VMware is becoming an infrastructure management company

Posted by virtualization.info Staff   |   Tuesday, March 3rd, 2009   |  

vmware logo

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.


Labels:

blog comments powered by Disqus


virtualization.info Newest articles
Citrix results for Q3 2014

October 24th, 2014

On October 22, Citrix announced its financial results for the third quarter of fiscal year 2014, ended September 30, 2014.
The revenues for the third quarter were $759 million for…

VMware results for Q3 2014

October 24th, 2014

On October 21, VMware released the financial results for the third quarter of 2014.
The revenues for the third quarter were $1.53 billion for an increase of 18% compared to…

Paper: Reference Architecture – Director and EdgeSight

October 23rd, 2014

Citrix has released a paper titled: “Reference Architecture: Director and EdgeSight“. The paper which contains 32 pages contains a reference architecture for setting up Citrix Director and Citrix Edgesight.
Citrix…

Paper: Cisco UCS C240-M3 Rack Server with NVIDIA GRID GPU cards on Citrix XenServer 6.2 and XenDesktop 7.5

October 21st, 2014

Cisco has released a paper titled: “Cisco UCS C240-M3 Rack Server with NVIDIA GRID GPU cards on Citrix XenServer 6.2 and XenDesktop 7.5“.
The paper which contains 38 pages will…

Microsoft announces updates to its public and private cloud portfolio

October 20th, 2014

Microsoft today announced several upcoming features to both its public Microsoft Azure services, as its private cloud solution based on Windows Server and System Center. CEO Satya Nadella stated that…

OpenStack releases the 10th version of its IaaS platform called Juno

October 20th, 2014

OpenStack, the open source cloud computing project has released its 10th version of its IaaS platform for public, private and hybrid clouds. This version has 342 new features and…

VMware decides to disable TPS in future ESXi releases by default

October 17th, 2014

In a knowledge base article titled: “Security considerations and disallowing inter-Virtual Machine Transparent Page Sharing (2080735)” published on October 16th, VMware states that it will disable the Transparant Page Sharing…

Paper: Citrix Virtual Desktop Handbook 7.x

October 16th, 2014

Based on the recent releases of Citrix XenApp and XenDesktop 7.6, Citrix has updated its design guidance called the "Citrix Virtual Desktop Handbook 7.x". The handbook which contains 202 pages…

VMware announces vRealize Log Insight 2.5

October 16th, 2014

VMware has announced the release of version 2.5 of its log aggregation, management and analysis product Log Insight. This version will be the follow up of version 2.0 which was…

Release: Oracle VM VirtualBox 4.3.18

October 16th, 2014

Oracle has released a new version of its virtualization platform VM Virtualbox. Version 4.3.18 is considered a maintenance release which can be installed on top of version 4.3. The update…

Paper: Performance and Scalability of Microsoft SQL Server on VMware vSphere 5.5

October 16th, 2014

VMware has released a paper titled: "Performance and Scalability of Microsoft SQL Server on VMware vSphere 5.5". The Paper which contains 33 pages demonstrates that large Microsoft SQL Server databases…

Paper: Microsoft Exchange Server Performance on VMware Virtual SAN

October 16th, 2014

VMware has released a paper titled: "Microsoft Exchange Server Performance on VMware Virtual SAN". The paper which contains 9 pages shows the results of performance tests of Microsoft Exchange Server…

Microsoft announces support for Docker container virtualization for next version of Windows Server

October 15th, 2014

Microsoft has announced that it will support for Docker in its next version of Windows Server. Docker which provides a so called container virtualization solution currently receives a lot of…

Paper: Achieving Over 1-Million IOPS from Hyper-V VMs in a Scale-Out File Server Cluster Using Windows Server 2012 R2

October 15th, 2014

Microsoft has released a paper titled:"Achieving Over 1-Million IOPS from Hyper-V VMs in a Scale-Out File Server Cluster Using Windows Server 2012 R2". The paper which contains 24 pages demonstrates…

 
Monthly Archive