VMware future

Cisco
kdNN50

Go to company page Cisco

kdNN50
Oct 10, 2021 13 Comments

As Public cloud growth increased tremendously in last couple of years, companies are moving with hybrid cloud strategies.

Public cloud provider even provide on-prem(DC) solutions like EKS, GKE on DC, trying to understand what will be the future for VMware as compare to competitors and cloud providers.

I have seen Tanzu is making a good bridge between hybrid services and VMware products, what is future of Tanzu when there are other companies also developing similar solutions at large scale?

What makes VMware unique player as compare to others?

With current revenue(slow growth) and market cap, VMware stock looks very undervalued

#vmware

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TOP 13 Comments
  • VMware
    Feog26

    Go to company page VMware

    Feog26
    It’s Tanzu not Tenzu.

    The uniqueness is in three things

    1. no one else can do on-prem hybrid realistically. I mean you can hire a smart team to do bare metal OpenStack or whatever but most companies either can’t afford or understand how to do this. I mean, AWS outposts is doing a vsphere version now! Anthos mostly is on vsphere, the bare metal stuff punts all the hard work to the customer. And Azure stack, good luck. And this doesn’t even touch on things like VMC, NSX ALB or service mesh etc.

    2. The almost militant modularity of Tanzu. Everyone is trying to be the one platform to rule them all. We are designed to be modular and composable. Want to run Tanzu products on AKS or EKS? Go ahead. Got a billion dollar deal with Microsoft? Fine, we’ll fill in the gaps. Want to run across all 3 major clouds? We can do that in our sleep.

    3. The developer experience. We have Spring - which is the most widely deployed Java developer framework on Earth.

    On the other hand The most widely respected developer experiences tend to be PaaS like Netlify, Salesforce Heroku , Cloud Foundry (aka Tanzu App Service) or Vercel.

    Our answer this to Tanzu Application Platform, which is young but has been baking for many years between Pivotal and VMware as the Kubernetes native way of getting a great developer experience. Red Hat has been trying for many years to do this with mixed success. Amazon Lambda’s dev experience leaves a lot to be desired. TAP has massive potential if we can offer it in all the cloud marketplaces next year, and evolve it quickly.

    I’ll also add that Tanzu Labs has been copied everywhere for customer platform ops or product development … but rarely equaled.
    Oct 13, 2021 5
    • VMware
      Feog26

      Go to company page VMware

      Feog26
      It’s going to be a very competitive market. I highlighted what’s unique above. But ultimately there is only one real way to be unique: deliver actual business outcomes rather than just tech buzzwords. Show that more than everyone else, and get more customers to talk about it word of mouth, and you are unique.

      The mistake people make is to assume Kubernetes is just a commodity and every vendor is the same and thus it’s all just a race to the bottom. Linux was a supposed commodity too but Red Hat still made billions. The only real players in multi-cloud platforms are the hyperscalers , Us, and IBM / Red Hat OpenShift, with SuSE/Rancher taking up the low cost segment. Out of all of those the most credible for multicloud are Tanzu and Openshift. Google Anthos has some market traction but little delivery success. Same for Azure Arc. Microsoft has a leg up because of GitHub though.
      Oct 13, 2021
    • Publicis
      ohh_chacha

      Go to company page Publicis

      ohh_chacha
      @Vmware I really like your take on how Linux was supposed to be a commodity still Redhat made billions, Although i have not yet dived deep into their business model, but anything to read on them about how they achieved that.
      Also where do you think Nutanix falls in the competition, i guess they also are coming up with hybrid cloud strategy and things like that
      Oct 31, 2021
  • VMware
    VSJM21

    Go to company page VMware

    VSJM21
    VMware will be the king of on prem for the foreseeable future. Microsoft have tried many years and made little progress. Instead it has advanced in public cloud.
    Oct 10, 2021 2
    • Cisco
      kdNN50

      Go to company page Cisco

      kdNN50
      OP
      VMware have good product line up, but multiple companies are developing tools around containerization, Kubernetes & which seems like future with hybrid cloud strategy.
      Oct 10, 2021
    • 8x8
      trimplety

      Go to company page 8x8

      trimplety
      This is old news op, VMware is one of the only companies in the world to actually make money from containerization.
      Oct 10, 2021
  • VMware
    CRUDboy

    Go to company page VMware

    CRUDboy
    I guess you got an offer from VMware
    Oct 10, 2021 0
  • VMware
    9ubt6fs3

    Go to company page VMware

    9ubt6fs3
    Is VMware stock really undervalued? It has good upside potential then.
    Oct 10, 2021 2
    • Cisco
      kdNN50

      Go to company page Cisco

      kdNN50
      OP
      Yeah, there revenue was around 12B last year, and market value is around 62B. Revenue/Value is just around 5, which is very less as compare to other tech companies
      Oct 10, 2021
    • 8x8
      trimplety

      Go to company page 8x8

      trimplety
      VMware stock has been messed up forever from EMC/Dell Right now there is a lot of leadership turnover. I don’t know the future though.
      Oct 10, 2021