Each year, the Partners of VMware are treated to a sneak peak at some of the announcements coming this week. Below I will not share anything that hasn’t already been since announced or is not already publicly available.
First speaker was:
Carl Eschenbach, EVP VMware
He spoke on the theme of this years show:
Cloud computing is real, but you have to go down virtual roads.
1) Industry is changing
Year in review:
– Updated Systems and Tools – Partner University 2.0 in 9 languages
– Enhanced Partner Network
Jeff Casale, SVP GM Americas
Jeff is a recent acquisition for VMware from EMC, where he was for 16 years. He’s been at VMware only 45 days. His first impressions:
- Major land shift in cloud computing.
- The “Foundation” is virtualization.
- 3k partners here.
What he’s heard so far:
– He’s hearing clear alignment and that VMware listens.
– Sees great speed and velocity.
– Customers say VMware under-promises and over-delivers.
3,500 Partner Competencies in 2010, 111k Certifications in last year
85% of VMware’s revenues through Partners
$20k license sale = $300k solution sale for Partner.
Next up was
Paul Maritz, CEO VMware
During 30 years in the industry, he’s seen two major transformations:
– 1996 Microsoft client server
— What’s the 3rd transformation?
While Paul can be forgiven by being a decade anachronous about client server happening at Microsoft in 1996 — we saw it at Sun in the mid ’80s — his approach is compelling.
He describes the work at VMware:
New technologies and business processes. Half a $B in research. New functionality and taking capabilities down the price curve as competition increases.
Rick Jackson, CMO
The trend is: IT as a Service (ITaaS will be discussed in the 2nd day’s VMware keynote)
IDC reports that we’re past the tipping point: 2009 now more applications deployed on virtual servers than physical
IT production (cost efficiency) -> Business production (Quality of Service) -> ITaaS (Business agility) via Cloud Computing Infrastructure.
With open standards and freedom of choice, ITaaS = Optimizing IT production, for business consumption.
This means: existing apps, new enterprise apps, SaaS apps
The New Stack:
Cloud Infrastructure and Mgt, Cloud App platform, End user Computing (not desktop-centric)
– VSphere, vCenter, vCloud Director, vShield — 27% CAGR
– Spring, vFabric, Hyperic — 39% CAGR
– View, Thin App, Zimbra, Horizon — 40% CAGR
IT market : 3.1% growth
SW : 3.8% growth
Vittorio Viarengo, VP End User Services
View 4.5 is shipping this month with offline, follow me, and mobile mode.
Desktop -> interaction going to devices, computing is going to DC (VDI), computing/apps going to the cloud.
Indeed, 75% of computing is moving to cloud.
VMware intends to Modernize Desktop:
Better experience: beyond PC, simplicity, instant gratification, multiple devices
Project Horizon will be a new approach to end user computing: what user gets, where, with how much security.
Doug Smith, Global Channel Chief
Talked about Lighthouse Projects – beta competencies for Partners. 3,500 Partners achieved Competency. Solution Enablement Toolkit (SET) provides Sales and Marketing tools, Infrastructure tools, lab tools, Solution tools.
Example: MS Exchange on VMware Competency in the Infrastructure Virtualization area.
All in all, a great kick-off to the week in San Francisco for VMworld.
Thanks for coming along.