Broadcom Inc.’s acquisition of VMware Inc. has been a topic of much analysis in recent months. According to Paul Delory from Gartner Inc., interest in the takeover has not waned, with many people expressing concern about potential price increases following the acquisition. VMware has since consolidated its SKUs into two main bundles, VMware Cloud Foundation and VMware vSphere Foundation, causing varying impacts on customers depending on their starting point in the licensing process.
Delory, along with John Furrier and Rebecca Knight from theCUBE Research, discussed the impact of Broadcom’s acquisition of VMware during an interview on theCUBE. Customers who were already using VCF and had subscription services or obtained VMware licenses through cloud providers may not see a significant change. However, those using older SKUs that were phased out may experience substantial price increases when moving to VCF.
Many customers are now considering alternatives to VMware and exploring how to modernize their application portfolio. Delory emphasized the shift towards service-centric and cloud-based architecture, raising questions about moving workloads to serverless environments or containers.
The discussion surrounding VMware‘s acquisition and the implications for customers continues to evolve, with a focus on modernizing application portfolios and considering alternative architectures. The full interview on theCUBE provides additional insights into this topic as part of SiliconANGLE and theCUBE Research’s coverage of Google Cloud Next 2024.
Disclosure: TheCUBE is a paid media partner for Google Cloud Next 2024. Editorial control over content on theCUBE or SiliconANGLE is not influenced by Google or other event sponsors.
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https://siliconangle.com/2024/04/15/broadcom-VMware-analystangle-googlecloudnext/