"Ultimately, the divestiture will prove most advantageous for Microsoft. The company’s innovation in unified endpoint management and desktop virtualization, its attractive licensing options, and uncertainty about VMware’s EUC future will be all some EUC customers need to jump ship."
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The article isn’t really saying much. Most of it’s common sense. But it is still a fair article.
Airwatch and Horizon end user here. After getting the news last night, I immediately contacted our Microsoft rep about Intune. Horizon will be a little more tricky for us and I'm waiting to see what happens to it. Not optimistic though.
Shankar may be excited by the divestiture. EUC customers, not so much.
"Customers will also encounter risks around long-term Horizon supportability, reduced revenue streams for EUC products in the short-term, and likely support issues as Broadcom pursues cost-cutting initiatives."