Earlier quoted context omitted.
Tanzu is a loaded term :) Are you talking about TAS (ex PCF) or TKG?
PCF
i wouldn't say it's on its way out. it's still in active development and very much supported
Broadcom to acquire VMware for $61B
421–430 of 430 posts
Re: Broadcom to acquire VMware for $61B
#422Opinion: VMWare’s customer’s will loudly object to the FTC and this will not happen.
Re: Broadcom to acquire VMware for $61B
#423Earlier quoted context omitted.
VMware has several billion-dollar or more businesses... - the core vSphere hypervisor and management software - Vmware Cloud on AWS which is pretty big on its own, plus other cloudy things like datrium / disaster recovery as a service. - cybersecurity (carbon black and secure state), which is similar to what Symantec does, will be an interesting overlap - endpoint management (security for desktops, mobile) which was…
Fascinating … your very comprehensive list does not contain the only VMware products I have ever cared about: workstation and fusion.
good point… I don’t think they’re billion dollar businesses though. Probably hundreds of millions? Hard to say as I don’t think VMware publishes this info
Re: Broadcom to acquire VMware for $61B
#424Earlier quoted context omitted.
VMware has several billion-dollar or more businesses... - the core vSphere hypervisor and management software - Vmware Cloud on AWS which is pretty big on its own, plus other cloudy things like datrium / disaster recovery as a service. - cybersecurity (carbon black and secure state), which is similar to what Symantec does, will be an interesting overlap - endpoint management (security for desktops, mobile) which was…
You covered SDN but they are also the leading SD-WAN vendor through their VeloCloud acquisition 7ish years ago. Workspace 1 is also the core for their SASE products (zero trust network access, secure web gateways, browser isolation etc) when tied with VeloCloud.
Yep I forgot about VeloCloud and SASE. It really is a beast of a company :-)
Re: Broadcom to acquire VMware for $61B
#425Earlier quoted context omitted.
Why is it on its way out as a product? Is it simply not making money?
The scuttlebutt I hear is Kubernetes is stealing its lunch money. Again, referring to what used to be PCF. Hence why the more modern Tanzu is K8s based.
PCF is still making bank but the industry has rallied around K8s. So growth has stalled but it has a happy customer base.
Unfortunately there’s no real equivalent (OpenShift is not really “it”) on K8s unless you’re assembling several products together with a lot of glue. Which is what everyone does, with varying quality.
Re: Broadcom to acquire VMware for $61B
#426Earlier quoted context omitted.
I’d be really interested in an “i used both” comparison between esxi’s free offering and proxmox for this sort of purpose. I imagine esxi might be more polished, but also more limited.
I've used both, though not for anything especially complicated. Your guess about the polish level is correct; ESXi blows Proxmox out of the water interface-wise, especially for some specific tasks like configuring networks or managing PCI passthrough devices. As far as "more limited" goes, I can't say I noticed much of a feature discrepancy, although being open and just sitting atop KVM, Proxmox doesn't have any of t…
> Proxmox doesn't have any of the artificial limitations imposed by VMware (like a cap on number of vCPUs in the free version, eugh).
These were what i was thinking of yeah.
Re: Broadcom to acquire VMware for $61B
#427Earlier quoted context omitted.
This feels way too pessimistic, VMware got big before open source virtualization took off. I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. Vendor lockin is a scary thing, the people who are really going to hurt here are mega super corps who are now going to have to pay out the nose. If you're a smaller company, you should be moving to…
> I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. It's been a few years since I've worked with bare metal, but doesn't Docker require a hypervisor for the containers? You could swap to KVM or Hyper-V, but transitioning an org's hypervisor on bare metal is a massive task any way you cut it.
Currently, Docker only requires an hypervisor if you set it on Windows or MacOS.
Re: Broadcom to acquire VMware for $61B
#428Earlier quoted context omitted.
This is exactly correct. Hock (love him or hate him) knows exactly what he is doing, and is entirely unapologetic. He looks only at margin. You have $10B revenue stream at 2% profit margin? Hock will happily cut that in half for a 10% margin he can depend on. It's all about ARR. Great for shareholders and those with a mountain of RSU's... but not so great for employees. Was at CA...saw it happen.
> It's all about ARR. You argued the exact opposite? You're saying it's all about EBITDA...
I don't think so. Certainly, EBITDA is part of any story. What I was trying to convey was that Broadcom very much wants their customers to be engaged in a strong subscription model... big, recurring license agreements. Customers who, year after year, can be relied upon to send Broadcom money...even if they buy nothing new. Broadcom likes those Big Companies who can be counted upon to spend a consistent (but never shrinking) amount every year. Hock is ruthless in this...and has a pretty good bullshit detector... again, he probably makes a lot of people uncomfortable.
Nothing wrong with that approach... it's very pragmatic... especially for shareholders. Broadcom might give you more for your money every year, but you will never spend less of it.
Re: Broadcom to acquire VMware for $61B
#429Earlier quoted context omitted.
VMware has several billion-dollar or more businesses... - the core vSphere hypervisor and management software - Vmware Cloud on AWS which is pretty big on its own, plus other cloudy things like datrium / disaster recovery as a service. - cybersecurity (carbon black and secure state), which is similar to what Symantec does, will be an interesting overlap - endpoint management (security for desktops, mobile) which was…
Fascinating … your very comprehensive list does not contain the only VMware products I have ever cared about: workstation and fusion.
Workstation and fusion were never big money makers. They were more of a labor of love.
I joined VMware just after the release of Businessware 2.0 - which I agree was 14 years ago.
The big money maker was vmotion because it allowed datacenters to decouple the server from the underlying hardware. Ever after, the money was in the datacenter products.
Re: Broadcom to acquire VMware for $61B
#430Earlier quoted context omitted.
Fascinating … your very comprehensive list does not contain the only VMware products I have ever cared about: workstation and fusion.
Workstation and fusion were never big money makers. They were more of a labor of love. I joined VMware just after the release of Businessware 2.0 - which I agree was 14 years ago. The big money maker was vmotion because it allowed datacenters to decouple the server from the underlying hardware. Ever after, the money was in the datacenter products.
correction: VSphere 2.0 not Businessware 2.0 (wrong company).
For some reason I could not edit my post so I had to reply to my post.