How VMware’s End-User Computing Has Been Performing



VMware’s EUC license bookings grew 40%

Earlier in this series, we discussed the performance of VMware’s (VMW) NSX in fiscal 3Q18. Let’s look now at VMware’s EUC (end-user computing) performance in fiscal 3Q18. EUC license bookings grew 40% on a YoY (year-over-year) basis in fiscal 3Q18. Nine of the top ten deals included VMware’s EUC offerings. Mobile businesses, including Workspace ONE and compute bookings, drove the growth in VMware’s EUC business.

Total compute bookings grew 11% with computing licenses reporting mid-single-digit growth on a YoY basis in the last quarter.

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VMware’s strategy to empower EUC

EUC offerings include desktop virtualization and mobile management. By simplifying access and app (application) management, integrating endpoint management, and transforming Microsoft (MSFT) Windows delivery, EUC offerings are empowering the digital workspace.

Workspace ONE is VMware’s digital workspace platform that integrates EMM (enterprise mobility management) with identity and digital workspace capabilities. VMware Workspace ONE is powered by AirWatch. AirWatch, a SaaS (Software as a Service) offering, is part of VMware’s end-user computing. Earlier this month, the company was named a leader in EMM by Forrester Research for 4Q17. The above chart by IDC (International Data Corporation) shows the position of VMware in response to other leading players; namely, International Business Machines (IBM), Blackberry (BB), and Citrix Systems (CTXS) in the EMM space.

VMware intends to enhance security features of EUC and computing by providing MFA (multi-factor authentication) and AppDefense to EUC and computing, respectively.

Currently, VMware’s Verify mobile-push is the MFA solution available with every Workspace ONE license. AppDefense’s aim is to equip a company’s core virtualization software against dangerous malware such as Petya, WannaCry, and other cybersecurity threats.


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