VMware, Inc. (NYSE:VMW) shares slightly recovered today, rising 0.95% after dropping more than 6% on Friday, which was a result of mixed Q2 results.

The company, which sells infrastructure software products that enable customers to provision cloud infrastructure, virtualize on-premise networks, manage business mobility, and empower digital workspaces, posted total revenue of $3.1 billion, up 9% year-over-year and EPS of $1.75, down 3% year-over-year, both being above consensus estimates. However, investors were disappointed by the weak guidance and lower mix of Subscription and SaaS sales the company provided. Although the EPS guidance was increased to $6.90, it was still lower than the Street estimate of expected $6.96.

According to the analysts at DA Davidson, the company’s digital transformation solutions stand out from the competition because of its dominant market share, breadth of solutions, and impartial support of cloud providers, which makes the company a key partner for both cloud providers and enterprise customers. The company is transitioning most of its products from license to subscription sales over the next year. This will create a few quarters of headwinds for licensed sales, but reduces adoption barriers for customers, expands the number of solutions customers purchase and gives the company a more predictable stream of recurring revenue.