Omnissa’s Post

What's your plan B (and Plan C)?

In this 58-second video, The Six Five asks Hock Tan of Broadcom one question. "On the hardware side, will there be integration with the VMware hybrid cloud or multi-cloud products?" His answer is astonishing. He says no. He says that virtualization should be hardware agnostic. There is a diversity of hardware in the data center and virtualization should run on as many of it as possible. This might have been a good enough answer 25 years ago when virtualization was emerging. As long as 10 years ago Facebook and Amazon were getting custom chips made and putting them in their switches and routers to get a performance advantage as well as a cooling, and cost advantage. Meta gets chips from Broadcom now and builds their router. They are one of Broadcom's biggest customers. Apple is another of their biggest customers for custom chips. I guess VMware won't be. I used to be in IT. I managed servers. I was concerned with server performance. Servers back then had one CPU with one core. You were lucky to have one VM run on them. Now they have many CPUs each with many cores. You can run many virtual machines on them. If I found that one server gave me a big advantage over another I'd have bought it. The top hardware vendors (HPE, DELL, Lenovo) include VMware virtualization as an installable option on their servers. Some of them took this off, I heard, due to the uncertain pricing situation with Broadcom. The VMware hybrid cloud and multi-cloud products include VCF, Edge Compute, and SD-WAN. VCF includes server virtualization products. The other products are software stacks. They run on common hardware. They were orderable on Dell. Sure, customers want a choice of hardware and don't want to be locked in, however, if they had the option to get this software installed as an appliance on fast hardware with a custom chip from Broadcom they would probably be all over it. Security software has come pre-installed on an appliance for decades (Sonicwall, Bluecoat, Palo Alto, Fortigate). If you think about it the operating systems in routers and switches (Cisco, Juniper, Arista) are software running on custom hardware. Some of them have made white box versions of their OS, so it works both ways. So in one way, he's right, you don't want to lock out a customer's choice of hardware, but on the other hand, you want your software to have a performance advantage over the competitors by offering it on hardware with custom chips. If Broadcom can make chips for Meta and Apple why can't they make chips for VMware? #broadcom #vmware, #security #sdwan #sase #virtualization #cisco #juniper

How are things going for VMware now that the Broadcom acquisition is complete? 🤔 #theCUBE is live for #VCFTransformed theCUBE.net Join John Furrier in this exclusive with VMware’s senior VP and GM of the VCF division at Broadcom, Krish Prasad, as the fog lifts on what this new company combo will look like for customers. “It’s going really well, it’s been a whirlwind of activities but we have been able to do significant transformation on the product side, as well as the go-to-market side, as part of the integration, following what customers have been asking us for many years at VMware and we had not been able to execute at the pace that we have been able to in Broadcom” says Prasad. “The core value Broadcom brings to the table is all around innovation,” he furthers, noting the company’s position to measure innovation and be leaders across their 26 divisions. “We’ve been able to focus, and Broadcom is giving us lots of support. As a result, we’ve been able to make a lot of changes very fast… customers and analysts have been very surprised by how fast we’ve been moving,” Prasad concludes. 🔴 Watch now! https://lnkd.in/g-kZyeMy #LiveTechNews #EnterpriseComputing #VCFTransformed

🚀 Exciting news! Broadcom is set to finalize its $69B acquisition of VMware on November 22, after obtaining approval from Chinese regulators. However, new restrictions have been added. Stay tuned for more updates on this game-changing deal! #Broadcom #VMware #Acquisition #ChineseRegulators

Any acquisition stirs up feelings of fear, uncertainty and anxiety. The Broadcom acquisition of VMware is certainly no different. Talking to our customers, being innately familiar with both the VMware technology and alternatives, we understand these concerns deeply. The top concerns we are hearing when we speak with our customers' are: 1️⃣ How will Broadcom's acquisition of VMware force changes in our current business operations and IT infrastructure? 👉🏽 Customers have expressed concern about mandatory transitions or upgrades that could disrupt their existing systems and processes and how potential price rises are having a flow on impact on service delivery to their own customers 2️⃣ How will Broadcom's acquisition affect the quality of VMware's customer support? 👉🏽 Given the historical decline in support quality following Broadcom's previous acquisitions, customers are worried about future service levels. 3️⃣ Should we expect significant price increases for VMware products under Broadcom's ownership? 👉🏽 Concerns arise from Broadcom's pattern of raising prices post-acquisition to recover their investment costs impacting budgets, future projects and strategy. However, change is constant in technology, and while it brings challenges, it also offers new opportunities for growth and innovation. Our commitment is to stand by our customers every step of the way. We listen attentively, engage openly, and strive to transform apprehension into understanding and confidence. By providing clear insights and viable options, we help demystify the complexities of such transitions. Reach out to our team to start a conversation about what these changes mean for you https://hubs.ly/Q02v-0760 #TechAcquisition #VMware #Broadcom #ITInfrastructure #DiscoverQirx Nick Winch Matthew Hadfield Tony Macintyre Justin Gilmore Fabian Thongbai Shelly Duncan Tom Courtney Qirx Pty Ltd

