Thread regarding VMware layoffs

Why is this a surprise? Hock has been pretty transparent about his plans for VMW... in a nutshell - layoff half the employees, squeeze our best customers as hard as possible to reach his EBITDA goals. Some will say this is "genius", others will say it's despicable. Take your pick

Remember, if you are transition you are included in the ‘layoff’ bucket — it just happens later.

I see it from the outside perspective and I think the future looks pretty simple.

They're going to make the "main thing the main thing"... and not in the Raghu way but triple down in making the vSphere/VSAN/NSX infrastructure abstraction indisputably the underpinning for those large and regulated industry customers. Massive investments with R&D, Support, etc. The customers will get a high quality product and very viable public cloud alternative.

VMware isn't going to cater to those little podunk shops with 100 ESXi hosts - they'll certainly take your money if you want. But the cost of maintaining the relationship isn't going to be worth it to those who think they can continue to get away with paying their grandfathered renewal costs for one of the most important components in their datacenter. If you want a critical product, you're going to pay for it.

The VMware Cloud offerings will be a great bridge for those who don't have the time to refactor all their stuff and are too smart to move to Hyper-V or AHV.

As far as the bullcr-p BU's around the edges and diluting what VMware does, I hope broadcom smokes it

SASE - a complete joke of a play, Velo certainly was a quality product and had its day in the sun. But cobbling WS1 and Carbon black was hilarious then and worse now. Zscaler and Palo own that space. Velo would have no problem finding a suitor

ALB - Roll AVI right into NSX, no reason to have visible separation from code or licensing.

Endpoint/XDR - maybe fuse in XDR with NGAV? I'd still sell Carbon Black off and salvage what you can. Crowdstrike and Cortex (Palo) have ran away with that space.

VDI & Mobile MGMT - Decent stuff, just doesn't fit. Find a buyer, wouldn't ki-l MSFT to have PCOIP and removed Entune competition

Tanzu - probably the steamiest pile of dung. Keep the great work done with Project Pacific and have k8s & container support as a great capability of this wonderful hypervisor subscription and stop trying to monetize a workload form factor on its own island and stick it to Redhat.

The rest of the stuff is garbage, I wouldn't even shop it around and just donate whatever you can to CNCF. Stop trying to monetize kubernetes, just worry about landing the container on your hypervisor.

"It's all just guessing and, here, fearmongering."

I thought it was an assessment based on the BC track record of prior acquisitions

@jnv+1oUbIOl3

You sound like you're unhinged and I hope for my personal safety that if I stay, you don't.

Get some help.

LOL the CTO Advisor. A guy who couldn't keep a real job at VMware.

You gotte love the fearmongering announcer big picture guys. They repeat the same, like a broken record for everything, climate change, pandemic, economical downturn. When they get hit in the a-s they are the loudest to moan

To the guy below complaining of fear-mongering. Fear is real for sure irrespective of if u get cut or retained. Just start packing your bags

What's next for VMware

A tombstone

You’ve been brainwashed by working too long at VMware.

OP, what is wrong with you? This article was literally already posted today, in its entirety. Why did you feel you needed to create a whole new thread with just a small snippet and your worthless opinion? Why not just add it to the existing conversation?

Someone on the other thread put it best:

Broadcom will make a bunch of mistakes because doing all of this well is really hard. It will do some other things successfully. It will be hard to tell which is which in advance.
Everyone who guesses right will proclaim their genius to the world. Those who made the wrong call will mostly pretend it didn't happen and no one will check.
That article in a nutshell.

It's all just guessing and, here, fearmongering.

More fearmonger.

We know there will be layoffs. 50% of the company is a ridiculous number. Especially given that it also goes with the prediction that one or more of the BUs will be spun off.

There still needs to be people left who can continue to run the business, and while there is a lot of bloat and redundancy, I really doubt it's 50%.