Will Broadcom’s VMware Strategy Keep Paying Big Dividends?
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Will Broadcom’s VMware strategy keep paying big dividends?
Four years ago, when Broadcom announced plans to buy VMware, analysts recommended that enterprises start looking for an exit strategy based on Broadcom’s less-than-stellar track record with prior acquisitions. The fear was that Broadcom would raise prices, reduce support, and stop investing in the technology. Some of those concerns have come to pass. Broadcom eliminated perpetual licenses, forced customers onto a more costly subscription model, …
According to a February 2026 CloudBolt survey, 86 percent of VMware customers actively reduce their infrastructure, but only 4 percent have completed the migration completely. Of those who relocate workloads, 72 percent switch to IaaS solutions in the public cloud and around 40 percent to Hyper-V or Azure Stack – most respondents chose multiple targets. Changing the VM platforms causes the problem with the Broadcom invoice. However, the more dif…
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