It’s a busy time for virtualization giant VMware after Dell divested its 81% stake in the company to create an independent software company with a market value of over $60 billion. What’s next after the company charted its own course for the first time in nearly two decades?

Two main themes are expected to dominate – the importance of multi-cloud and a shift away from licenses towards growth on a subscription/ARR basis. At the time of the demerger in November, Sandy Hogan, VMware SVP of the company’s Worldwide Partners and Commercial Organization said:

As a standalone company, we will be better placed to build an even broader, more resilient ecosystem across all cloud and on-premises infrastructure providers… Multi-cloud is and will continue to be at the core of what we do; We predict that multi-cloud will be the ubiquitous operating model for digital businesses in the next 20 years. The need for partners and the connected ecosystem has never…

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