This past week I was out at AWS re:Invent. It was an interesting and exciting event. If you miss my post about the AWS Announcements at re:Invent, make sure you take a look. I also mentioned the VMware Cloud on AWS announcements at re:Invent as well on my last issue of Eye on VMware. One key validation I gathered is that more and more the Development, DevOps teams are defining the infrastructure. Serverless, Machine Learning and Artificial Intelligence is starting to gain popularity. This will change how our partners and customers design/deploy their infrastructure.
Last week VMware also reported its Q3 earnings and beats by $0.07. Update with guidance: Q4 guidance has revenue at $2.26B (consensus: $2.23B) and EPS at $1.62, which matches consensus. FY19 revenue expected to grow 10% on the year to $8.66B compared to the $8.39B consensus. License revenue, $785M (+14% Y/Y); Services revenue, $1.19B (+10%); unearned revenue, $5.6B; operating cash flows, $970M; FCF, $911M; cash and equivalents, $11.6B. You can find here the call transcript and slides. NSX grew 100% YoY, vSAN grew 150% YoY, EUC grew over 40%, Compute bookings were up 11%, Cloud Management bookings were flat.
vSAN #1 in HCI Spending
IDC Data Shows HCI Solutions Powered by VMware vSAN Represented the Largest Share of Total 1H2017 HCI Spending. The total value of hyperconverged solutions running VMware vSAN accounted for 33.3% of 1H2017 HCI market revenue, making HCI systems powered by vSAN the largest portion of the hyperconverged systems market. That 33.3% market share of HCI systems included VMware vSAN sold on servers through the vSAN ReadyNode™ program, a program with 14 different server ecosystem partners, and as fully integrated HCI appliances, like the Dell EMC VxRail appliances.
Serverless Functions and Functions as a Service (FaaS) running on VMware vSphere – Introducing the AWS Greengrass on vSphere Preview
Serverless was one of the most popular topics at AWS re:invent. VMware is now announcing AWS Greengrass on vSphere to allow customers to integrate using Lambda functions with other applications and services already running on vSphere. This gives customers another integration point between AWS and VMware. “By running Greengrass on-premises on vSphere, organizations will be able to closely integrate Greengrass, using Lambda functions, with other applications and services already running on vSphere infrastructure at the edge. Placing cloud services in the same locations where devices reside and data is generated will give organizations even greater capabilities to innovate and build intelligent systems that surpass what’s possible in the cloud, data center, or edge alone. AWS Greengrass 1.3 can share common local resources with other VMs (such as a GPU or serial bus), and organizations are able to manage the Greengrass VM Appliance using familiar tools and platforms such as vCenter, VMware vRealize Operations, VMware vRealize Automation, and VMware NSX.”
AWS re:invent 2017: Getting Started with Serverless Computing Using AWS Lambda (ENT332)
Below is from Linda Hummel, our Partner Enablement Manager:
December Dates To Remember
- Dec 8: Americas Partner Executive Forum
- Dec 7 & 14: How To Build A Better Cyber Defense Webcasts(partners & customers)
- Dec 7: A Unified Solution to Optimize, Manage, and Scale Infrastructure Webinar (partners & customers)
- Dec 8: Introduction to Micro-Segmentation w/VMware Education Services (partners & customers)
- Dec 13: VTSP-HCI Boot Camp in New York City
- Dec 13: EUC Ignite: AMER Partner Marketing Workshop
- Top Gun Tech Thursday (for Partner Technical Teams)
- Dec 7: AppDefense
- Dec 14: vSAN Sizing w/Practical Experience Demo
- Dec 21: User Environment Manager
- VTSP-HCI Virtual Boot Camps
- BETA Class: Dec 15-18/Kirkland, WA: VMware vSAN: Production Operations [V6.x]
- Upgrade to vSphere 6.5 Services IP
- vmLIVE Upgrade to vSphere 6.5 Webinar Playback (required for the Upgrade to vSphere 6.5 Deployment Incentive)
- NEW: VMware Cloud Foundation MOBILE Sales Briefcase
- NEW: Business-Critical Applications (BCA) and Databases MOBILE Sales Briefcase
- NEW Courses Available:
- Now Available: Q4 Quarterly Launch Briefing Videos
- vRealize Operations 6.6 On Demand Webinars (partners & customers)
- VMworld 2017 Session Replays
- VMC on AWS HOL is now LIVE
- AirWatch Training Course Schedules
- Virtually Speaking Podcasts
- VMware IT: Our Journey to a Private Cloud
- vRealize Operations Upgrade Center
- Announcing vRealize Network Insight 3.6 Blog and Cheatsheet
- VCF Planner with improved VDI Workload Domain planning
- VMware Cloud Foundation Quick Resources Page
- Terraform Provider for vRealize Automation – First Look
- VMware and AWS Expand Capabilities and Availability of VMware Cloud on AWS: Press Release and Blog
- 5 Things VMware Wants Solution Providers To Know About Its VeloCloud Acquisition plus Official Press Release
- VMware NSX for vSphere 6.3.5 is Now Available
- VMware AirWatch 9.2 Deep Dive: Part 1 & Part 2
- Reviewer’s Guide for Cloud-Based VMware Workspace ONE Series
- VMware vSAN Storage Policy Based Management Video
- vSAN Operations Playlist
VMUG Virtual User Conference 2017 – December 13th, 2017, 9AM-5PM
Now for a Summary of VMware News Update from this past week.
