We know what’s going to happen.’ Prices are going to go up, service is going to go down,” Kurtz told hundreds of vendors, channel partners and others attending the Best of Breed conference in Atlanta. We lived through the Symantec acquisition. “We got a lot of customers that have called us (and) said, ‘Hey, I’m concerned about the Carbon Black acquisition. Saying he doesn’t “mince a lot of words,” Kurtz said many customers seem to be exploring their options following last May’s announcement that Broadcom intended to buy VMware. Kurtz, whose Austin, Texas-based company is a Carbon Black competitor, said the merger deal is obviously “huge” for the industry, assuming it’s finally approved by federal regulators who are now reviewing the proposed $61 billion transaction.īut he indicated his company is clearly a potential beneficiary of the proposed Broadcom-VMware deal, particularly since many believe the San Jose, Calif.-based Broadcom’s prior acquisition of security firm Symantec didn’t go as well as some customers and partners had hoped. CrowdStrike chief executive George Kurtz says his cybersecurity company is fielding inquiries from a number of VMware customers nervous about the pending Broadcom-VMware mega-merger now before regulators.Īt The Channel Company’s Best of Breed conference in Atlanta this week, Kurtz, who’s known for calling out rivals and others for their perceived shortcomings, was asked during a panel discussion his thoughts on the giant Broadcom-VMware deal, which would include VMware’s Carbon Black unit that provides cloud-native endpoint security.
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