Name: EMC Corp. (NYSE:EMC) | Analysis of Revenues
Creator: Stock Analysis on Net

Analysis of Revenues

Revenues as Reported

Revenues as Reported

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EMC Corp., income statement, revenues

US$ in millions

12 months ended:	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012	Dec 31, 2011
Information Storage	16,301)	16,542)	16,132)	15,440)	14,684)
Enterprise Content Division	599)	640)	647)	640)	661)
RSA Information Security	988)	1,035)	987)	889)	828)
EMC Information Infrastructure	17,888)	18,217)	17,766)	16,969)	16,173)
Pivotal	267)	227)	309)	270)	130)
EMC Information Infrastructure plus Pivotal	18,155)	18,444)	18,075)	17,239)	16,303)
VMware Virtual Infrastructure within EMC	6,625)	5,996)	5,147)	4,475)	3,705)
Corp Reconciling Items	(76)	—)	—)	—)	—)
Consolidated revenues	24,704)	24,440)	23,222)	21,714)	20,008)

Based on: 10-K (reporting date: 2015-12-31), 10-K (reporting date: 2014-12-31), 10-K (reporting date: 2013-12-31), 10-K (reporting date: 2012-12-31), 10-K (reporting date: 2011-12-31).

Consolidated revenues exhibited a consistent upward trajectory from 2011 to 2015, increasing from 20,008 million US$ to 24,704 million US$. While the overall growth trend remained positive, the rate of expansion decelerated over the period, with the most significant growth occurring between 2011 and 2013, followed by a marked slowdown in 2015.

VMware Virtual Infrastructure: This segment represents the most aggressive growth driver within the portfolio. Revenues grew steadily and without interruption from 3,705 million US$ in 2011 to 6,625 million US$ in 2015, indicating a strong and expanding market position in virtualization.
Information Storage and Infrastructure: The Information Storage segment served as the primary revenue contributor, peaking at 16,542 million US$ in 2014 before experiencing a slight contraction to 16,301 million US$ in 2015. A similar pattern is observed in the EMC Information Infrastructure totals, which rose from 16,173 million US$ in 2011 to a peak of 18,217 million US$ in 2014, followed by a decline to 17,888 million US$ in 2015.
RSA Information Security: Revenue for this division showed moderate growth for several years, climbing from 828 million US$ in 2011 to a high of 1,035 million US$ in 2014. However, this trend reversed in 2015, with revenues falling to 988 million US$.
Enterprise Content Division: A gradual downward trend is observed in this segment. Revenues decreased from 661 million US$ in 2011 to 599 million US$ in 2015, suggesting a secular decline or a loss of market share in content management.
Pivotal: Revenues from Pivotal were characterized by volatility. After an initial increase from 130 million US$ in 2011 to 309 million US$ in 2013, the segment saw a significant drop to 227 million US$ in 2014 before recovering partially to 267 million US$ in 2015.

The overall financial profile indicates a strategic shift in revenue composition. While traditional storage infrastructure remained the largest component, its growth plateaued by 2014. In contrast, the virtualization segment provided accelerating contributions, offsetting the stagnation in storage and the declines observed in the Enterprise Content and RSA divisions during the final reporting year.

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