This IDC Flash focuses on VMworld Europe 2015 Europe held in Barcelona on October 12-15, taking place at the backdrop of one of the most significant IT industry developments: the Dell-EMC merger. VMware was keen to reassure customers, channel partners, and other ecosystem players that this deal will provide the company with new business opportunities, especially in Dell's stronghold midmarket segment. Executives also pointed out that VMware would maintain its autonomy as a publicly traded company to continue implementing its outlined road map.
Based on discussions with VMware executives and their keynotes, IDC concludes that:
- The software-defined datacenter (SDDC) vision is starting to gain momentum as it evolves from being a pure vision when it was launched three years ago. This is driven by the new iteration of VSAN (6.1) with data services, as well as progress in software-defined networking (NSX) and security at the abstraction layer. VMware is pushing its security-first approach and also competes on network function virtualization (NFV). In some cases, it managed to outpace pure storage and networking players in facilitating secure, VM-aware network and storage resources for a highly scalable, software-defined infrastructure.
- VMware dedicates many key resources to building new solutions that act as a bridge between traditional IT infrastructure and the new DevOps-like, agile infrastructure ready for cloud-native and mobile-native apps. As many European organizations look to bridge this gap between the 2nd and 3rd Platform architecture, they adopt a phased approach to digital transformation by setting aside a portion of their IT budgets for innovation projects while maintaining core workloads on traditional infrastructure until digital projects solidify and stabilize.
- VMware's growing commitment to open source (free version of its new container-friendly Photon platform) and a hybrid ecosystem (supporting all public clouds) demonstrates its flexibility to remain relevant in the new cloud and mobile-defined IT era.
- Surprisingly little focus was given to EVO:RAIL and Rack this year, and executives and partners admitted that this hyperconverged solution did not take off as expected due to pricing issues and lack of differentiation between vendors. However, the latest upgrade to EVO 1.2 is expected to solve some problems of customers and partners and has been well received.
- VMware should not dismiss the anxieties of its customers and partners as the Dell-EMC merger unfolds and its wider impact. While its IT bridging strategy will resonate with many European customers, much of its 3rd Platform innovation is coming as a reaction to industry developments (containerization), suggesting a slowdown in VMware's innovation pace. As a virtualization trendsetter, VMware's core strength was more in leading the vision to the future of IT than catching up with industry trends. It must keep this momentum of innovation and its agility to remain relevant beyond the 3rd Platform era.
Application management, Hybrid clouds, Hypervisors, IT operations and implementation, Messaging security, Networking virtualization, Public cloud services, Storage area network, Virtual machine software, Virtual private network products, Virtualization