When Broadcom acquired virtualization leader VMware in late 2023, some experts sounded the alarm that things were about to change. Not all tech leaders paid attention.
The changes came quickly. First, there were all the layoffs of VMware employees and the terminations of agreements with VMware resellers and service providers. Then the licensing changes. Perpetual licenses were out. Subscription licenses were in. And the software would no longer be sold as individual products but only in bundles.
Some of its largest enterprise customers, especially those already on subscription licenses, would benefit, Broadcom claimed.