Ready or not, VMware is morphing into an infrastructure management company where the word “virtual” is an optional.
The number of products released in the last few years is impressive and it’s accelerating, the market segments where VMware is entering are multiplying, the vision that the company has of its role in the IT industry is deeply changing.
All these elements point to a single direction.
Of course VMware denies such ambitious project. Admitting today that within 5-7 years it will become the biggest competitors of its partners BMC, CA, HP and IBM is not a good idea.
But the reality is that the company wants virtualization to be ubiquitous and wants to satisfy every necessity its customers have inside the virtual sphere.
This is why VMware feels the need, for instance, to acquire B-hive and provide a performance analysis tool for the applications running inside its virtual machines.
Or why it feels the need to acquire Determina and Blue Lane Technology to stack up a number of security products.
Or why it has to deliver a patch management solution that does much more than just updating the ESX hosts.
The list may go on and on (and will do in the near future).
This is not a story about secret plans to dominate the world. It’s just an incredible opportunity that VMware can’t and won’t pass.
No other vendor is today is in the position to dominate the market without spending billion of dollars to consolidate its leadership and product portfolio.
VMware is trusted in the enterprise as much as Google is trusted in our personal computers and pretty much everything it can provide will be carefully evaluated.
Any other IT firm around has to fight to get a similar level of attention in the data center.
Now let’s assume for a minute that VMware doesn’t really have plans to become the new BMC (despite Chris Wolf, Senior Analyst at Burton Group, suggested that the two may be discussing a merge or an acquisition): the result won’t change much.
The infrastructure management market is pretty mature and even Microsoft has serious issues in competing with the big four.
Despite that the customer base that VMware built over the last few years is the main engine driving the company transformation.
The virtualization vendor counts today over 130,000 enterprise customers, including 100% of Fortune 100, 98% of Fortune 500, 100% of Global 100, and so on.
These top customers are in the position to ask everything they want and need. And the more they get from this trusted vendor the more they want.
VMware has to deliver. And every time the company delivers a new piece of its infrastructure the limits of its domain fade away a little more, making more and more complex to understand what should be within the domain of virtualization and what should be left outside.
Unless VMware self regulates and defines a neat restriction for its activities there is no escape from this situation.
But VMware is a public company and has to generate profit: as long as customers demand for more and promise profit the company has to invest in new solutions, entering new markets.
So, it doesn’t matter if VMware is changing its corporate mission on purpose or by demand, the important thing is that it’s happening.
And soon Microsoft may have much more problems than a Hyper-V vs ESX comparison to manage.
blog comments powered by Disqus
virtualization.info Newest articles
August 11th, 2016
Last week Gartner updated its Magic Quadrant for Cloud Infrastructure as a Service (IaaS) for the year 2016. The Magic Quadrant for the year 2015 was released in May last year…
August 2nd, 2016
Ansible is one of the four main players in the automation market, younger then the well known Chef and Puppet, has been launched in 2013 in Durham, N.C. and acquired…
July 19th, 2016
Yesterday IBM announced its results for Q2 2016.
If we compare with the same quarter in 2015 earnings per share, from continuing operations, decreased 22%. Net income, from continuing operations,…
June 24th, 2016
Red Hat announced its financial results for the first quarter of fiscal year 2017.
Total revenue for the first quarter was $568 million, with an increase of 18% from the…
June 24th, 2016
Today Red Hat released in beta version 4.0 of its KVM-based virtualization platform Red Hat Enterprise Virtualization (RHEV).
As a major release RHEV 4.0 ships a wide series of enhancements including:
June 21st, 2016
virtualization.info has been following WhatMatrix since its inception and, after 6 months since the website has been launched, we are happy to report that its community is growing and contributing…
June 21st, 2016
DockerCon 2016 began yesterday in Seattle with a number of announcements from Docker and key partners.
Here is a quick summary of the day:
Docker 1.12 with built-in orchestration: starting…
June 14th, 2016
Yesterday, Bellevue (WA) based company WinDocks, released a free edition of its homonymous port of the Docker daemon to Windows called WinDocks Community Edition.
The company, founded by a small…
May 12th, 2016
Containers’ security is one of the emerging topics in those companies moving this technology into production. A few small players emerged to compete exclusively in this portion of the…
May 3rd, 2016
RightScale is a Santa Barbara, CA based company, provider of a Software as a Service (SaaS) management solution that so far only supported standard Infrastructure as a Service (IaaS) cloud…
April 5th, 2016
Yesterday, Bellevue (WA) based company WinDocks, released version 1.0 of its homonymous Docker engine for Windows.
The company, founded by a small group of former Microsoft’s employees, rides Docker’s…
March 17th, 2016
LANDesk Software, founded in 1985 and headquartered in Salt Lake City, Utah , provides systems management, security management, service management, asset management and process management solutions with a strong focus…
March 15th, 2016
Last week open source giant Red Hat announced the availability of version 3.6 of its KVM-based virtualization platform Red Hat Enterprise Virtualization (RHEV).
While this new release provides the expected…
March 4th, 2016
Yesterday Docker announced to have acquired a semi-stealth startup called Conductant, focused on workloads orchestration.
Both Conductant’s founders, Bill Farner and David Chung, have significant enterprise experience coming from…