Broadcom has revised its strategy, now primarily focusing on the top 500 VMware users rather than the initial 2,000, acknowledging the growing competition and licensing frustrations.
Alastair Edwards described the change as a 'definite re-think,' emphasizing the company's aim to counter potential migrations by enhancing customer experience with VMware's offerings.
Reza Honarmand from TD Synnex noted Broadcom's responsiveness to feedback, highlighting their willingness to adapt strategies, which is seen as crucial in today's dynamic tech environment.
Denise Millard from Dell observed that VMware customers are increasingly placing inquiries about alternatives, indicating a shift in focus rather than an outright mass migration.
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