VMW has never really been that good at EUC or VDI, and has always had a very splintered approach. Citrix and MSFT have been and will continue to eat their lunch in one way or the other. VMW might actually improve its margins by dumping the EUC business altogether, but that would require eating too much Humble Pie.
I somewhat agree with the author of the post, although I’m not sure how good it would be for the company to get rid of the EUC business
Would it have k–led you to drop a page number? and darn you for making me look it up.
"For anyone that wants to read the financials are very clear - legacy VDI for EUC does NOT make up 60% of EUC revenue ... It is ok to not understand everything going on in the entire market place, our customer ecosystem that's is evolving it is not ok to use false information. https://ir.vmware.com/websites/vmware/English/4100/financial-document-library.html"
For anyone that wants to read the financials are very clear - legacy VDI for EUC does NOT make up 60% of EUC revenue ... It is ok to not understand everything going on in the entire market place, our customer ecosystem that's is evolving it is not ok to use false information. https://ir.vmware.com/websites/vmware/English/4100/financial-document-library.html
Fortunately that same legacy Horizon VDI is still bringing 60 percent of EUC revenue and paying your salary. So stop giving lectures on Digital workspace. Buzzwords don’t pay the bills.
The original term Desktop Engineering was common in customers orgs and later became EUC and many people at VMware still think of EUC in those terms - related windows / server managed endpoints. The world has changed into a Digital Workspace which is much bigger and broader and any company that has an End User business must adapt or get left behind. VDI is a legacy solution that has its place but is just one example of an EUC or Digital Workspace offering.
There is no accountability. EUC SVP has no idea on what’s happening in
his org or he simply doesn’t care.
Thanks Pat. This is mostly your fault for only being interested in the bottom line, ignoring all the problems.
The way things are going there won’t be much left of EUC business to sell or spin-off. Horizon VDI on Azure is in shambles. First there hasn’t been any significant growth in the business in last few years in terms of gaining new customers on Azure . Both the Sr directors in PM and Engineering in cloud VDI are absolutely worthless, have no clue in their domain and need to be kicked out immediately, if anything has to be salvaged. Microsoft WVD solution becomes better and better day after day where as our leaders continue to sink us and continue to tell lies. There is no accountability. EUC SVP has no idea on what’s happening in his org or he simply doesn’t care.
typo, sense* :)
I think EUC is a logical extension to VMW's core IP, which is virtualization. Once you have virtualized bare-metal/compute, network, storage...the next frontier up the stack is guest VMs (VDI), applications (UEM, Workspace One) with intrinsic IP like Carbon Black, Cloud deployments and such other synergies.
It makes sence. With Covid enabled remote-work mandate, it has become even more relevant one might say.