Thread regarding VMware layoffs

HyperCloud for the win, no make the supercloud, no make that devopsaihypersupercloud!!

For Fs sake, give it up vmware.

Just be virtzilla, accept your identity.

Dell and SilverLake will hire Tom Krause as CEO

@1hmu+1ppMTyqh Very correct, VMware has to stop trying to create imposed hypetrains but rather work on the legacy, and also this is just where I don't agree with you, focus on the hybrid cloud model by merging various stacks that supposedly try to do the same thing.

This however requires a lot of fat trimming, introducing accountability, reducing elitism, and not letting the minority handle the bulk of the load within the R&D teams that is brewing for years now.

Filling one's day back to back with meetings where no work is done and a very suboptimal solution is not a job. And I have to say this, And this is done predominantly by the senior management which tends to cost more. I would have wished for a brighter future where humans only took decisions without getting their hands dirty but this is not a fairy tale, this is the real world.

The deal, that would be more likely to be closed which is assumed by the people who has the enough resolution of understanding of the world, will provide an extra buffer if 1.5 billion $ of which can provide VMware with enough time, resources to take the actions I have mentioned above .

I don't, however, think that it will be the case and rather will take half baked decisions that will achieve 30-40 percent of what Broadcom would otherwise achieve.

It's a numbers game, finance is brutal and not utilitarian but I didn't invent the current system and these are the facts.

If the deal with BC fails, VMware will be sold to other companies piece by piece. Basically, it's the same thing Uncle Tan intended to do.

OTOH, VMW was doomed to fail on it's own.
The cloud and cloud native strategies have failed over and over again, both because of inept management but also because of the strength of the ESX mafia and the mantra of keeping ESX included everywhere. Stacking things on top of ESX just isnt viable from a cost or technical standpoint in today's world.
Add bloated BUs, a bunch of DEI and OCTO fairy tales and a workforce where a lot of top talent has left and the future outlook was already very bleak.
Trimming a lot of the fat, abandoning the cloud and cloud native money pits and focusing on squeezing out maximum $$$ from the on-prem we-cant-migrate-away-from-ESX crowd is really the only play that makes sense. Squeeze out as much as possible for as long as possible.
Broadcom was the best thing that could happen to VMW. It will mean that the company will stay alive for longer than it would on its own.

“ There is no going back. You can never go home again.”

I go to the office everyday. And everyday I go back home.

Do not buy in to the lie. The cake isn’t real.

VMware has no shot at cloud anything. The cost of VMware on top of the already high native cloud prices has made it non viable from the beginning. Hock would have discovered the same thing that Pat G did: that it will take ten billion or more to get a competitive footing in cloud. VMware is legacy datacenter. That is what Hock plans to profit from for years. That is it.

If the deal doesn’t close VMW will have to run a similar playbook. s***show either way.

I don’t think earnings will be an issue for a recovery period if the deal crashes and burns. That is precisely why Broadcom would have to pay the 1.5 billion fee. Thats basically a year of VMW net income. They’ll spread that over the next few Q to cover losses caused by this and keep chugging along.

I do think however, that it will impact the overall strategy at VMW. The only thing I like about the BC deal was the notion that it would move VMW into a hybrid cloud space. VMW can’t beat GCP or AWS, but it can make I SUPER EASY to buy some elastic capacity from the services division and push your workloads across as needed.

There is no going back. You can never go home again. That's not the way any of this works. The damage has been done. VMW employees are demoralized. Sales staff is decimated. Software developers are steering a rudderless course into a sea of uncertainty. The company's revenue will take a huge hit.

MD will start shopping VMW to PE firms, probably piecemeal. Layoffs will be announced again, but likely with a different set of people in the group kicked to the curb. The cycle will start over again. Stop surfing The Layoff and get looking for a new job... said the guy surfing The Layoff.

No money to be made. Core sales here with BCOM offer. Not really sure when or how we get back to normal. Next 6 months will be ki-ler. Hope the incentives are there to retain some of us and make it through the next 2 or 3 quarters.

You literally can’t make this sh-t up. Clowns

I expect the deal to fail and i expect VMware to become a dumpster fire.

lol comparing to Qualcomm - they didnt want to be taken over, acted like the deal was done or pre-emptively laid anyone off

Just like Qualcomm crashed and burned after Trump saved them from the layoffs.

If the deal does not close, I can imagine the embarrassment in the Q4 earnings call when analysts start asking about company strategy and products roadmaps to Magoo and the puppet CFO. They will be looking at their shoes thinking of the $50M that did not happen while the Wall Street press has a feast for the ages. Not good to be a VMware employee if the deal does not close.

its hard to believe there are people who want the deal to fail thinking everything will 'return to normal'

It’s pretty messed up. Not much money gonna be made at this rate.