VMware - OCT19 TSIS
The most recent enterprise spending intentions data for VMware was collected through ETR's proprietary TSIS (Technology Spending Intentions Survey) from 9/12/2019 – 10/18/2019 and was sourced from 909 CIOs and IT end users, which represent approximately $310B in annual IT spend. Further, of the 909 customers, 159 represent Fortune 500 organizations and 263 represent Global 2000 organizations.
In this report, ETR examines VMware's updated expected enterprise spend for 2H19 with a focus on performance among key customer cuts (Fortune 100/500, Giant Public + Private) across the vendor's product offerings in Infrastructure Software, Server, Virtualization, Storage and Cloud Computing.
Further, ETR investigates VMware's Net score among customers citing Positive spend for Public Cloud (AWS, Azure, GCP). The vendor's competitive landscape is also evaluated by exploring shared accounts with peers such as Docker and Nutanix.
In addition, ETR uses Drill Down surveys and VENN commentary to extract the qualitative reasoning behind the decisions to Adopt (or Replace) VMware directly from high-level end users. Finally, ETR reviews regression-based revenue forecasts and provides an outlook for VMware's 2H19.