Scott Davis spent seven years at VMware VMW -0.30% as its chief technology officer for end user computing. As he joins an emerging competitor, he says VMware’s cloud strategy is on course for more choppy waters.
“They’re trying to create buzz in different areas, but VMware has changed its cloud strategy constantly,” Davis says. “They’ve made many pivots.”
The problem for VMware, Davis argues, is that VMware reached the scale at which it needs to push a small number of large-scale, bottom-line moving products. But major customers using VMware today aren’t using it primarily in the area in which VMware and its competitors see the most growth, the cloud. Instead VMware’s virtualization tools still often operate in on-premise architectures. “The trends they developed seeded the cloud revolution, but they made a lot of missteps in the cloud. Now they need big solutions to be able to sell, but they have to maintain relevance, too.”