VMware bought Pivotal last year for $2.7 billion, and it acquired Heptio for $550 million in late 2018. At
VMworld 2019 event, the vendor unveiled its overarching Kubernetes portfolio called Tanzu, which included both acquisitions plus Bitnami, which it bought for an undisclosed amount last May. And earlier this year, VMware embedded Kubernetes natively into vSphere, which allows developers and IT teams to use a single platform to manage both legacy workloads built on virtual machines (VMs) and newer, containerized apps.
Wavefront, meanwhile, is VMware’s cloud-native monitoring platform with microservices capabilities that it acquired in 2017.
While its Modern Applications unit is another one where VMware doesn’t break out specific revenue numbers, Gelsinger echoed Rowe’s statement about that part of the business beating Q1 expectations. He said he expects its Kubernetes portfolio to be “the most critical product area for us over the next couple of years.”
“The whole Tanzu business area performed well in Q1 overall ahead of our expectations,” he said. “We’ve seen it starting to come into our big deals as well. Five of our top 10 deals this quarter included Tanzu.”
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