So it is prediction time again - a practice I am not keen on, but which provides a fun diversion for the silly season.
But before I attempt the foolhardy mission of predicting 2012, I
thought I would attempt the even more foolhardy mission of looking back to see how I did with last year’s predictions.
Let’s take them all one by one (you can see them stored for posterity on VMBlog.com, 7-11: 7 Virtualization Predictions for 2011):
- "Virtual Stall" will continue to be a major challenge for the majority of organizations
I think I did well here. Despite a small but sustained cadre of
naysayers, virtual stall continued to be a major issue for
virtualization in 2011. As recently as November, ReadWriteCloud wrote about virtual stall, while the Vanson Bourne (vendor-sponsored) ‘V-Index’ from September showed virtualization penetration still hovering around 40% – exactly where Gartner put it at the beginning of the year
(sub req’d). So not only has virtual stall persisted, it may even have
increased, and certainly shows no sign of abating any time soon.
Verdict: CORRECT
- Automation will be the hottest topic in virtualization
Automation was hot for sure, but many other options could have been
hotter. Cloud was certainly top of mind, so much that ‘vanilla’ server
virtualization is rapidly becoming almost irrelevant. Desktop
virtualization also attracted a lot of attention, but seems to be more
noise than action (see below). ‘Orchestration’ is gaining heat, but in
most cases is just a synonym for ‘automation’. Still, as the focus moved
decidedly from virtualization to cloud, automation was absolutely a hot
topic - you simply cannot do cloud without it. So this prediction could
easily go either way.
Verdict: PUSH
- Virtualization will become much more heterogeneous
I was absolutely on target here. As Andreas Groth pointed out in his recent blog,
survey data from July shows VMware sliding in server virtualization
penetration from 78% to 59%, while Microsoft gained from 38% to 53%, and
Citrix XenServer doubled from 9% to 18%. Especially since Microsoft & Citrix joined VMware at top of Gartner's Magic Quadrant for the first time this year, expect this trend to continue. Meanwhile the IDC MarketScape for Desktop Virtualization 2011 report from June still lists Citrix as the only vendor in their “Leaders” category, but VMware clearly gained significant inroads as the backend for VDI deployments. No doubt I was on the money here.
Verdict: CORRECT
- 2011 will not be the year that endpoint virtualization finally ‘breaks through'
I was 100% right here - and I hate that I was, because I really want desktop virtualization to succeed. Unfortunately, despite some significant sized deployments, Computer Economics research reported in CIO Update
shows a stagnant market where the vast majority (72%) are at best
‘considering the viability’ of desktop virtualization, or at worst
reporting ‘no activity’. Moreover, the significant consolidation of
vendors in this space (see below) indicates ongoing revenue difficulties
and a very soft market. Desktop virtualization is a great technology,
and I back it fully, but there is no doubt that 2011 was not its
breakout year. Anyone for 2012?
Verdict: CORRECT
- Private cloud will be the #1 ‘management by magazine' topic
This is another outcome that is hard to call. At the time of writing,
Google news search for 2011 shows 2,730 results for “private cloud” vs.
1,790 results for “public cloud” - but “big data” returns exactly the
same (weirdly enough), “virtualization” returns 6,220, “social media”
returns 70,700, and “iPad” returns a whopping 238,000 (meanwhile
“devops” returns just 101 results). However, it is unclear to what
degree this translates to management demands for deployment, as I
predicted. The private cloud hype was immense and the clamor from
management to deploy it was deafening, but I cannot claim an undeniably
victory on this one.
Verdict: PUSH
- The acquisition of niche tools by large vendors will increase
This one was pretty obvious. And indeed, since I wrote that
prediction, CA Technologies acquired WatchMouse, ITKO, Base
Technologies, and Torokina Networks; Citrix acquired Cloud.com, Kaviza,
RingCube, ShareFile, and App-DNA; VMware acquired NeoAccel, WaveMaker,
PacketMotion, Shavlik, and Digital Fuel; and a swathe of niche tools
were also snapped up too, like Akorri (bought by NetApp), dynaTrace
(Compuware), Hyper-9 (Solarwinds), Altor (Juniper), OpsSourse (Dimension
Data), Gluster (Red Hat) Pancetera (Quantum), CloudNucleus (Vembu), RNA
Networks (Dell), CloudKick (Rackspace), and newScale (Cisco). This was
always a no-brainer, so while clearly correct, I take no great pride in
it.
Verdict: CORRECT
- The failure of standalone niche virtualization tools will increase
It is hard to see when vendors go out of business. Mostly they do not
fail outright, but rather are snapped up by other vendors for pennies
on the dollar; they reinvent themselves (e.g. from ‘virtualization
management’ to ‘cloud management’); or they reposition their technology
in an attempt to access adjacent markets. I do not doubt that the many
smaller vendors that have drifted from sight or been acquired have
actually been failing. Indeed, I know that some of the transactions
above were certainly in one of these categories. However, without any
evidence (at least not that I can publish), I cannot claim 100% on this.
Verdict: PUSH
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I did pretty well last year - of 7 predictions, 4 were correct, 3 were a push ... too accurate to be an analyst :)
Overall, I think I did pretty well last year. Out of the seven
predictions, I got four unequivocally correct, and three were a push -
although admittedly many were not exactly ‘going out on a limb’.
Reassuringly - and perhaps surprisingly - none were way off the mark.
With a success rate of over 50%, I may have been too accurate to be an analyst (I kid, I kid!), but not too bad for a workaday strategy and marketing guy from a big software vendor.
Coming up, I will stare into my crystal ball again, and ask the
strange upside-down dude that stares back at me just what the future
holds for 2012! Stay tuned for more prediction hilarity!
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This post was orginally posted at PleaseDiscuss.com