🌐 Is the tech world bracing for a major shake-up? In an unexpected twist, Dell has just parted ways with VMware, shaking the foundations of their long-standing partnership! 🌪️ This strategic pivot sees Dell stepping away from its distribution deal with VMware, now a Broadcom entity, signaling a major shift in the tech ecosystem. Initiated back in 2021, this partnership aimed to leverage mutual strengths for strategic advantage, but recent developments have led to a reevaluation of this collaboration. 🔄 Broadcom's shift towards subscription-based software models has sparked a debate across the industry, affecting OEMs and customers who prefer the efficiency of bundled licenses. This move by Dell, prompted by Broadcom's acquisition of VMware, reflects the evolving dynamics of tech partnerships and market strategies. 🚀 As we witness Dell adjusting its sails amidst these turbulent changes, it's clear that the tech landscape is undergoing a significant transformation. Dell reassures that its relationship with Broadcom will continue to evolve, focusing on delivering value to their ecosystem. #techtrends2024 #x86 #vmware #vmwarebybroadcom #itnews #uncertainty

📣 Did you hear that, Network? That was the sound of doors FLYING open for the End-User Computing division of Broadcom (formerly of VMware)! Broadcom shared last week that it intends to divest this business unit - presenting a huge benefit for customers who use and partners who distribute Workspace One and Horizon. Curious? Here's a closer look at why we're so excited about the future of #EUC. #futureofwork https://lnkd.in/evkxRVSA

Giants in the tech space are trying to consolidate this constantly evolving industry – the latest move coming from the US chipmaker Broadcom. Our M&A Analysts Lala Samoiliuk, Yit Tam, Kanishk Toshniwal, Amit John and Davit Harutyunyan have written about Broadcom’s $69 Billion Acquisition of VMware under the guidance of Mitchell Sim and Vasileios Vogiatzis. We invite you to read this report to gain insight into the details and reasonings behind the largest transaction of this year. Click the document to read the full report and share your thoughts in the comments.

Significant Development in the Technological Sphere: Broadcom Acquires VMware The technological sector witnesses a crucial shift as China's market regulator gives a green light to Broadcom's takeover of VMware, after a suspenseful two-month hiatus. This industry-changing move triggers notable ripple effects. Concerns of looming price wars are escalating, whilst employees anticipate the eventual impact on their status. As an experienced professional in the technological domain, I have observed that such strategic acquisitions often lead to a profound transformation in the industry landscape, underscoring the primacy of adaptability in this dynamic field. For an in-depth analysis of this development and its potential implications, please refer to the following article: https://lnkd.in/dr9bwpGd

Broadcom's strategy over the VMware acquisition is... interesting? Here is what we know about it so far: 1) Broadcom is taking over the top 2000 VMware customers direct 2) VMware partner program has been terminated - sub $500k partners are not expected to be invited to the Broadcom Advantage Program 3) 70% of VMware partners are increasing their focus on competitors (Nutanix, Citrix, Red Hat et.) Many draw similarities to Broadcom's previous acquisition strategy with Symantec: Maximizing short-term shareholder value by increasing profitability at the expense of the brand's image and long-term growth. "Broadcom cares about the install base, not future growth" - anonymous VMware employee The trustability of Broadcom in the eyes of its customers, partners, and employees is shattered. Even years after this, partners won't prefer doing business with Broadcom. This will bring many challenges in product/ecosystem development and new logo acquisition. But we all know that Broadcom does not care about that. _____________________ "...and I think a lot of people are very emotional because VMware crafted an amazing culture and people were emotionally bought into the company. Broadcom doesn't care about your emotions, it cares about the money." - Anonymous VMware channel employee #channel #broadcom