I have been attending VMworld for 13+ years and always enjoy the event as well as meeting with old friends while making new ones. This year VMware did a commendable job positioning its customers front and center. In fact, during the keynotes and breakout sessions, VMware employees stepped to the sidelines and let the customers tell their stories and echo the VMware value propositions. A true sign of how the market has matured.
As it pertains to workspaces, I remain fascinated by this market. The business ideas and technology are fun to follow…and we are just getting started. This year I returned home to the office with these 3 observations:
- Horizon? AirWatch?....Workspace ONE. Workspace ONE was introduced in 2016 and to VMware’s credit, the solution at the time was more of an idea to start a conversation with customers and condition sales teams. Now Workspace ONE is very real and contributing significantly to the success the EUC team is having, as demonstrated in the company’s latest earnings with EUC license bookings for the quarter up over 20% YoY. It’s also important to note that while the AirWatch name and brand still exist, the AirWatch Connect event has been rolled into VMworld, and AirWatch (the functionality) is inclusive (down to the code) of Workspace ONE.
- UEM (unified endpoint management) is up for grabs. Managing Windows, MAC, and Android across a variety of devices, networks, and identities is a dynamic that nearly all businesses are facing. VMware Workspace ONE is essentially looking to become the mobile and desktop management solution, but how IT shops balance a unified approach with best of breed is TBD. I spoke with one end-user who uses Workspace ONE to manage mobile devices, but uses Microsoft SCCM for Windows 10 devices. Google is entering this game too with Chrome and Android management, but I still hear mixed feedback on Windows Intune and I have to believe companies like Ivanti can make a go in this space.
- Fewer devices. I spent some time and rolled up my sleeves with Samsung DeX. The PC-like experience from a phone is going to rapidly change the way some people work. Docking the phone to pull up a functional desktop that will suffice for many workers, plus projecting a full Windows experience utilizing VMware or Citrix is impressive. The solution then gets very interesting when you couple it with how the wireless carriers could go to market. Think about it...small-business person walks in the store with a laptop, image gets moved to a hosted environment, and customer walks out with a phone that can display their PC image. The potential here is something I will be watching closely.
Three years ago I questioned the EUC business and how committed VMware was. Today I see a motivated EUC team, growing toward a $2B+ business with happy customers. The EUC business unit has the additional benefit of the Dell Technologies sales teams and Dell financing that will help them win deals, rattle the competition, and make investment decisions easier for customers. Check back soon for more insights as I head to Microsoft Ignite at the end of the month.