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
Is VMware stock really undervalued? It has good upside potential then.
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
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.
I guess you got an offer from VMware
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.
this answer brings some hope that we won’t die 😭
Blind is super negative. We are awful in some ways (mostly bigCo pockets of terrible) and Tanzu is LATE. But. We are still in it
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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.
VMware have good product line up, but multiple companies are developing tools around containerization, Kubernetes & which seems like future with hybrid cloud strategy.
This is old news op, VMware is one of the only companies in the world to actually make money from containerization.