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by nunez 757 days ago
There are lots of details missing. VMware had a crazy amount of product and support SKUs. It is possible that they were vastly underpaying relative to what they should have been licensed for. Also, 24k VMs is a lot but core count is what matters. They could have been running that compute with insane overprovisioning, and Broadcom generally wants customers with REALLY HIGH core counts. Finally, the new SKUs that Broadcom are pushing consolidate lots of products together that would have previously been purchased separately. If they were _only_ vSphere customers, the hike might have come from now needing to be NSX and vSAN customers against their will.

All that said, lots of customers definitely had similar experiences; it's all over /r/vmware. Broadcom is not joking about wanting to cull the herd here.

1 comments

> There are lots of details missing

It's a submarine article from Nutanix .NEXT who seemed to have done a media buy with The Register.

I've always detested that kind of underhanded vendor tactic, and am honestly happy that giants like ZScaler and Palo Alto Networks are moving away from the conferences+trade rag GTM and moving towards either direct sales or more targeted usergroups+conferences (eg. BSides).

> Broadcom is not joking about wanting to cull the herd here

Yep! Niklesh did the same thing to turn around PANW, and imo VMWare kinda needs it. The products are good, but it seemed like a lot of shenanigans were happening at the AE level.

I've heard down the grapevine that there's a significant shift towards cloud security now, which I think is something VMWare really needed to do - they had the right products, but became addicted to on-prem cash cows.

Either become a PANW or become a Rackspace.