Which BU has the most value to Hock? Vshpere? CMBU with all the hype and name change at explore? What will have the most retention?
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I mean “… no one knows”
Interesting meta question - among the employee pleb crowd, how come one knows how VMware makes its money nor what the BU structure is?
EUC... Their ARR is ahead of the rest of the BUs. Though I am guessing they are in for a "thinning of the herd"
yup. the core products
vSphere, vSAN, NSX = VCF
ARIA as now called.
These are the safe ones.
CIBG, particularly vsphere, which brings in 50% of income.
Clearly Carbon Black. They are just crushing it.