seems like execs at broadcom don't really care about this BU?
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SD-WAN/SASE are subscription but SASE has been slow to roll out, missing features and buggy. Neither are significant revenue compared to top products, probably about $700 million annually total for 2021. Estimates are $2 billion for SD-WAN and $2 billion for SASE in 2021 for all vendors, total market. VMware had about 18% for SD-WAN but less for SASE. The potential is over $1 billion for VMware in 2022 if they get their act together and flesh out the SASE portfolio and get the bugs out. So the question is will Broadcom hang in there and continue to fund the engineering and the considerable operations to fun the SASE platform?
SASE isn't even a product. It is an architecture for delivering security and it is on a platform that leverages SD-WAN PoPs and Gateways and the SD-WAN Orchestrator. The individual security services are products from other VMware BUs and OEM. Broadcom could replace some security services with Symantec products or they could add services using those products.
What about SD-WAN / SASE?
Probably not, they have big contracts across key players.
We have a few large customers for euc they probably wouldn't want to lose. I could see the business forced to innovate though. They also on their slides had them listed under security.
EUC is virtualization - just not at the kernel level. Horizon virtualizes desktops (VDI/RDS), AppVolumes/WS1/Airwatch virtualizes/manages apps and devices, in simple words. And after the pandemic infused WFH culture, I'd argue it is a critical enabler of VMW service business (which explains why EUC is at the top of subscription revenues).
Clearly. The president said, we want to learn more. I.e., it looks fun but we have no interest.
WS1 WS-Intelligence-> out to be terminated.