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VMWare has been dying a death of 1000 cuts for years. It's been passed around to now the third owner. They created an entire market and have been watching it er

by Hilift 2y ago

VMWare has been dying a death of 1000 cuts for years. It's been passed around to now the third owner. They created an entire market and have been watching it erode away.

RedShift1 2y ago
VMware has been increasing revenue year after year [1]. That seems quite the opposite of dying? [1] https://www.netcials.com/financial-revenue-history-usa/1124610-VMWARE-INC/ https://www.netcials.com/financial-revenue-history-usa/11246...
- teitoklien 2y ago
  not if it keeps losing market share.
  - HPsquared 2y ago
    A rising tide makes the pie bigger. Something like that.
    - toyg 2y ago
      Is virtualization really a growing pie, these days? Big players eat everything, and they have their own solutions typically.
      - ChrisRR 2y ago
        VMware are the big players
        EraYaN 2y ago
        I think he means AWS/Azure/GCP and other hyperscalers.
      - HPsquared 2y ago
        The other possibility, if it's a shrinking market, is they are just strip-mining it.
- edude03 2y ago
  This is exactly the problem with optimizing metrics though. It seems like they’re getting more money from less customers but it puts them at might higher risk that those big customers will churn and tank the company which also increases as the price goes up as it will eventually hit a point where they can find something cheaper.
- throw0101d 2y ago
  > VMware has been increasing revenue year after year [1]. That seems quite the opposite of dying? And what have its profits been over the same time period? Also, how did maximizing numbers work out for Boeing?
- dreamcompiler 2y ago
  That's what enshittification looks like right before the company dies.