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VMware’s To Address Licensing SNAFU?

VMware is set to announce their Q2 earnings on July 19, 2011 at 2pm. There are rumblings and rumors going around that VMware will address the licensing concerns of their customers potentially on this call. It’s hard to gauge whether this will happen. Part of me thinks VMware knew the risk and the small uproar their new licensing model would create, and accepted that risk and moved forward. Part of me also thinks EMC had a lot to do with the new licensing model in order to create more revenue and VMware is now second guessing that decision and may change the model. It’s certainly a good opportunity to address the problem on this call. The question is, does VMware see it as a problem?

Thoughts?

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