VMW Financial Analyst Day

Monday, August 27th, 2012

© 2010 VMware Inc. All rights reserved

Carl Eschenbach
Chief Operating Officer and Co-President

© 2010 VMware Inc. All rights reserved

Forward Looking Statement
This presentation contains forward-looking statements including, among other things, statements regarding the potential benefits, planned features and expected availability of VMware products and services, the expected benefits to customers and expectations regarding the evolution of corporate and enterprise IT, growth in the software market and expectations for third quarter and fiscal year 2012 financial performance, including achievement of previously announced guidance. These forward-looking statements are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those projected in the forward-looking statements. VMware’s expectations about its quarterly results are based on preliminary information about the third quarter of 2012 and are subject to revision. Factors that could cause VMware’s financial results to differ materially from those contemplated by these forward-looking statements include: inaccurate data or assumptions; unforeseen expenses; changes in estimates or judgments related to tax liabilities; potential goodwill impairments; potential litigation, bad debts or other contingencies; and facts or circumstances affecting the application of VMware’s critical accounting policies, including revenue recognition. Factors that could cause VMware’s actual results to differ materially from those contemplated by the other forward-looking statements contained in this presentation include, but are not limited to: (i) adverse changes in general economic or market conditions; (ii) delays or reductions in consumer or information technology spending; (iii) competitive factors, including but not limited to pricing pressures, industry consolidation, entry of new competitors into the virtualization market, and new product and marketing initiatives by our competitors; (iv) our customers' ability to develop, and to transition to, new products and computing strategies such as cloud computing and desktop virtualization; (v) the uncertainty of customer acceptance of emerging technology; (vi) rapid technological and market changes in virtualization software and platforms for cloud and desktop computing; (vii) changes to product development timelines; (viii) VMware's ability to protect its proprietary technology; and (ix) VMware's ability to attract and retain highly qualified employees. These forward looking statements are based on current expectations and are subject to uncertainties and changes in condition, significance, value and effect as well as other risks detailed in documents filed with the Securities and Exchange Commission, including our most recent reports on Form 10-K and Form 10-Q and current reports on Form 8-K that we may file from time to time, which could cause actual results to vary from expectations. The information in this presentation reflects management’s views as of the date of the presentation. VMware assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release.

Bold Moves in the Journey to Cloud – Key Takeaways

 Reaffirming Q3 and Full Year Financial Guidance  Expanding Opportunities for Growth
• Software-defined Data Center • Emerging Markets • TAM

 Capturing Opportunity with Innovation and Acquisitions  Continued Focus on Customer Loyalty and Satisfaction  Grounded on Operational Excellence, Leadership Bench Strength
and Consistent Financial Performance

Top to Bottom Transformation

PCs

ACCESS

Mobile Users New Apps & Big Data

Existing Apps

APPLICATIONS

Servers

INFRASTRUCTURE

Clouds

VMware vCloud Suite: First, Most Comprehensive Solution for SDDC

One Integrated Solution.
Single SKU, priced per CPU.

Total Addressable Market Opportunity – 2011 View

2014

$50B
MARKET SIZE

$30B
VMW TAM 20% CAGR
(Presented in 2011)

Source: Industry Research and VMware

Total Addressable Market Opportunity – 2012 View

2014

Expanded TAM $50B
MARKET SIZE

 2014 to 2015 (+1 Year)  SDDC Opportunity  Key Acquisitions and Portfolio Expansion

$30B
VMW TAM 20% CAGR
(Presented in 2011)

Source: Industry Research and VMware

Total Addressable Market Opportunity – 2012 View

2014

2015

$50B
MARKET SIZE

$80B+
MARKET SIZE

$30B
VMW TAM 20% CAGR
(Presented in 2011)

$50B
VMW TAM 20% CAGR

Source: Industry Research and VMware

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