Citrix recently reported Q2 2011 earnings, which was accompanied by the customary Q&A session for analysts. It’s somewhat puzzling to see the Citrix CFO admit that they are not focused on server virtualization. In fact, he even jumped at the chance to praise Hyper-V. Here is the excerpt:
Bradley Whitt – Gleacher & Company, Inc.
I was curious if you’ve seen, notice any reaction from your customers and prospects to the VMware pricing changes on VSphere? And curious whether you’re seeing more Xen downloads, that type of thing?
We have. We’ve seen an uptick in downloads as well as direct inquiries coming in based upon what they did with their licensing. And we’re not headlong into the server virtualization space. And obviously, we’re doing well with that platform across desktop and networking and now in the cloud platform. But it’s not a focused go-to-market for us. So I’d say probably Microsoft with Hyper-V and System Center has probably seen a much bigger uptick as a result. But we have seen greater interest in XenServer.
Admittedly, Citrix is in a tough spot — they have to choose the path of least resistance, which in their case means de-emphasizing and cutting products and solutions that compete with their biggest partner. Given this revealing perspective and the open source community shifting to KVM, it’s hard to see a future for XenServer.
Transcript from Seeking Alpha.