Is there that much negativity towards VMWare? I got the impression they were generally liked by users? Still enterprise software, but good stuff, and not awful about their licencing like some other companies?
This will be a shift for on-prem deployments. For cloud solutions running VMware in AWS/Azure, unless those renewals go up significantly, most of VMwares mrr is already locked in and the people running these setups generally refuse to learn how the cloud works so it’s a pure lift and shift mentality.
But the pattern begins, broadcom buys VMware does nothing increase prices. Why would any sane client stay around to get VC squeezed.