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Due to a significant decrease in revenue from vSphere software licensing, it appears as though VMware has peaked, and is now in a state of decline.
Since the majority of VMware products rely on vSphere as an underlayer, it's unlikely that the company's other offerings will be able to make up the difference. If you've spent the past few years specializing in and developing VMware skills, it's probably a good idea to start re-evaluating your future. Although the immediate forecast for VMware is still good, you're better off planning ahead so that VMware's decline doesn't affect your prospects.
Staying relevant in IT
One of the realities of enterprise IT is that technology has a long tail. This means that platforms deployed within the past few years will continue to be used for years to come, even if the technology itself becomes outdated. This is good news for those with vSphere expertise because a vSphere platform that was recently deployed will likely remain in use for at least the next few years, and may be replaced with another vSphere deployment when the time comes.
There are even organizations that have yet to make the transition to virtualization and that will require the assistance of a vSphere expert. Although the technology long tail prevents these valuable VMware skills from becoming immediately redundant, it does mean that the demand for these skills and the pay rates offered for them will decrease over time. Riding the long tail of VMware isn't viable for a 20-year career in IT, but the reduction of demand for VMware skills will not happen overnight.
Every so often, IT experiences a mass extinction event. The last extinction of note occurred 16 years ago when many IT systems were retired and replaced prior to Y2K. Many have speculated that the next event of this magnitude will likely be the Unix 2038 date bug. In the event that this comes to pass, VMware skills will be in high demand with commensurate compensation, not unlike the resurgence in high-paying Common Business Oriented Language jobs prior to Y2K. But 2038 is still years away, and you'll need to develop new skill sets to remain at the front of the IT charge.
Learning to embrace the cloud
One of the driving forces behind the halt in vSphere growth is the migration of workloads to the cloud. Providers like Amazon AWS and Microsoft Azure are building new applications on top of cloud services and existing applications are being migrated to these same platforms. If you're looking to take your career in a new direction, cloud services may be the way to go.
Both Microsoft and Amazon have training and certification programs to help develop and prove new skills. Now is a good time to look around your organization and identify which public cloud services your organization is likely to adopt or has already adopted to get a sense of which skills you should acquire. It will be far easier to get support for learning about the platforms your organization has chosen.
I recently spoke to an IT manager at a medium-sized organization in the process of migrating from on-premises infrastructure to Azure. He mentioned having difficulties with his existing senior engineer, who has yet to embrace the move to Azure and is instead planning for new on-premises infrastructure. As a result, the manager is looking for a new engineer who is focused on cloud. Unless his existing senior engineer is willing to get with the "cloud first" program, he has a limited time remaining with the company.
Improving your VMware strategy
Not every application will migrate to the public cloud. There are still compliance and cost reasons for keeping some applications on premises, which bodes well for vSphere experts. Keeping applications on premises gives organizations incentive to keep using VMware platforms and to retain VMware experts on staff. One way to protect the use of your on-premises VMware infrastructure is to make it easier to use. Part of the attraction of public cloud is the ease of consumption and consistency of use. There are a number of ways you can make your existing environment a good choice for new workloads, including introducing standardization and automation, delivering well-defined services, and making it easy to deploy new VMs.
After years of being the must-have technology, VMware's reign is coming to an end. Unless the company can reinvent itself, we've likely reached peak VMware. For most VMware specialists, this means it's time to focus on expanding their abilities in addition to their pre-existing VMware skills. In the interest of this, look around your organization to identify areas in which you can obtain new skills. Remember that a constantly evolving skill set is more valuable than the knowledge of one technology. IT is always changing, and you must change with it.
VMware embraces hybrid cloud as revenues dip