EUC leaders are very quiet. No
Holiday wishes , no RTO instruction , just nothing.
15 replies (most recent on top)
Shankar will need a lot of help to create a sales pitch that's appealing to a potential PE buyer. When you are a distant third-ranked software vendor in a primarily on-prem market with declining demand, it's very difficult to describe the acquisition opportunity.
Another reason why the spin-off could take a long time is HT needs to assess the real balance sheet value of the EUC BU, so Broadcom can set a realistic purchase price.
To date, the EUC BU value is based exclusively on the installed base billings, since there has been very little net-new logo growth during 2023. The outlook for 2024 is equally bleak. So, there won't be any meaningful update until they have a plan to address these issues. In the meantime, expect more 'feel good' LinkedIn posts from Shankar and Rob.
EUC has been a disaster / Sh## show for a LONG time. You guys barely workd in the first place. Enjoy the Lull before being acquired. My $ is on Citrix will be buying you.
You are the d-mbest F’k ever born if you think Citrix has the ball$ and money to buy EUC apart from jumping through the approval hurdles. And where is that you work?? Tanzu??
HP will be the buyer of EUC to go with Teradici. You heard it here first.
⬇ that
EUC (and CB) keeping their heads down, doing it the proper way, to GTFO
There is a reason EUC leadership is being quiet. They are busy working on the acquisition plan with the new buyer so it not a duplicate of the BC acquisition nightmare.
F Hock
Our EUC leaders may be quiet, but my customers are not. They're getting closer to Microsoft and other vendor reps who seek to displace VMware. Most of the CIOs see this as a significant replacement challenge, but they're going to do it regardless.
Vendors are offering reduced professional services fees and other incentives to ease the transition away from VMW. Honestly, it's causing many to reconsider their relationship with us. They tell me, it's nothing personal, but leadership says we must move on.
There's nothing we can do or say to change their mind when they've decided.
EUC has been a disaster / Sh## show for a LONG time. You guys barely workd in the first place. Enjoy the Lull before being acquired. My $ is on Citrix will be buying you.
EUC is being sold. All the EUC leadership knows this. Won’t be for another 3-6 months though
Quite a few depending on the apps. AVD, Intune, Island, Zscaler, Citrix, Sonet, AWS Workspaces, Google Workspaces, jamf, mobile iron, etc.
Zo what is an alternative solution? Intune? Raising pricing again for the 3th time and having leaks… Ivanti/mobileiron? Even worse… citrix??? The future is bright for EUC due to lack of competition. End user computing is not moving away the next 10 years to a cloud consumption model
EUC keeps saying that, life is good... life is good.. everything is OK..
That technology is super competitive and lots of it moving to cloud solutions. Everyone is moving away from this stuff the minute they have a chance. They dont trust VMM/BC regardless if EUC spins off to its own company.
I talk to customers every day, and they simply are looking for ways to get out of this nightmare.
What you expect from them?
Life is good for EUC folks. Don’t be jealous. BC is not touching us we are in full control.
Busy working on their LinkedIn profile…