Thread regarding VMware layoffs

Happy 2024 to all my fellow EUC colleagues! May the New Year bring positivity, joy, and new opportunities into our professional lives.

We will know the buyer by February.

I am worried EUC just ends up in the hands of a company that treats it as "passive income", no investment in R&D, just squeeze the juice out of the licensing for as long as they can like a slumlord.

HPE makes the most sense with their ownership of Terradici.

Citrix would probably bring anti-trust questions.

Amazon may be a good buyer to enhance its cloud offerings.

I think Microsoft is to busy with their push to bring all desktops to the cloud.

Nutanix could be a interesting landing spot but I don't think there is enough synergy there.

Going out on its own is what I hope happens & will probably be what happens short term as potential buyers will watch to see if it can be profitable.

"This is what happens when the BU hires far too many ex-Citrix employees."

Good point. Shanker, the current EUC inept leader, is ex-Citrix and contributed to their ongoing decline. He has been equally ineffective in his role at our company. He has surrounded himself with a collection of legacy on-prem software engineering and marketing people from a bygone era of Silicon Valley.

The people saying that CSG will buy Horizon are out of their minds. This is what happens when the BU hires far too many ex-Citrix employees. Sorry but you are not going home. The decision makers who left Citrix have not forgotten. They may be focused on other things now but that is in large part because they no longer are filled with irritation over Citrix. Sorry Citrix fan boys, CSG is not going to buy VMware EUC. As for the "ancient install base", it's not enough to sustain anything more than milking it for ongoing revenue. There is no future to the Horizon line. And Microsoft has decimated Airwatch. Maybe it is time to do something new?

Ivanti?

Who wants EUC?

"Now how are you going to convince this is good for customers??"

That's a very timely question. Industry analysts recently discovered that enterprise CIOs who support legacy EUC software installed bases have very low expectations of their vendors -- e.g. fix known bugs and provide security updates.

Meanwhile, vendor attempts to sell product enhancements to those IT leaders have been very disappointing. Customers don't seem to care, because this is not an IT or business priority.

So, there's no need to worry about convincing anyone at a customer about the potential merger of Citrix and VMW EUC. Decision makers are focused on much higher priorities.

Nothing more.

and so much less. Now how are you going to convince this is good for customers??

Here's the most likely business case for the combination deal. The Citrix and VMware EUC installed base can co-exist under the Cloud Software Group (CSG) ownership. The installed base of both companies can be supported by a smaller consolidated workforce.

Since both Citrix and VMware have flat growth opportunities, the focus must shift to cost-cutting that will improve margins. Fewer headcount in Sales, Marketing, HR, etc.

The combined legacy EUC (UEM & VDI) is an installed base harvesting bet. Nothing more.

"The only reason Horizon has customers is because they fled Citrix.'

That's not true. VMW EUC gained very few net-new logos from the 50% off list price promo targeting Citrix customers. The vast majority of Horizon users are from legacy deals with longtime VMW customers. The Horizon installed base is ancient.

The only reason Horizon has customers is because they fled Citrix. There is no other reason for Horizon to exist. Those customers will dump Horizon if it is sold to CSG. CSG knows this and does not want its former bad business back. Remember: these customers fled Citrix before Krause. Citrix has become much much worse since then. Not going to happen.

EUC is actually hiring more people.

"Citrix and VMware EUC are weak standalone players and might be better competitors when combined."

I agree, and it's one reason why Broadcom didn't want to acquire the EUC BU. This is a software category with limited SaaS growth potential because many CIOs want to stay with their legacy on-prem solutions and have no need for enhancements, just bug fixes and security patches.

poster with great vision

That right there makes it harder to believe, that self su-king.

My money is on CSG of course! ( As already pointed out, some time ago, by a poster with great vision ( https://www.thelayoff.com/post/@zca+1pNMoTQ1 ) )

Remember, this list is very speculatory. That said, you can't count out Citrix. Citrix parent is owned by two private equity firms. Those firms definitely have the ability to buy EUC. Anyone else could do it through financing, but that will be expensive.

Regardless that would be a double dip in to the same segment at the risk of pi----g off the same set of customers and push them faster to Microsoft, for CSG and you pointed rightly not going to be cheap. For those who speckling Dell sold VMware to clean debts, I call that BS, he doesn’t care about the debt, it belongs to the company and he owned VMW in the end not the company.

So he sitting on a boat load of cash along with loads of AVGO stock. He court take over EUC alone with silver lake float as IPO again cash out and take over as a chair of Broadcom after a respectable time for letting the current leadership run Broadcom, while he’s dealing with EUC and possibly IPO, anyway that’s a theory.

Do I like it?? No.

CSG - Cloud Software Grou won't buy bcz Tom the CEO from BRCM has some brain.

Heard Elon Musk wanted a piece of the pie.

"Neither Citrix nor OVH has the money. I am surprised that Dell and silverlake together didn’t make it to the list. People are in for a surprise all over again, when Dell pulls this off for a 3 time. I don’t mean Dell the company."

Remember, this list is very speculatory. That said, you can't count out Citrix. Citrix parent is owned by two private equity firms. Those firms definitely have the ability to buy EUC. Anyone else could do it through financing, but that will be expensive.

Your comments on Dell are intriguing.

The PE owners of Cloud Software Group (CSG is the parent of Citrix) are the most likely acquirers. Merging these two legacy EUC vendor installed bases seems like a good way to try and compete more effectively with Microsft Intune Suite market domination.

Citrix and VMware EUC are weak standalone players and might be better competitors when combined. If nothing else, it increases the potential to raise prices without losing too many more customers to Microsoft.

Neither Citrix nor OVH has the money. I am surprised that Dell and silverlake together didn’t make it to the list. People are in for a surprise all over again, when Dell pulls this off for a 3 time. I don’t mean Dell the company.

List of potential buyers, interesting .