Reading through Vlad's comments, they see VMWare as number 6.
Keep in mind the top 5 vendors are over 50% of revenue:
I can't be exact with that graph, but Vendor 5 is about 7-8% of revenue from what I can tell. So VMWare should do about 5% is my guess - but who really knows...
At 5% of $2bn, you'd expect ~$100m from VMWare alone. And as you say, it's all software, so possibly higher margin (and also considered 'ARR', to play buzzword bingo).
Ann: ASX Presentation, page-15
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