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What I've been hearing from others is that Broadcom wants to extract the most money possible from their top 10% of customers and shed the rest. That said, even
by danudey 2y ago
What I've been hearing from others is that Broadcom wants to extract the most money possible from their top 10% of customers and shed the rest.
That said, even AT&T is jumping ship: https://arstechnica.com/information-technology/2024/10/broadcom-tried-to-jack-vmware-prices-by-1050-percent-att-claims/ https://arstechnica.com/information-technology/2024/10/broad...
To think that the migration away from VMWare would cost $40-50m but have a "very quick payback" presumably means that AT&T is a gigantic customer paying a ton of money, so if they're not in the top 10% contracts worth keeping then who is?
- kotaKat 2y agoBad news, AT&T settled. They knew they could extort Broadcom back by going public to get their discount. https://www.ciodive.com/news/broadcom-att-vmware-settlement-licensing-support-lawsuit/733763/ https://www.ciodive.com/news/broadcom-att-vmware-settlement-...
- p_l 2y agoNot everyone wants to go the court way to force a discount - lots of places are furiously looking at minimizing the time spent paying the hiked up prices.
- bluGill 2y agoIt would not surprise me if AT&T was playing with alternatives and just decided to pay up for a couple years while they learn more and figure out how to migrate. It is likely that the alternatives - with the influx of customers dropping vmware - get enough better in a couple years that vmware is much better.