By Helio Matsumoto
Publication Date: 2025-12-15 20:18:00
In recent months, the hypervisor market has undergone a disruption that few CIOs anticipated. The changes promoted by Broadcom after the acquisition of VMware (especially the end of perpetual licenses, the restructuring of the portfolio, and the forced migration to subscription models) created an immediate and profound shock to organizations’ IT strategy.
It’s not just about increased costs. The episode exposed a structural weakness that had been ignored: many companies depended more on the manufacturer’s commercial decisions than on the technology they use every day. In other words, the risk wasn’t in the hypervisor itself, but in the relationship model that supported it. This “late awakening” initiated what we can call the post-VMware order: a moment when clients, previously comfortable with their mature and stable environments, now seek to regain control, predictability, and autonomy.
When a paid-off house becomes a rental property
Among the most noticeable effects is the definitive abandonment of perpetual licenses. Companies that had invested for years in robust and well-operated environments suddenly found themselves pressured to migrate to subscription models, often with no direct relation to their real technical needs. Many small and medium-sized enterprises were forced to subscribe to minimum packages that were far larger than their actual needs. The metaphor used by executives at Rimini Street accurately…
