Navigating the Shifting Sands: Mergers & Acquisitions in the EUC Space
It's always good to connect and share some insights from the ever-evolving world of technology. Lately, I've been fielding a lot of questions about the flurry of mergers and acquisitions (M&A) we're seeing, particularly in the End-User Computing (EUC) space, and wanted to share some thoughts on what's happening.
What's Happening in the Market?
To put it simply, there's a lot of movement. We're seeing continued change across the marketplace, affecting everyone from system integrators and managed service providers to the vendors themselves.
Private equity firms are active players, looking to acquire and reshape different organisations. We saw this with Broadcom's acquisition of VMware a couple of years ago, and more recently with companies like SolarWinds. This isn't just boardroom talk; it has a real flow-on effect for customers and partners.
The Ripple Effect on Your Organisation
These M&A activities create significant ripples that many organisations are now feeling. One of the most immediate impacts we're seeing is on licensing and subscription models.
Customers who have relied on specific infrastructure, like VMware, are now navigating major shifts. What does this look like in practice?
Licensing Model Changes: Many are moving from a perpetual license model to a subscription-based one.
SKU Adjustments: The product offerings and bundles are changing, which can complicate procurement.
Price Increases: At renewal time, many businesses are facing unexpected price hikes, directly affecting operational costs.
This uncertainty is causing a lot of our customers to take a step back and re-evaluate their current technology stack.
Is It Time to Re-evaluate Your Strategy?
This period of change presents a valuable opportunity. It's a prompt for IT leaders to look closely at their existing toolsets and ask some important questions:
Are we still getting the best value from our current technology partners?
Do our tools still align with our long-term business goals?
Are there more efficient or cost-effective alternative solutions available in the market?
Taking the time to re-evaluate now can help you adapt, find better-suited solutions, and potentially reduce operational costs down the line. It ensures your organisation remains agile and isn't caught off guard by industry shifts.
Let's Connect and Chat
These are complex issues, and the right path forward is different for every organisation. I'm always keen to hear your experiences and thoughts. What challenges are you facing with these changes? What strategies are you considering to navigate this new landscape?
Let's start a conversation in the comments below.
Cheers,
Craig
