While the tech industry analysts have discounted the future of legacy UDM and VDI software, they're very upbeat about the growth potential of modern streaming apps. Once the AVGO deal folds and the EUC BU is spun off, the new PE owner can acquire a start-up, promote it to the installed base, and reboot VMW revenue and profit growth.
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VMware needs product that more easily sells millions of licenses, not super complex 150,000 seat opps which take a year to sell. It's too legacy, too complex and too niche.
Respectfully disagree. Modern "streaming" apps are still complex and have too much legacy underpinning to make them a mainstream solution. Customers are having to move to Zero Trust, and they're moving quickly to stuff like SASE, Enterprise Browsers, etc. to secure their apps. Microsoft is eating VMware and Citrix's lunches as is evident by the number of customers that took advantage of the fact that they can do "good enough" UEM and DaaS with InTune and AVD that they already have entitlement to for those E3/E5 customers. Sure, management at scale isn't exactly on par with VMW or Citrix, but they could tack on Nerdio and still be cheaper than their VMW Horizon renewals. We keep hearing VDI/App Virt as being the "legacy graveyard" at a lot of customers - it's where they put the legacy or problem child apps that aren't yet migrated to a SaaS or modern application platform. It's where those apps go to die, and as soon as an app is sunset we see them not renew a chunk of their Horizon licenses.
Wow that is some legacy thinking.
Why don't you tell it to one of our customer, who has 120,000 VDI deployed today and planing to bump it by another 60K or so more.
Humm, I guess the don't know how to do things the smart @$$ way.
If our executives realize this, and did an actual cloud for strategy across our entire product portfolio, we wouldn’t even be in this situation with Broadcom.
You would still be right where you are, coz selective few individuals decided to make a quick buck.
All the people commenting out the backend being legacy: you have no idea that amount of re-engineering and architecture that has gone on in both the UEM and VDI products. Yes, not all use-cases have been migrated, but they've both gone through huge modernization efforts.
It's considered "legacy" also because of the IT management complexity and Ops overhead. Most of our large customers complain about the amount of effort required to keep their end users supported by these software products that were created many years ago.
The Workspace ONE and Horizon UI, and the associated code, have been given numerous face lifts, but underneath that thin veneer its age is apparent. That's the context of legacy.
Wow that is some legacy thinking.
“ there are still plenty of use cases that not all can be deployed in cloud, and will never be deployed in cloud.”
Anything can be deployed to the cloud. There are plenty of banks and other regulated industries doing it.
This has been the problem with VMware. We are last to WAKE up and realize that the rest of the world has moved to the cloud.
If our executives realize this, and did an actual cloud for strategy across our entire product portfolio, we wouldn’t even be in this situation with Broadcom.
Our front line sales and support employees will welcome the news of a re-launch. We've been in a state of flux ever since the AVGO deal was announced. With new leaders, we can return to growth. Awesome news, thanks for sharing!
You kidding right? By that time there is no front line staff or sales to cheer. if they must, they will not be cheering from outside, ooh I used to work for that company.
Awesome news, thanks for sharing!
What is the news here? where is your proof?
I keep seeing EUC being referenced as “legacy”. Why do people think that? What is so legacy about Workspace ONE and what are the non-legacy options that are available today that have the same feature set?
For those who don't understand, simple it is as legacy as Windows is, yet most of us use it., Can't live with-out it.
Now, Jokes part, there are still plenty of use cases that not all can be deployed in cloud, and will never be deployed in cloud.
Ex: Banks, Financial institutions, Call Centers and HealthCare, where just simple app streaming will not cut it and wouldn't want to host them in cloud. These are the big installment base anyways.
And somebody who just stick to marketing material with no real hand on experience can keep claiming whatever they want anyways. Ignore id--ts.
It’s legacy because the market has no growth. Also MSFT is basically giving Intune away for free if you have an E3 or E5 license. As for VDI EUC missed the cloud train and is behind. AVD is easier to deploy and use at lower costs.
I keep seeing EUC being referenced as “legacy”. Why do people think that? What is so legacy about Workspace ONE and what are the non-legacy options that are available today that have the same feature set?
"Modern streaming apps" do not have a large enough market potential to support a startup by itself. They are also not that cool.
Interesting. But how long will it take to sunset all the old versions of the legacy VMW apps? Some customers might want to keep their familiar on-prem software, even if it's considered obsolete by the industry analysts. It's a sunk investment for many CIOs.
I agree, the VMware Workspace ONE and Horizon installed base can be an asset to a new leadership team that's focused more on growth. I appreciate the benefit that a private equity buyer brings to our product team that has languished under current management.
Our front line sales and support employees will welcome the news of a re-launch. We've been in a state of flux ever since the AVGO deal was announced. With new leaders, we can return to growth. Awesome news, thanks for sharing!