35 percent of VMware workloads expected to migrate elsewhere by 2028

7 hours ago

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VMware is expected to lose a significant portion of its business over the next three years due to changes implemented by Broadcom post-acquisition.
Broadcom's shift from perpetual licenses to subscriptions and bundling products into fewer, more expensive SKUs has alienated many customers, especially small- to medium-sized businesses.
Hyperscalers like AWS can no longer resell VMware subscriptions, leading to an anticipated migration of 35% of VMware workloads by 2028.
VMware claims the changes aim to ensure consistency and offer customers 'flexibility and choice,' while also driving more direct sales to Broadcom.

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