"Many migrations are already under way, but not all will result in smaller Broadcom bills. When Broadcom gets a whiff of customers downsizing their VMware estates, it offers less generous discounts - or no discount at all."
"Migrating away from VMware before the October 2027 end-of-support date for its version 8.x products will be hard to achieve. Many users will therefore find themselves needing to reluctantly acquire VCF 9 to stay compliant."
"Those who choose to continue with unsupported software will likely face a license audit that, if it shows a user will need more entitlements, sees Broadcom offer software at list price or minimal discount."
A survey indicates that half of VMware users intend to decrease their usage of VMware products by 2028. Users express discomfort with Broadcom's strategy of offering only a complete private cloud bundle, Cloud Foundation 9. Concerns include the high cost and complexity of VCF 9. Many users are already migrating to other platforms, but some may face challenges in reducing costs. Compliance issues with VMware's version 8.x products may force users to adopt VCF 9. Others may delay migration until a hardware refresh, while some remain with VMware due to lack of alternatives.
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