All these plays converge into allowing a company to buy their entire Enterprise Infra stack from Broadcom.
Jesus HNers are dense.
These new owners however are not interested in catering to customers' needs - they just want to milk license fees like Oracle and outsource as much product development and customer support overseas as possible.
with predictable outcomes obviously
By only concentrating on direct sales and renewals for F100, you will still have around 80% of the same sales revenue as before, but at a lower operational cost.
This is the same operating model that ZScaler, Crowdstrike, and PANW use.
Sometimes, that dollar on the ground simply isn't worth picking.
And ime, there's a reason why most VCs, PEs, and Sales Leadership are strongly opposed to companies and startups that target a Channel Sales GTM strategy.