VMware Explore: Partners Hope for the Best with Broadcom Acquisition
… the current situation with transitioning to Broadcom, they have to expand their skills set and they have to expand their portfolio, and that’s what’s happening. And it’s our reality being in the cloud.”
Dizzion is building on multiple hyperscalers using VMware technology to deliver cloud services, Prather said.
“We’ve been multicloud focused since 2018,” he said.
VMware’s ‘Rich’ Partner Ecosystem Will Likely Continue After Broadcom Acquisition
Also at VMware Explore, we spoke with Zia Yusuf, VMware’s senior vice president of strategic ecosystem and industry solutions. He said despite the pending Broadcom acquisition, the “$13 billion business that VMware has that is deeply integrated into a very rich ecosystem of partners and has been for a while, likely will continue to do so.”
“I don’t see a world where that’s very different from that perspective,” he said. “And then we’ll have to see how that evolves and so on. But I think our success will continue to depend on a profitable, growing, passionate ecosystem of partners of various types.”
In the meantime, it’s not just business as usual, but “business at great speed and disruption,” Yusuf said.
“Many of our partners have their own relationship with Broadcom,” he said. “We’re driving our business, as is VMware in general. And as stones turn over the future, we’ll see what it brings and we’ll adjust. But we’re confident in our strategy. We’re confident in our engagement with our partners. We have a perspective on what it takes to be successful in a software ecosystem, and that’s what we’re architecting and trying to do.”
Yusuf said VMware is on a SaaS and subscription journey. But he isn’t sure how that could be impacted by the Broadcom acquisition.
“We’ve been on it for a couple of years,” he said. “You’ll see it accelerating in the sense of more products like vSphere+ and vSAN+, more products that are subscription- and SaaS-based. You’ll see it by the kind of announcement we made with Microsoft where that drives annual recurring revenue (ARR) because we can sell it on our paper and so on. It’s happening and we’ll see what happens next year.”
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