VMware dominance remains, despite challengers | TechTarget

Broadcom’s commitment to pivoting VMware from an a la carte purchasing model to a handful of subscription services that targets select customers is paying off for the company, according to CEO Hock Tan.

Around 70% of VMware’s 10,000 most-invested customers have adopted the all-inclusive VMware Cloud Foundation (VCF) package by the close of Broadcom’s first fiscal quarter for 2025, Tan said during a Broadcom earnings call March 6.

“As these customers consume VCF, we still see a further…