Just wanted to start this thread to see what folks think as it relates to possible acquisition of Citrix by one of the bigger players. I know that people have been speculating about this for a while, but with the most recent clean-up, does it not look like they (execs) are preparing grounds for a sale? What are your thoughts?
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The most valid alignment would be Cisco right now. There is a big shift to software defined networking and services. Sounds familiar in both companies.
Who would want to acquire such a declining business?
VDI has become commoditized with the likes of Amazon Workspaces.
The MDM/BYOD space has players galore (Airwatch, IBM, MobileIron, Microsoft, BMC, CA, ASG, the list goes on) so it's hard to make a buck there.
As for the SaaS suite well GTM is now free just to compete with the likes of MS Skype and Google.
The Bytemobile acquisition as reported for 400M+ looks to have been a failure so far as I don't hear of customers buying it. Plus carriers don't see Citrix as a provider of telco solutions.
The only product that seems to be doing alright is Netscaler, but even then it is only a small piece of the telco and enterprise infrastructure, and fighting with f5, Radware, A10, etc for that business.
The reality is that Citrix has not innovated for quite a while, either through internal R&D or acquisitions. And it doesn't help when the company is run by bean counters (and it is very much a Finance driven company) who prefer to focus on cutting costs rather than investing in innovation.
So for these reasons I wouldn't see Citrix as an attractive acquisition target.
"I know that people have been speculating about this for a while . . ."
Yeah, like the last 25 years "while." Nobody is buying Citrix anytime soon. Book it.
"I know that people have been speculating about this for a while . . ."
Yeah, like the last 25 years "while." Nobody is buying Citrix anytime soon. Book it.
Hmmm, and who would want to buy us? Hmmmm...