At Explore, VMware cedes cloud-native ground for multicloud – but it’s still firing on all cylinders

Article for SiliconANGLE by Jason Bloomberg

Historically, VMware Inc.‘s VMworld conference was one of the big three enterprise tech conferences, along with the RSA Conference and AWS re:Invent, that was large enough to transcend its primary sponsor, thus becoming one of the must-attend conferences of the year.

In contrast, this week VMware hosted the newly renamed VMware Explore conference – about one-third the size of the last pre-pandemic VMworld show. About 100 vendors exhibited, with most having a partnership or other salient tie to the host vendor. (* Disclosure below.)

Nobody, it seemed, had a good answer as to why the company would change the name of its flagship conference. And sloughing off the brand equity of the VMworld name wasn’t even the only head-scratcher from VMware at the conference.

VMware cedes its cloud-native leadership position

Perhaps the most noticeable change in VMware’s marketing strategy was how the company downplayed its cloud-native story in favor of a multicloud strategy.

Cloud-native certainly remains important to VMware. Its Tanzu suite of products helps developers, DevSecOps and ops personnel run and manage Kubernetes clusters across public and private clouds – and is thus unquestionably cloud-native.

Instead of Tanzu taking point in VMware’s innovation strategy, however, multicloud moved into the company’s strategic vanguard, pushing cloud-native to the rear.

This shift in perspective will likely herald a missed opportunity for VMware. Instead of making virtualization part of its cloud-native story, it hopes to make cloud-native part of its traditional virtualization-centric way of seeing the world – thus limiting its mindshare among its target audience.

The result is that VMware is ceding its leadership in cloud-native to other vendors, instead placing its chips on multicloud – a concept that the VMware audience understands broadly but remains unclear on the specifics.

Read the entire article here.

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