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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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.
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.
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