024

And finally, Q1 industrial resales of $215 million declined 6% year on year. In fiscal '24, we continue to expand industrial resales to be down high single digits year upon year. This figure excludes $139 million of depreciation. Excluding transition costs of $226 million in Q1, operating profit of $7.1 Adjusted EBITDA was $7.2

Resale 188

Resale Debt Banks Shareholders 188