Both Microsoft and Citrix released their Q2 results recently.
Citrix PDF

Vmware Transcript

I am no financial expert but it appeared that Vmwares licensing revenue dipped quite a bit more than Citrix’s did but their services revenue went up enough to cover the loss in licensing.  This is pretty interesting for partners of both companies.

I am looking forward to what happens in Q3&Q4 with the introduction of XenServer 5.5.  Will it finally be able to erode more of the enterprise server virtualization space?

What really shocked me was the amount of commitments for Citrix XenDesktop, their desktop virtualization platform of over 1000 seats.

Your thoughts?