“Citrix – The business unit of the Cloud Software Group has been VMware's number one competitor in the EUC field for years and is helmed by former Broadcom Software boss Tom Krause. We mention that connection as who might Broadcom CEO Hock Tan trust more than his former lieutenant?” Thoughts? Especially amidst all the restructuring and layoffs?
https://www.theregister.com/AMP/2023/12/19/vmware_euc_sale_speculation/
VDI is dead. Why would the FTC care?
"I doubt the various governments would approve that, as it would create a monopoly"
Not an issue. The combination of VMware and Citrix installed bases would be approved because two weak legacy software vendors would be able to better compete together against Microsoft which is the dominant vendor (by far) within the EUC marketplace.
Neither vendor is currently doing well as a stand-alone provider.
You are all wrong. TK is here to tank Citrix so Broadcom can gobble Citrix up aswell.
Maybe not... With news like this, TK may need to but something that works before customers dump the current product.
Comcast Breach Compromises 36 Million Accounts
Hackers took advantage of a vulnerability in Citrix cloud-computing software and accessed names and Social-Security details, among others.
I doubt the various governments would approve that, as it would create a monopoly
On the product side, as the poster above said, customers bought VMWare for a reason and will be resistant to move to Citrix. They will likely just migrate to AVD+ Nerdio at their leisure. The products are different enough that the internal savings won't be realized that quickly.
And there would be some concern with the FTC in terms of market share and permission to merge. Given the long-term demise of EUC, the FTC may just say go ahead and strap the two dropping bricks.
Lastly, the immaturity of Citrix leadership to pull this off would be the biggest risk. The only real successful acquisitions have been mostly independent on the product side: GoTo, Netscaler and Sharefile. With VMW EUC, they are serving the same needs, so the internal battles would be glorious to watch but disastrous at the end!
I think Citrix's biggest worry should be some PE buying the VMVEUC at a cost effective price, unlike the boat anchor debt that's on TK's neck. With better freedom to move, and unshackled from VMV's original sales straight-jacket, they could be even more aggressive on the market, partner deeper with MSFT and hasten Citrix's demise...
In a stagnant market, this is one of the worst things can could happen to Citrix.
That would be a pretty big investment that would have to 1) Not derail current plans for driving EBIDTA projections and commits, and 2) be easily integrated from a sales/support/operational/technology perspective, while having some sort of an easily understandable and straightforward go to market strategy.
Let's say Citrix buys EUC - what is your messaging?
"We can sell both, just don't buy any more Microsoft"?
"Hey, we have UEM again!"
For those saying they'd just buy them to ki-l off the competition by sunsetting the products, I can't think of a worse way to LOSE customers and their spend to Microsoft. If you've ever done a conversion from Horizon/App Volumes to Citrix, or vice-versa, it's a complex project that requires a ton of planning, resources, and definitely introduces significant risk. Not exactly something that a lot of the highly-regulated customers who run Citrix (healthcare, finance/banking, utilities, transportation, etc.) are going to eagerly take on - especially if it's forced on them.