What is everyone’s opinion on vsphere and vsan? Do you think they are worthy enough for Broadcom to keep them as they are without a big cut? Or do you think part of R&D of these two orgs will also get cut?
6 replies (most recent on top)
In my humble opinion...SDDC is the main reason why BC wants VMW. They are gonna double down on SDDC.
Sadly SDDC was a thriving business before the pandamic but someone at the top ki---d it too fast and too early.
Let's see.
vSAN is a dumpster fire, and any revenue recognized with it is based on the price bundling shenanigans VMW is famous for. I see it getting scuttled or sold once Broadcom takes over.
Do you know anything about vsphere?
VSAN pulls in close to a billion revenue per "quarter" with around less than around 600 people in the group. What is there to trim?
@lno+1hVV4pYf
I was told that roughly 50% of vmw’s profit is from vsphere alone with only 2k employees in the org. Isn’t that lean enough already lol?
i think they would keep them, just would cut the fat... and you already know... even without broadcom, both of them could do with a some fat trimming