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 announces Q4 and fiscal year 2014 results

January 30th, 2015

Citrix announced its financial results for fourth quarter and fiscal year 2014, ended December 31, 2014.
Citrix announced a total revenue for Q4 of $851 million, for an increase of 6%…

Pluribus Networks raises $50 million in Series D funding

January 29th, 2015

Pluribus Networks has announced that it has closed a $50 million Series D funding. The round was led by Temasek Holdings, an investment company based in Singapore with a…

VMware results for Q4 2014 and full year

January 28th, 2015

On January 27, VMware released the financial results for the third quarter and full year 2014.
The revenues for the fourth quarter were $1.70 billion for an increase of 15% compared…

Ravello Systems raises $28 million and announces major release of HVX

January 27th, 2015

Cloud computing startup called Ravello Systems announces to have secured $28 million funding and to have boost a total of $54 million capital led by Qualcomm Incorporated, through its…

Amazon updates AWS plugin for Microsoft System Center Virtual Machine Manager

January 22nd, 2015

In October last year, Amazon released the AWS System Manager for Microsoft System Center Virtual Machine Manager (SCVMM). AWS System Manager is an add-in for SCVMM which allows customers to…

VMware announces vCloud Air Disaster Recovery

January 22nd, 2015

VMware has announced that later this quarter it will release an updated disaster recovery solution for its IaaS solution vCloud Air (formerly vCloud Hybrid Service). The solution which will be…

Paper: Cisco Unified Computing System with VMware Horizon 6 with View and Virtual SAN

January 20th, 2015

Cisco and VMware have released a paper titled: "Cisco Unified Computing System with VMware Horizon 6 with View and Virtual SAN". The paper which contains 59 pages describes a reference…

Release: Xen Project Hypervisor 4.5

January 19th, 2015

The Xen Project, the community which develops the Xen hypervisor under the GNU General Public License (GPLv2) last week announced the availability version 4.5 of the Xen Hypervisor. With major…

Microsoft and Persistent Systems release solution for Azure IaaS data center migration

January 15th, 2015

Microsoft, together with partner Persistent Systems has developed and released a tool which helps customers to move complete Infrastructure as a Service (Iaas) deployments from one Microsoft datacenter to…

Citrix announcements from its annual Summit partner conference

January 15th, 2015

Before and during its annual Summit partner conference, held on January 13 and 14, Citrix made several announcements. First of all Citrix announced the acquisition of Sanbolic, which virtualization.info already…

Citrix announces XenServer 6.5 – UPDATED

January 13th, 2015

Citrix today announced the next version of its virtualization platform XenServer which is a commercial product based on the open-source Xen Project hypervisor. XenServer 6.5 will be the follow up…

Citrix Acquires Sanbolic

January 12th, 2015

Citrix today announced that its has completed its acquisition of Sanbolic. Sanbolic which has a product called Sanbolic Scale-Out Platform which can be seen as an aggregation of both local…

Survey: State of the VDI and SBC union 2015

January 12th, 2015

Two years ago, Project Virtual Reality Check (VRC) started a survey asking participants to provide more insight in the non-technical issues related to Virtual Desktop Infrastructure (VDI) and Server Based…

Paper: VMware Mirage 5.0 Reviewer’s Guide

January 9th, 2015

VMware has released a reviewers guide for its End User Computing solution Horizon version 5. The paper titled: "VMware Mirage 5.0 Reviewer’s Guide" contains 209 pages and allows readers to…

 
Monthly Archive