Over the last couple of years the buzz and expectations around the Virtual Desktop market have increased steadily. One of the questions that I am asked frequently is how big the market is and who has the biggest share of it
Given how blurred the line between Legacy App Publishing and VDI has become, it is not an easy task to figure this out. Also, as a VMware employee I cannot share sales figures outside of what is publicly discussed by our management team in the analyst calls. Earlier this month I ran into this market research (Hard Field Data on Virtual Desktop ROI & Adoption) from Morgan Stanley which analyses the state of the VDI installed base which is a good way to look at it as it shows what is being deployed in the customer base. Please contact Morgan Stanley for the complete report. Here is the main chart about current deployments:
The market looks evenly split between VMware and Citrix.
—– Update —-
Joe in the comments below mentioned a 60%-30% split in favor of Citrix.
I re-looked at the Morgan Stanley report and found a reference to revenue model, not installed base that goes like this:
I added this for completeness.
As I said above, revenue is hard to model right now because VMware does not split it out and Citrix has been running a trade up program that blurrs the lines between app pub and desktop virtualization. Right now, I am more interested into what customers deploy which is reflected in the two charts above and in this Morgan’s summary
Note the clear preference that customers have for VMware for their VDI back-end.
—— end of update ——
I will share more third party data as I run into it.