- Benefits of HCI Powered by vSAN – In this light-board video, Systems Engineer Simon Todd discusses the benefits of HCI powered by vSAN and why it matters in the data center. Learn how HCI can lower infrastructure costs, improve efficiency & performance and scale to accommodate your future needs.
- VMware and AWS Say Move Your DR Data Center to the Cloud – VMware and Amazon Web Services are beefing up capabilities of their joint attack on the enterprise hybrid cloud market – called VMware Cloud on AWS — including a new disaster recovery-as-a-service offering for enterprises with on-premises data centers and a new availability region.
- VMware Hybrid Cloud Extension for VMware Cloud on AWS – VMware announced a preview of VMware Hybrid Cloud Extension service (previously known as HCX Technologies) as an add-on service to VMware Cloud on AWS. VMware announced the initial availability of Hybrid Cloud Extension at VMworld 2017 Europe, with VMware’s Cloud Provider partners IBM and OVH. .
- AWS Jumps On Managed Kubernetes Train with EKS – Amazon Web Services (AWS) today rolled out its own managed Kubernetes service called Amazon Elastic Container Service for Kubernetes (EKS). AWS has been setting the stage for its Kubernetes move for several months. Reports surfaced over the summer that AWS was “feeling threatened” by Kubernetes’ popularity “and they don’t own it.” Then in August, AWS joined CNCF as a platinum member, linking the move to the growing use of CNCF projects running on AWS.
- Deployment models for vSphere Content Library – When talking to customers about vSphere Content Library deployments, one question I normally get is how best deploy Content Library for optimal workload deployment, especially in scenarios where remote or branch offices are involved? There are two main deployment models for vSphere Content Library as the title has alluded to. The main difference between the two
- NetFlow on Physical switches with vRealize Network Insight – With the release of vRealize Network Insight 3.6, the flow analyzer inside vRNI now supports external sources for NetFlow. This article will get you started..
- Micro-segmentation For Dummies, 2nd Edition – Data center threats are more sophisticated than ever. Do you have the security solution it takes to protect vulnerable information? Download the updated version of “Micro-segmentation for Dummies” to learn more
- OpenStack and Kubernetes Better Together – Virtual machines and containers are two of my favorite technologies. In today’s DevOps driven environment, deliver applications as microservices allows an organization to provide features faster. Splitting a monolithic application into multiple portable fragments based on containers are often top of most organization’s digital transformation strategies. Virtual Machines, delivered as IaaS, has been around
- eBook: VMware vSphere 6.5 Host Resources Deep Dive – The VMware vSphere 6.5 Host Resources Deep Dive is a guide to building consistent high-performing ESXi hosts. Written for administrators, architects, consultants, aspiring VCDX-es and people eager to learn more about the elements that control the behavior of CPU, memory, storage and network resources.
- IT transformation Serverless Life Beyond DevOps with New York Times CTO Nick Rockwell Podcast – StorageIOblog – Podcast discussion with New York Times CTO Nick Rockwell discussing Business, IT and Digital Transformation, software development, metrics, serverless, DevOps.
- Get smart with these 35+ free self-paced eLearning courses from VMware – VMware currently offers free self-paced eLearning courses in the below languages, with more releasing soon.