Broadcom
With the acquisition of VMware, Broadcom has developed a clear strategy regarding market approach, product development, and cloud usage. The common thread has been simplification: on one hand, in the number of products (for cloud, there is now only one: VMware Cloud Foundation), and on the other, in a new commercial model: moving to a subscription basis.
This latter change has had a major impact on the market: a large portion of the market uses so-called perpetual licenses with associated support packages. These users are now faced with a new investment in a monthly model. This has led to a rethink: VMware by Broadcom as a supplier has come under scrutiny, and technical alternatives are being explored.
This change has been a huge catalyst for parties to review their technology stack, and consequently their cloud strategy. This may well have been Broadcom's strategy to position VMware, and specifically VMware Cloud Foundation, directly alongside other clouds: public hyperscalers like AWS, Azure, Oracle, and Google Cloud.
