Can you believe that we are over halfway through 2016? With summer in full swing and VMworld 2016 right around the corner, I thought it would be worthwhile to take a look at how VMware is doing and to offer some midyear insights.
Articles Tagged with VMware
Yesterday we heard about several purchases within the industry: Microsoft’s acquisition of LinkedIn, Symantec’s purchase of Blue Coat, and VMware’s acquisition of Arkin. These are not small purchases. Once integrated, they start the journey to bigger goals and dreams. As some put it on Twitter, “It is a big day in IT.” I would agree. What is the reason for each of these purchases, and why have they been made? The oddest one, which has people scratching their head, is Microsoft’s purchase of LinkedIn.
Last month, I suggested that VMware could help itself and its customers by opening up. How about if it transformed completely? Could VMware survive if vSphere were free and it only charged for support? What if VMware embraced the idea that hypervisors are a commodity and focused on revenue from management and automation products? What if vSphere didn’t have a lot of different editions?
There can be no real arguing against the fact that Amazon Web Services reigns supreme with regard to public cloud. Its recently announced quarterly results show that AWS is not only gaining revenue, but actually making a “small” surplus. OK, maybe not so small: a tad over half a billion dollars, compared to a $57 million loss for the same quarter in 2015.
What I have found interesting whilst watching it grow is how much like VMware it has become. I can hear you all saying, “It is nothing like VMware.” But please hear me out. AWS’s growth cycle is very similar. Why do I say this?
We are approaching the countdown to the release of Microsoft’s latest operating system, Windows 2016. It is estimated that it will be released sometime during Q3 of this year, most likely early September. We’ve already seen Technical Previews One through Five, each enhancing the previous one and introducing new features.
VMware just released details about the latest version of NSX—6.2.2. What is interesting about this release is that it is the first that is split into tiers. The release pages are full featured, and although pricing doesn’t appear to be available yet on the website, hopefully this will be a fully public release that doesn’t require jumping through hoops to get. Since VMware acquired Nicira in 2012, the NSX product has been a bit of a dark horse, kept well stabled and not allowed out to run free. The product has been available only to selected customers and partners, presumably with high-volume sales that will support a large amount of VMware employee time in each deployment.