Lots has been written about selling off EUC, but how exactly do you define "EUC"; and what exactly are they going to be selling off? Sure, I could see them easily separating out the old Airwatch MDM and the WS1 stuff, but what about Horizon VDI, AppVols, etc.? Seems like Horizon doesn't really have that much to offer without being coupled to vSphere, so do you just strike a reseller deal with whomever buys EUC to let them resell the underlying vSphere infrastructure?
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Having worked in the BU for some time and seen many changes, I would define EUC as an opportunity for Private Equity to do what it does best, extract cash from the installed base while minimizing the required investment for bug fixes and security updates.
Many customers are flush with previously purchased subscriptions during the COVID peak. We're never going to see that level of market demand again.
A savvy PE buyer will know from their due diligence assessment, and reading the industry analyst reports (which they've stopped producing due to a lack of demand for UEM and VDI), that this is truly a legacy software market in decline. Nothing left to maximize.
"I concur. The non vSphere Horizon variations are lite at best. And who wants to invest what will be required to enable Horizon to just regain what is necessary to compete with Citrix without vSphere? It is a declining market as more and more apps are modernized. If VDI and App Pub was up and coming, investment would be coming. Buyers of legacy tech like Horizon want to milk a profitable install base, not invest lots of money to make up for parts of a product that suddenly disappear."
There is nothing out there to suggest Horizon won't be available without vSphere. I speculate a partnership will be done before EUC is spun off so that vSphere is still available. The pricing of vSphere for desktop is built into versions of Horizon that offer it.
Horizon now runs natively on every major cloud provider. It can manage the VMs in those providers just like it does in vSphere. The only thing you're really missing is instant clones. It wouldn't surprise me if that tech is replicated on other hypervisors at some point.
As for competing with Citrix, Tim Krause is the best thing to ever happen to Horizon. IYKYK.
I concur. The non vSphere Horizon variations are lite at best. And who wants to invest what will be required to enable Horizon to just regain what is necessary to compete with Citrix without vSphere? It is a declining market as more and more apps are modernized. If VDI and App Pub was up and coming, investment would be coming. Buyers of legacy tech like Horizon want to milk a profitable install base, not invest lots of money to make up for parts of a product that suddenly disappear.
“ Unfortunately this is your misunderstanding I'm afraid. Horizon can be used on azure , aws, hyperv , even on physical machines and also is integrated in with Linux operating systems.”
And really, that’s just scratching the surface….
“ Horizon without vSphere is a lite product at best. Enterprise apps need the full product. ”
Soooo, you really don’t know squat about Horizon.
Without vSphere, Horizon really just loses Instant Cloning more than anything.
It was was not acquired by VDM. VDM was not a company. The original basic brokering product was named VDM.
People on here seem to treat horizon like it will stay the same when someone buys it. A company that buys it will actually develop it. That was one of the problems when VMware bought it from vdm, it ended up in the hands of devs with 0 imagination to progress it further and it ended up with sticky plaster after sticky plaster. The could not even put the product on a dedicated SQL server and uses Microsoft adlds which literally nobody does. The original owners labels are still all over the product which says very little about the existing developers. People are also missing the elephant in the room which is that center will die because of hocks business model, we saw this with Symantec which is non existent and as for Microsoft, well customers hate microSoft because their support is rubbish, they sc--w customers on licensing and their products are now rubbish. Windows 11 is terrible and there 0365 and azure have terrible reputations for going down. Not great in an enterprise setting with 0 redundancy. I know this because I used to work for them. VMware products after the sale of euc will either be moth balled or integrated in to BC and all the on premside will completely die. Microsoft also keeps breaking servers and the desktops with their updates and their support is so bad that their customers log cases with VMware. Another vcenter fact is that it is getting worse, there are more bugs in the product than ever and upgrading it is a nightmare. Its the only piece of software that stops an upgrade with a failure at 94pc complete which no method of rolling it back unless you have a snapshot. Again it has suffered with no consideration for integrity checking pre upgrade or install and 0 redundancy which is shocking by today's standards due to poor vision and coding by developers.
Horizon without vSphere is a lite product at best. Enterprise apps need the full product. MS AVD is already much better than Horizon minus vSphere. Horizon will be phased out. It cannot compete against Citrix and MS on its own without vSphere being included and subsidized. Microsoft is also taking away all of the Airwatch business with free Intune, has been for years, it is on a death slide. VMware EUC is Lotus 123. You remember Lotus 123 right?
SLAY
Unfortunately this is your misunderstanding I'm afraid. Horizon can be used on azure , aws, hyperv , even on physical machines and also is integrated in with Linux operating systems. It also contains RDS functionality too which is highly desirable. It also is great for external desktop and server access for remote locations. From a security perspective is great too because in integrates with ws1, OKTA, Cisco duo, azure saml and many more all coupled with app volumes which customers use when they have certain licensing restrictions. You also have dynamic environment manager which is a profile and policy management tool. They were all heavily integrated with vcenter but it was by no means exclusive. The solution is very attractive for HP , amazon, google lg etc .. The hardware manufacturers build thin and zero client devices specifically for the likes of horizon with thriving linux operating system firmware such as teradici and thinos. TheThen you have the saas element which is a vendor managed solution on top of that. Its very intricate and complicated solution that integrates nicely into many types of infrastructure and with the aligned products. App volumes is a problem alright because it is exclusive to vcenter but that will have to be coded for other virtualization infra.