Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from Phil Winslow - Credit Suisse.
Phil Winslow - Credit Suisse
Just two quick questions, first David, maybe I missed on the call, but I wanted to get the number for what a XenApp license has increased or decreased year-over-year? Then, Mark, just a question about XenDesktop in the pricing structure, you’re including a full version of XenApp and there I just want to get a sense, as you think about this market, how much of this is sort of a story of just increasing penetration, and versus potential cannibalization of XenApp as XenDesktop starts to growing kind of how you balance those two?
David Henshall
Phil, let me take the first part. I didn’t give that number out on the call it’s just simply because it’s becoming less and less relevant as customers are looking to engage in both desktop and App. For continuity, for your modeling purpose, just too much it was down year-over-year in the mid-to-high 20s.
Mark Templeton
Yes, the Enterprise and Platinum editions of XenDesktop4, licensed on a user or device basis, do include full XenApp rights for that user and/or device that is assigned the license. This is, first of all, it’s different from XenApp, which is licensed on a concurrent basis. So that gives customers, just for the XenApp piece of it a choice among all of those licensing models.
Secondly, the strategy here is pretty simple, and that is overall, for virtualization at the desktop, we’re trying to drive the overall primary market to grow into the potential that companies like Garner talked about. I think, recently they had a report that said, they expect about 50 million units, over $65 billion in total revenue by 2013, and that’s going to take products that are innovative, that are designed for broad licensing and usage in the enterprise and by adding XenApp to XenDesktop, we’re enabling that.
The second piece of the strategy is, to make sure that we participate in this market as much as possible and Garner the largest share, and we’ll do that by really leveraging our install base, which is what the trade up program is designed to do, giving our customers that want to move forward to full desktop virtualization a real easy path to do that, as well as a program and trade up that allows us to address, to recapture the XenApp base that is on expired SA.
- To read the full transcript on Seeking Alpha, click here »





