Thread regarding VMware layoffs

Most all EUC player other than Citrix / Horizon are Cloud Only. AVD exists to sell more Azure cloud units, much like Horizon exists to sell more vSphere. Not really a focus of either company to drive "innovation" hence VMWares struggle with EUC. Should EUC be sold to CSG they will trash most of it since there isn't much of anything Horizon can do that Citrix can't, they will take instant clones maybe. They will get MDM (Airwatch) which has value and then EOL Horizon / WSOne and work to convert customers to Citrix / Hybrid EUC model at a premium since at that point CSG will be the only major player that can Hybrid vs. Cloud only.

Bc he got a giant promotion to CEO and a huge chunk of the pro forma company, neither of which would have been the case at Broadcom. This is pretty straightforward stuff.

TK was already a CEO, of Broadcom Software. OK, technically his title was "President", but he had the same role, and Broadcom Software is technically separate from Broadcom INC. Those internal might remember the meeting of the 3 "CEOs" when the buyout was first announced? That was how TK was introduced.

I agree with others here, EUC was on the chopping block the moment TK went over to Tibco. Also it won't be considered a monopoly if they do Get EUC (I have heard this before). All the cloud players have virtual desktop offerings. And while EUC might be the "best", companies don't really care. Especially when MS is closing $100m+ ELAs all the time, that include every service they have.

Unless a huge, and I mean HUGE shift to Linux desktops or Apple, etc. MS will win this one. Even with AWS and Google on the field.

@cab+1pqX3tyJ

You may be right on some of the motives and collusion. The EUC market as we knew it 10 years ago is moving on. I could envision them trying to do something to compete against MS. However, from what I’ve seen in the industry AVD and M365 are replacing Citrix and Horizon because of licensing costs and the fact that for many customers it’s “good enough” for what they use it for.

Dear eyed ruthless greedy power hungry leader shows no loyalty by leaving company for more power and money.

Who'd have thunk it?

All these higher up guys wants to be CEOs. It’s A chance at generating generational wealth so their kids and grandkids can inherit millions of dollars.

It's not that deep bruh he wanted to be ceo and he got to use the same exact playbook that BC uses. So no new learning on the job.

Just wait and see, HK will sell VMware EUC to TK and CSG.

Tom wanted to check be a CEO off his bucket list.

He was tired after the 7th mission impossible.

You are taking about EUC, a tiny market compared to vSphere. Both VMware and Citrix are on their way out in the EUC space. Tom K. just probably wanted to ev a CEO and found an opportunity where he could run the same Broadcom playbook with Citrix and Tibco. Milk legacy for fun and profit.

Truth be told, I'm not completely convinced that there's not some bullsh-t going down between CSG and VMware EUC. It's the perfect storm if they can pull it off. Imagine absorbing all of those customers from both sides. Everyone calls us "legacy software". I think that's total horsesh-t. Both sides can deploy and provision in the cloud, just like AVD, AWS, etc. We're better at persona, app delivery and protocol across the board. That's not legacy, that's a fact. AVD is a ba----d child at best. Everyone knows it. RDP protocol. MMMK. Have fun with that with a latency ridden connection every time it dumps you at the first lost packet.. What a joke.

Good theory and possible but unlikely… you are giving people way too much credit.

It’s not that interesting. Tom left because he wanted to be a CEO and it was never going to happen at Broadcom while Hock is alive. Hock will never retire.

Dude, you’re smokin’ the really good stuff. Pass that around to the rest of us.