Here’s a deal that has “corporate synergies” written all over it. VMware and Google are working together to make four Google cloud services available to corporate customers of VMware’s vCloud Air hybrid cloud.
Google BigQuery analytics and Google Cloud Storage, as well as Google’s Datastore and DNS services, will be available via vCloud Air sometime later this year, with other Google services potentially coming later.
Depending on execution, both companies can claim a win here. [company]VMware[/company] gets four [company]Google[/company] services, including the powerful BigQuery analytics, to woo enterprise customers. Google gets to put some of its best and brightest IP in front of the enterprise cloud users it craves. Google needs a better hybrid cloud picture and VMware needs to prove its cloud can play with the big boys (or boy, meaning Amazon Web Services).
“These services will be integrated into vCloud Air just like any other service, and customers can use their Google services under their existing contract, paying for what they use,” said Mathew Lodge, VP of cloud services for [company]VMware[/company]. “The advantage is they get access to complementary services to what they already get on vCloud Air.”
Chris Rimer, head of partnerships for GoogleCloud Platform, noted that giving customers a single agreement to use both vCloud Air and Google services is a powerful thing. And, he said, “extending the benefits of Google Cloud to VMware customers is important to us.”
Win/win vs. AWS?
The two companies are also working to make the Google services manageable via VMware’s vRealize management tools. In theory, this would give administrators one place to manage both vCloud Air and Google cloud resources. This is important since [company]Amazon[/company] is making a big play to make both cloud and on-premises IT resources manageable from its dashboard.
The cloud ecosystem has gotten a lot more complicated as of late. Five, or even three, years ago, AWS was the only public cloud worth mentioning. Now Google and Microsoft Azure, in particular, are at least giving it a run for its money, while VMware hopes to draw existing VMware business customers — and there are a lot of them — to vCloud Air, which it paints as an enterprise-friendly cloud for mission critical workloads.
Those enterprise customers have a ton of data and I’d be willing to bet most of them already have a good way to put BigQuery to work. Being able to access that from vCloud Air, and having VMware as the support-and-service partner, would be a nice perk.
Of course, AWS isn’t exactly resting on its laurels — it’s adding enterprise features and functions to its cloud and working to persuade customers that AWS can work well in the hybrid cloud market.
Trying to overcome first-mover advantage
On its fourth quarter earnings call this week, VMware gave its first not-very-detailed peek into how vCloud Air is doing. It said the overall category of vCloud Air and SaaS products accounted for about five percent of total revenue, or about $85 million, for the quarter. As for GCP revenue? Last summer, Technology Business Research estimated that Google Cloud–related revenue for the year would be about $1.6 billion. But it’s really anyone’s guess since Google’s other businesses are so massive the cloud business numbers are probably not material.